小土豆姐姐的个人主页 - 老虎社区

小土豆姐姐

小土豆姐姐

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小土豆姐姐

2021-02-26

$IT科技包装(ITP)$没戏了，搞不好还得跌

小土豆姐姐

2021-02-19

$360数科(QFIN)$啥时候出年报呢？

小土豆姐姐

2021-11-19

$辉瑞(PFE)$咋搞的，不涨反跌？

小土豆姐姐

2021-07-21

说说你对这篇新闻的看法...

抱歉，原内容已删除

小土豆姐姐

2021-03-28

这篇文章不错，转发给大家看看

@雪崩:$NQ100指数主连(NQmain)$ 去年这个时候，科比去世，然后熔断。现今又有名人离世。不知道又会如何。$苹果(AAPL)$$特斯拉(TSLA)$

小土豆姐姐

03-18

这篇文章不错，转发给大家看看

高盛：英伟达只是开始，之后的AI投资还有三大阶段！

小土豆姐姐

2023-03-29

说说你对这篇新闻的看法...

抱歉，原内容已删除

小土豆姐姐

2022-01-04

大概还得跌多少啊，快拿不住了

抱歉，原内容已删除

去老虎APP查看更多动态

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07:26","market":"us","language":"zh","title":"高盛：英伟达只是开始，之后的AI投资还有三大阶段！","url":"https://stock-news.laohu8.com/highlight/detail?id=1155470211","media":"硬AI","summary":"英伟达→基础设施→AI赋能收益→生产力提升。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>→基础设施→AI赋能收益→生产力提升</p></blockquote><p>在最新报告中，<a href=\"https://laohu8.com/S/GS\">高盛</a>股票策略师Ryan Hammond指出，<strong>英伟达之后，AI投资还有三大阶段值得关注。</strong></p><p><strong>第二阶段是基础设施阶段，需要聚焦除英伟达之外的其他参与AI基础建设的公司</strong>，包括半导体企业、云服务提供商、数据中心REITs、硬件和设备公司、软件安全股以及公用事业公司。</p><p><strong>第二阶段的大多数公司估值都已有所提升，但盈利修正却大相径庭。</strong>值得关注的股票包括<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>、芯片设计软件公司<a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a>、无线和广播通信领域运营商American <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>和电气部设备公司Vertiv等。</p><p><strong>第三阶段是“AI赋能收益”阶段，聚焦于将AI整合到产品中从而提高收益的公司，</strong>诸如软件和IT服务企业。除了知名大型科技公司外，云服务商Cloudflare、软件设计公司Autodesk、数据库公司MongoDB和云服务商Nutanix等也是潜力股。</p><p>高盛指出，<strong>第三阶段股票今年迄今为止的回报率为8%，</strong>虽然是这些股票的超额收益由AI以外的因素驱动，但投资者对这些股票的关注度正在上升。</p><p><strong>最后第四阶段是“生产力提升”阶段，聚焦于利用AI技术来提高生产效率的各行各业公司，</strong>特别是软件服务和商业服务等劳动密集型行业，该行业容易受到人工智能自动化的影响。</p><p>高盛指出，在第四阶段，<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/FNF\">富达国民金融</a>、<a href=\"https://laohu8.com/S/THC\">泰尼特</a>健保和<a href=\"https://laohu8.com/S/GWRE\">Guidewire Software</a>等公司值得关注。</p><p>此外，高盛表示，<strong>由于第二和第三阶段的公司是其他公司实现AI提高生产率的基础，投资者可能会更快交易这两个阶段的股票，而第四阶段股票则有较大的长期增长潜力。</strong></p></body></html>","source":"lsy1690508328926","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>高盛：英伟达只是开始，之后的AI投资还有三大阶段！</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{ 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href=https://mp.weixin.qq.com/s/Mm3rEt8TGxT49BzuHuDP0Q><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达→基础设施→AI赋能收益→生产力提升在最新报告中，高盛股票策略师Ryan Hammond指出，英伟达之后，AI投资还有三大阶段值得关注。第二阶段是基础设施阶段，需要聚焦除英伟达之外的其他参与AI基础建设的公司，包括半导体企业、云服务提供商、数据中心REITs、硬件和设备公司、软件安全股以及公用事业公司。第二阶段的大多数公司估值都已有所提升，但盈利修正却大相径庭。值得关注的股票包括新思科技、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Mm3rEt8TGxT49BzuHuDP0Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/Mm3rEt8TGxT49BzuHuDP0Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155470211","content_text":"英伟达→基础设施→AI赋能收益→生产力提升在最新报告中，高盛股票策略师Ryan Hammond指出，英伟达之后，AI投资还有三大阶段值得关注。第二阶段是基础设施阶段，需要聚焦除英伟达之外的其他参与AI基础建设的公司，包括半导体企业、云服务提供商、数据中心REITs、硬件和设备公司、软件安全股以及公用事业公司。第二阶段的大多数公司估值都已有所提升，但盈利修正却大相径庭。值得关注的股票包括新思科技、芯片设计软件公司Monolithic Power Systems、无线和广播通信领域运营商American Tower和电气部设备公司Vertiv等。第三阶段是“AI赋能收益”阶段，聚焦于将AI整合到产品中从而提高收益的公司，诸如软件和IT服务企业。除了知名大型科技公司外，云服务商Cloudflare、软件设计公司Autodesk、数据库公司MongoDB和云服务商Nutanix等也是潜力股。高盛指出，第三阶段股票今年迄今为止的回报率为8%，虽然是这些股票的超额收益由AI以外的因素驱动，但投资者对这些股票的关注度正在上升。最后第四阶段是“生产力提升”阶段，聚焦于利用AI技术来提高生产效率的各行各业公司，特别是软件服务和商业服务等劳动密集型行业，该行业容易受到人工智能自动化的影响。高盛指出，在第四阶段，纽约时报、亚马逊、沃尔玛、富达国民金融、泰尼特健保和Guidewire Software等公司值得关注。