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中概股的诱惑
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中概股的诱惑
2023-08-11
$英伟达(NVDA)$
制裁了,快跑吧,温水煮青蛙,深套就不好了
中概股的诱惑
03-05
$英伟达(NVDA)$
据业内人士透露,上个季度英伟达的财报里面包含了中国大陆地区的销量。只不过财报没有反映在中国大陆地区而已,反映在了台湾地区的销量上面。第四季度台湾地区的销量猛增,一个弹丸地区,是不可能需要那么多AI服务器的,电力资源也不允许。
中概股的诱惑
2019-06-04
$小米集团-W(01810)$ 考虑到有些小伙伴看不懂。直接讲明了吧。小米被国外机构恶意做空。主力是美国的高盛和摩根士丹利。各位你们的爱国心呢?华为这种骗钱的公司,你们都挺。小米这么厚道的公司,你们难道不来挺一下。
中概股的诱惑
2021-01-18
$小米集团-W(01810)$
小米帮华为代购芯片,这才是被制裁的真正原因。 小米只是服从国家的安排而已。
中概股的诱惑
2020-11-16
$京东(JD)$
我来告诉大家,京东的这个活跃用户怎么增长的?京东会不定期的给那些长时间沉默的用户发点优惠券十几块钱。
中概股的诱惑
2020-08-04
$蔚来(NIO)$
给大家提供一个参考,一家连车子都还没有,看到,影儿的公司市值都已经这么高了。未来汽车应该还要翻倍啊
中概股的诱惑
2019-06-04
$小米集团-W(01810)$ 昨天高盛和摩根士丹利恶意做空小米。这是昨天早上刚开盘的截图。
中概股的诱惑
2023-10-18
$英伟达(NVDA)$
很早就在评论区分享过了,禁令肯定会来的,只不过呢美国政府民主党那边跟华尔街是有千丝万缕的联系的。从去年10月份到今年10月份刚好一年,中国已经采购了足够的AI芯片。英伟达本年度的暴涨,业绩是不可持续的。而且上半年的业绩暴增,也多亏了中国企业疯狂买买买,其实海外的那些大厂根本就不慌。当然黄仁勋自己也犯了错,就是没有跟台积电达成一个比较好的分润机制,导致台积电把更多的产能留给了苹果,英伟达空有订单,却无法体现在业绩上,台湾那边服务器厂商签的合同,基本上是要等到交货,也就是说服务器里面插满了显卡之后,客户才付款。所以黄仁勋这辈子最大的错误就是把AI芯片的价格定到了天价,却不愿意给供应链的上下游分润。一人想吃独食,吃相太难看,还有就是臭名昭著的操纵财报,总之一顿骚操作666,成功突破万亿市值。不过未来肯定是撑不起这个市值了。
中概股的诱惑
2019-07-22
$小米集团-W(01810)$
小米的米家生态链让很多初创型的小公司活了下来。小米公司的价值不在于它本身的市盈率,而在于创造更多的就业岗位,提高中国制造业的质整体水平。
中概股的诱惑
2021-02-03
$游戏驿站(GME)$
$AMC院线(AMC)$
给大家打打气。hold
中概股的诱惑
2019-06-03
$小米集团-W(01810)$ 小米本来就不靠硬件挣钱,手机只是流量入口而已。大家不要被机构割肉了,小米上市之后没有立即加入深港通沪港通,背后是有深层次原因的。
中概股的诱惑
2023-08-25
$英伟达(NVDA)$
业绩增速放缓,没能翻倍, 增速只有20%,Meta公司开源影响很大,阿里巴巴就直接选择了meta的开源模型。
中概股的诱惑
2021-11-08
$特斯拉(TSLA)$
感觉50%的暴跌即将开始。看看疫苗股就知道了。
中概股的诱惑
2019-03-29
$宜人贷(YRD)$这货整合的新闻上央广财经头条了,直接指名道姓,唐宁出任整合后的CEO。我觉得,很能说明问题。其他互联网金融公司,官媒都懒得详细报道。
中概股的诱惑
2019-06-05
$小米集团-W(01810)$ 现在能够买到小米公司股票的散户,基本上都是老虎证券的用户。花旗银行为了赚你们的钱,联合高盛和摩根士丹利,左手倒右手做空。各位小伙伴,只要你们割肉,浮动盈亏里面显示的亏损,就会直接划到花旗银行的账户了。
中概股的诱惑
2021-02-02
$游戏驿站(GME)$
看图。不要被混淆视听的人给骗了。
中概股的诱惑
2021-01-22
$小米集团-W(01810)$
给大家提供一个思路。拜登如果解禁华为,小米利空。拜登如果不解禁华为那么特朗普的禁令将会持续发酵。小米还是利空。大量美国的机构和个人投资者都将抛售小米的股票。
中概股的诱惑
2021-02-01
$游戏驿站(GME)$
不解释看图
中概股的诱惑
2021-02-01
$特斯拉(TSLA)$
马斯克的人设已经崩塌了,为了分散散户火力,鼓吹大家去买比特币。还有白银也是个巨坑。别傻了,小伙伴们,华尔街才是特斯拉最大的多头。600美元。就开始喊做空。赶紧去买游戏驿站吧。一人买一股。只有华尔街的那帮孙子爆仓,你们才能以更低的价格买入特斯拉的股票。
中概股的诱惑
2020-08-06
$诺瓦瓦克斯医药(NVAX)$
有图为证啊。
去老虎APP查看更多动态
