Burt J的个人主页 - 老虎社区

Burt J

Burt J

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IP属地：浙江

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1主题

0勋章

10-17

一万亿达成！

@Burt J:$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....

10-16

$英伟达(NVDA)$

10-16

$台积电(TSM)$

05-31

$英伟达(NVDA)$ 前途无量

05-23

$英伟达(NVDA)$

05-16

$台积电(TSM)$

05-16

这篇文章不错，转发给大家看看

Dividend picks by SA analysts: PFE, DVN, SBUX and LOW

05-15

$台积电(TSM)$ 强者恒强

05-15

$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....

03-25

$英伟达(NVDA)$

03-14

这篇文章不错，转发给大家看看

@美港股观察社:Seagen开始开花结果

2023-04-18

这篇文章不错，转发给大家看看

@胖虎哒哒:【转】英伟达：人工智能背后的新帝国

2023-04-16

这篇文章不错，转发给大家看看

直播：为什么引领新一轮AI发展的，又有英伟达？

2023-02-27

$英伟达(NVDA)$ AI主力军

2023-02-23

这篇文章不错，转发给大家看看

英伟达四季度游戏业务反弹，一季度收入指引优于预期，盘后涨超8%

2023-02-06

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2022-11-17

Amgen

@阿浦美股:【投资观点】安进公司（AMGN）：风越大，飞得越高

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forecasting a bearish move lurking around ","content":"<html><body><div> <p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for<span> more safety, dividend picks can act as a strong source of security and income.</span></p> <p>While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (<span>NYSE:PFE</span>), Devon Energy (<span>NYSE:DVN</span>), Starbucks (<span>NASDAQ:SBUX</span>), and Lowe's Companies (<span>NYSE:LOW</span>). See what SA analysts had to say below about each of these names:</p> <p><b>Pfizer (PFE)</b></p> <p>Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.”</p> <p><b>Devon Energy (DVN</b>)</p> <p>Leo Nelissen in Devon Energy Believes It Offers '<a href=\"https://laohu8.com/S/RDR.SI\">Incredible</a> Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.”</p> <p><b>Starbucks (SBUX)</b></p> <p>Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.”</p> <p><b>Lowe's Companies (LOW)</b></p> <p>Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.”</p> <p>Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs:</p> <ul> <li>Vanguard Dividend Appreciation ETF (VIG).</li> <li>Vanguard High Dividend Yield Index ETF (VYM).</li> <li><a href=\"https://laohu8.com/S/SCHD\">Schwab US Dividend Equity ETF</a> (SCHD).</li> <li><a href=\"https://laohu8.com/S/DGRO\">iShares Core Dividend Growth ETF</a> (DGRO).</li> <li>SPDR S&amp;P Dividend ETF (SDY).</li> <li><a href=\"https://laohu8.com/S/EEMA\">iShares</a> Select Dividend ETF (DVY).</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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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\">\nDividend picks by SA analysts: PFE, DVN, SBUX and LOW\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-15 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around ...</p>\n\n<a href=\"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low\">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/1503371245/image_1503371245.jpg","relate_stocks":{"DVY":"股息指数ETF-iShares Dow Jones","LU0882574139.USD":"富达环球消费行业基金A ACC","DVN":"德文能源","BK7043":"互联网服务与基础架构","BK4213":"石油与天然气的勘探与生产","SG9999001176.USD":"United Global Healthcare Acc USD","DVN.AU":"Devine","SDY":"股息指数ETF-SPDR S&P","BK4532":"文艺复兴科技持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","DGRO":"iShares Core Dividend Growth ETF","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","VYM":"红利股ETF-Vanguard","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","FDN":"First Trust Dow Jones Internet I","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","VIG.AU":"VICTOR GROUP HOLDINGS LTD","SBUX":"星巴克","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LOW":"劳氏","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","BK4568":"美国抗疫概念","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0234572021.USD":"高盛美国核心股票组合Acc","SCHD":"Schwab