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说说你对这篇新闻的看法...
“宇宙硬核第一股”英伟达的狂飙之路:市值紧逼苹果,黄仁勋离全球首富不远了
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top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311022466478208","repostId":"2439557567","repostType":2,"repost":{"id":"2439557567","pubTimestamp":1716954853,"share":"https://www.laohu8.com/m/news/2439557567?lang=&edition=full","pubTime":"2024-05-29 11:54","market":"us","language":"zh","title":"“宇宙硬核第一股”英伟达的狂飙之路:市值紧逼苹果,黄仁勋离全球首富不远了","url":"https://stock-news.laohu8.com/highlight/detail?id=2439557567","media":"格隆汇","summary":"马斯克“下单”鼎力助攻","content":"<html><head></head><body><blockquote><p>马斯克“下单”鼎力助攻</p></blockquote><p>今年全球市场最强“秀儿”,非英伟达莫属。</p><p>美股周二,英伟达大涨近7%报1139.01美元,又双叒叕创下历史新高。</p><p>市值一夜暴增1828亿美元(约合人民币13243.86亿元),<strong>总市值突破2.8万亿美元,距离赶超2.91万亿美元的苹果仅剩下一步之遥</strong>。</p><p><strong>晋升3万亿美元俱乐部似乎也不远了</strong>,目前英伟达和微软也只差了0.4万亿美元。</p><p>截至目前,英伟达已经连续三个交易日大涨,累计涨幅近20%。</p><p><strong>今年以来,英伟达的势头可谓一飞冲天。</strong>相较之下,苹果、微软的股价则表现平平,甚至有些许惨淡。</p><p>自AI热潮席卷开来,人工智能和芯片成为全球炙手可热的存在。</p><p>而在此引爆之下,作为“AI龙头”的英伟达<strong>年内已经暴涨超136%,</strong>微软则累涨超16%,“掉队”的苹果仅涨了2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497fc743d13b1ce21686322867b1e33b\" tg-width=\"560\" tg-height=\"240\"/></p><p>回顾英伟达的狂飙之路,2023 年6月13日,英伟达市值突破1万亿美元。</p><p>今年的2月23日,市值突破 2 万亿美元;5月23日,英伟达股价突破 1000 点大关,市值突破 2.5 万亿美元大关。</p><p>在近一年时间,英伟达以迅雷不及掩耳之势创下了多个里程碑。</p><p>而随着英伟达“涨上天”之际,CEO黄仁勋的身价也遥遥直上。目前,其身价已经达到910亿美元,稳居全球富豪榜第17位。</p><p><strong>可以预见,全球首富易主可能就在不久的将来。</strong></p><p>按目前这个趋势来看,预计黄仁勋最快在2025年之前就能超越马斯克,登顶全球首富。</p><p><strong>“涨破天际”的背后</strong></p><p><strong>周二,英伟达的狂飙少不了马斯克的助力。</strong></p><p>日前,马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。</p><p>据悉,在xAI 成功筹集到60亿美元资金后,马斯克计划将英伟达的H100图形处理器集群连接起来,打造一台xAI超级计算机,为训练其下一版本的Grok。</p><p>目前,xAI预计将需要多达10万个GPU,规模将是当今最大GPU集群的四倍。这台超级计算机,或称之为“计算超级工厂”<strong>,</strong>预计将于明年秋季前投入运行。</p><p><strong>稍早前,英伟达强劲财报掀起了华尔街的狂欢。</strong></p><p>财报显示,英伟达2024 年一季度的总营收为260亿美元,同比增长262%。</p><p>数据中心收入为225.63亿美元,同比增长427%,环比增长23%。与去年相比,计算收入增长了约5倍,网络收入增长了约3倍。</p><p>收入的增长主要得益于Hopper架构GPU(例如H100)的出货量增加。</p><p>目前,包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商,大约占英伟达数据中心收入的40%。</p><p><strong>黄仁勋当时表示,下一场工业革命已经开始。</strong></p><p>当下,各国和大量公司正与英伟达合作,将传统数据中心转型为“AI工厂”,生产人工智能的新产品。</p><p>在业绩之后,英伟达还宣布10-1 股票拆分,并将6月7日(周五)收盘后分配;拆股后,英伟达将把一季度股息提高150%,达到每股0.1美元。</p><p>对于下一季度,英伟达预计营收将达到280亿美元,预计GAAP毛利率为74.8%,全年毛利率将稳定在约70%左右。</p><p>对此,Cantor Fitzgerald的分析师CJ Muse表示,xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。</p><p><strong>涨势远未结束?