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evasunny
06-13
疯女人 不好好研究自己的ark为啥亏那么多钱,到处接受采访忽悠韭菜。
特斯拉涨幅快速收窄,此前一度大涨7.5%,马斯克有重磅发声
evasunny
07-15
疯子你自己买了多少
华尔街顶级科技投资人:英伟达市值将在十年内达到50万亿美元
evasunny
06-17
$英伟达(NVDA)$
感觉涨不动了
evasunny
07-03
英伟达还预测150……结果呢?
美国银行将特斯拉目标价从220美元上调至260美元
evasunny
06-20
想想当年华尔街预测特斯拉的股价就没到过,所谓的权威也是马后炮……
evasunny
06-18
老黄今天自己抛了…每天都心惊肉跳的…
evasunny
06-13
看看她的ark基金亏成狗…正常人不该对投资者有愧疚吗?她反而像个反社会人格一样到处接受采访…怀疑她是故意收割韭菜的
evasunny
06-13
我总怀疑她是被派来收割韭菜的
去老虎APP查看更多动态
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"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327734580359352","repostId":"1185276114","repostType":2,"repost":{"id":"1185276114","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":1721013071,"share":"https://www.laohu8.com/m/news/1185276114?lang=&edition=full","pubTime":"2024-07-15 11:11","market":"us","language":"zh","title":"华尔街顶级科技投资人:英伟达市值将在十年内达到50万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185276114","media":"老虎资讯综合","summary":"华尔街顶级科技行业投资人詹姆斯·安德森表示,芯片巨头 $英伟达$ 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。假设自由现金流收益率为5%,那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。","content":"<html><head></head><body><p>华尔街顶级科技行业投资人詹姆斯·安德森(James Anderson)表示,芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea7b14617c7062a86938e0bc5d56b7d\" title=\"James Anderson © Baillie Gifford\" tg-width=\"415\" tg-height=\"233\"/><span>James Anderson © Baillie Gifford</span></p><p style=\"text-align: start;\">安德森以早期对特斯拉和亚马逊等公司的投资而广为人知,他表示:“在最乐观的情况下,英伟达的发展潜力将远超我以往所见,其市值可能达到数万亿美元。这并非只是预测,如果人工智能能够为客户带来效益,且英伟达始终保持其领先地位,那么这将是一个显而易见的结论。”</p><p style=\"text-align: start;\">近年来,训练和运行强大的生成式AI模型(如OpenAI的ChatGPT)大幅刺激了芯片需求,而英伟达一直是这一需求激增的主要受益者,年初至今其股价已飙升了162%,推动英伟达市值超过3万亿美元,这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值(约1500亿美元)的20倍,并在6月短暂超越微软和苹果,成为全球市值最高的上市公司。<strong>英伟达首席执行官黄仁勋曾宣称,该公司正处于一场新的“工业革命”的中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77870f8095fb7c71c3e5279c0d2a222f\" title=\"2023年以来英伟达市值开始飙升(单位:万亿美元)\" tg-width=\"1078\" tg-height=\"577\"/><span>2023年以来英伟达市值开始飙升(单位:万亿美元)</span></p><p style=\"text-align: start;\">安德森是百年老牌基金Baillie Gifford的合伙人之一,也是该公司旗舰基金的基金经理。安德森表示:“英伟达持续的指数级增长、在硬件和软件方面的竞争优势,以及公司的文化和领导力,正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作,成立了林戈托投资管理公司,并管理着一个6.5亿美元的基金,<strong>其中最大的持仓即为这家美国芯片制造商</strong>。</p><p>安德森表示:“当我们首次对英伟达建仓时,其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”,但经过多年的观察和投资,他发现“与其他成功的投资案例不同,<strong>英伟达从一开始就是一个高利润且占据主导地位的公司</strong>。”</p><p style=\"text-align: start;\">他预计,数据中心AI芯片需求的实际增长率每年约为60%,展望未来十年,如果仅数据中心的收入增长能达到这个水平,且利润率保持不变,那么<strong>每股收益将达到1350美元</strong>,自由现金流约为每股1000美元。假设自由现金流收益率为5%,<strong>那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。</strong></p><p style=\"text-align: start;\">安德森说:“这种结果出现的概率为10%-15%。对我们来说,最重要的是GPU在AI领域的使用开发时间跨度很长,从项目启动、到可能出现的中断,再到实现产业转型,这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调,我也不会感到惊讶——这是肯定会发生的事情,我们甚至能在低位进行更多的增持。”</p><p><strong>英伟达目前的股价是其明年预期每股收益的47倍以上,并且几乎占到标普500指数今年17.7%涨幅的30%。</strong></p><p style=\"text-align: start;\">英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力,给那些不持有这些公司的基金经理带来了挑战。