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很早就在评论区分享过了,禁令肯定会来的,只不过呢美国政府民主党那边跟华尔街是有千丝万缕的联系的。从去年10月份到今年10月份刚好一年,中国已经采购了足够的AI芯片。英伟达本年度的暴涨,业绩是不可持续的。而且上半年的业绩暴增,也多亏了中国企业疯狂买买买,其实海外的那些大厂根本就不慌。当然黄仁勋自己也犯了错,就是没有跟台积电达成一个比较好的分润机制,导致台积电把更多的产能留给了苹果,英伟达空有订单,却无法体现在业绩上,台湾那边服务器厂商签的合同,基本上是要等到交货,也就是说服务器里面插满了显卡之后,客户才付款。所以黄仁勋这辈子最大的错误就是把AI芯片的价格定到了天价,却不愿意给供应链的上下游分润。一人想吃独食,吃相太难看,还有就是臭名昭著的操纵财报,总之一顿骚操作666,成功突破万亿市值。不过未来肯定是撑不起这个市值了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/231877904801928","isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000316","authorId":"9000000000000316","name":"丹尼尔加","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0},"content":"如果$英伟达(NVDA)$ 倒下了,整个半导体板块都会倒","text":"如果$英伟达(NVDA)$ 倒下了,整个半导体板块都会倒","html":"如果$英伟达(NVDA)$ 倒下了,整个半导体板块都会倒"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":212650838225040,"gmtCreate":1692956422055,"gmtModify":1692956423163,"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v>业绩增速放缓,没能翻倍, 增速只有20%,Meta公司开源影响很大,阿里巴巴就直接选择了meta的开源模型。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v>业绩增速放缓,没能翻倍, 增速只有20%,Meta公司开源影响很大,阿里巴巴就直接选择了meta的开源模型。","text":"$英伟达(NVDA)$ 业绩增速放缓,没能翻倍, 增速只有20%,Meta公司开源影响很大,阿里巴巴就直接选择了meta的开源模型。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/212650838225040","isVote":1,"tweetType":1,"viewCount":938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274801441208","authorId":"3479274801441208","name":"短线机遇","avatar":"https://static.laohu8.com/picture155","crmLevel":1,"crmLevelSwitch":0},"content":"你手中有哪个股票的持仓?","text":"你手中有哪个股票的持仓?","html":"你手中有哪个股票的持仓?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207742985322728,"gmtCreate":1691742118228,"gmtModify":1691742320000,"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>制裁了,快跑吧,温水煮青蛙,深套就不好了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>制裁了,快跑吧,温水煮青蛙,深套就不好了","text":"$英伟达(NVDA)$ 制裁了,快跑吧,温水煮青蛙,深套就不好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/207742985322728","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548243647160644","authorId":"3548243647160644","name":"终于爬出来","avatar":"https://static.tigerbbs.com/f02507bf20fd995bde7b219f02171b94","crmLevel":4,"crmLevelSwitch":0},"content":"制裁的是不能卖给中国,搞得不卖给中国没人买一样。动动脑袋啊","text":"制裁的是不能卖给中国,搞得不卖给中国没人买一样。动动脑袋啊","html":"制裁的是不能卖给中国,搞得不卖给中国没人买一样。动动脑袋啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204210123878648,"gmtCreate":1690887323944,"gmtModify":1690887457696,"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还在吹牛逼骗韭菜,盘前成交量都没了,现在都是老韭菜不好骗,省省吧。台积电都说AI救不了芯片行业,除非英伟达愿意给台积电分润,台积电1万块钱造个芯片出来,英伟达拿出去卖要卖20万,台积电不会眼红吗?","listText":"还在吹牛逼骗韭菜,盘前成交量都没了,现在都是老韭菜不好骗,省省吧。台积电都说AI救不了芯片行业,除非英伟达愿意给台积电分润,台积电1万块钱造个芯片出来,英伟达拿出去卖要卖20万,台积电不会眼红吗?","text":"还在吹牛逼骗韭菜,盘前成交量都没了,现在都是老韭菜不好骗,省省吧。