</strong></p><p>人工智能的狂欢下,华尔街在为英伟达“欢呼雀跃”。</p><p>I/O Fund科技分析师Beth Kindig表示,英伟达的涨势还远未结束。</p><p>她预计,英伟达凭借其坚不可摧的护城河,其<strong>股价将在2030年前比目前水平飙升258%,市值将达到10万亿美元。</strong></p><p>原因是,英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展,将推动英伟达实现的新一轮大规模增长。</p><p>此前,Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元<strong>上调至1400美元,为华尔街最高。</strong></p><p><strong>国内私募大佬但斌也在力挺英伟达。</strong></p><p>近期但斌表示,在东方港湾中从头到尾重仓持有英伟达的只有他本人,其他研究员均是在他的强烈建议下“间断着”持有英伟达,但斌对此表示相当“困惑”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b87dee8be89e512be07489bd8644a72\" tg-width=\"814\" tg-height=\"394\"/></p><p>坚持长期价值投资的但斌,此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到:<strong>投资要像在大海里找鲸鱼,炒股要买最好的公司。</strong></p><p>买大象、买鲸鱼,真正赚钱的也是这些公司,真正的企业长期增长是靠利润推动的。全世界都是“二八现象”,(财富和资源)都是往最好的公司上面集中。</p><p>他曾表示,目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候,假设以2034年或者2044年为节点,大概率会看到10万亿级美金的公司。</p></body></html>","source":"gelonghui_highlight","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>“宇宙硬核第一股”英伟达的狂飙之路:市值紧逼苹果,黄仁勋离全球首富不远了</title>\n<style 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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":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","NVDA":"英伟达","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4512":"苹果概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0079474960.USD":"联博美国增长基金A","BK4549":"软银资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","LU0061474960.USD":"天利环球焦点基金AU Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) 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万亿美元;5月23日,英伟达股价突破 1000 点大关,市值突破 2.5 万亿美元大关。在近一年时间,英伟达以迅雷不及掩耳之势创下了多个里程碑。而随着英伟达“涨上天”之际,CEO黄仁勋的身价也遥遥直上。目前,其身价已经达到910亿美元,稳居全球富豪榜第17位。可以预见,全球首富易主可能就在不久的将来。按目前这个趋势来看,预计黄仁勋最快在2025年之前就能超越马斯克,登顶全球首富。“涨破天际”的背后周二,英伟达的狂飙少不了马斯克的助力。日前,马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。据悉,在xAI 成功筹集到60亿美元资金后,马斯克计划将英伟达的H100图形处理器集群连接起来,打造一台xAI超级计算机,为训练其下一版本的Grok。目前,xAI预计将需要多达10万个GPU,规模将是当今最大GPU集群的四倍。这台超级计算机,或称之为“计算超级工厂”,预计将于明年秋季前投入运行。稍早前,英伟达强劲财报掀起了华尔街的狂欢。财报显示,英伟达2024 年一季度的总营收为260亿美元,同比增长262%。数据中心收入为225.63亿美元,同比增长427%,环比增长23%。与去年相比,计算收入增长了约5倍,网络收入增长了约3倍。收入的增长主要得益于Hopper架构GPU(例如H100)的出货量增加。目前,包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商,大约占英伟达数据中心收入的40%。黄仁勋当时表示,下一场工业革命已经开始。当下,各国和大量公司正与英伟达合作,将传统数据中心转型为“AI工厂”,生产人工智能的新产品。在业绩之后,英伟达还宣布10-1 股票拆分,并将6月7日(周五)收盘后分配;拆股后,英伟达将把一季度股息提高150%,达到每股0.1美元。对于下一季度,英伟达预计营收将达到280亿美元,预计GAAP毛利率为74.8%,全年毛利率将稳定在约70%左右。对此,Cantor Fitzgerald的分析师CJ Muse表示,xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。