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T20250106001
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IP属地:四川
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T20250106001
2021-02-25
精彩
游戏驿站闪崩,触及熔断
T20250106001
2024-10-26
请问在哪里开户买美股 期权
T20250106001
02-26
$英伟达(NVDA)$
冲期权跟我走
T20250106001
02-26
$英伟达(NVDA)$
冲期权
T20250106001
01-07
达子没有白拿。首单期权 记录一下[财迷]
T20250106001
01-25
标普大涨了
@悦悦小姐姐:这个年,不大好过,川普登基也没有带动股票大涨
T20250106001
01-09
$SPXW 20250108 5975.0 CALL$
为什么我不平仓 可以一直亏完呢?
T20250106001
01-07
$美元指数(USDindex.FOREX)$
空
T20250106001
01-06
涨
黄仁勋“CES个人秀”倒计时! 一场关乎“AI信仰”的演讲震撼来袭
T20250106001
01-06
感觉满地都是这个新闻。是不是故意放出来的
T20250106001
01-01
为什么我不能做空
T20250106001
2024-12-20
Replying to
@夜流沙
:可复制性。特斯拉苹果这种无法复制 //
@夜流沙
:现在7巨头里面最低估的就是它,拿好就行了[贱笑]
T20250106001
2024-12-20
😂 拿住
去老虎APP查看更多动态
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空","text":"$美元指数(USDindex.FOREX)$ 空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390055419138456","isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389959925842088,"gmtCreate":1736212721376,"gmtModify":1736214276715,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"达子没有白拿。首单期权 记录一下[财迷] ","listText":"达子没有白拿。首单期权 记录一下[财迷] ","text":"达子没有白拿。首单期权 记录一下[财迷]","images":[{"img":"https://static.tigerbbs.com/1d942feb5af3824dfd17afbaaf61068a","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389959925842088","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":389798656946400,"gmtCreate":1736173311983,"gmtModify":1736173313997,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"涨","listText":"涨","text":"涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389798656946400","repostId":"1116781481","repostType":2,"repost":{"id":"1116781481","kind":"news","pubTimestamp":1736171827,"share":"https://www.laohu8.com/m/news/1116781481?lang=&edition=full","pubTime":"2025-01-06 21:57","market":"us","language":"zh","title":"黄仁勋“CES个人秀”倒计时! 一场关乎“AI信仰”的演讲震撼来袭","url":"https://stock-news.laohu8.com/highlight/detail?id=1116781481","media":"智通财经网","summary":"市场期待新催化剂。","content":"<html><head></head><body><p>英伟达,以及所有与AI相关股票的投资者们对当地时间周一首席执行官<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>的CES演讲寄予厚望,希望<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>最新讲话能够大举提振近期稍显低迷的“AI信仰”,进而推动AI投资热潮再度席卷金融市场,带动这家AI芯片霸主的股价迎来新一轮上攻走势,同时带动与人工智能相关的所有股票价格步入新一轮上行曲线。</p><p style=\"text-align: justify;\">自去年11月以来,英伟达股价似乎一直保持平稳态势,作为对比,2024年大部分时间,以及整个2023年都处于股价“狂飙模式”。<strong>英伟达的投资者们期待<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>在CES上的演讲能引发英伟达新一轮的股价大突破</strong>,“AI信徒们”则希望<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>讲话带动AMD、博通以及费城半导体指数ETF等所有与AI相关联的股票价格开启新一轮大涨趋势。</p><p style=\"text-align: justify;\"><strong>关于AI芯片的最前沿研究进展,以及端侧人工智能预计将是2025年国际消费电子展(CES)的核心聚焦点,尤其是探讨AI如何更完美地融入端侧消费电子产品以及探讨AI如何深度渗透至人类日常生活,尤其是“AI人形机器人”这一最重磅的端侧AI领域的新产品以及机器人核心技术发展进程,备受全球投资者以及科技行业粉丝们关注。</strong></p><p style=\"text-align: justify;\">因此,<strong>在<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>即将开启的这场全球投资者瞩目的CES演讲中,市场核心关注点将是英伟达Blackwell架构 AI GPU的需求前景展望以及英伟达在人形机器人领域的最新人工智能相关技术进展。</strong>英伟达CEO黄仁勋可能将透露Blackwell最新需求前景,以及未来将推出的Blackwell Ultra以及Rubin架构的更多信息,还可能将在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 Jetson Thor 平台。</p><p style=\"text-align: justify;\">黄仁勋将在备受华尔街投资机构以及全球投资者关注的拉斯维加斯国际消费电子展(CES)上重磅亮相。英伟达CEO黄仁勋通常利用这一全球科技行业的重大展会展示使用其芯片产品的消费电子设备,以及关于下一代AI GPU架构的前瞻消息。</p><p style=\"text-align: justify;\"><strong>投资者当地时间周一将重点关注有关Blackwell系列AI GPU的任何展望性质的评论,该AI芯片架构被金融市场视为英伟达的下一个最核心业绩增长催化剂,也将是驱动英伟达业绩持续井喷式超预期增长的最强助燃剂。