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火火兔爸
07-01 21:50
$特斯拉(TSLA)$
获利跑路lo喽,继续加富国银行
火火兔爸
03-18
$亚马逊(AMZN)$
破不破都行,坚定持有老虎送的0.1股特斯拉,看看能翻出什么幺蛾子
火火兔爸
01-26
晒晒收益,只做正股不搞期权
$英伟达(NVDA)$
火火兔爸
2021-07-12
$滴滴(DIDI)$
[cp]现在滴滴的事还能讨论,说明问题没有到巨大。其实,几乎所有的媒体,解读都是错的。运满满、货车帮用的都是高德地图,基本上不存在泄漏“数据安全”的问题。百度也是在美股上市,数据百度和阿里不是更多么?核心问题是什么?外储。赴美之前人民币股东要ODI出去的,相当于大量的人民币换汇成为境外的美元。国内外汇储备净值(外汇储备与外债的差额)从2015年底的2万亿减至目前的6500亿美元。点到为止。[/cp]
火火兔爸
06-05
$英伟达(NVDA)$
更新收益
火火兔爸
02-15
$英伟达(NVDA)$
嗮收益
火火兔爸
06-21
$英伟达(NVDA)$
交易性情绪化回调加仓好机会。
火火兔爸
06-21
$英伟达(NVDA)$
做期权的真可怜
火火兔爸
2023-11-02
$礼来(LLY)$
礼来在去年下半年推出的重磅降糖药tirzepatide(替尔泊肽,商品名为Mounjaro®)的收入数据极为耀眼,营收较上年同期同比大涨650%。
火火兔爸
05-24
$英伟达(NVDA)$
更新收益率
火火兔爸
06-07
$英伟达(NVDA)$
老美不降息🈶欧洲加拿大输血就够飞一段
火火兔爸
2023-08-01
不知道人工智能越用对算力的需求越高?
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”
火火兔爸
06-19
$英伟达(NVDA)$
更新收益率
火火兔爸
06-24
$英伟达(NVDA)$
恐慌盘出来,上
火火兔爸
06-25
$英伟达(NVDA)$
股东大会如果有新东西会把天花板拉到200
火火兔爸
03-28
$英伟达(NVDA)$
感谢空头让我的持仓数量又达到了新高
火火兔爸
2021-07-07
$滴滴(DIDI)$
除非国家不想就业了往死里整,大不了换个股东继续业务
火火兔爸
06-25
$英伟达(NVDA)$
盘前115多点成功抢到了2%的仓位
火火兔爸
02-23
$英伟达(NVDA)$
英伟达贵吗?哪里贵了! 有意思的是,随着英伟达市值猛增,许多市场人士眼下的一个疑问无疑是,英伟达是不是太贵了? 要知道,今年以来,英伟达股价已经累计上涨了60%,而这还是在去年全年累计上涨近240%的背景下取得的…… 然而,对于市场上浮现出的一些担忧声,不少英伟达的多头们眼下却似乎并不焦虑——他们从市盈率指标中找到了可以仰赖的证据。套用时下的一个网络热梗,那便是:“哪里贵了?这么多年都是这个价(市盈率),不要睁着眼睛说瞎话”。 一组对比显示,虽然英伟达的股价和市值猛增,但其盈利增长速度甚至还要超过了这两者的涨幅。 这在英伟达本周堪称“无懈可击”的业绩报告公布后变得愈发明显:在截至1月28日的2024财年第四财季,英伟达营收创纪录地达到了221亿美元,同比增长265%;全财年的营收也创历史新高,为609亿美元,增长126%。在利润上,该公司季度净利润录得122.85亿美元,同比增长769%;调整后每股收益为5.16美元,同比增长486%,均创历史新高。 从某种层面上说,不是英伟达的利润在追赶市值,而是其市值在追赶利润的增幅。这已引发了一个极为罕见的现象,自2023年年中以来,虽然英伟达股价创纪录上涨,但其市盈率却反而在持续下降。
火火兔爸
07-01 20:20
$特斯拉(TSLA)$
必须看好,中国销量在增长
去老虎APP查看更多动态
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investment institution went on to state: “AI requires enormous amounts of data storage, computing power, and energy. We think data-center construction and electrical requirements to support AI will benefit select real estate investment trusts as well as energy and industrial companies.”</p> <p>For investors that are looking to keep a close eye on the artificial intelligence trend, listed below are a group of exchange-traded funds that may be worth further analyzing:</p> <ul> <li>GX Artificial Intelligence & Tech ETF (<span>NASDAQ:AIQ</span>)</li> <li>GX Robotics & Artificial Intelligence ETF (<span>NASDAQ:BOTZ</span>)</li> <li><a href=\"https://laohu8.com/S/DTEC\">ALPS Disruptive Technologies ETF</a> (DTEC)</li> <li><a href=\"https://laohu8.com/S/GINN\">Goldman Sachs Innovate Equity ETF</a> (GINN)</li> <li><a href=\"https://laohu8.com/S/IRBO\">iShares Robotics and Artificial Intelligence Multisector ETF</a> (<span>NYSEARCA:IRBO</span>)</li> <li>Artificial