此外，高盛表示，由于第二和第三阶段的公司是其他公司实现AI提高生产率的基础，投资者可能会更快交易这两个阶段的股票，而第四阶段股票则有较大的长期增长潜力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659242394,"gmtCreate":1680097748618,"gmtModify":1680097750262,"author":{"id":"3542530526177241","authorId":"3542530526177241","name":"小土豆姐姐","avatar":"https://static.tigerbbs.com/d13817ba1ff0fbbfe3393edb1676a7f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/659242394","repostId":"1113591522","repostType":2,"repost":{"id":"1113591522","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1680097680,"share":"https://www.laohu8.com/m/news/1113591522?lang=&edition=full","pubTime":"2023-03-29 21:48","market":"other","language":"zh","title":"美光科技盘初持续拉升，绩后多家大行上调其目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1113591522","media":"老虎资讯综合","summary":"3月29日，美光科技盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。3月28日(周二)美股盘后，美光科技公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，","content":"<html><head></head><body><p>3月29日，<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489df5fc06de8cac6599761d85b662f\" tg-width=\"560\" tg-height=\"240\"/></p><p>3月28日(周二)美股盘后，<a href=\"https://laohu8.com/S/MU\">美光科技</a>公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。</p><p>财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。</p><p>此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。</p><p>以下是各行对美光科技的观点：</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。</strong>分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。</p><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。</strong>分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。</p><p><strong>巴克莱分析师Tom O&#39;Malley予美光科技“增持”评级，目标价为70美元。</strong>分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”</p><p><strong>Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。</strong>分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。</p><p><strong>Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。</strong>分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。</p><p><strong>Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。</strong>分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。</p></body></html>","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>美光科技盘初持续拉升，绩后多家大行上调其目标价</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; 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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美光科技盘初持续拉升，绩后多家大行上调其目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-03-29 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月29日，<a href=\"https://laohu8.com/S/MU\">美光科技</a>盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4489df5fc06de8cac6599761d85b662f\" tg-width=\"560\" tg-height=\"240\"/></p><p>3月28日(周二)美股盘后，<a href=\"https://laohu8.com/S/MU\">美光科技</a>公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。</p><p>财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。</p><p>此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。</p><p>以下是各行对美光科技的观点：</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。</strong>分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。</p><p><strong><a href=\"https://laohu8.com/S/BAC\">美国银行</a>分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。</strong>分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。</p><p><strong>巴克莱分析师Tom O&#39;Malley予美光科技“增持”评级，目标价为70美元。</strong>分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”</p><p><strong>Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。</strong>分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。</p><p><strong>Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。</strong>分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。</p><p><strong>Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。