</strong>根据英伟达高管们在上一次业绩会议上透露的消息,尽管需求非常强劲,但Blackwell AI GPU仍面临供应限制,部分原因是制造挑战导致其推出速度放缓,以及英伟达Blackwell独家芯片代工厂商台积电的AI芯片产能限制。</p><p style=\"text-align: justify;\"><strong>Blackwell架构AI GPU系列产品,毫无疑问是当前AI算力基础设施领域的“性能天花板”,英伟达CUDA生态系统壁垒则迫使科技公司们持续砸重金购置英伟达AI GPU以及更广泛的AI基础设施。</strong>微软、亚马逊以及谷歌等科技巨头需求以及Saleforce、Servicenow各大软件公司需求持续火爆,这也是市场为何预期Blackwell将驱动英伟达业绩持续炸裂式增长。</p><p style=\"text-align: justify;\"><strong>作为基准对标,Blackwell性能比上一代“性能天花板”Hopper强劲得多。</strong>在MLPerf Training基准测试中,Blackwell在GPT-3预训练任务中每GPU性能比Hopper大幅提升2倍。这意味着在相同数量的GPU下,使用Blackwell可以更快地完成模型训练。对于Llama 2 70B模型的LoRA微调任务,Blackwell每GPU性能比Hopper提升2.2倍,这表明Blackwell在处理特定高负载AI任务时具备更高的效率</p><p style=\"text-align: justify;\">来自富兰克林邓普顿股票业务部门的投资组合经理马特•乔帕表示:“<strong>分析师们预计,Blackwell的需求仍然非常强劲。这可能会让金融市场重新关注英伟达的最终长期机遇,进而推动股价迈入下一轮突破</strong>。”</p><p style=\"text-align: justify;\">即使在黄仁勋开启CES演讲前,英伟达的投资者们也有足够多的理由对于英伟达股价走势保持乐观。过去六个月,黄仁勋关于AI芯片需求的言论大幅提振了该公司股价。10月,他强调市场对于Blackwell的需求“太疯狂”,11月,他表示,由于需求“非常强劲”,最早一批Blackwell将在本财季(截至1月底的三个月内)大量发货。</p><p style=\"text-align: justify;\">然而,在鹰派美联储带来的持续高利率预期压力之下,该股在2024年12月出现了自2023年以来罕见的“月度跌幅”,但在2024年仍上涨了171%,权重占比较高的英伟达也成为标普500指数2024年整体涨幅的最大单一驱动因素。</p><p style=\"text-align: justify;\"><strong>今年以来,英伟达股价已累计上涨近8%,目前交易价格仅比历史最高收盘价低3%,黄仁勋最新讲话甚至有可能带动英伟达股价创历史新高。英伟达目前市值约3.54万亿美元,仅次于苹果。</strong></p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/831157b034cd619e8801bea58f38432d\" tg-height=\"707\" tg-width=\"995\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>最新业绩未能带动英伟达股价持续大涨,市场期待新催化剂</strong></p><p style=\"text-align: justify;\">在英伟达美东时间11月20日发布最新的业绩报告后,该公司股价虽然短暂创历史新高,但此后在一段时间内暴跌。该公司的业绩展望未能给华尔街留下深刻印象,华尔街已经习惯了英伟达的业绩展望大幅超出平均预期,使得英伟达业绩超预期的“阈值幅度”变得越来越高。</p><p class=\"t-img-caption\"><img alt=\"1736170158(1).png\" src=\"https://static.tigerbbs.com/2fb442d002b2a7aece31efd9e0b5158c\" tg-height=\"430\" tg-width=\"754\" title=\"1736170158(1).png\"/><span>1736170158(1).png</span></p><p style=\"text-align: justify;\">英伟达股价几乎停滞之际,市场对人工智能支出的兴奋情绪蔓延至半导体行业的其他领域。比如,AI ASIC芯片领域,这是英伟达AI GPU目前最强的AI基础设施竞品。</p><p style=\"text-align: justify;\"><strong>AI ASIC最强势力博通(AVGO.US)的股价在过去几周内大幅飙升了近30%,一举跨入“万亿股票市值俱乐部”,此前该公司预测,其设计用于数据中心运营商的人工智能核心硬件组件市场将出现史无前例的繁荣。</strong>另一AI ASIC芯片重要势力Marvell Technology(MRVL.US)的股价自其业绩报告显示定制化人工智能芯片需求大幅超出预期以来,已上涨超过20%。</p><p style=\"text-align: justify;\"><strong>但是在摩根士丹利等华尔街大行看来,AI GPU与AI ASIC不存在所谓的“完全替代”,这两种截然不同的AI硬件路线将长期“和谐共存”。</strong>结合ASIC与GPU,将使得AI ASIC更加集中于常态化的AI任务或者是结构固定的AI应用,诸如矩阵运算、卷积操作等深度神经网络中的常见操作,<strong>而英伟达AI GPU则集中于更加复杂且对算力要求高得多的人工智能算力任务</strong>,比如自注意力机制以及由生成器和判别器组成的神经网络结构生成对抗网络(GAN),<strong>以及更广泛且庞大的通用型计算任务</strong>,GPU具有非常强大的浮点运算能力和较高的内存带宽,适合处理需要大量数据和复杂算法的任务。</p><p style=\"text-align: justify;\">由约瑟夫·摩尔领导的摩根士丹利股票分析师团队将这些博通等AI相关股票的上涨比作“英伟达的AI财富短暂转移”,在博通无比强劲的业绩报告发布之后,英伟达的股价连续四个交易日下跌,市值缩水超过2000亿美元。<strong>然而,英伟达仍然是摩根士丹利的“首选股票”,大摩的分析师们认为这家芯片巨头今年仍将主导AI基础设施的市场份额。他们也期待黄仁勋的CES主题演讲将是一个“积极的催化大事件”。</strong></p><p style=\"text-align: justify;\">“信息传递应该是一样的——Blackwell的需求非常强劲,但供应有限,”他们在近日的一份研究报告中写道。“到年中,我们仍然相信,市场重点仍将放在Blackwell上,它将成为下半年营收的核心推动力。”</p><p style=\"text-align: justify;\"><strong>美国银行(Bank of America)的分析师团队近日发布了2025年美股市场“首选芯片股名单”,其中包括美股2023年以来投资热度爆表的“AI芯片三巨头”——即英伟达、博通以及迈威尔科技,均位列美国银行的2025年“首选芯片股名单”。</strong>该名单上的芯片股标的还包括半导体设备巨头泛林集团(LRCX.US)、汽车芯片领军者安森美半导体(ON.US)以及EDA软件领导者之一铿腾电子(CDNS.US)。美国银行予以英伟达的中期目标价高达190美元。截至上周五美股收盘,英伟达股价收于144.470美元。</p><p style=\"text-align: justify;\"><strong>对于英伟达投资者们来说,堪称“孤注一掷”时刻</strong></p><p style=\"text-align: justify;\">来自瑞穗证券的科技行业专家乔丹·克莱恩认为,CES上关于AI的任何热门事件,以及黄仁勋的人工智能主题演讲是对科技行业近期市场投资者情绪以及风险偏好的关键考验。