例如,特里·史密斯的全球基金在上半年落后于其基准指数,因为他选择避开这家芯片制造商,对此他表示:“我们尚未说服自己,其前景如我们所寻求的那样可预测”。</p><p style=\"text-align: start;\">在回答生成式人工智能是否被过度炒作的问题时,安德森表示:“应用于基础任务的狭义生成式人工智能可能确实被夸大了,但我们应该关注的主要问题是,它是否能在10年内解决复杂任务,包括自动驾驶、机器人技术和药物研发。从这个意义上说,这完全不是一种炒作,反而应该是英伟达正在<strong>低调而坚定地引领并支持这些领域的发展</strong>。”</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>华尔街顶级科技投资人:英伟达市值将在十年内达到50万亿美元</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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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华尔街顶级科技投资人:英伟达市值将在十年内达到50万亿美元\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\">2024-07-15 11:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>华尔街顶级科技行业投资人詹姆斯·安德森(James Anderson)表示,芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea7b14617c7062a86938e0bc5d56b7d\" title=\"James Anderson © Baillie Gifford\" tg-width=\"415\" tg-height=\"233\"/><span>James Anderson © Baillie Gifford</span></p><p style=\"text-align: start;\">安德森以早期对特斯拉和亚马逊等公司的投资而广为人知,他表示:“在最乐观的情况下,英伟达的发展潜力将远超我以往所见,其市值可能达到数万亿美元。这并非只是预测,如果人工智能能够为客户带来效益,且英伟达始终保持其领先地位,那么这将是一个显而易见的结论。”</p><p style=\"text-align: start;\">近年来,训练和运行强大的生成式AI模型(如OpenAI的ChatGPT)大幅刺激了芯片需求,而英伟达一直是这一需求激增的主要受益者,年初至今其股价已飙升了162%,推动英伟达市值超过3万亿美元,这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值(约1500亿美元)的20倍,并在6月短暂超越微软和苹果,成为全球市值最高的上市公司。<strong>英伟达首席执行官黄仁勋曾宣称,该公司正处于一场新的“工业革命”的中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77870f8095fb7c71c3e5279c0d2a222f\" title=\"2023年以来英伟达市值开始飙升(单位:万亿美元)\" tg-width=\"1078\" tg-height=\"577\"/><span>2023年以来英伟达市值开始飙升(单位:万亿美元)</span></p><p style=\"text-align: start;\">安德森是百年老牌基金Baillie Gifford的合伙人之一,也是该公司旗舰基金的基金经理。安德森表示:“英伟达持续的指数级增长、在硬件和软件方面的竞争优势,以及公司的文化和领导力,正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作,成立了林戈托投资管理公司,并管理着一个6.5亿美元的基金,<strong>其中最大的持仓即为这家美国芯片制造商</strong>。</p><p>安德森表示:“当我们首次对英伟达建仓时,其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”,但经过多年的观察和投资,他发现“与其他成功的投资案例不同,<strong>英伟达从一开始就是一个高利润且占据主导地位的公司</strong>。”</p><p style=\"text-align: start;\">他预计,数据中心AI芯片需求的实际增长率每年约为60%,展望未来十年,如果仅数据中心的收入增长能达到这个水平,且利润率保持不变,那么<strong>每股收益将达到1350美元</strong>,自由现金流约为每股1000美元。假设自由现金流收益率为5%,<strong>那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。</strong></p><p style=\"text-align: start;\">安德森说:“这种结果出现的概率为10%-15%。对我们来说,最重要的是GPU在AI领域的使用开发时间跨度很长,从项目启动、到可能出现的中断,再到实现产业转型,这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调,我也不会感到惊讶——这是肯定会发生的事情,我们甚至能在低位进行更多的增持。”</p><p><strong>英伟达目前的股价是其明年预期每股收益的47倍以上,并且几乎占到标普500指数今年17.7%涨幅的30%。</strong></p><p style=\"text-align: start;\">英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力,给那些不持有这些公司的基金经理带来了挑战。例如,特里·史密斯的全球基金在上半年落后于其基准指数,因为他选择避开这家芯片制造商,对此他表示:“我们尚未说服自己,其前景如我们所寻求的那样可预测”。</p><p style=\"text-align: start;\">在回答生成式人工智能是否被过度炒作的问题时,安德森表示:“应用于基础任务的狭义生成式人工智能可能确实被夸大了,但我们应该关注的主要问题是,它是否能在10年内解决复杂任务,包括自动驾驶、机器人技术和药物研发。从这个意义上说,这完全不是一种炒作,反而应该是英伟达正在<strong>低调而坚定地引领并支持这些领域的发展</strong>。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185276114","content_text":"华尔街顶级科技行业投资人詹姆斯·安德森(James Anderson)表示,芯片巨头 英伟达 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。James Anderson © Baillie Gifford安德森以早期对特斯拉和亚马逊等公司的投资而广为人知,他表示:“在最乐观的情况下,英伟达的发展潜力将远超我以往所见,其市值可能达到数万亿美元。