台积电都说AI救不了芯片行业,除非英伟达愿意给台积电分润,台积电1万块钱造个芯片出来,英伟达拿出去卖要卖20万,台积电不会眼红吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204210123878648","repostId":"1134471751","repostType":2,"repost":{"id":"1134471751","pubTimestamp":1690858617,"share":"https://www.laohu8.com/m/news/1134471751?lang=&edition=full","pubTime":"2023-08-01 10:56","market":"us","language":"zh","title":"四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”","url":"https://stock-news.laohu8.com/highlight/detail?id=1134471751","media":"华尔街见闻","summary":"芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。目前,英伟达股价为467美元左右。这一分析结果显示了对英伟达未来发展的乐观态度。","content":"<html><head></head><body><blockquote>伯恩斯坦分析师,芯片需求爆表,2024年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。</blockquote><p style=\"text-align: justify;\">芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。</p><p style=\"text-align: justify;\">周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。</p><p style=\"text-align: justify;\"><strong>该分析师团队汇总了他们对<a href=\"https://laohu8.com/S/MSFT\">微软</a> 、Meta、字节和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> AI 芯片支出增长的估计,发现仅这四家公司就足以让英伟达实现本季度的指导目标。</strong>同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。</p><p style=\"text-align: justify;\">伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。</strong>目前,英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","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>四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间 <a href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师,芯片需求爆表,2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计,发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4534":"瑞士信贷持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","NVDA":"英伟达","BK4548":"巴美列捷福持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4551":"寇图资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4550":"红杉资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4567":"ESG概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3694528","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134471751","content_text":"伯恩斯坦分析师,芯片需求爆表,2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计,发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。目前,英伟达股价为467美元左右。伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":5070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199596693082136,"gmtCreate":1689755637590,"gmtModify":1689756462880,"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"昨天英文的旧新闻,今天简体中文翻译之后拿出来卖,哈哈哈,meta都开源了,国内那些大公司还训练个啥劲儿,又被美国佬骗了一堆钱,笑死","listText":"昨天英文的旧新闻,今天简体中文翻译之后拿出来卖,哈哈哈,meta都开源了,国内那些大公司还训练个啥劲儿,又被美国佬骗了一堆钱,笑死","text":"昨天英文的旧新闻,今天简体中文翻译之后拿出来卖,哈哈哈,meta都开源了,国内那些大公司还训练个啥劲儿,又被美国佬骗了一堆钱,笑死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199596693082136","repostId":"2352770914","repostType":2,"repost":{"id":"2352770914","pubTimestamp":1689737941,"share":"https://www.laohu8.com/m/news/2352770914?lang=&edition=full","pubTime":"2023-07-19 