</p><p style=\"text-align: justify;\">他写道,<strong>如果英伟达股价在黄仁勋发表讲话后的几天内下跌或原地踏步,那么“在我看来,这将对1月份的全球股票市场产生适度的负面影响”</strong>。他还表示,由于科技公司的财报季要到本月晚些时候才开始,“<strong>在此之前,爱好科技股的投资者们几乎没有衡量基本面和前景的任何积极依据。”</strong></p><p style=\"text-align: justify;\">在黄仁勋发表讲话之后,英伟达股价的涨跌幅度可能非常大,因为其股价飙升加剧了人们对估值的担忧情绪。该股基于营收前景的预期市盈率约为18x,使其成为纳斯达克100指数中预期市盈率最高的10只股票之一。该股基于每股收益(EPS)的预期市盈率也接近34x,而芯片股基准——费城半导体指数的预期市盈率约为24x。</p><p style=\"text-align: justify;\">来自John Hancock Investments的首席投资策略师团队<strong>仍对英伟达和其他美股大型科技股持乐观态度,但预计未来将出现“更多波动”。</strong>“在某个时候,2025年将出现一个‘证明给我看’的关键时刻,届时将不得不重申这个AI叙事逻辑。估值显然是一个问题,重要的是需要注意在业绩高速增长之下,市场给的估值能够有多高,即使人工智能的顺风因素仍然完好无损。”</p><p style=\"text-align: justify;\"><strong>除了Blackwel,市场还聚焦人形机器人</strong></p><p style=\"text-align: justify;\">我们大概率将听到黄仁勋发表的更多关于该公司Blackwell架构AI GPU的最细市场供需消息,该系列AI GPU于2024年底开启首批供应,今年年初可能将开始大量出货。</p><p style=\"text-align: justify;\"><strong>CES 2025可能将成为愈发成熟的生成式AI软件生态与人形机器人相结合的良好开端。华尔街分析师们普遍预计,英伟达可能将会在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 Jetson Thor 平台,这将与英伟达的“具身人工智能(Embodied AI)”战略密切相关。</strong></p><p style=\"text-align: justify;\">当处理天量并行化计算的数据中心服务器AI芯片部署规模满足全球企业与个人的基准算力需求以及AI大模型迭代发展所需的庞大算力支撑时,按照技术发展趋势,在包括智能手机、PC以及人形机器人在内的消费电子等应用终端,以及电动汽车软件系统和工业生产等应用终端,类似GPT-4o、o1等人工智能推理性能愈发强大的AI大模型势必将最终融入这些终端设备并且能够调用云端更强大的AI算力进行即时配合,这也就是所谓的端侧AI。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>黄仁勋“CES个人秀”倒计时! 一场关乎“AI信仰”的演讲震撼来袭</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; 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href=\"https://www.zhitongcaijing.com/content/detail/1234063.html\"><strong>智通财经网</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>英伟达,以及所有与AI相关股票的投资者们对当地时间周一首席执行官<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>的CES演讲寄予厚望,希望<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>最新讲话能够大举提振近期稍显低迷的“AI信仰”,进而推动AI投资热潮再度席卷金融市场,带动这家AI芯片霸主的股价迎来新一轮上攻走势,同时带动与人工智能相关的所有股票价格步入新一轮上行曲线。自去年11月以来,英伟达股价似乎一直保持平稳态势,作为对比,2024年大部分时间,以及整个2023年都处于股价...</p>\n<a href=\"https://www.zhitongcaijing.com/content/detail/1234063.html\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04520f5e09cbb0e2d289627b799bdc8d","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.zhitongcaijing.com/content/detail/1234063.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1116781481","content_text":"英伟达,以及所有与AI相关股票的投资者们对当地时间周一首席执行官黄仁勋的CES演讲寄予厚望,希望黄仁勋最新讲话能够大举提振近期稍显低迷的“AI信仰”,进而推动AI投资热潮再度席卷金融市场,带动这家AI芯片霸主的股价迎来新一轮上攻走势,同时带动与人工智能相关的所有股票价格步入新一轮上行曲线。自去年11月以来,英伟达股价似乎一直保持平稳态势,作为对比,2024年大部分时间,以及整个2023年都处于股价“狂飙模式”。英伟达的投资者们期待黄仁勋在CES上的演讲能引发英伟达新一轮的股价大突破,“AI信徒们”则希望黄仁勋讲话带动AMD、博通以及费城半导体指数ETF等所有与AI相关联的股票价格开启新一轮大涨趋势。关于AI芯片的最前沿研究进展,以及端侧人工智能预计将是2025年国际消费电子展(CES)的核心聚焦点,尤其是探讨AI如何更完美地融入端侧消费电子产品以及探讨AI如何深度渗透至人类日常生活,尤其是“AI人形机器人”这一最重磅的端侧AI领域的新产品以及机器人核心技术发展进程,备受全球投资者以及科技行业粉丝们关注。因此,在黄仁勋即将开启的这场全球投资者瞩目的CES演讲中,市场核心关注点将是英伟达Blackwell架构 AI GPU的需求前景展望以及英伟达在人形机器人领域的最新人工智能相关技术进展。英伟达CEO黄仁勋可能将透露Blackwell最新需求前景,以及未来将推出的Blackwell Ultra以及Rubin架构的更多信息,还可能将在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 Jetson Thor 平台。黄仁勋将在备受华尔街投资机构以及全球投资者关注的拉斯维加斯国际消费电子展(CES)上重磅亮相。英伟达CEO黄仁勋通常利用这一全球科技行业的重大展会展示使用其芯片产品的消费电子设备,以及关于下一代AI GPU架构的前瞻消息。投资者当地时间周一将重点关注有关Blackwell系列AI GPU的任何展望性质的评论,该AI芯片架构被金融市场视为英伟达的下一个最核心业绩增长催化剂,也将是驱动英伟达业绩持续井喷式超预期增长的最强助燃剂。根据英伟达高管们在上一次业绩会议上透露的消息,尽管需求非常强劲,但Blackwell AI GPU仍面临供应限制,部分原因是制造挑战导致其推出速度放缓,以及英伟达Blackwell独家芯片代工厂商台积电的AI芯片产能限制。Blackwell架构AI GPU系列产品,毫无疑问是当前AI算力基础设施领域的“性能天花板”,英伟达CUDA生态系统壁垒则迫使科技公司们持续砸重金购置英伟达AI GPU以及更广泛的AI基础设施。