这并非只是预测,如果人工智能能够为客户带来效益,且英伟达始终保持其领先地位,那么这将是一个显而易见的结论。”近年来,训练和运行强大的生成式AI模型(如OpenAI的ChatGPT)大幅刺激了芯片需求,而英伟达一直是这一需求激增的主要受益者,年初至今其股价已飙升了162%,推动英伟达市值超过3万亿美元,这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值(约1500亿美元)的20倍,并在6月短暂超越微软和苹果,成为全球市值最高的上市公司。英伟达首席执行官黄仁勋曾宣称,该公司正处于一场新的“工业革命”的中心。2023年以来英伟达市值开始飙升(单位:万亿美元)安德森是百年老牌基金Baillie Gifford的合伙人之一,也是该公司旗舰基金的基金经理。安德森表示:“英伟达持续的指数级增长、在硬件和软件方面的竞争优势,以及公司的文化和领导力,正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作,成立了林戈托投资管理公司,并管理着一个6.5亿美元的基金,其中最大的持仓即为这家美国芯片制造商。安德森表示:“当我们首次对英伟达建仓时,其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”,但经过多年的观察和投资,他发现“与其他成功的投资案例不同,英伟达从一开始就是一个高利润且占据主导地位的公司。”他预计,数据中心AI芯片需求的实际增长率每年约为60%,展望未来十年,如果仅数据中心的收入增长能达到这个水平,且利润率保持不变,那么每股收益将达到1350美元,自由现金流约为每股1000美元。假设自由现金流收益率为5%,那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。安德森说:“这种结果出现的概率为10%-15%。对我们来说,最重要的是GPU在AI领域的使用开发时间跨度很长,从项目启动、到可能出现的中断,再到实现产业转型,这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调,我也不会感到惊讶——这是肯定会发生的事情,我们甚至能在低位进行更多的增持。”英伟达目前的股价是其明年预期每股收益的47倍以上,并且几乎占到标普500指数今年17.7%涨幅的30%。英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力,给那些不持有这些公司的基金经理带来了挑战。例如,特里·史密斯的全球基金在上半年落后于其基准指数,因为他选择避开这家芯片制造商,对此他表示:“我们尚未说服自己,其前景如我们所寻求的那样可预测”。在回答生成式人工智能是否被过度炒作的问题时,安德森表示:“应用于基础任务的狭义生成式人工智能可能确实被夸大了,但我们应该关注的主要问题是,它是否能在10年内解决复杂任务,包括自动驾驶、机器人技术和药物研发。从这个意义上说,这完全不是一种炒作,反而应该是英伟达正在低调而坚定地引领并支持这些领域的发展。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323569757437960,"gmtCreate":1720018757893,"gmtModify":1720018761990,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"英伟达还预测150……结果呢?","listText":"英伟达还预测150……结果呢?","text":"英伟达还预测150……结果呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323569757437960","repostId":"2448882364","repostType":2,"repost":{"id":"2448882364","pubTimestamp":1720013923,"share":"https://www.laohu8.com/m/news/2448882364?lang=&edition=full","pubTime":"2024-07-03 21:38","market":"us","language":"zh","title":"美国银行将特斯拉目标价从220美元上调至260美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2448882364","media":"东方财富","summary":"美国银行将特斯拉目标价从220美元上调至260美元。","content":"<p>美国银行将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从220美元上调至260美元。</p>","source":"stock_eastmoney","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>美国银行将特斯拉目标价从220美元上调至260美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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美国银行将特斯拉目标价从220美元上调至260美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-03 21:38 北京时间 <a href=http://finance.eastmoney.com/a/202407033121005840.html><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行将特斯拉目标价从220美元上调至260美元。</p>\n\n<a href=\"http://finance.eastmoney.com/a/202407033121005840.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://finance.eastmoney.com/a/202407033121005840.