Intelligence and Robotics ETF (<span>NASDAQ:ROBT</span>)</li> <li><a href=\"https://laohu8.com/S/TECB\">iShares U.S. Tech Breakthrough Multisector ETF</a> (TECB)</li> <li><a href=\"https://laohu8.com/S/XT\">iShares Exponential Technologies ETF</a> (XT)</li> <li>Robo Global Artificial Intelligence ETF (THNQ)</li> <li>Roundhill Generative AI & Technology ETF (CHAT)</li> </ul> </div> </body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nWells Fargo says AI is moving beyond tech and spotlights opportunities elsewhere\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 23:00 GMT+8 <a href=https://seekingalpha.com/news/4118768-wells-fargo-says-ai-is-moving-beyond-tech-and-spotlights-opportunities-elsewhere><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wells Fargo highlighted artificial intelligence (AI) as a potential area of investment over the next 18 months, as the transformation in AI is moving beyond the traditional tech sector and into other ...</p>\n\n<a href=\"https://seekingalpha.com/news/4118768-wells-fargo-says-ai-is-moving-beyond-tech-and-spotlights-opportunities-elsewhere\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1817371218/image_1817371218.jpg","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","DTEC":"ALPS Disruptive Technologies ETF","BK4504":"桥水持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","ROBT":"First Trust Nasdaq Artificial Intelligence and Robotics ETF","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","GINN":"Goldman Sachs Innovate Equity ETF","XT":"iShares Exponential Technologies ETF","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0251142724.SGD":"Fidelity America A-SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2","QID":"纳指两倍做空ETF","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","BK4207":"综合性银行","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","THNQ":"ROBO Global Artificial Intelligence ETF","BK4585":"ETF&股票定投概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","WFC":"富国银行","PSQ":"纳指反向ETF","LU0971096721.USD":"富达环球金融服务 A","TECB":"iShares U.S. Tech Breakthrough Multisector ETF","TQQQ":"纳指三倍做多ETF","BOTZ":"Global X Robotics & Artificial Intelligence Thematic ETF","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","QLD":"纳指两倍做多ETF","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","QQQ":"纳指100ETF","BK4501":"段永平概念","AIQ":"Global X Future Analytics Tech ETF","SQQQ":"纳指三倍做空ETF","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4588":"碎股","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","FDN":"First Trust Dow Jones Internet