syngef的个人主页 - 老虎社区

syngef

syngef

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06-27

我5万股股东，还是希望他忽悠成功的

06-24

7万亏成1.7万美元，尼玛

@Make826:$Faraday Future(FFIE)$ 实在挺不住了，我转空了，盲目的崇拜必然带来灭顶之灾，根本没有解局方案，已经是强弩之末了

06-07

现在老虎手续费那么贵了吗？

02-22

前天685进，盘后730卖出。。。。。幸福

收入翻三倍，市值还在猛涨：英伟达成了地球上最重要的股票

02-17

2023年度回报率103%，今年也有20%了[开心] [开心] [开心] [开心] [开心]

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09:09","market":"us","language":"zh","title":"收入翻三倍，市值还在猛涨：英伟达成了地球上最重要的股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1132970996","media":"硅星人Pro","summary":"二是处在AI风暴核心的英伟达已成为纳斯达克科技股的强劲引领，被$高盛$称为“地球上最重要的股票”，$摩根士丹利$也认为这份财报会成为左右美股走势的波动性事件。部门全年收入提升217%，达到破纪录的475亿美元。据外媒称，作为大语言模型训练的黄金标准，英伟达在全球人工智能芯片市场的总份额预计最高已达90%，意味着竞争对手需要数年的时间才能追赶。","content":"<html><head></head><body><p>继<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Meta公布业绩后，今天凌晨，所有目光聚集到<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的2024财年第四季度财报上。</p><p style=\"text-align: justify;\">市场的期待程度超高，一是因为上周英伟达市值一度冲破1.8万亿美元，超越<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>谷歌，成为仅次于微软和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的美股市值第三大企业。二是处在AI风暴核心的英伟达已成为纳斯达克科技股的强劲引领，被<a href=\"https://laohu8.com/S/GS\">高盛</a>称为“地球上最重要的股票”，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也认为这份财报会成为左右美股走势的波动性事件。</p><p style=\"text-align: justify;\">比起微软、谷歌这些需要时间验证AI技术带来实际收益的公司，英伟达的业绩能更直观反映如今生成式工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>赛场的竞争势头，投资者们甚至没留下任何容错余地，等待这份“必须”大超预期的成绩单。</p><p style=\"text-align: justify;\">而黄教主也果然不负众望，在当日美股盘后第N次报告了“井喷”式业务增长，各项关键数据又双叒叕创纪录了。</p><p><strong>英伟达业绩开花：只是太强    </strong></p><p style=\"text-align: justify;\">英伟达Q4的总营收达到221亿美元，远高于206亿美元华尔街预期，比上季度增长22%，同比增长265%。净利润122.9 亿美元，与去年同期的14.1亿美元相比飙升769%。调整后每股收益5.15美元，高于LSEG预测的4.64美元。</p><p style=\"text-align: justify;\">整个2024财年收入增长126%，达到历史性的609亿美元，全年净利润297亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5227d1ac3184725384e824f1692001bc\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"350\"/></p><p style=\"text-align: justify;\">英伟达股价在过去一年增长252%，今年迄今已上涨50%，凭借一己之力贡献了纳斯达克100指数三分之一的涨幅。</p><p style=\"text-align: justify;\">尽管昨天许多<a href=\"https://laohu8.com/S/FISI\">金融机构</a>提示出现仓位警告信号，引发公司股价大跳水，今天Q4财报一出美股盘后还是大涨7%，告诉你没有最高，只有更高。