微软、亚马逊以及谷歌等科技巨头需求以及Saleforce、Servicenow各大软件公司需求持续火爆,这也是市场为何预期Blackwell将驱动英伟达业绩持续炸裂式增长。作为基准对标,Blackwell性能比上一代“性能天花板”Hopper强劲得多。在MLPerf Training基准测试中,Blackwell在GPT-3预训练任务中每GPU性能比Hopper大幅提升2倍。这意味着在相同数量的GPU下,使用Blackwell可以更快地完成模型训练。对于Llama 2 70B模型的LoRA微调任务,Blackwell每GPU性能比Hopper提升2.2倍,这表明Blackwell在处理特定高负载AI任务时具备更高的效率来自富兰克林邓普顿股票业务部门的投资组合经理马特•乔帕表示:“分析师们预计,Blackwell的需求仍然非常强劲。这可能会让金融市场重新关注英伟达的最终长期机遇,进而推动股价迈入下一轮突破。”即使在黄仁勋开启CES演讲前,英伟达的投资者们也有足够多的理由对于英伟达股价走势保持乐观。过去六个月,黄仁勋关于AI芯片需求的言论大幅提振了该公司股价。10月,他强调市场对于Blackwell的需求“太疯狂”,11月,他表示,由于需求“非常强劲”,最早一批Blackwell将在本财季(截至1月底的三个月内)大量发货。然而,在鹰派美联储带来的持续高利率预期压力之下,该股在2024年12月出现了自2023年以来罕见的“月度跌幅”,但在2024年仍上涨了171%,权重占比较高的英伟达也成为标普500指数2024年整体涨幅的最大单一驱动因素。今年以来,英伟达股价已累计上涨近8%,目前交易价格仅比历史最高收盘价低3%,黄仁勋最新讲话甚至有可能带动英伟达股价创历史新高。英伟达目前市值约3.54万亿美元,仅次于苹果。最新业绩未能带动英伟达股价持续大涨,市场期待新催化剂在英伟达美东时间11月20日发布最新的业绩报告后,该公司股价虽然短暂创历史新高,但此后在一段时间内暴跌。该公司的业绩展望未能给华尔街留下深刻印象,华尔街已经习惯了英伟达的业绩展望大幅超出平均预期,使得英伟达业绩超预期的“阈值幅度”变得越来越高。1736170158(1).png英伟达股价几乎停滞之际,市场对人工智能支出的兴奋情绪蔓延至半导体行业的其他领域。比如,AI ASIC芯片领域,这是英伟达AI GPU目前最强的AI基础设施竞品。AI ASIC最强势力博通(AVGO.US)的股价在过去几周内大幅飙升了近30%,一举跨入“万亿股票市值俱乐部”,此前该公司预测,其设计用于数据中心运营商的人工智能核心硬件组件市场将出现史无前例的繁荣。另一AI ASIC芯片重要势力Marvell Technology(MRVL.US)的股价自其业绩报告显示定制化人工智能芯片需求大幅超出预期以来,已上涨超过20%。但是在摩根士丹利等华尔街大行看来,AI GPU与AI ASIC不存在所谓的“完全替代”,这两种截然不同的AI硬件路线将长期“和谐共存”。结合ASIC与GPU,将使得AI ASIC更加集中于常态化的AI任务或者是结构固定的AI应用,诸如矩阵运算、卷积操作等深度神经网络中的常见操作,而英伟达AI GPU则集中于更加复杂且对算力要求高得多的人工智能算力任务,比如自注意力机制以及由生成器和判别器组成的神经网络结构生成对抗网络(GAN),以及更广泛且庞大的通用型计算任务,GPU具有非常强大的浮点运算能力和较高的内存带宽,适合处理需要大量数据和复杂算法的任务。由约瑟夫·摩尔领导的摩根士丹利股票分析师团队将这些博通等AI相关股票的上涨比作“英伟达的AI财富短暂转移”,在博通无比强劲的业绩报告发布之后,英伟达的股价连续四个交易日下跌,市值缩水超过2000亿美元。然而,英伟达仍然是摩根士丹利的“首选股票”,大摩的分析师们认为这家芯片巨头今年仍将主导AI基础设施的市场份额。他们也期待黄仁勋的CES主题演讲将是一个“积极的催化大事件”。“信息传递应该是一样的——Blackwell的需求非常强劲,但供应有限,”他们在近日的一份研究报告中写道。“到年中,我们仍然相信,市场重点仍将放在Blackwell上,它将成为下半年营收的核心推动力。”美国银行(Bank of America)的分析师团队近日发布了2025年美股市场“首选芯片股名单”,其中包括美股2023年以来投资热度爆表的“AI芯片三巨头”——即英伟达、博通以及迈威尔科技,均位列美国银行的2025年“首选芯片股名单”。该名单上的芯片股标的还包括半导体设备巨头泛林集团(LRCX.US)、汽车芯片领军者安森美半导体(ON.US)以及EDA软件领导者之一铿腾电子(CDNS.US)。美国银行予以英伟达的中期目标价高达190美元。截至上周五美股收盘,英伟达股价收于144.470美元。对于英伟达投资者们来说,堪称“孤注一掷”时刻来自瑞穗证券的科技行业专家乔丹·克莱恩认为,CES上关于AI的任何热门事件,以及黄仁勋的人工智能主题演讲是对科技行业近期市场投资者情绪以及风险偏好的关键考验。他写道,如果英伟达股价在黄仁勋发表讲话后的几天内下跌或原地踏步,那么“在我看来,这将对1月份的全球股票市场产生适度的负面影响”。他还表示,由于科技公司的财报季要到本月晚些时候才开始,“在此之前,爱好科技股的投资者们几乎没有衡量基本面和前景的任何积极依据。”在黄仁勋发表讲话之后,英伟达股价的涨跌幅度可能非常大,因为其股价飙升加剧了人们对估值的担忧情绪。该股基于营收前景的预期市盈率约为18x,使其成为纳斯达克100指数中预期市盈率最高的10只股票之一。该股基于每股收益(EPS)的预期市盈率也接近34x,而芯片股基准——费城半导体指数的预期市盈率约为24x。来自John Hancock Investments的首席投资策略师团队仍对英伟达和其他美股大型科技股持乐观态度,但预计未来将出现“更多波动”。“在某个时候,2025年将出现一个‘证明给我看’的关键时刻,届时将不得不重申这个AI叙事逻辑。估值显然是一个问题,重要的是需要注意在业绩高速增长之下,市场给的估值能够有多高,即使人工智能的顺风因素仍然完好无损。”除了Blackwel,市场还聚焦人形机器人我们大概率将听到黄仁勋发表的更多关于该公司Blackwell架构AI GPU的最细市场供需消息,该系列AI GPU于2024年底开启首批供应,今年年初可能将开始大量出货。CES 2025可能将成为愈发成熟的生成式AI软件生态与人形机器人相结合的良好开端。华尔街分析师们普遍预计,英伟达可能将会在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 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AI)”战略密切相关。当处理天量并行化计算的数据中心服务器AI芯片部署规模满足全球企业与个人的基准算力需求以及AI大模型迭代发展所需的庞大算力支撑时,按照技术发展趋势,在包括智能手机、PC以及人形机器人在内的消费电子等应用终端,以及电动汽车软件系统和工业生产等应用终端,类似GPT-4o、o1等人工智能推理性能愈发强大的AI大模型势必将最终融入这些终端设备并且能够调用云端更强大的AI算力进行即时配合,这也就是所谓的端侧AI。","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389699479486688,"gmtCreate":1736149098736,"gmtModify":1736149100765,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"感觉满地都是这个新闻。是不是故意放出来的","listText":"感觉满地都是这个新闻。是不是故意放出来的","text":"感觉满地都是这个新闻。