US Dividend Equity ETF","SG9999002224.SGD":"Allianz Global High Payout SGD","BK7095":"多种金属与采矿","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","VIG":"股利增长指数ETF-Vanguard","BK4083":"家庭装潢零售","PFE":"辉瑞","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4585":"ETF&股票定投概念","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","PFE.AU":"PANTERA MINERALS LTD"},"source_url":"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2435654286","content_text":"The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for more safety, dividend picks can act as a strong source of security and income. While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (NYSE:PFE), Devon Energy (NYSE:DVN), Starbucks (NASDAQ:SBUX), and Lowe's Companies (NYSE:LOW). See what SA analysts had to say below about each of these names: Pfizer (PFE) Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.” Devon Energy (DVN) Leo Nelissen in Devon Energy Believes It Offers 'Incredible Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.” Starbucks (SBUX) Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.” Lowe's Companies (LOW) Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.” Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs:  Vanguard Dividend Appreciation ETF (VIG). Vanguard High Dividend Yield Index ETF (VYM). Schwab US Dividend Equity ETF (SCHD). iShares Core Dividend Growth ETF (DGRO). SPDR S&P Dividend ETF (SDY). iShares Select Dividend ETF (DVY).","news_type":1},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306021145948336,"gmtCreate":1715746855200,"gmtModify":1715746856480,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt J","avatar":"https://static.tigerbbs.com/30cdb6b3763a79d47a7c875a20a8d7de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569893253045018","authorIdStr":"3569893253045018"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 强者恒强","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 强者恒强","text":"$台积电(TSM)$ 强者恒强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306021145948336","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305905108984000,"gmtCreate":1715718521179,"gmtModify":1715718522776,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt J","avatar":"https://static.tigerbbs.com/30cdb6b3763a79d47a7c875a20a8d7de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569893253045018","authorIdStr":"3569893253045018"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 未来两年突破一万亿市值也不是不可能！耐心等待....","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 未来两年突破一万亿市值也不是不可能！耐心等待....","text":"$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/305905108984000","isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288151926222848,"gmtCreate":1711375256243,"gmtModify":1711375393030,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt J","avatar":"https://static.tigerbbs.com/30cdb6b3763a79d47a7c875a20a8d7de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569893253045018","authorIdStr":"3569893253045018"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/c56c95e6b9d27ff0d8d9d83a090c1744","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288151926222848","isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":284236424699904,"gmtCreate":1710424553694,"gmtModify":1710424555536,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt J","avatar":"https://static.tigerbbs.com/30cdb6b3763a79d47a7c875a20a8d7de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569893253045018","authorIdStr":"3569893253045018"},"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/284236424699904","repostId":"283885448368400","repostType":1,"repost":{"id":283885448368400,"gmtCreate":1710324313351,"gmtModify":1710324980937,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"Seagen开始开花结果","htmlText":"辉瑞花大价钱收购的Seagen，终于开始开花结果了。