</p><p style=\"text-align: justify;\">网友们也从这样：    </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02ae2f4767ff1b1398e1a68b8c5a8c85\" alt=\"\" title=\"\" tg-width=\"660\" tg-height=\"1165\"/></p><p style=\"text-align: justify;\">变成了这样：    </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/363f5453acf0474d3805009ee2ed763e\" alt=\"\" title=\"\" tg-width=\"880\" tg-height=\"943\"/></p><p style=\"text-align: justify;\">St. James’s Place首席投资官Justin Onuekwusi把英伟达业绩比作全球周期的晴雨表，感叹 “股票市场已经集中到了一家公司就可能产生宏观效应的程度” 。</p><p style=\"text-align: justify;\">而对于身处这场人工智能革命的每个人来说，此次英伟达超预期的业绩表现更像是对AI技术持续发展的鼓舞和提振——最强的芯片依旧供不应求，更多公司在前进，蓬勃的市场迫切需要更多燃料。</p><p><strong>数据中心再破纪录</strong></p><p style=\"text-align: justify;\">英伟达CEO黄仁勋表示，加速计算和生成式人工智能已经达到引爆点。</p><p style=\"text-align: justify;\">四季度公司收入冠军数据中心将184亿美元揽入怀中，比上一季度增长27%，同比翻超4倍。部门全年收入提升217%，达到破纪录的475亿美元。</p><p style=\"text-align: justify;\">据外媒称，作为大语言模型训练的黄金标准，英伟达在全球人工智能芯片市场的总份额预计最高已达90%，意味着竞争对手需要数年的时间才能追赶。仅Meta一家就称今年年底前会购入35万张H100，暗示将向英伟达芯片狂砸近 90 亿美元巨额投资——公司每产生一美元的芯片销售额，就能挤出更多的利润。    </p><p style=\"text-align: justify;\">在财报发布前，英伟达还向外界递出三个“胡萝卜”：</p><p style=\"text-align: justify;\">其中最新鲜的就是昨天夜间宣布与谷歌合作推出的大语言模型Gemma。它基于与Gemini相同的技术构建，完全公开可商用。Gemma在英伟达的数据中心和RTX AI PC平台上进行了优化，在多项基准测试上都超越了Llama2、Mistral 7b等主流开放模型。被视为Google在英伟达加持下加入开源战局的关键动作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03178b90920b270efe0c03e8ed370aaa\" alt=\"\" title=\"\" tg-width=\"880\" tg-height=\"749\"/></p><p style=\"text-align: justify;\">上周，英伟达也迈出“自家版本ChatGPT”的第一步：面向 GeForce RTX 30 系列和 40 系列显卡用户推出本地部署的定制AI聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>Chat With RTX ，让用户可以在全程无联网的情况下与英伟达显卡聊天。</p><p style=\"text-align: justify;\">Chat With RTX支持包括文本、pdf、doc和 .xml 在内的多种文件格式，利用 RTX GPU 上的 Nvidia Tensor core 来加快查询速度。用户可以轻松地将桌面端上的资料当成数据集，连接到 Mistral 或 Llama 2 等开源大型语言模型，获取带有上下文的答案。</p><p style=\"text-align: justify;\">虽然Chat with RTX 还是一个初代产品，暂时不适合于生产，实测中也被诟病得不轻，但如同 Sam Altman计划带领OpenAI进军7万亿芯片产业一样，黄教主领导英伟达开辟本地AI战场，将官方硬件资源和AI调用一键打包，是实力宣誓，也昭示着公司又多了一条新的赚钱路径。    </p><p style=\"text-align: justify;\">另外，英伟达昨天也重磅宣告了五年来首次回归线下，即将于3月18日召开的GTC 2024大会。这个为期4天，被英伟达自称为「The #1 AI Conference for Developers」的开发者大会包含900 多场演讲和20 多场技术讲座，黄仁勋将在主题演讲上发布公司重要技术进展。</p><p style=\"text-align: justify;\">知情人士称他可能会释出更多有关B100的新细节。作为英伟达拟推出的下一代AI芯片，B100的推理速度据称要比H100快3倍。