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448882364","content_text":"美国银行将特斯拉目标价从220美元上调至260美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318802058203392,"gmtCreate":1718846090381,"gmtModify":1718846092286,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"想想当年华尔街预测特斯拉的股价就没到过,所谓的权威也是马后炮……","listText":"想想当年华尔街预测特斯拉的股价就没到过,所谓的权威也是马后炮……","text":"想想当年华尔街预测特斯拉的股价就没到过,所谓的权威也是马后炮……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318802058203392","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318048667476248,"gmtCreate":1718687205044,"gmtModify":1718687207269,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"老黄今天自己抛了…每天都心惊肉跳的…","listText":"老黄今天自己抛了…每天都心惊肉跳的…","text":"老黄今天自己抛了…每天都心惊肉跳的…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318048667476248","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317763986465008,"gmtCreate":1718618148075,"gmtModify":1718618379374,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 感觉涨不动了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 感觉涨不动了","text":"$英伟达(NVDA)$ 感觉涨不动了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317763986465008","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316466147938600,"gmtCreate":1718290031477,"gmtModify":1718290541169,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"疯女人 不好好研究自己的ark为啥亏那么多钱,到处接受采访忽悠韭菜。","listText":"疯女人 不好好研究自己的ark为啥亏那么多钱,到处接受采访忽悠韭菜。","text":"疯女人 不好好研究自己的ark为啥亏那么多钱,到处接受采访忽悠韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316466147938600","repostId":"1197996776","repostType":2,"repost":{"id":"1197996776","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":1718289635,"share":"https://www.laohu8.com/m/news/1197996776?lang=&edition=full","pubTime":"2024-06-13 22:40","market":"us","language":"zh","title":"特斯拉涨幅快速收窄,此前一度大涨7.5%,马斯克有重磅发声","url":"https://stock-news.laohu8.com/highlight/detail?id=1197996776","media":"老虎资讯综合","summary":"马斯克称有关他薪酬方案的决议已获通过。","content":"<html><head></head><body><p>周四,特斯拉盘中一度大涨7.5%,后涨幅快速收窄,截至发稿涨幅约3%。马斯克今日在社媒发声,称有关批准其巨额薪酬方案和将特斯拉公司法定地址迁至得克萨斯州的两项关键提案,正以“较大优势”获得通过。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10348f9252379846986e7dc715227257\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外,方舟投资管理公司的创始人“木头姐”凯茜·伍德表示,随着这家电动汽车制造商发展成为一家盈利能力更强的机器人出租车公司,其股价将在五年内飙升12.5倍,达到2600美元。</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>特斯拉涨幅快速收窄,此前一度大涨7.5%,马斯克有重磅发声</title>\n<style 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22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,特斯拉盘中一度大涨7.5%,后涨幅快速收窄,截至发稿涨幅约3%。马斯克今日在社媒发声,称有关批准其巨额薪酬方案和将特斯拉公司法定地址迁至得克萨斯州的两项关键提案,正以“较大优势”获得通过。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10348f9252379846986e7dc715227257\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外,方舟投资管理公司的创始人“木头姐”凯茜·伍德表示,随着这家电动汽车制造商发展成为一家盈利能力更强的机器人出租车公司,其股价将在五年内飙升12.5倍,达到2600美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197996776","content_text":"周四,特斯拉盘中一度大涨7.5%,后涨幅快速收窄,截至发稿涨幅约3%。马斯克今日在社媒发声,称有关批准其巨额薪酬方案和将特斯拉公司法定地址迁至得克萨斯州的两项关键提案,正以“较大优势”获得通过。此外,方舟投资管理公司的创始人“木头姐”凯茜·伍德表示,随着这家电动汽车制造商发展成为一家盈利能力更强的机器人出租车公司,其股价将在五年内飙升12.5倍,达到2600美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316465534505208,"gmtCreate":1718289756208,"gmtModify":1718290521067,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"看看她的ark基金亏成狗…正常人不该对投资者有愧疚吗?她反而像个反社会人格一样到处接受采访…怀疑她是故意收割韭菜的","listText":"看看她的ark基金亏成狗…正常人不该对投资者有愧疚吗?她反而像个反社会人格一样到处接受采访…怀疑她是故意收割韭菜的","text":"看看她的ark基金亏成狗…正常人不该对投资者有愧疚吗?