是不是故意放出来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699479486688","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387728085430720,"gmtCreate":1735699371660,"gmtModify":1735699373570,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"为什么我不能做空","listText":"为什么我不能做空","text":"为什么我不能做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387728085430720","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383383742378168,"gmtCreate":1734629806336,"gmtModify":1734630713980,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:可复制性。特斯拉苹果这种无法复制 //<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:现在7巨头里面最低估的就是它,拿好就行了[贱笑]","listText":"Replying to <a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:可复制性。特斯拉苹果这种无法复制 //<a href=\"https://laohu8.com/U/3562148271530289\">@夜流沙</a>:现在7巨头里面最低估的就是它,拿好就行了[贱笑]","text":"Replying to @夜流沙:可复制性。特斯拉苹果这种无法复制 //@夜流沙:现在7巨头里面最低估的就是它,拿好就行了[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383383742378168","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383338441196072,"gmtCreate":1734629776075,"gmtModify":1734630714559,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"😂 拿住","listText":"😂 拿住","text":"😂 拿住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383338441196072","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364103975641360,"gmtCreate":1729902674593,"gmtModify":1729909623996,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"请问在哪里开户买美股 期权","listText":"请问在哪里开户买美股 期权","text":"请问在哪里开户买美股 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justify;\"><strong>关于AI芯片的最前沿研究进展,以及端侧人工智能预计将是2025年国际消费电子展(CES)的核心聚焦点,尤其是探讨AI如何更完美地融入端侧消费电子产品以及探讨AI如何深度渗透至人类日常生活,尤其是“AI人形机器人”这一最重磅的端侧AI领域的新产品以及机器人核心技术发展进程,备受全球投资者以及科技行业粉丝们关注。</strong></p><p style=\"text-align: justify;\">因此,<strong>在<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>即将开启的这场全球投资者瞩目的CES演讲中,市场核心关注点将是英伟达Blackwell架构 AI GPU的需求前景展望以及英伟达在人形机器人领域的最新人工智能相关技术进展。</strong>英伟达CEO黄仁勋可能将透露Blackwell最新需求前景,以及未来将推出的Blackwell Ultra以及Rubin架构的更多信息,还可能将在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 Jetson Thor 平台。</p><p style=\"text-align: justify;\">黄仁勋将在备受华尔街投资机构以及全球投资者关注的拉斯维加斯国际消费电子展(CES)上重磅亮相。英伟达CEO黄仁勋通常利用这一全球科技行业的重大展会展示使用其芯片产品的消费电子设备,以及关于下一代AI GPU架构的前瞻消息。</p><p style=\"text-align: justify;\"><strong>投资者当地时间周一将重点关注有关Blackwell系列AI GPU的任何展望性质的评论,该AI芯片架构被金融市场视为英伟达的下一个最核心业绩增长催化剂,也将是驱动英伟达业绩持续井喷式超预期增长的最强助燃剂。</strong>根据英伟达高管们在上一次业绩会议上透露的消息,尽管需求非常强劲,但Blackwell AI GPU仍面临供应限制,部分原因是制造挑战导致其推出速度放缓,以及英伟达Blackwell独家芯片代工厂商台积电的AI芯片产能限制。</p><p style=\"text-align: justify;\"><strong>Blackwell架构AI GPU系列产品,毫无疑问是当前AI算力基础设施领域的“性能天花板”,英伟达CUDA生态系统壁垒则迫使科技公司们持续砸重金购置英伟达AI GPU以及更广泛的AI基础设施。</strong>微软、亚马逊以及谷歌等科技巨头需求以及Saleforce、Servicenow各大软件公司需求持续火爆,这也是市场为何预期Blackwell将驱动英伟达业绩持续炸裂式增长。</p><p style=\"text-align: justify;\"><strong>作为基准对标,Blackwell性能比上一代“性能天花板”Hopper强劲得多。</strong>在MLPerf Training基准测试中,Blackwell在GPT-3预训练任务中每GPU性能比Hopper大幅提升2倍。这意味着在相同数量的GPU下,使用Blackwell可以更快地完成模型训练。对于Llama 2 70B模型的LoRA微调任务,Blackwell每GPU性能比Hopper提升2.2倍,这表明Blackwell在处理特定高负载AI任务时具备更高的效率</p><p style=\"text-align: justify;\">来自富兰克林邓普顿股票业务部门的投资组合经理马特•乔帕表示:“<strong>分析师们预计,Blackwell的需求仍然非常强劲。这可能会让金融市场重新关注英伟达的最终长期机遇,进而推动股价迈入下一轮突破</strong>。”</p><p style=\"text-align: justify;\">即使在黄仁勋开启CES演讲前,英伟达的投资者们也有足够多的理由对于英伟达股价走势保持乐观。过去六个月,黄仁勋关于AI芯片需求的言论大幅提振了该公司股价。10月,他强调市场对于Blackwell的需求“太疯狂”,11月,他表示,由于需求“非常强劲”,最早一批Blackwell将在本财季(截至1月底的三个月内)大量发货。</p><p style=\"text-align: justify;\">然而,在鹰派美联储带来的持续高利率预期压力之下,该股在2024年12月出现了自2023年以来罕见的“月度跌幅”,但在2024年仍上涨了171%,权重占比较高的英伟达也成为标普500指数2024年整体涨幅的最大单一驱动因素。