分析师认为B100的定价将比H100至少高出10%-30%，需求可能会持续到至少2025年中后期。</p><p style=\"text-align: justify;\">另一个吊人胃口的新闻是由黄教主亲自主持的小组环节，大模型开山巨作「Attention Is All You Need」论文的全部八位作者将悉数到场，深入讨论生成式AI。这个阵容可谓极度吸睛了，英伟达真的会玩。</p><p><strong>英伟达还能立于不败多久</strong></p><p style=\"text-align: justify;\">不过，关于英伟达面临挑战的状况也是老生常谈了。除了老对手AMD，Meta、亚马逊、Alphabet都在开发自己的AI芯片，并且OpenAI建造半导体帝国的劲头势不可挡。同时，试图弯道超车撼动英伟达芯片王座的公司也不在少数。</p><p style=\"text-align: justify;\">例如最近刚刷爆网络的Groq LPU，这家公司更是“喊话”英伟达，称在执行大模型推理任务中LPU可以取代GPU，速度提升约20倍。</p><p style=\"text-align: justify;\">不过一个现实情况是，不论是巨头们的自研芯片还是Groq都更加专业化，目的性更为明确，或是需要“特调”才能使用，而英伟达的芯片则更加通用，短期内仍稳稳维持自家的技术护城河。</p><p style=\"text-align: justify;\">对于英伟达，在股票交易市场，股民们一边感叹现在已经高攀不起，一边在追悔中又迎来更高的股价。方舟投资CEO“木头姐” Cathie Wood最近减持了约450万美元的英伟达股票，认为市场对它的期待值过高，英伟达可能无法满足，且随着竞争加剧以及库存调整，英伟达将面临更多挑战。各大投资机构一再提醒没有一直赚钱的股票，要警惕泡沫。</p><p style=\"text-align: justify;\">有意思的是，这与当下人们对生成式AI的态度微妙地一致。似乎总是觉得已经到达了想象的临界，或是其实并没有那么强大，但很快，又有超越想象的技术问世，攻破心理防线。在AI时代，任何事物都经历着探索边界的过程。    </p><p style=\"text-align: justify;\">英伟达在人工智能上的引领并非一朝一夕。马斯克昨天在X发文，追忆2016年黄仁勋将英伟达历时5年打造的世界上第一个AI超级计算机DGX-1捐赠给当时的OpenAI，彼时ChatGPT还没有诞生。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffb903e7e38cd2dcea9cdea4fb6be0c7\" alt=\"\" title=\"\" tg-width=\"661\" tg-height=\"775\"/></p><p style=\"text-align: justify;\">而细心的网友也感叹着，“伊利亚当时还有头发”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bdd353bfd19c8779e92642a3de30496\" alt=\"\" title=\"\" tg-width=\"660\" tg-height=\"819\"/></p></body></html>","source":"lsy1694483538611","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>收入翻三倍，市值还在猛涨：英伟达成了地球上最重要的股票</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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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收入翻三倍，市值还在猛涨：英伟达成了地球上最重要的股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 09:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/ybLr2fhbYpsMDY4ebwZ71g><strong>硅星人Pro</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继微软、谷歌、Meta公布业绩后，今天凌晨，所有目光聚集到英伟达的2024财年第四季度财报上。市场的期待程度超高，一是因为上周英伟达市值一度冲破1.8万亿美元，超越亚马逊谷歌，成为仅次于微软和苹果的美股市值第三大企业。二是处在AI风暴核心的英伟达已成为纳斯达克科技股的强劲引领，被高盛称为“地球上最重要的股票”，摩根士丹利也认为这份财报会成为左右美股走势的波动性事件。比起微软、谷歌这些需要时间验证...