涨势远未结束?人工智能的狂欢下,华尔街在为英伟达“欢呼雀跃”。I/O Fund科技分析师Beth Kindig表示,英伟达的涨势还远未结束。她预计,英伟达凭借其坚不可摧的护城河,其股价将在2030年前比目前水平飙升258%,市值将达到10万亿美元。原因是,英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展,将推动英伟达实现的新一轮大规模增长。此前,Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元上调至1400美元,为华尔街最高。国内私募大佬但斌也在力挺英伟达。近期但斌表示,在东方港湾中从头到尾重仓持有英伟达的只有他本人,其他研究员均是在他的强烈建议下“间断着”持有英伟达,但斌对此表示相当“困惑”。坚持长期价值投资的但斌,此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到:投资要像在大海里找鲸鱼,炒股要买最好的公司。买大象、买鲸鱼,真正赚钱的也是这些公司,真正的企业长期增长是靠利润推动的。全世界都是“二八现象”,(财富和资源)都是往最好的公司上面集中。他曾表示,目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候,假设以2034年或者2044年为节点,大概率会看到10万亿级美金的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":311022466478208,"gmtCreate":1716960877200,"gmtModify":1716962669372,"author":{"id":"3479810229739441","authorId":"3479810229739441","name":"Liy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479810229739441","authorIdStr":"3479810229739441"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311022466478208","repostId":"2439557567","repostType":2,"repost":{"id":"2439557567","pubTimestamp":1716954853,"share":"https://www.laohu8.com/m/news/2439557567?lang=&edition=full","pubTime":"2024-05-29 11:54","market":"us","language":"zh","title":"“宇宙硬核第一股”英伟达的狂飙之路:市值紧逼苹果,黄仁勋离全球首富不远了","url":"https://stock-news.laohu8.com/highlight/detail?id=2439557567","media":"格隆汇","summary":"马斯克“下单”鼎力助攻","content":"<html><head></head><body><blockquote><p>马斯克“下单”鼎力助攻</p></blockquote><p>今年全球市场最强“秀儿”,非英伟达莫属。</p><p>美股周二,英伟达大涨近7%报1139.01美元,又双叒叕创下历史新高。</p><p>市值一夜暴增1828亿美元(约合人民币13243.86亿元),<strong>总市值突破2.8万亿美元,距离赶超2.91万亿美元的苹果仅剩下一步之遥</strong>。</p><p><strong>晋升3万亿美元俱乐部似乎也不远了</strong>,目前英伟达和微软也只差了0.4万亿美元。</p><p>截至目前,英伟达已经连续三个交易日大涨,累计涨幅近20%。</p><p><strong>今年以来,英伟达的势头可谓一飞冲天。</strong>相较之下,苹果、微软的股价则表现平平,甚至有些许惨淡。</p><p>自AI热潮席卷开来,人工智能和芯片成为全球炙手可热的存在。</p><p>而在此引爆之下,作为“AI龙头”的英伟达<strong>年内已经暴涨超136%,</strong>微软则累涨超16%,“掉队”的苹果仅涨了2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/497fc743d13b1ce21686322867b1e33b\" tg-width=\"560\" tg-height=\"240\"/></p><p>回顾英伟达的狂飙之路,2023 年6月13日,英伟达市值突破1万亿美元。</p><p>今年的2月23日,市值突破 2 万亿美元;5月23日,英伟达股价突破 1000 点大关,市值突破 2.5 万亿美元大关。</p><p>在近一年时间,英伟达以迅雷不及掩耳之势创下了多个里程碑。</p><p>而随着英伟达“涨上天”之际,CEO黄仁勋的身价也遥遥直上。目前,其身价已经达到910亿美元,稳居全球富豪榜第17位。</p><p><strong>可以预见,全球首富易主可能就在不久的将来。</strong></p><p>按目前这个趋势来看,预计黄仁勋最快在2025年之前就能超越马斯克,登顶全球首富。</p><p><strong>“涨破天际”的背后</strong></p><p><strong>周二,英伟达的狂飙少不了马斯克的助力。</strong></p><p>日前,马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。</p><p>据悉,在xAI 成功筹集到60亿美元资金后,马斯克计划将英伟达的H100图形处理器集群连接起来,打造一台xAI超级计算机,为训练其下一版本的Grok。