I"},"source_url":"https://seekingalpha.com/news/4118768-wells-fargo-says-ai-is-moving-beyond-tech-and-spotlights-opportunities-elsewhere","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2446400148","content_text":"Wells Fargo highlighted artificial intelligence (AI) as a potential area of investment over the next 18 months, as the transformation in AI is moving beyond the traditional tech sector and into other segments of the economy that it believes may offer opportunities for investors. “The rapid growth in generative artificial intelligence could transform the economy beyond the Information Technology sector through improved productivity across industries,” Wells Fargo said in an investor note on Tuesday. The investment institution went on to state: “AI requires enormous amounts of data storage, computing power, and energy. We think data-center construction and electrical requirements to support AI will benefit select real estate investment trusts as well as energy and industrial companies.” For investors that are looking to keep a close eye on the artificial intelligence trend, listed below are a group of exchange-traded funds that may be worth further analyzing: GX Artificial Intelligence & Tech ETF (NASDAQ:AIQ) GX Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) ALPS Disruptive Technologies ETF (DTEC) Goldman Sachs Innovate Equity ETF (GINN) iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO) Artificial Intelligence and Robotics ETF (NASDAQ:ROBT) iShares U.S. Tech Breakthrough Multisector ETF (TECB) iShares Exponential Technologies ETF (XT) Robo Global Artificial Intelligence ETF (THNQ) Roundhill Generative AI & Technology ETF (CHAT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321888115380560,"gmtCreate":1719595031763,"gmtModify":1719595033342,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321888115380560","repostId":"321639119724824","repostType":1,"repost":{"id":321639119724824,"gmtCreate":1719544803244,"gmtModify":1719545300028,"author":{"id":"4093504281887960","authorId":"4093504281887960","name":"芝士虎","avatar":"https://static.tigerbbs.com/2f3a05d038882153678ee817929431fc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美联储短期放鹰,为什么是配置长债的好时机?","htmlText":"虎友,你好~6月25日晚,美联储理事鲍曼就货币政策发表讲话。鲍曼称,预计2024年不会有任何降息行动,美联储可能把降息时间推迟至2025年:“我们仍然尚未达到适合下调政策利率的节点,鉴于我们的经济展望存在风险和不确定性,我在考虑政策立场未来的变化时将保持审慎。”美联储 6 月最新点阵图预测显示,4 位认为今年不降息,7 位认为降一次, 8 位认为降两次,没有人认为今年会降息 3 次或以上。这比之前点阵图要鹰的多。毕竟,3 月的点阵图中有 10 位认为降 3 次或以上。目前来看,降息预期如果不断被拉低,那想要配置美国国债的虎友们应该怎么选呢?选短债还是长期国债?其实,现在在降息预期不明的时候,正好是配置长债的好时机~原因有以下两点:一、5月社零未达预期,消费者动力减弱从宏观数据来看,5月份零售销售环比增长0.1%,低于预期的0.2%。核心零售销售(不包括汽车、汽油和建筑材料)在5月份环比增长了0.4%,低于预期的0.5%,4月份的数据被向下修正了0.4%。另一个数据:消费者信用和收入增长放缓。循环信贷的增长放缓,逾期率上升,表明家庭可能开始耗尽其借贷能力。收入增长也因劳动力市场放缓而减缓,这将使家庭在可自由支配商品和服务上的支出能力降低。