</strong>分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4588":"碎股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4579":"人工智能","BK4512":"苹果概念","BK4141":"半导体产品","BK4575":"芯片概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","MU":"美光科技","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113591522","content_text":"3月29日，美光科技盘初持续拉升，现涨超7%，公司称内存市场已触底，库存余额在上一季度已达峰值。3月28日(周二)美股盘后，美光科技公布了2023财年第二季度业绩。多家华尔街大行上调了对该股的目标价，指出该公司的低迷程度比预期的要深，但同时表示复苏即将到来。财报显示，美光科技Q2营收同比下降约53%，至36.9亿美元，低于分析师预期的37.3亿美元。净亏损为23亿美元，上年同期净利润22.6亿美元。摊薄后每股亏损2.12美元，上年同期每股收益2.00美元;调整后每股亏损1.91美元，高于分析师预期的1.65美元，上年同期每股收益2.14美元。值得一提的是，美光科技在Q2减记了14.3亿美元的库存，这对摊薄后的每股收益造成了1.34美元的负面影响。此外，该公司预计第三季度营收为37亿美元，上下浮动2亿美元，与分析师的平均预期相符;预计Non-GAAP摊薄后每股亏损1.58美元，上下浮动0.07美元，市场预期为每股亏损0.90美元。以下是各行对美光科技的观点：摩根大通分析师Harlan Sur将美光科技目标价由65美元上调至75美元，并重申对该股“增持”评级。分析师称，该公司在应对过剩库存方面取得了良好进展，但仍有更多工作要做。分析师表示：“随着该公司努力度过最严重的内存市场低迷期之一，隧道尽头的一丝曙光开始出现。广泛终端市场的库存水平持续改善，预计下半年需求将出现增长。”分析师还补充称，随着时间推移，该股股价可能继续朝着“积极的方向”移动。在该公司大幅削减供应、减记库存和需求环境改善后，投资者对其下半年的营收和价格复苏有所预期。美国银行分析师Vivek Arya将美光科技目标价由58美元上调至68美元，并维持对该股“中性”评级。分析师表示，尽管“没有快速解决方案”，但看起来内存市场的疲软正在开始消退。分析师指出，随着该公司在个人电脑/智能手机方面的库存改善，新的数据中心/人工智能周期将有助于推动内存需求，第二财季应该标志着这个周期的底部。分析师还认为，虽然DRAM和NAND的短期环境“充满挑战”，但该公司可能会受益于企业回流和美国《芯片法案》，因其是唯一一家总部位于美国的领先内存生产商。巴克莱分析师Tom O'Malley予美光科技“增持”评级，目标价为70美元。分析师指出，几个终端市场的持续疲软推迟了美光科技的复苏，导致该公司的账面价值下降，但该公司“定位良好”，尤其是在数据中心业务改善的情况下。分析师称：“我们认为，该股仍然表现良好，而且符合人工智能的主题，这是下一个财年里数据中心业务的真正推动力。”Baird分析师Tristan Gerra将美光科技目标价由45美元上调至60美元，并维持对该股“中性”评级。分析师表示，从毛利率和库存减记规模等各种指标来看，该公司第二财季正处于低谷，而由于该公司采取了积极行动，降低了资本支出和利用率，并进一步削减运营支出，其出货量恢复增长。分析师还指出，美光科技目前的股价较有形账面价值有40%的溢价，而经济衰退的可能性正在上升。Susquehanna分析师Mehdi Hosseini将美光科技目标价由65美元上调至90美元，并维持对该股的正面评级。分析师认为，该公司可能会在第三财季呈现出最坏的经营亏损情况，鉴于更新的目标价，该股近期至中期的风险/回报状况是有吸引力的。Cowen分析师Krish Sankar将美光科技目标价由66美元上调至70美元，并维持对该股的“跑赢大盘”评级。分析师表示，该公司Q2业绩基本符合其预期，进一步减产对内存行业有利，且该公司似乎在裁员方面处于领先地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695975445,"gmtCreate":1641311438952,"gmtModify":1641311438952,"author":{"id":"3542530526177241","authorId":"3542530526177241","name":"小土豆姐姐","avatar":"https://static.tigerbbs.com/d13817ba1ff0fbbfe3393edb1676a7f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大概还得跌多少啊，快拿不住了","listText":"大概还得跌多少啊，快拿不住了","text":"大概还得跌多少啊，快拿不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695975445","repostId":"1170391828","repostType":2,"repost":{"id":"1170391828","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641311017,"share":"https://www.laohu8.com/m/news/1170391828?lang=&edition=full","pubTime":"2022-01-04 23:43","market":"other","language":"zh","title":"美股半导体板块集体走低，英伟达、AMD均跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1170391828","media":"老虎资讯综合","summary":"1月4日，美股半导体板块集体走低，英伟达、阿斯麦、AMD均跌超3%，美光科技跌逾1%","content":"<html><head></head><body><p>1月4日，美股半导体板块集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>均跌超3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌逾1%</p><p><img src=\"https://static.tigerbbs.com/cc512392941dc6bb76461e14161819a6\" tg-width=\"385\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p></body></html>","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\" 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23:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月4日，美股半导体板块集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>均跌超3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌逾1%</p><p><img