</p><p style=\"text-align: justify;\"><strong>今年以来,英伟达股价已累计上涨近8%,目前交易价格仅比历史最高收盘价低3%,黄仁勋最新讲话甚至有可能带动英伟达股价创历史新高。英伟达目前市值约3.54万亿美元,仅次于苹果。</strong></p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/831157b034cd619e8801bea58f38432d\" tg-height=\"707\" tg-width=\"995\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>最新业绩未能带动英伟达股价持续大涨,市场期待新催化剂</strong></p><p style=\"text-align: justify;\">在英伟达美东时间11月20日发布最新的业绩报告后,该公司股价虽然短暂创历史新高,但此后在一段时间内暴跌。该公司的业绩展望未能给华尔街留下深刻印象,华尔街已经习惯了英伟达的业绩展望大幅超出平均预期,使得英伟达业绩超预期的“阈值幅度”变得越来越高。</p><p class=\"t-img-caption\"><img alt=\"1736170158(1).png\" src=\"https://static.tigerbbs.com/2fb442d002b2a7aece31efd9e0b5158c\" tg-height=\"430\" tg-width=\"754\" title=\"1736170158(1).png\"/><span>1736170158(1).png</span></p><p style=\"text-align: justify;\">英伟达股价几乎停滞之际,市场对人工智能支出的兴奋情绪蔓延至半导体行业的其他领域。比如,AI ASIC芯片领域,这是英伟达AI GPU目前最强的AI基础设施竞品。</p><p style=\"text-align: justify;\"><strong>AI ASIC最强势力博通(AVGO.US)的股价在过去几周内大幅飙升了近30%,一举跨入“万亿股票市值俱乐部”,此前该公司预测,其设计用于数据中心运营商的人工智能核心硬件组件市场将出现史无前例的繁荣。</strong>另一AI ASIC芯片重要势力Marvell Technology(MRVL.US)的股价自其业绩报告显示定制化人工智能芯片需求大幅超出预期以来,已上涨超过20%。</p><p style=\"text-align: justify;\"><strong>但是在摩根士丹利等华尔街大行看来,AI GPU与AI ASIC不存在所谓的“完全替代”,这两种截然不同的AI硬件路线将长期“和谐共存”。</strong>结合ASIC与GPU,将使得AI ASIC更加集中于常态化的AI任务或者是结构固定的AI应用,诸如矩阵运算、卷积操作等深度神经网络中的常见操作,<strong>而英伟达AI GPU则集中于更加复杂且对算力要求高得多的人工智能算力任务</strong>,比如自注意力机制以及由生成器和判别器组成的神经网络结构生成对抗网络(GAN),<strong>以及更广泛且庞大的通用型计算任务</strong>,GPU具有非常强大的浮点运算能力和较高的内存带宽,适合处理需要大量数据和复杂算法的任务。</p><p style=\"text-align: justify;\">由约瑟夫·摩尔领导的摩根士丹利股票分析师团队将这些博通等AI相关股票的上涨比作“英伟达的AI财富短暂转移”,在博通无比强劲的业绩报告发布之后,英伟达的股价连续四个交易日下跌,市值缩水超过2000亿美元。<strong>然而,英伟达仍然是摩根士丹利的“首选股票”,大摩的分析师们认为这家芯片巨头今年仍将主导AI基础设施的市场份额。他们也期待黄仁勋的CES主题演讲将是一个“积极的催化大事件”。</strong></p><p style=\"text-align: justify;\">“信息传递应该是一样的——Blackwell的需求非常强劲,但供应有限,”他们在近日的一份研究报告中写道。“到年中,我们仍然相信,市场重点仍将放在Blackwell上,它将成为下半年营收的核心推动力。”</p><p style=\"text-align: justify;\"><strong>美国银行(Bank of America)的分析师团队近日发布了2025年美股市场“首选芯片股名单”,其中包括美股2023年以来投资热度爆表的“AI芯片三巨头”——即英伟达、博通以及迈威尔科技,均位列美国银行的2025年“首选芯片股名单”。</strong>该名单上的芯片股标的还包括半导体设备巨头泛林集团(LRCX.US)、汽车芯片领军者安森美半导体(ON.US)以及EDA软件领导者之一铿腾电子(CDNS.US)。美国银行予以英伟达的中期目标价高达190美元。截至上周五美股收盘,英伟达股价收于144.470美元。</p><p style=\"text-align: justify;\"><strong>对于英伟达投资者们来说,堪称“孤注一掷”时刻</strong></p><p style=\"text-align: justify;\">来自瑞穗证券的科技行业专家乔丹·克莱恩认为,CES上关于AI的任何热门事件,以及黄仁勋的人工智能主题演讲是对科技行业近期市场投资者情绪以及风险偏好的关键考验。</p><p style=\"text-align: justify;\">他写道,<strong>如果英伟达股价在黄仁勋发表讲话后的几天内下跌或原地踏步,那么“在我看来,这将对1月份的全球股票市场产生适度的负面影响”</strong>。他还表示,由于科技公司的财报季要到本月晚些时候才开始,“<strong>在此之前,爱好科技股的投资者们几乎没有衡量基本面和前景的任何积极依据。”</strong></p><p style=\"text-align: justify;\">在黄仁勋发表讲话之后,英伟达股价的涨跌幅度可能非常大,因为其股价飙升加剧了人们对估值的担忧情绪。该股基于营收前景的预期市盈率约为18x,使其成为纳斯达克100指数中预期市盈率最高的10只股票之一。该股基于每股收益(EPS)的预期市盈率也接近34x,而芯片股基准——费城半导体指数的预期市盈率约为24x。</p><p style=\"text-align: justify;\">来自John Hancock Investments的首席投资策略师团队<strong>仍对英伟达和其他美股大型科技股持乐观态度,但预计未来将出现“更多波动”。</strong>“在某个时候,2025年将出现一个‘证明给我看’的关键时刻,届时将不得不重申这个AI叙事逻辑。估值显然是一个问题,重要的是需要注意在业绩高速增长之下,市场给的估值能够有多高,即使人工智能的顺风因素仍然完好无损。”</p><p style=\"text-align: justify;\"><strong>除了Blackwel,市场还聚焦人形机器人</strong></p><p style=\"text-align: justify;\">我们大概率将听到黄仁勋发表的更多关于该公司Blackwell架构AI GPU的最细市场供需消息,该系列AI GPU于2024年底开启首批供应,今年年初可能将开始大量出货。</p><p style=\"text-align: justify;\"><strong>CES 2025可能将成为愈发成熟的生成式AI软件生态与人形机器人相结合的良好开端。华尔街分析师们普遍预计,英伟达可能将会在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 Jetson Thor 平台,这将与英伟达的“具身人工智能(Embodied AI)”战略密切相关。