</p><p>目前,xAI预计将需要多达10万个GPU,规模将是当今最大GPU集群的四倍。这台超级计算机,或称之为“计算超级工厂”<strong>,</strong>预计将于明年秋季前投入运行。</p><p><strong>稍早前,英伟达强劲财报掀起了华尔街的狂欢。</strong></p><p>财报显示,英伟达2024 年一季度的总营收为260亿美元,同比增长262%。</p><p>数据中心收入为225.63亿美元,同比增长427%,环比增长23%。与去年相比,计算收入增长了约5倍,网络收入增长了约3倍。</p><p>收入的增长主要得益于Hopper架构GPU(例如H100)的出货量增加。</p><p>目前,包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商,大约占英伟达数据中心收入的40%。</p><p><strong>黄仁勋当时表示,下一场工业革命已经开始。</strong></p><p>当下,各国和大量公司正与英伟达合作,将传统数据中心转型为“AI工厂”,生产人工智能的新产品。</p><p>在业绩之后,英伟达还宣布10-1 股票拆分,并将6月7日(周五)收盘后分配;拆股后,英伟达将把一季度股息提高150%,达到每股0.1美元。</p><p>对于下一季度,英伟达预计营收将达到280亿美元,预计GAAP毛利率为74.8%,全年毛利率将稳定在约70%左右。</p><p>对此,Cantor Fitzgerald的分析师CJ Muse表示,xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。</p><p><strong>涨势远未结束?</strong></p><p>人工智能的狂欢下,华尔街在为英伟达“欢呼雀跃”。</p><p>I/O Fund科技分析师Beth Kindig表示,英伟达的涨势还远未结束。</p><p>她预计,英伟达凭借其坚不可摧的护城河,其<strong>股价将在2030年前比目前水平飙升258%,市值将达到10万亿美元。</strong></p><p>原因是,英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展,将推动英伟达实现的新一轮大规模增长。</p><p>此前,Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元<strong>上调至1400美元,为华尔街最高。</strong></p><p><strong>国内私募大佬但斌也在力挺英伟达。</strong></p><p>近期但斌表示,在东方港湾中从头到尾重仓持有英伟达的只有他本人,其他研究员均是在他的强烈建议下“间断着”持有英伟达,但斌对此表示相当“困惑”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b87dee8be89e512be07489bd8644a72\" tg-width=\"814\" tg-height=\"394\"/></p><p>坚持长期价值投资的但斌,此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到:<strong>投资要像在大海里找鲸鱼,炒股要买最好的公司。</strong></p><p>买大象、买鲸鱼,真正赚钱的也是这些公司,真正的企业长期增长是靠利润推动的。全世界都是“二八现象”,(财富和资源)都是往最好的公司上面集中。</p><p>他曾表示,目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候,假设以2034年或者2044年为节点,大概率会看到10万亿级美金的公司。</p></body></html>","source":"gelonghui_highlight","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>“宇宙硬核第一股”英伟达的狂飙之路:市值紧逼苹果,黄仁勋离全球首富不远了</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\">\n“宇宙硬核第一股”英伟达的狂飙之路:市值紧逼苹果,黄仁勋离全球首富不远了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-29 11:54 北京时间 <a href=https://www.gelonghui.com/p/761139><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克“下单”鼎力助攻今年全球市场最强“秀儿”,非英伟达莫属。美股周二,英伟达大涨近7%报1139.01美元,又双叒叕创下历史新高。市值一夜暴增1828亿美元(约合人民币13243.86亿元),总市值突破2.8万亿美元,距离赶超2.91万亿美元的苹果仅剩下一步之遥。晋升3万亿美元俱乐部似乎也不远了,目前英伟达和微软也只差了0.4万亿美元。截至目前,英伟达已经连续三个交易日大涨,累计涨幅近20%。...