她反而像个反社会人格一样到处接受采访…怀疑她是故意收割韭菜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316465534505208","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316463473451192,"gmtCreate":1718289249703,"gmtModify":1718290499825,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"我总怀疑她是被派来收割韭菜的","listText":"我总怀疑她是被派来收割韭菜的","text":"我总怀疑她是被派来收割韭菜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316463473451192","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":316466147938600,"gmtCreate":1718290031477,"gmtModify":1718290541169,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"疯女人 不好好研究自己的ark为啥亏那么多钱,到处接受采访忽悠韭菜。","listText":"疯女人 不好好研究自己的ark为啥亏那么多钱,到处接受采访忽悠韭菜。","text":"疯女人 不好好研究自己的ark为啥亏那么多钱,到处接受采访忽悠韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316466147938600","repostId":"1197996776","repostType":2,"repost":{"id":"1197996776","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":1718289635,"share":"https://www.laohu8.com/m/news/1197996776?lang=&edition=full","pubTime":"2024-06-13 22:40","market":"us","language":"zh","title":"特斯拉涨幅快速收窄,此前一度大涨7.5%,马斯克有重磅发声","url":"https://stock-news.laohu8.com/highlight/detail?id=1197996776","media":"老虎资讯综合","summary":"马斯克称有关他薪酬方案的决议已获通过。","content":"<html><head></head><body><p>周四,特斯拉盘中一度大涨7.5%,后涨幅快速收窄,截至发稿涨幅约3%。马斯克今日在社媒发声,称有关批准其巨额薪酬方案和将特斯拉公司法定地址迁至得克萨斯州的两项关键提案,正以“较大优势”获得通过。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10348f9252379846986e7dc715227257\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外,方舟投资管理公司的创始人“木头姐”凯茜·伍德表示,随着这家电动汽车制造商发展成为一家盈利能力更强的机器人出租车公司,其股价将在五年内飙升12.5倍,达到2600美元。</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>特斯拉涨幅快速收窄,此前一度大涨7.5%,马斯克有重磅发声</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特斯拉涨幅快速收窄,此前一度大涨7.5%,马斯克有重磅发声\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\">2024-06-13 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,特斯拉盘中一度大涨7.5%,后涨幅快速收窄,截至发稿涨幅约3%。马斯克今日在社媒发声,称有关批准其巨额薪酬方案和将特斯拉公司法定地址迁至得克萨斯州的两项关键提案,正以“较大优势”获得通过。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10348f9252379846986e7dc715227257\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此外,方舟投资管理公司的创始人“木头姐”凯茜·伍德表示,随着这家电动汽车制造商发展成为一家盈利能力更强的机器人出租车公司,其股价将在五年内飙升12.5倍,达到2600美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197996776","content_text":"周四,特斯拉盘中一度大涨7.5%,后涨幅快速收窄,截至发稿涨幅约3%。马斯克今日在社媒发声,称有关批准其巨额薪酬方案和将特斯拉公司法定地址迁至得克萨斯州的两项关键提案,正以“较大优势”获得通过。此外,方舟投资管理公司的创始人“木头姐”凯茜·伍德表示,随着这家电动汽车制造商发展成为一家盈利能力更强的机器人出租车公司,其股价将在五年内飙升12.5倍,达到2600美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327734580359352,"gmtCreate":1721014340263,"gmtModify":1721014371575,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"疯子你自己买了多少","listText":"疯子你自己买了多少","text":"疯子你自己买了多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327734580359352","repostId":"1185276114","repostType":2,"repost":{"id":"1185276114","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":1721013071,"share":"https://www.laohu8.com/m/news/1185276114?lang=&edition=full","pubTime":"2024-07-15 11:11","market":"us","language":"zh","title":"华尔街顶级科技投资人:英伟达市值将在十年内达到50万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185276114","media":"老虎资讯综合","summary":"华尔街顶级科技行业投资人詹姆斯·安德森表示,芯片巨头 $英伟达$ 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。