11:39","market":"us","language":"zh","title":"英伟达布局GPU云,接近收购LambdaLabs","url":"https://stock-news.laohu8.com/highlight/detail?id=2352770914","media":"全天候科技","summary":"当地时间7月18日,美国科技媒体The Information援引知情人士报道,英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前,英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元,包括新资本在内,Lambda Labs的估值可能超过10亿美元。Lambda首席执行官Stephen Balaban拒绝讨论公司与英伟达的关系。业务转型后,预计Lambda每年的营收将达到数亿美元。据PitchBook称,Lambda此前从谷歌旗下Gradient Ventures、Bloomberg Beta和Mercato Partners等风投机构那里筹集了7250万美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的角色正从芯片设计公司转向云服务提供商。</p><p>当地时间7月18日,美国科技媒体The Information援引知情人士报道,<strong>英伟达正在接近达成一项入股云提供商Lambda Labs的交易。</strong>稍早前,英伟达已经收购了Lambda竞争对手CoreWeave。</p><p>这笔交易的新资本总额可能达到3亿美元,包括新资本在内,<strong>Lambda Labs的估值可能超过10亿美元。</strong></p><p>报道称,英伟达发言人没有发表评论。Lambda首席执行官Stephen Balaban拒绝讨论公司与英伟达的关系。</p><p>如果交易达成,<strong>这将是英伟达自3月以来的第八笔私人初创公司投资</strong>。分析认为,<strong>英伟达可能会将GPU出售给这些云初创公司,从而将GPU目标客户群从<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等巨头转移。</strong></p><p>ChatGPT出圈后,全球上演了AI模型开发竞赛,进一步导致GPU需求激增。</p><p>报道称,业界对英伟达最受欢迎的芯片GPU A100的需求之高,导致亚马逊、微软、谷歌和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>限制其云客户租用。</p><p>这几家巨头是采用英伟达芯片的AI服务器的主要客户,但也开发自己的AI服务器芯片,并希望将其进行出售。</p><p><strong>这意味着它们可能会成为英伟达的强劲竞争对手。</strong></p><p>相比之下,<strong>Lambda和CoreWeave对英伟达构成的威胁较小</strong>,它们不设计自己的芯片,因此,英伟达有充分的理由帮助它们走向成功。</p><p>目前,云提供商尚未向客户大规模提供英伟达最新芯片H100,但英伟达在今年早些时候首次推出时,选择了CoreWeave和Lambda作为首批使用的公司之一。</p><p>Lambda成立于2012年,2020年该公司营收超过2000万美元,当时公司的业务重点是销售GPU驱动的计算机,而非GPU云服务器租赁。<strong>业务转型后,预计Lambda每年的营收将达到数亿美元。</strong></p><p>据PitchBook称,Lambda此前从谷歌旗下Gradient Ventures、Bloomberg Beta和Mercato Partners等风投机构那里筹集了7250万美元。</p><p>英伟达股价今年上涨超过230%,市值超过1万亿美元,数据中心芯片业务推动了其销售和盈利增长。</p><p>投资者押注,随着英伟达将运行传统CPU的老化服务器替换为将GPU和CPU结合在单个芯片上的服务器,这种增长将持续下去。</p></body></html>","source":"qthkj","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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英伟达布局GPU云,接近收购LambdaLabs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-19 11:39 北京时间 <a href=https://wallstreetcn.com/articles/3693571><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的角色正从芯片设计公司转向云服务提供商。