</strong></p><p style=\"text-align: justify;\">当处理天量并行化计算的数据中心服务器AI芯片部署规模满足全球企业与个人的基准算力需求以及AI大模型迭代发展所需的庞大算力支撑时,按照技术发展趋势,在包括智能手机、PC以及人形机器人在内的消费电子等应用终端,以及电动汽车软件系统和工业生产等应用终端,类似GPT-4o、o1等人工智能推理性能愈发强大的AI大模型势必将最终融入这些终端设备并且能够调用云端更强大的AI算力进行即时配合,这也就是所谓的端侧AI。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" 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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<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>“CES个人秀”倒计时! 一场关乎“AI信仰”的演讲震撼来袭\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-06 21:57 北京时间 <a href=\"https://www.zhitongcaijing.com/content/detail/1234063.html\"><strong>智通财经网</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>英伟达,以及所有与AI相关股票的投资者们对当地时间周一首席执行官<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>的CES演讲寄予厚望,希望<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>最新讲话能够大举提振近期稍显低迷的“AI信仰”,进而推动AI投资热潮再度席卷金融市场,带动这家AI芯片霸主的股价迎来新一轮上攻走势,同时带动与人工智能相关的所有股票价格步入新一轮上行曲线。自去年11月以来,英伟达股价似乎一直保持平稳态势,作为对比,2024年大部分时间,以及整个2023年都处于股价...</p>\n<a href=\"https://www.zhitongcaijing.com/content/detail/1234063.html\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/04520f5e09cbb0e2d289627b799bdc8d","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.zhitongcaijing.com/content/detail/1234063.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1116781481","content_text":"英伟达,以及所有与AI相关股票的投资者们对当地时间周一首席执行官黄仁勋的CES演讲寄予厚望,希望黄仁勋最新讲话能够大举提振近期稍显低迷的“AI信仰”,进而推动AI投资热潮再度席卷金融市场,带动这家AI芯片霸主的股价迎来新一轮上攻走势,同时带动与人工智能相关的所有股票价格步入新一轮上行曲线。自去年11月以来,英伟达股价似乎一直保持平稳态势,作为对比,2024年大部分时间,以及整个2023年都处于股价“狂飙模式”。英伟达的投资者们期待黄仁勋在CES上的演讲能引发英伟达新一轮的股价大突破,“AI信徒们”则希望黄仁勋讲话带动AMD、博通以及费城半导体指数ETF等所有与AI相关联的股票价格开启新一轮大涨趋势。关于AI芯片的最前沿研究进展,以及端侧人工智能预计将是2025年国际消费电子展(CES)的核心聚焦点,尤其是探讨AI如何更完美地融入端侧消费电子产品以及探讨AI如何深度渗透至人类日常生活,尤其是“AI人形机器人”这一最重磅的端侧AI领域的新产品以及机器人核心技术发展进程,备受全球投资者以及科技行业粉丝们关注。因此,在黄仁勋即将开启的这场全球投资者瞩目的CES演讲中,市场核心关注点将是英伟达Blackwell架构 AI GPU的需求前景展望以及英伟达在人形机器人领域的最新人工智能相关技术进展。英伟达CEO黄仁勋可能将透露Blackwell最新需求前景,以及未来将推出的Blackwell Ultra以及Rubin架构的更多信息,还可能将在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 Jetson Thor 平台。黄仁勋将在备受华尔街投资机构以及全球投资者关注的拉斯维加斯国际消费电子展(CES)上重磅亮相。英伟达CEO黄仁勋通常利用这一全球科技行业的重大展会展示使用其芯片产品的消费电子设备,以及关于下一代AI GPU架构的前瞻消息。投资者当地时间周一将重点关注有关Blackwell系列AI GPU的任何展望性质的评论,该AI芯片架构被金融市场视为英伟达的下一个最核心业绩增长催化剂,也将是驱动英伟达业绩持续井喷式超预期增长的最强助燃剂。根据英伟达高管们在上一次业绩会议上透露的消息,尽管需求非常强劲,但Blackwell AI GPU仍面临供应限制,部分原因是制造挑战导致其推出速度放缓,以及英伟达Blackwell独家芯片代工厂商台积电的AI芯片产能限制。Blackwell架构AI GPU系列产品,毫无疑问是当前AI算力基础设施领域的“性能天花板”,英伟达CUDA生态系统壁垒则迫使科技公司们持续砸重金购置英伟达AI GPU以及更广泛的AI基础设施。微软、亚马逊以及谷歌等科技巨头需求以及Saleforce、Servicenow各大软件公司需求持续火爆,这也是市场为何预期Blackwell将驱动英伟达业绩持续炸裂式增长。作为基准对标,Blackwell性能比上一代“性能天花板”Hopper强劲得多。在MLPerf Training基准测试中,Blackwell在GPT-3预训练任务中每GPU性能比Hopper大幅提升2倍。这意味着在相同数量的GPU下,使用Blackwell可以更快地完成模型训练。对于Llama 2 70B模型的LoRA微调任务,Blackwell每GPU性能比Hopper提升2.2倍,这表明Blackwell在处理特定高负载AI任务时具备更高的效率来自富兰克林邓普顿股票业务部门的投资组合经理马特•乔帕表示:“分析师们预计,Blackwell的需求仍然非常强劲。这可能会让金融市场重新关注英伟达的最终长期机遇,进而推动股价迈入下一轮突破。”即使在黄仁勋开启CES演讲前,英伟达的投资者们也有足够多的理由对于英伟达股价走势保持乐观。过去六个月,黄仁勋关于AI芯片需求的言论大幅提振了该公司股价。10月,他强调市场对于Blackwell的需求“太疯狂”,11月,他表示,由于需求“非常强劲”,最早一批Blackwell将在本财季(截至1月底的三个月内)大量发货。然而,在鹰派美联储带来的持续高利率预期压力之下,该股在2024年12月出现了自2023年以来罕见的“月度跌幅”,但在2024年仍上涨了171%,权重占比较高的英伟达也成为标普500指数2024年整体涨幅的最大单一驱动因素。今年以来,英伟达股价已累计上涨近8%,目前交易价格仅比历史最高收盘价低3%,黄仁勋最新讲话甚至有可能带动英伟达股价创历史新高。英伟达目前市值约3.54万亿美元,仅次于苹果。最新业绩未能带动英伟达股价持续大涨,市场期待新催化剂在英伟达美东时间11月20日发布最新的业绩报告后,该公司股价虽然短暂创历史新高,但此后在一段时间内暴跌。该公司的业绩展望未能给华尔街留下深刻印象,华尔街已经习惯了英伟达的业绩展望大幅超出平均预期,使得英伟达业绩超预期的“阈值幅度”变得越来越高。1736170158(1).png英伟达股价几乎停滞之际,市场对人工智能支出的兴奋情绪蔓延至半导体行业的其他领域。比如,AI ASIC芯片领域,这是英伟达AI GPU目前最强的AI基础设施竞品。