</p>\n\n<a href=\"https://www.gelonghui.com/p/761139\">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":{"LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4551":"寇图资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","NVDA":"英伟达","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4512":"苹果概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0079474960.USD":"联博美国增长基金A","BK4549":"软银资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","LU0061474960.USD":"天利环球焦点基金AU Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) 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ACC","BK4559":"巴菲特持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4141":"半导体产品","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"source_url":"https://www.gelonghui.com/p/761139","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2439557567","content_text":"马斯克“下单”鼎力助攻今年全球市场最强“秀儿”,非英伟达莫属。美股周二,英伟达大涨近7%报1139.01美元,又双叒叕创下历史新高。市值一夜暴增1828亿美元(约合人民币13243.86亿元),总市值突破2.8万亿美元,距离赶超2.91万亿美元的苹果仅剩下一步之遥。晋升3万亿美元俱乐部似乎也不远了,目前英伟达和微软也只差了0.4万亿美元。截至目前,英伟达已经连续三个交易日大涨,累计涨幅近20%。今年以来,英伟达的势头可谓一飞冲天。相较之下,苹果、微软的股价则表现平平,甚至有些许惨淡。自AI热潮席卷开来,人工智能和芯片成为全球炙手可热的存在。而在此引爆之下,作为“AI龙头”的英伟达年内已经暴涨超136%,微软则累涨超16%,“掉队”的苹果仅涨了2%。回顾英伟达的狂飙之路,2023 年6月13日,英伟达市值突破1万亿美元。今年的2月23日,市值突破 2 万亿美元;5月23日,英伟达股价突破 1000 点大关,市值突破 2.5 万亿美元大关。在近一年时间,英伟达以迅雷不及掩耳之势创下了多个里程碑。而随着英伟达“涨上天”之际,CEO黄仁勋的身价也遥遥直上。目前,其身价已经达到910亿美元,稳居全球富豪榜第17位。可以预见,全球首富易主可能就在不久的将来。按目前这个趋势来看,预计黄仁勋最快在2025年之前就能超越马斯克,登顶全球首富。“涨破天际”的背后周二,英伟达的狂飙少不了马斯克的助力。日前,马斯克的 AI 公司 xAI 计划为其新超级计算机购买英伟达的AI 芯片。据悉,在xAI 成功筹集到60亿美元资金后,马斯克计划将英伟达的H100图形处理器集群连接起来,打造一台xAI超级计算机,为训练其下一版本的Grok。目前,xAI预计将需要多达10万个GPU,规模将是当今最大GPU集群的四倍。这台超级计算机,或称之为“计算超级工厂”,预计将于明年秋季前投入运行。稍早前,英伟达强劲财报掀起了华尔街的狂欢。财报显示,英伟达2024 年一季度的总营收为260亿美元,同比增长262%。数据中心收入为225.63亿美元,同比增长427%,环比增长23%。与去年相比,计算收入增长了约5倍,网络收入增长了约3倍。收入的增长主要得益于Hopper架构GPU(例如H100)的出货量增加。目前,包括亚马逊、Meta、微软和谷歌等在内的大型云服务提供商,大约占英伟达数据中心收入的40%。黄仁勋当时表示,下一场工业革命已经开始。当下,各国和大量公司正与英伟达合作,将传统数据中心转型为“AI工厂”,生产人工智能的新产品。在业绩之后,英伟达还宣布10-1 股票拆分,并将6月7日(周五)收盘后分配;拆股后,英伟达将把一季度股息提高150%,达到每股0.1美元。对于下一季度,英伟达预计营收将达到280亿美元,预计GAAP毛利率为74.8%,全年毛利率将稳定在约70%左右。对此,Cantor Fitzgerald的分析师CJ Muse表示,xAI的消息进一步增强了市场对AI芯片支出持续增长的信心。英伟达的财报则“完全打消了人们对2024年公司芯片需求可能出现下降的担忧”。涨势远未结束?人工智能的狂欢下,华尔街在为英伟达“欢呼雀跃”。I/O Fund科技分析师Beth Kindig表示,英伟达的涨势还远未结束。她预计,英伟达凭借其坚不可摧的护城河,其股价将在2030年前比目前水平飙升258%,市值将达到10万亿美元。原因是,英伟达的下一代Blackwell GPU芯片、其CUDA软件平台以及其在汽车市场的发展,将推动英伟达实现的新一轮大规模增长。此前,Cantor Fitzgerald的分析师C J Muse将英伟达的目标股价从1200美元上调至1400美元,为华尔街最高。国内私募大佬但斌也在力挺英伟达。近期但斌表示,在东方港湾中从头到尾重仓持有英伟达的只有他本人,其他研究员均是在他的强烈建议下“间断着”持有英伟达,但斌对此表示相当“困惑”。坚持长期价值投资的但斌,此前在做客格隆汇高端访谈栏目《格隆博士会客厅》时谈到:投资要像在大海里找鲸鱼,炒股要买最好的公司。买大象、买鲸鱼,真正赚钱的也是这些公司,真正的企业长期增长是靠利润推动的。全世界都是“二八现象”,(财富和资源)都是往最好的公司上面集中。他曾表示,目前全球最大的机遇仍然是人工智能。人工智能时代结束的时候,假设以2034年或者2044年为节点,大概率会看到10万亿级美金的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}