src=\"https://static.tigerbbs.com/cc512392941dc6bb76461e14161819a6\" tg-width=\"385\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"BK4550":"红杉资本持仓","BK4512":"苹果概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4566":"资本集团","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","BK4551":"寇图资本持仓","NVDA":"英伟达","AMD":"美国超微公司","BK4543":"AI","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4527":"明星科技股","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170391828","content_text":"1月4日，美股半导体板块集体走低，英伟达、阿斯麦、AMD均跌超3%，美光科技跌逾1%","news_type":1},"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876957033,"gmtCreate":1637251708943,"gmtModify":1637251708943,"author":{"id":"3542530526177241","authorId":"3542530526177241","name":"小土豆姐姐","avatar":"https://static.tigerbbs.com/d13817ba1ff0fbbfe3393edb1676a7f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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07:26","market":"us","language":"zh","title":"高盛：英伟达只是开始，之后的AI投资还有三大阶段！","url":"https://stock-news.laohu8.com/highlight/detail?id=1155470211","media":"硬AI","summary":"英伟达→基础设施→AI赋能收益→生产力提升。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>→基础设施→AI赋能收益→生产力提升</p></blockquote><p>在最新报告中，<a href=\"https://laohu8.com/S/GS\">高盛</a>股票策略师Ryan Hammond指出，<strong>英伟达之后，AI投资还有三大阶段值得关注。</strong></p><p><strong>第二阶段是基础设施阶段，需要聚焦除英伟达之外的其他参与AI基础建设的公司</strong>，包括半导体企业、云服务提供商、数据中心REITs、硬件和设备公司、软件安全股以及公用事业公司。</p><p><strong>第二阶段的大多数公司估值都已有所提升，但盈利修正却大相径庭。</strong>值得关注的股票包括<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>、芯片设计软件公司<a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a>、无线和广播通信领域运营商American <a 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href=https://mp.weixin.qq.com/s/Mm3rEt8TGxT49BzuHuDP0Q><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达→基础设施→AI赋能收益→生产力提升在最新报告中，高盛股票策略师Ryan Hammond指出，英伟达之后，AI投资还有三大阶段值得关注。第二阶段是基础设施阶段，需要聚焦除英伟达之外的其他参与AI基础建设的公司，包括半导体企业、云服务提供商、数据中心REITs、硬件和设备公司、软件安全股以及公用事业公司。第二阶段的大多数公司估值都已有所提升，但盈利修正却大相径庭。值得关注的股票包括新思科技、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Mm3rEt8TGxT49BzuHuDP0Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/Mm3rEt8TGxT49BzuHuDP0Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155470211","content_text":"英伟达→基础设施→AI赋能收益→生产力提升在最新报告中，高盛股票策略师Ryan Hammond指出，英伟达之后，AI投资还有三大阶段值得关注。第二阶段是基础设施阶段，需要聚焦除英伟达之外的其他参与AI基础建设的公司，包括半导体企业、云服务提供商、数据中心REITs、硬件和设备公司、软件安全股以及公用事业公司。第二阶段的大多数公司估值都已有所提升，但盈利修正却大相径庭。值得关注的股票包括新思科技、芯片设计软件公司Monolithic Power Systems、无线和广播通信领域运营商American Tower和电气部设备公司Vertiv等。第三阶段是“AI赋能收益”阶段，聚焦于将AI整合到产品中从而提高收益的公司，诸如软件和IT服务企业。除了知名大型科技公司外，云服务商Cloudflare、软件设计公司Autodesk、数据库公司MongoDB和云服务商Nutanix等也是潜力股。高盛指出，第三阶段股票今年迄今为止的回报率为8%，虽然是这些股票的超额收益由AI以外的因素驱动，但投资者对这些股票的关注度正在上升。最后第四阶段是“生产力提升”阶段，聚焦于利用AI技术来提高生产效率的各行各业公司，特别是软件服务和商业服务等劳动密集型行业，该行业容易受到人工智能自动化的影响。高盛指出，在第四阶段，纽约时报、亚马逊、沃尔玛、富达国民金融、泰尼特健保和Guidewire Software等公司值得关注。此外，高盛表示，由于第二和第三阶段的公司是其他公司实现AI提高生产率的基础，投资者可能会更快交易这两个阶段的股票，而第四阶段股票则有较大的长期增长潜力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659242394,"gmtCreate":1680097748618,"gmtModify":1680097750262,"author":{"id":"3542530526177241","authorId":"3542530526177241","name":"小土豆姐姐","avatar":"https://static.tigerbbs.com/d13817ba1ff0fbbfe3393edb1676a7f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/659242394","repostId":"1113591522","repostType":2,"isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695975445,"gmtCreate":1641311438952,"gmtModify":1641311438952,"author":{"id":"3542530526177241","authorId":"3542530526177241","name":"小土豆姐姐","avatar":"https://static.tigerbbs.com/d13817ba1ff0fbbfe3393edb1676a7f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大概还得跌多少啊，快拿不住了","listText":"大概还得跌多少啊，快拿不住了","text":"大概还得跌多少啊，快拿不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695975445","repostId":"1170391828","repostType":2,"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}