AI ASIC最强势力博通(AVGO.US)的股价在过去几周内大幅飙升了近30%,一举跨入“万亿股票市值俱乐部”,此前该公司预测,其设计用于数据中心运营商的人工智能核心硬件组件市场将出现史无前例的繁荣。另一AI ASIC芯片重要势力Marvell Technology(MRVL.US)的股价自其业绩报告显示定制化人工智能芯片需求大幅超出预期以来,已上涨超过20%。但是在摩根士丹利等华尔街大行看来,AI GPU与AI ASIC不存在所谓的“完全替代”,这两种截然不同的AI硬件路线将长期“和谐共存”。结合ASIC与GPU,将使得AI ASIC更加集中于常态化的AI任务或者是结构固定的AI应用,诸如矩阵运算、卷积操作等深度神经网络中的常见操作,而英伟达AI GPU则集中于更加复杂且对算力要求高得多的人工智能算力任务,比如自注意力机制以及由生成器和判别器组成的神经网络结构生成对抗网络(GAN),以及更广泛且庞大的通用型计算任务,GPU具有非常强大的浮点运算能力和较高的内存带宽,适合处理需要大量数据和复杂算法的任务。由约瑟夫·摩尔领导的摩根士丹利股票分析师团队将这些博通等AI相关股票的上涨比作“英伟达的AI财富短暂转移”,在博通无比强劲的业绩报告发布之后,英伟达的股价连续四个交易日下跌,市值缩水超过2000亿美元。然而,英伟达仍然是摩根士丹利的“首选股票”,大摩的分析师们认为这家芯片巨头今年仍将主导AI基础设施的市场份额。他们也期待黄仁勋的CES主题演讲将是一个“积极的催化大事件”。“信息传递应该是一样的——Blackwell的需求非常强劲,但供应有限,”他们在近日的一份研究报告中写道。“到年中,我们仍然相信,市场重点仍将放在Blackwell上,它将成为下半年营收的核心推动力。”美国银行(Bank of America)的分析师团队近日发布了2025年美股市场“首选芯片股名单”,其中包括美股2023年以来投资热度爆表的“AI芯片三巨头”——即英伟达、博通以及迈威尔科技,均位列美国银行的2025年“首选芯片股名单”。该名单上的芯片股标的还包括半导体设备巨头泛林集团(LRCX.US)、汽车芯片领军者安森美半导体(ON.US)以及EDA软件领导者之一铿腾电子(CDNS.US)。美国银行予以英伟达的中期目标价高达190美元。截至上周五美股收盘,英伟达股价收于144.470美元。对于英伟达投资者们来说,堪称“孤注一掷”时刻来自瑞穗证券的科技行业专家乔丹·克莱恩认为,CES上关于AI的任何热门事件,以及黄仁勋的人工智能主题演讲是对科技行业近期市场投资者情绪以及风险偏好的关键考验。他写道,如果英伟达股价在黄仁勋发表讲话后的几天内下跌或原地踏步,那么“在我看来,这将对1月份的全球股票市场产生适度的负面影响”。他还表示,由于科技公司的财报季要到本月晚些时候才开始,“在此之前,爱好科技股的投资者们几乎没有衡量基本面和前景的任何积极依据。”在黄仁勋发表讲话之后,英伟达股价的涨跌幅度可能非常大,因为其股价飙升加剧了人们对估值的担忧情绪。该股基于营收前景的预期市盈率约为18x,使其成为纳斯达克100指数中预期市盈率最高的10只股票之一。该股基于每股收益(EPS)的预期市盈率也接近34x,而芯片股基准——费城半导体指数的预期市盈率约为24x。来自John Hancock Investments的首席投资策略师团队仍对英伟达和其他美股大型科技股持乐观态度,但预计未来将出现“更多波动”。“在某个时候,2025年将出现一个‘证明给我看’的关键时刻,届时将不得不重申这个AI叙事逻辑。估值显然是一个问题,重要的是需要注意在业绩高速增长之下,市场给的估值能够有多高,即使人工智能的顺风因素仍然完好无损。”除了Blackwel,市场还聚焦人形机器人我们大概率将听到黄仁勋发表的更多关于该公司Blackwell架构AI GPU的最细市场供需消息,该系列AI GPU于2024年底开启首批供应,今年年初可能将开始大量出货。CES 2025可能将成为愈发成熟的生成式AI软件生态与人形机器人相结合的良好开端。华尔街分析师们普遍预计,英伟达可能将会在2025年的CES展会上展示其最新的人形机器人战略以及专为人形机器人设计的 Jetson Thor 平台,这将与英伟达的“具身人工智能(Embodied AI)”战略密切相关。当处理天量并行化计算的数据中心服务器AI芯片部署规模满足全球企业与个人的基准算力需求以及AI大模型迭代发展所需的庞大算力支撑时,按照技术发展趋势,在包括智能手机、PC以及人形机器人在内的消费电子等应用终端,以及电动汽车软件系统和工业生产等应用终端,类似GPT-4o、o1等人工智能推理性能愈发强大的AI大模型势必将最终融入这些终端设备并且能够调用云端更强大的AI算力进行即时配合,这也就是所谓的端侧AI。","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389699479486688,"gmtCreate":1736149098736,"gmtModify":1736149100765,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"感觉满地都是这个新闻。是不是故意放出来的","listText":"感觉满地都是这个新闻。是不是故意放出来的","text":"感觉满地都是这个新闻。是不是故意放出来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389699479486688","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387728085430720,"gmtCreate":1735699371660,"gmtModify":1735699373570,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"为什么我不能做空","listText":"为什么我不能做空","text":"为什么我不能做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387728085430720","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383383742378168,"gmtCreate":1734629806336,"gmtModify":1734630713980,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"Replying 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//@夜流沙:现在7巨头里面最低估的就是它,拿好就行了[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383383742378168","isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383338441196072,"gmtCreate":1734629776075,"gmtModify":1734630714559,"author":{"id":"175095882038961","authorId":"175095882038961","name":"T20250106001","avatar":"https://static.tigerbbs.com/ebffc6009b6958d77d18e812d76e6d78","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"175095882038961","authorIdStr":"175095882038961"},"themes":[],"htmlText":"😂 拿住","listText":"😂 拿住","text":"😂 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