假设自由现金流收益率为5%,那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。","content":"<html><head></head><body><p>华尔街顶级科技行业投资人詹姆斯·安德森(James Anderson)表示,芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea7b14617c7062a86938e0bc5d56b7d\" title=\"James Anderson © Baillie Gifford\" tg-width=\"415\" tg-height=\"233\"/><span>James Anderson © Baillie Gifford</span></p><p style=\"text-align: start;\">安德森以早期对特斯拉和亚马逊等公司的投资而广为人知,他表示:“在最乐观的情况下,英伟达的发展潜力将远超我以往所见,其市值可能达到数万亿美元。这并非只是预测,如果人工智能能够为客户带来效益,且英伟达始终保持其领先地位,那么这将是一个显而易见的结论。”</p><p style=\"text-align: start;\">近年来,训练和运行强大的生成式AI模型(如OpenAI的ChatGPT)大幅刺激了芯片需求,而英伟达一直是这一需求激增的主要受益者,年初至今其股价已飙升了162%,推动英伟达市值超过3万亿美元,这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值(约1500亿美元)的20倍,并在6月短暂超越微软和苹果,成为全球市值最高的上市公司。<strong>英伟达首席执行官黄仁勋曾宣称,该公司正处于一场新的“工业革命”的中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77870f8095fb7c71c3e5279c0d2a222f\" title=\"2023年以来英伟达市值开始飙升(单位:万亿美元)\" tg-width=\"1078\" tg-height=\"577\"/><span>2023年以来英伟达市值开始飙升(单位:万亿美元)</span></p><p style=\"text-align: start;\">安德森是百年老牌基金Baillie Gifford的合伙人之一,也是该公司旗舰基金的基金经理。安德森表示:“英伟达持续的指数级增长、在硬件和软件方面的竞争优势,以及公司的文化和领导力,正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作,成立了林戈托投资管理公司,并管理着一个6.5亿美元的基金,<strong>其中最大的持仓即为这家美国芯片制造商</strong>。</p><p>安德森表示:“当我们首次对英伟达建仓时,其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”,但经过多年的观察和投资,他发现“与其他成功的投资案例不同,<strong>英伟达从一开始就是一个高利润且占据主导地位的公司</strong>。”</p><p style=\"text-align: start;\">他预计,数据中心AI芯片需求的实际增长率每年约为60%,展望未来十年,如果仅数据中心的收入增长能达到这个水平,且利润率保持不变,那么<strong>每股收益将达到1350美元</strong>,自由现金流约为每股1000美元。假设自由现金流收益率为5%,<strong>那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。</strong></p><p style=\"text-align: start;\">安德森说:“这种结果出现的概率为10%-15%。对我们来说,最重要的是GPU在AI领域的使用开发时间跨度很长,从项目启动、到可能出现的中断,再到实现产业转型,这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调,我也不会感到惊讶——这是肯定会发生的事情,我们甚至能在低位进行更多的增持。”</p><p><strong>英伟达目前的股价是其明年预期每股收益的47倍以上,并且几乎占到标普500指数今年17.7%涨幅的30%。</strong></p><p style=\"text-align: start;\">英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力,给那些不持有这些公司的基金经理带来了挑战。例如,特里·史密斯的全球基金在上半年落后于其基准指数,因为他选择避开这家芯片制造商,对此他表示:“我们尚未说服自己,其前景如我们所寻求的那样可预测”。</p><p style=\"text-align: start;\">在回答生成式人工智能是否被过度炒作的问题时,安德森表示:“应用于基础任务的狭义生成式人工智能可能确实被夸大了,但我们应该关注的主要问题是,它是否能在10年内解决复杂任务,包括自动驾驶、机器人技术和药物研发。从这个意义上说,这完全不是一种炒作,反而应该是英伟达正在<strong>低调而坚定地引领并支持这些领域的发展</strong>。”</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>华尔街顶级科技投资人:英伟达市值将在十年内达到50万亿美元</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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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华尔街顶级科技投资人:英伟达市值将在十年内达到50万亿美元\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\">2024-07-15 11:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>华尔街顶级科技行业投资人詹姆斯·安德森(James Anderson)表示,芯片巨头 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea7b14617c7062a86938e0bc5d56b7d\" title=\"James Anderson © Baillie Gifford\" tg-width=\"415\" tg-height=\"233\"/><span>James Anderson © Baillie Gifford</span></p><p style=\"text-align: start;\">安德森以早期对特斯拉和亚马逊等公司的投资而广为人知,他表示:“在最乐观的情况下,英伟达的发展潜力将远超我以往所见,其市值可能达到数万亿美元。这并非只是预测,如果人工智能能够为客户带来效益,且英伟达始终保持其领先地位,那么这将是一个显而易见的结论。”</p><p style=\"text-align: start;\">近年来,训练和运行强大的生成式AI模型(如OpenAI的ChatGPT)大幅刺激了芯片需求,而英伟达一直是这一需求激增的主要受益者,年初至今其股价已飙升了162%,推动英伟达市值超过3万亿美元,这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值(约1500亿美元)的20倍,并在6月短暂超越微软和苹果,成为全球市值最高的上市公司。