当地时间7月18日,美国科技媒体The Information援引知情人士报道,英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前,英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元,包括新资本在内,Lambda Labs的估值可能超过10亿美元。报道称,英伟达发言人没有发表评论。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693571\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4587":"ChatGPT概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3693571","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352770914","content_text":"英伟达的角色正从芯片设计公司转向云服务提供商。当地时间7月18日,美国科技媒体The Information援引知情人士报道,英伟达正在接近达成一项入股云提供商Lambda Labs的交易。稍早前,英伟达已经收购了Lambda竞争对手CoreWeave。这笔交易的新资本总额可能达到3亿美元,包括新资本在内,Lambda Labs的估值可能超过10亿美元。报道称,英伟达发言人没有发表评论。Lambda首席执行官Stephen Balaban拒绝讨论公司与英伟达的关系。如果交易达成,这将是英伟达自3月以来的第八笔私人初创公司投资。分析认为,英伟达可能会将GPU出售给这些云初创公司,从而将GPU目标客户群从亚马逊、微软和谷歌等巨头转移。ChatGPT出圈后,全球上演了AI模型开发竞赛,进一步导致GPU需求激增。报道称,业界对英伟达最受欢迎的芯片GPU A100的需求之高,导致亚马逊、微软、谷歌和甲骨文限制其云客户租用。这几家巨头是采用英伟达芯片的AI服务器的主要客户,但也开发自己的AI服务器芯片,并希望将其进行出售。这意味着它们可能会成为英伟达的强劲竞争对手。相比之下,Lambda和CoreWeave对英伟达构成的威胁较小,它们不设计自己的芯片,因此,英伟达有充分的理由帮助它们走向成功。目前,云提供商尚未向客户大规模提供英伟达最新芯片H100,但英伟达在今年早些时候首次推出时,选择了CoreWeave和Lambda作为首批使用的公司之一。Lambda成立于2012年,2020年该公司营收超过2000万美元,当时公司的业务重点是销售GPU驱动的计算机,而非GPU云服务器租赁。业务转型后,预计Lambda每年的营收将达到数亿美元。据PitchBook称,Lambda此前从谷歌旗下Gradient Ventures、Bloomberg Beta和Mercato Partners等风投机构那里筹集了7250万美元。英伟达股价今年上涨超过230%,市值超过1万亿美元,数据中心芯片业务推动了其销售和盈利增长。投资者押注,随着英伟达将运行传统CPU的老化服务器替换为将GPU和CPU结合在单个芯片上的服务器,这种增长将持续下去。","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194669132685456,"gmtCreate":1688546503713,"gmtModify":1688546506240,"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哈哈哈,华尔街正在找接盘侠,笑死我了,毫不掩饰","listText":"哈哈哈,华尔街正在找接盘侠,笑死我了,毫不掩饰","text":"哈哈哈,华尔街正在找接盘侠,笑死我了,毫不掩饰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194669132685456","repostId":"2348501369","repostType":2,"repost":{"id":"2348501369","pubTimestamp":1688395560,"share":"https://www.laohu8.com/m/news/2348501369?lang=&edition=full","pubTime":"2023-07-03 22:46","market":"hk","language":"zh","title":"NVIDIA现在的股价依然“很便宜” 尽管今年已飙升两倍!","url":"https://stock-news.laohu8.com/highlight/detail?id=2348501369","media":"investing","summary":"Investing.com - Evercore ISI股票分析师于致客户的报告中称,尽管人工智能技术的主要推动者NVIDIA 的股价今年已大幅上升,惟由于盈利增长潜力巨大,其股价仍然很便宜。他们表示NVIDIA仍是“首选股”,并给予其跑赢大市评级,目标价为550美元。NVIDIA股价今年迄今已上升约两倍,因人们预期AI芯片需求可望推动NVIDIA业绩大幅增长。Evercore分析师并不是华尔街唯一给予NVIDIA正面评价的分析师。","content":"<p></p><p>Evercore ISI股票分析师于致客户的报告中称,尽管人工智能(AI)技术的主要推动者NVIDIA (NASDAQ:NVDA)的股价今年已大幅上升,惟由于盈利增长潜力巨大,其股价仍然很便宜。他们表示NVIDIA仍是“首选股”,并给予其跑赢大市评级,目标价为550美元。