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ybLr2fhbYpsMDY4ebwZ71g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"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","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4141":"半导体产品","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4527":"明星科技股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4592":"伊斯兰概念","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4543":"AI","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/ybLr2fhbYpsMDY4ebwZ71g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132970996","content_text":"继微软、谷歌、Meta公布业绩后，今天凌晨，所有目光聚集到英伟达的2024财年第四季度财报上。市场的期待程度超高，一是因为上周英伟达市值一度冲破1.8万亿美元，超越亚马逊谷歌，成为仅次于微软和苹果的美股市值第三大企业。二是处在AI风暴核心的英伟达已成为纳斯达克科技股的强劲引领，被高盛称为“地球上最重要的股票”，摩根士丹利也认为这份财报会成为左右美股走势的波动性事件。比起微软、谷歌这些需要时间验证AI技术带来实际收益的公司，英伟达的业绩能更直观反映如今生成式工智能赛场的竞争势头，投资者们甚至没留下任何容错余地，等待这份“必须”大超预期的成绩单。而黄教主也果然不负众望，在当日美股盘后第N次报告了“井喷”式业务增长，各项关键数据又双叒叕创纪录了。英伟达业绩开花：只是太强    英伟达Q4的总营收达到221亿美元，远高于206亿美元华尔街预期，比上季度增长22%，同比增长265%。净利润122.9 亿美元，与去年同期的14.1亿美元相比飙升769%。调整后每股收益5.15美元，高于LSEG预测的4.64美元。整个2024财年收入增长126%，达到历史性的609亿美元，全年净利润297亿美元。英伟达股价在过去一年增长252%，今年迄今已上涨50%，凭借一己之力贡献了纳斯达克100指数三分之一的涨幅。尽管昨天许多金融机构提示出现仓位警告信号，引发公司股价大跳水，今天Q4财报一出美股盘后还是大涨7%，告诉你没有最高，只有更高。网友们也从这样：    变成了这样：    St. James’s Place首席投资官Justin Onuekwusi把英伟达业绩比作全球周期的晴雨表，感叹 “股票市场已经集中到了一家公司就可能产生宏观效应的程度” 。而对于身处这场人工智能革命的每个人来说，此次英伟达超预期的业绩表现更像是对AI技术持续发展的鼓舞和提振——最强的芯片依旧供不应求，更多公司在前进，蓬勃的市场迫切需要更多燃料。数据中心再破纪录英伟达CEO黄仁勋表示，加速计算和生成式人工智能已经达到引爆点。四季度公司收入冠军数据中心将184亿美元揽入怀中，比上一季度增长27%，同比翻超4倍。部门全年收入提升217%，达到破纪录的475亿美元。据外媒称，作为大语言模型训练的黄金标准，英伟达在全球人工智能芯片市场的总份额预计最高已达90%，意味着竞争对手需要数年的时间才能追赶。仅Meta一家就称今年年底前会购入35万张H100，暗示将向英伟达芯片狂砸近 90 亿美元巨额投资——公司每产生一美元的芯片销售额，就能挤出更多的利润。    在财报发布前，英伟达还向外界递出三个“胡萝卜”：其中最新鲜的就是昨天夜间宣布与谷歌合作推出的大语言模型Gemma。它基于与Gemini相同的技术构建，完全公开可商用。Gemma在英伟达的数据中心和RTX AI PC平台上进行了优化，在多项基准测试上都超越了Llama2、Mistral 7b等主流开放模型。被视为Google在英伟达加持下加入开源战局的关键动作。上周，英伟达也迈出“自家版本ChatGPT”的第一步：面向 GeForce RTX 30 系列和 40 系列显卡用户推出本地部署的定制AI聊天机器人Chat With RTX ，让用户可以在全程无联网的情况下与英伟达显卡聊天。Chat With RTX支持包括文本、pdf、doc和 .xml 在内的多种文件格式，利用 RTX GPU 上的 Nvidia Tensor core 来加快查询速度。用户可以轻松地将桌面端上的资料当成数据集，连接到 Mistral 或 Llama 2 等开源大型语言模型，获取带有上下文的答案。虽然Chat with RTX 还是一个初代产品，暂时不适合于生产，实测中也被诟病得不轻，但如同 Sam Altman计划带领OpenAI进军7万亿芯片产业一样，黄教主领导英伟达开辟本地AI战场，将官方硬件资源和AI调用一键打包，是实力宣誓，也昭示着公司又多了一条新的赚钱路径。    另外，英伟达昨天也重磅宣告了五年来首次回归线下，即将于3月18日召开的GTC 2024大会。这个为期4天，被英伟达自称为「The #1 AI 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