<strong>英伟达首席执行官黄仁勋曾宣称,该公司正处于一场新的“工业革命”的中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77870f8095fb7c71c3e5279c0d2a222f\" title=\"2023年以来英伟达市值开始飙升(单位:万亿美元)\" tg-width=\"1078\" tg-height=\"577\"/><span>2023年以来英伟达市值开始飙升(单位:万亿美元)</span></p><p style=\"text-align: start;\">安德森是百年老牌基金Baillie Gifford的合伙人之一,也是该公司旗舰基金的基金经理。安德森表示:“英伟达持续的指数级增长、在硬件和软件方面的竞争优势,以及公司的文化和领导力,正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作,成立了林戈托投资管理公司,并管理着一个6.5亿美元的基金,<strong>其中最大的持仓即为这家美国芯片制造商</strong>。</p><p>安德森表示:“当我们首次对英伟达建仓时,其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”,但经过多年的观察和投资,他发现“与其他成功的投资案例不同,<strong>英伟达从一开始就是一个高利润且占据主导地位的公司</strong>。”</p><p style=\"text-align: start;\">他预计,数据中心AI芯片需求的实际增长率每年约为60%,展望未来十年,如果仅数据中心的收入增长能达到这个水平,且利润率保持不变,那么<strong>每股收益将达到1350美元</strong>,自由现金流约为每股1000美元。假设自由现金流收益率为5%,<strong>那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。</strong></p><p style=\"text-align: start;\">安德森说:“这种结果出现的概率为10%-15%。对我们来说,最重要的是GPU在AI领域的使用开发时间跨度很长,从项目启动、到可能出现的中断,再到实现产业转型,这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调,我也不会感到惊讶——这是肯定会发生的事情,我们甚至能在低位进行更多的增持。”</p><p><strong>英伟达目前的股价是其明年预期每股收益的47倍以上,并且几乎占到标普500指数今年17.7%涨幅的30%。</strong></p><p style=\"text-align: start;\">英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力,给那些不持有这些公司的基金经理带来了挑战。例如,特里·史密斯的全球基金在上半年落后于其基准指数,因为他选择避开这家芯片制造商,对此他表示:“我们尚未说服自己,其前景如我们所寻求的那样可预测”。</p><p style=\"text-align: start;\">在回答生成式人工智能是否被过度炒作的问题时,安德森表示:“应用于基础任务的狭义生成式人工智能可能确实被夸大了,但我们应该关注的主要问题是,它是否能在10年内解决复杂任务,包括自动驾驶、机器人技术和药物研发。从这个意义上说,这完全不是一种炒作,反而应该是英伟达正在<strong>低调而坚定地引领并支持这些领域的发展</strong>。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185276114","content_text":"华尔街顶级科技行业投资人詹姆斯·安德森(James Anderson)表示,芯片巨头 英伟达 在未来十年内的价值可能接近50万亿美元,这超过了目前标普500指数所有公司市场价值的总和。James Anderson © Baillie Gifford安德森以早期对特斯拉和亚马逊等公司的投资而广为人知,他表示:“在最乐观的情况下,英伟达的发展潜力将远超我以往所见,其市值可能达到数万亿美元。这并非只是预测,如果人工智能能够为客户带来效益,且英伟达始终保持其领先地位,那么这将是一个显而易见的结论。”近年来,训练和运行强大的生成式AI模型(如OpenAI的ChatGPT)大幅刺激了芯片需求,而英伟达一直是这一需求激增的主要受益者,年初至今其股价已飙升了162%,推动英伟达市值超过3万亿美元,这是2018年8月苹果成为首家万亿美元市值公司时英伟达市值(约1500亿美元)的20倍,并在6月短暂超越微软和苹果,成为全球市值最高的上市公司。英伟达首席执行官黄仁勋曾宣称,该公司正处于一场新的“工业革命”的中心。2023年以来英伟达市值开始飙升(单位:万亿美元)安德森是百年老牌基金Baillie Gifford的合伙人之一,也是该公司旗舰基金的基金经理。安德森表示:“英伟达持续的指数级增长、在硬件和软件方面的竞争优势,以及公司的文化和领导力,正是我们所寻找的。”他在去年与意大利阿涅利家族的控股公司合作,成立了林戈托投资管理公司,并管理着一个6.5亿美元的基金,其中最大的持仓即为这家美国芯片制造商。安德森表示:“当我们首次对英伟达建仓时,其实并不清楚其主要驱动力是什么——我们并未确定是游戏、加密货币、自动驾驶还是人工智能”,但经过多年的观察和投资,他发现“与其他成功的投资案例不同,英伟达从一开始就是一个高利润且占据主导地位的公司。”他预计,数据中心AI芯片需求的实际增长率每年约为60%,展望未来十年,如果仅数据中心的收入增长能达到这个水平,且利润率保持不变,那么每股收益将达到1350美元,自由现金流约为每股1000美元。假设自由现金流收益率为5%,那么十年后英伟达股价可能达到2万美元,相当于49万亿美元的市值,而目前标普500指数所有公司的总市值约为47万亿美元。安德森说:“这种结果出现的概率为10%-15%。对我们来说,最重要的是GPU在AI领域的使用开发时间跨度很长,从项目启动、到可能出现的中断,再到实现产业转型,这条道路可能会充满波动。如果英伟达出现一次或多次35-40%的回调,我也不会感到惊讶——这是肯定会发生的事情,我们甚至能在低位进行更多的增持。”英伟达目前的股价是其明年预期每股收益的47倍以上,并且几乎占到标普500指数今年17.7%涨幅的30%。英伟达以及大型科技“巨无霸”公司对更广泛股市指数日益增强的影响力,给那些不持有这些公司的基金经理带来了挑战。例如,特里·史密斯的全球基金在上半年落后于其基准指数,因为他选择避开这家芯片制造商,对此他表示:“我们尚未说服自己,其前景如我们所寻求的那样可预测”。在回答生成式人工智能是否被过度炒作的问题时,安德森表示:“应用于基础任务的狭义生成式人工智能可能确实被夸大了,但我们应该关注的主要问题是,它是否能在10年内解决复杂任务,包括自动驾驶、机器人技术和药物研发。从这个意义上说,这完全不是一种炒作,反而应该是英伟达正在低调而坚定地引领并支持这些领域的发展。