</p><p>NVIDIA股价今年迄今已上升约两倍,因人们预期AI芯片需求可望推动NVIDIA业绩大幅增长。然而,股价飙升后,部分投资者担心NVIDIA已变得过于昂贵,不过Evercore ISI分析师认为由于增长潜力巨大,该股的实际价格仍处于低位。</p><p>“目前NVIDIA的股价约为425美元,市盈率约为14倍,而我们对每股收益复合年增长率的估计为55%。如果我们的增速假设是正确的,那么NVIDIA的股价实际上仍然很便宜。因此,未来还有很大的空间。”</p><p>分析师还补充道,现在关于NVIDIA约1万亿美元估值的争论主要集中于这是炒作出来的,还是基于现实情况,而分析师认为“现在看到的趋势是基于现实的,我们仍然只是看到了生成式AI的冰山一角。”</p><p>分析师预计NVIDIA到2027年的每股收益将上升至30美元,这意味着相比今年不到8美元的每股收益一致预期,增长潜力巨大。</p><p>Evercore分析师并不是华尔街唯一给予NVIDIA正面评价的分析师。瑞穗分析师也表示,于AI领域,没有公司可以取代NVIDIA,他们预计NVIDIA会继续高速增长。</p><p></p>","source":"hk_investing_stock","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>NVIDIA现在的股价依然“很便宜” 尽管今年已飙升两倍!</title>\n<style 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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\">\nNVIDIA现在的股价依然“很便宜” 尽管今年已飙升两倍!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 22:46 北京时间 <a href=https://hk.investing.com/news/stock-market-news/article-351726><strong>investing</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Evercore ISI股票分析师于致客户的报告中称,尽管人工智能(AI)技术的主要推动者NVIDIA (NASDAQ:NVDA)的股价今年已大幅上升,惟由于盈利增长潜力巨大,其股价仍然很便宜。他们表示NVIDIA仍是“首选股”,并给予其跑赢大市评级,目标价为550美元。NVIDIA股价今年迄今已上升约两倍,因人们预期AI芯片需求可望推动NVIDIA业绩大幅增长。然而,股价飙升后,部分投资者担心...</p>\n\n<a href=\"https://hk.investing.com/news/stock-market-news/article-351726\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://i-invdn-com.investing.com/news/LYNXMPEE141FU_M.jpg","relate_stocks":{"LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4587":"ChatGPT概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","BK4543":"AI","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4503":"景林资产持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A 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ISI分析师认为由于增长潜力巨大,该股的实际价格仍处于低位。“目前NVIDIA的股价约为425美元,市盈率约为14倍,而我们对每股收益复合年增长率的估计为55%。如果我们的增速假设是正确的,那么NVIDIA的股价实际上仍然很便宜。因此,未来还有很大的空间。”分析师还补充道,现在关于NVIDIA约1万亿美元估值的争论主要集中于这是炒作出来的,还是基于现实情况,而分析师认为“现在看到的趋势是基于现实的,我们仍然只是看到了生成式AI的冰山一角。”分析师预计NVIDIA到2027年的每股收益将上升至30美元,这意味着相比今年不到8美元的每股收益一致预期,增长潜力巨大。Evercore分析师并不是华尔街唯一给予NVIDIA正面评价的分析师。瑞穗分析师也表示,于AI领域,没有公司可以取代NVIDIA,他们预计NVIDIA会继续高速增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":769328430120976,"gmtCreate":1687960825238,"gmtModify":1687960826388,"author":{"id":"3454016442520150","authorId":"3454016442520150","name":"中概股的诱惑","avatar":"https://static.tigerbbs.com/579af92b0fbae0801019dac7cfc5abc5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v>芯片禁令过渡期马上就结束了,被制裁是大概率的事件。","listText":"<a 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