同时,调查数据显示家庭对其财务状况越来越悲观。如果消费数据持续减弱,那么降序的预期又会重新被拔高。二、失业率数据上升,可能会推动美联储进行降息鲍威尔在6月FOMC答记者中的宏观解读,同样可以看出经济疲弱的暗影:1、鲍威尔在会上提高明年和后年的失业率预期;相信美联储已经注意到了就业市场在走弱,而且暗示如果迅速恶化,联储不会坐视不管。说明一旦失业数据继续提升,在当前通胀不太可能重新大幅上涨的情况下,美联储可能就会出手降息。2、美联储可能是最后的“嘴硬”;美联储的态度仍然是data dependent,而且在经济还稳的情况下,可以再放鹰打压一下本周","listText":"虎友,你好~6月25日晚,美联储理事鲍曼就货币政策发表讲话。鲍曼称,预计2024年不会有任何降息行动,美联储可能把降息时间推迟至2025年:“我们仍然尚未达到适合下调政策利率的节点,鉴于我们的经济展望存在风险和不确定性,我在考虑政策立场未来的变化时将保持审慎。”美联储 6 月最新点阵图预测显示,4 位认为今年不降息,7 位认为降一次, 8 位认为降两次,没有人认为今年会降息 3 次或以上。这比之前点阵图要鹰的多。毕竟,3 月的点阵图中有 10 位认为降 3 次或以上。目前来看,降息预期如果不断被拉低,那想要配置美国国债的虎友们应该怎么选呢?选短债还是长期国债?其实,现在在降息预期不明的时候,正好是配置长债的好时机~原因有以下两点:一、5月社零未达预期,消费者动力减弱从宏观数据来看,5月份零售销售环比增长0.1%,低于预期的0.2%。核心零售销售(不包括汽车、汽油和建筑材料)在5月份环比增长了0.4%,低于预期的0.5%,4月份的数据被向下修正了0.4%。另一个数据:消费者信用和收入增长放缓。循环信贷的增长放缓,逾期率上升,表明家庭可能开始耗尽其借贷能力。收入增长也因劳动力市场放缓而减缓,这将使家庭在可自由支配商品和服务上的支出能力降低。同时,调查数据显示家庭对其财务状况越来越悲观。如果消费数据持续减弱,那么降序的预期又会重新被拔高。二、失业率数据上升,可能会推动美联储进行降息鲍威尔在6月FOMC答记者中的宏观解读,同样可以看出经济疲弱的暗影:1、鲍威尔在会上提高明年和后年的失业率预期;相信美联储已经注意到了就业市场在走弱,而且暗示如果迅速恶化,联储不会坐视不管。说明一旦失业数据继续提升,在当前通胀不太可能重新大幅上涨的情况下,美联储可能就会出手降息。2、美联储可能是最后的“嘴硬”;美联储的态度仍然是data dependent,而且在经济还稳的情况下,可以再放鹰打压一下本周","text":"虎友,你好~6月25日晚,美联储理事鲍曼就货币政策发表讲话。鲍曼称,预计2024年不会有任何降息行动,美联储可能把降息时间推迟至2025年:“我们仍然尚未达到适合下调政策利率的节点,鉴于我们的经济展望存在风险和不确定性,我在考虑政策立场未来的变化时将保持审慎。”美联储 6 月最新点阵图预测显示,4 位认为今年不降息,7 位认为降一次, 8 位认为降两次,没有人认为今年会降息 3 次或以上。这比之前点阵图要鹰的多。毕竟,3 月的点阵图中有 10 位认为降 3 次或以上。目前来看,降息预期如果不断被拉低,那想要配置美国国债的虎友们应该怎么选呢?选短债还是长期国债?其实,现在在降息预期不明的时候,正好是配置长债的好时机~原因有以下两点:一、5月社零未达预期,消费者动力减弱从宏观数据来看,5月份零售销售环比增长0.1%,低于预期的0.2%。核心零售销售(不包括汽车、汽油和建筑材料)在5月份环比增长了0.4%,低于预期的0.5%,4月份的数据被向下修正了0.4%。另一个数据:消费者信用和收入增长放缓。循环信贷的增长放缓,逾期率上升,表明家庭可能开始耗尽其借贷能力。收入增长也因劳动力市场放缓而减缓,这将使家庭在可自由支配商品和服务上的支出能力降低。同时,调查数据显示家庭对其财务状况越来越悲观。如果消费数据持续减弱,那么降序的预期又会重新被拔高。二、失业率数据上升,可能会推动美联储进行降息鲍威尔在6月FOMC答记者中的宏观解读,同样可以看出经济疲弱的暗影:1、鲍威尔在会上提高明年和后年的失业率预期;相信美联储已经注意到了就业市场在走弱,而且暗示如果迅速恶化,联储不会坐视不管。说明一旦失业数据继续提升,在当前通胀不太可能重新大幅上涨的情况下,美联储可能就会出手降息。2、美联储可能是最后的“嘴硬”;美联储的态度仍然是data 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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":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDA":"英伟达","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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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":851,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470548862272800","authorId":"3470548862272800","name":"峰子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","text":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","html":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318335890137312,"gmtCreate":1718757344942,"gmtModify":1718862602066,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ 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