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317763986465008,"gmtCreate":1718618148075,"gmtModify":1718618379374,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 感觉涨不动了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 感觉涨不动了","text":"$英伟达(NVDA)$ 感觉涨不动了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317763986465008","isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323569757437960,"gmtCreate":1720018757893,"gmtModify":1720018761990,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"英伟达还预测150……结果呢?","listText":"英伟达还预测150……结果呢?","text":"英伟达还预测150……结果呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323569757437960","repostId":"2448882364","repostType":2,"repost":{"id":"2448882364","pubTimestamp":1720013923,"share":"https://www.laohu8.com/m/news/2448882364?lang=&edition=full","pubTime":"2024-07-03 21:38","market":"us","language":"zh","title":"美国银行将特斯拉目标价从220美元上调至260美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2448882364","media":"东方财富","summary":"美国银行将特斯拉目标价从220美元上调至260美元。","content":"<p>美国银行将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从220美元上调至260美元。</p>","source":"stock_eastmoney","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>美国银行将特斯拉目标价从220美元上调至260美元</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":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://finance.eastmoney.com/a/202407033121005840.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2448882364","content_text":"美国银行将特斯拉目标价从220美元上调至260美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318802058203392,"gmtCreate":1718846090381,"gmtModify":1718846092286,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"想想当年华尔街预测特斯拉的股价就没到过,所谓的权威也是马后炮……","listText":"想想当年华尔街预测特斯拉的股价就没到过,所谓的权威也是马后炮……","text":"想想当年华尔街预测特斯拉的股价就没到过,所谓的权威也是马后炮……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318802058203392","isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318048667476248,"gmtCreate":1718687205044,"gmtModify":1718687207269,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"老黄今天自己抛了…每天都心惊肉跳的…","listText":"老黄今天自己抛了…每天都心惊肉跳的…","text":"老黄今天自己抛了…每天都心惊肉跳的…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318048667476248","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316465534505208,"gmtCreate":1718289756208,"gmtModify":1718290521067,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"看看她的ark基金亏成狗…正常人不该对投资者有愧疚吗?她反而像个反社会人格一样到处接受采访…怀疑她是故意收割韭菜的","listText":"看看她的ark基金亏成狗…正常人不该对投资者有愧疚吗?她反而像个反社会人格一样到处接受采访…怀疑她是故意收割韭菜的","text":"看看她的ark基金亏成狗…正常人不该对投资者有愧疚吗?她反而像个反社会人格一样到处接受采访…怀疑她是故意收割韭菜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316465534505208","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316463473451192,"gmtCreate":1718289249703,"gmtModify":1718290499825,"author":{"id":"3555643094838853","authorId":"3555643094838853","name":"evasunny","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555643094838853","authorIdStr":"3555643094838853"},"themes":[],"htmlText":"我总怀疑她是被派来收割韭菜的","listText":"我总怀疑她是被派来收割韭菜的","text":"我总怀疑她是被派来收割韭菜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316463473451192","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}