有外国分析师认为，肿瘤或许会成为辉瑞新的增长故事。 作者：ONeil Trader 2023年12月中旬完成对Seagen的收购，是辉瑞恢复增长的关键步骤之一。430亿美元的价格标签设定了很高的期望，今天Adcetris在复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者中取得成功的消息是朝着正确方向迈出的一步，可能会导致该药物扩展到一个非常大的市场。 自收购Seagen以来，Adcetris取得了首胜 辉瑞从Adcetris的ECHELON-3试验中得到了好消息。Adcetris是Seagen公司的主要商业资产，辉瑞公司现在拥有Seagen公司在美国和加拿大的商业权利，并从美国之外的公司获得专利。并从合作伙伴武田制药公司那里获得来自美国以外地区的销售分成。 ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 辉瑞在2月底举行了","listText":"辉瑞花大价钱收购的Seagen，终于开始开花结果了。有外国分析师认为，肿瘤或许会成为辉瑞新的增长故事。 作者：ONeil Trader 2023年12月中旬完成对Seagen的收购，是辉瑞恢复增长的关键步骤之一。430亿美元的价格标签设定了很高的期望，今天Adcetris在复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者中取得成功的消息是朝着正确方向迈出的一步，可能会导致该药物扩展到一个非常大的市场。 自收购Seagen以来，Adcetris取得了首胜 辉瑞从Adcetris的ECHELON-3试验中得到了好消息。Adcetris是Seagen公司的主要商业资产，辉瑞公司现在拥有Seagen公司在美国和加拿大的商业权利，并从美国之外的公司获得专利。并从合作伙伴武田制药公司那里获得来自美国以外地区的销售分成。 ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 辉瑞在2月底举行了","text":"辉瑞花大价钱收购的Seagen，终于开始开花结果了。有外国分析师认为，肿瘤或许会成为辉瑞新的增长故事。 作者：ONeil Trader 2023年12月中旬完成对Seagen的收购，是辉瑞恢复增长的关键步骤之一。430亿美元的价格标签设定了很高的期望，今天Adcetris在复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者中取得成功的消息是朝着正确方向迈出的一步，可能会导致该药物扩展到一个非常大的市场。 自收购Seagen以来，Adcetris取得了首胜 辉瑞从Adcetris的ECHELON-3试验中得到了好消息。Adcetris是Seagen公司的主要商业资产，辉瑞公司现在拥有Seagen公司在美国和加拿大的商业权利，并从美国之外的公司获得专利。并从合作伙伴武田制药公司那里获得来自美国以外地区的销售分成。 ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 辉瑞在2月底举行了","images":[{"img":"https://static.tigerbbs.com/8788dc3313f71403b83e64bb2f61a38d","width":"1280","height":"853"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283885448368400","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651686672,"gmtCreate":1681817975696,"gmtModify":1681817977248,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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还没完全站稳脚跟，他希望如日中天的台积电能代工英伟达的显卡，他打电话过去，没人搭理。多年后，他还在向张忠谋抱怨这段往事：“当年给你打电话打不通也没人回，是不是我电话号码记错了？给你公司在美国的销售部门打电话也没人接。”今天，全球科技界恐怕没有几个人敢不接黄仁勋的电话，这个当年求人代工显卡的小伙子被称为“教主”，在3月21日的英伟达GTC大会上，他穿着标志性的黑色皮衣出现台上，说出了石破天惊的一番话：我们正处于AI的“iPhone时刻”。2022年11月，大语言模型ChatGPT问世，预示着能生成自然文章和图像的“生成式AI”将在社会普及，给世界带来颠覆性的改变。而支撑这幅图景的，有英伟达的GPU——AI时代最重要的基础设施之一，GPU提供算力，犹如AI时代的原油。2020年，全世界跑AI的云计算与数据中心，80.6%都在用英伟达的GPU驱动。2021年，英伟达称全球前五百个超算中，七成由它家的芯片驱动，在最新的超算系统中此比例是九成。运行ChatGPT的微软数据中心用了上万块英伟达H100 GPU。后续，预计需要超过3万块英伟达的GPU来维持更高版本的GPT模型运转。如同1970年代的欧派克一限产，全世界的汽车都缺油。现在只要英伟达一断供芯片，管你天高股价、地大营收，全球前十大企业里，至少有一半要地震。黄仁勋和他的算力帝国，已经能扼住时代命脉。这其中，有着通往未来30年的秘密。十年前悄然发生的革命2023年英伟达GTC的主题演讲中，黄仁勋专门提到了生成式AI的飞跃：“十年间，我们从自动判读猫图，进步到能自动生成‘穿太空服的猫在月球漫步’的图片。”图片皮衣老黄真不忘本。无论是","listText":"英伟达无疑是近年新能源、AI热潮的最大赢家，分享一篇好文1990年代中期，黄仁勋30出头，他创办的 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 还没完全站稳脚跟，他希望如日中天的台积电能代工英伟达的显卡，他打电话过去，没人搭理。多年后，他还在向张忠谋抱怨这段往事：“当年给你打电话打不通也没人回，是不是我电话号码记错了？给你公司在美国的销售部门打电话也没人接。”今天，全球科技界恐怕没有几个人敢不接黄仁勋的电话，这个当年求人代工显卡的小伙子被称为“教主”，在3月21日的英伟达GTC大会上，他穿着标志性的黑色皮衣出现台上，说出了石破天惊的一番话：我们正处于AI的“iPhone时刻”。2022年11月，大语言模型ChatGPT问世，预示着能生成自然文章和图像的“生成式AI”将在社会普及，给世界带来颠覆性的改变。而支撑这幅图景的，有英伟达的GPU——AI时代最重要的基础设施之一，GPU提供算力，犹如AI时代的原油。2020年，全世界跑AI的云计算与数据中心，80.6%都在用英伟达的GPU驱动。2021年，英伟达称全球前五百个超算中，七成由它家的芯片驱动，在最新的超算系统中此比例是九成。运行ChatGPT的微软数据中心用了上万块英伟达H100 GPU。后续，预计需要超过3万块英伟达的GPU来维持更高版本的GPT模型运转。如同1970年代的欧派克一限产，全世界的汽车都缺油。现在只要英伟达一断供芯片，管你天高股价、地大营收，全球前十大企业里，至少有一半要地震。黄仁勋和他的算力帝国，已经能扼住时代命脉。这其中，有着通往未来30年的秘密。十年前悄然发生的革命2023年英伟达GTC的主题演讲中，黄仁勋专门提到了生成式AI的飞跃：“十年间，我们从自动判读猫图，进步到能自动生成‘穿太空服的猫在月球漫步’的图片。”图片皮衣老黄真不忘本。无论是","text":"英伟达无疑是近年新能源、AI热潮的最大赢家，分享一篇好文1990年代中期，黄仁勋30出头，他创办的 $英伟达(NVDA)$ 还没完全站稳脚跟，他希望如日中天的台积电能代工英伟达的显卡，他打电话过去，没人搭理。多年后，他还在向张忠谋抱怨这段往事：“当年给你打电话打不通也没人回，是不是我电话号码记错了？给你公司在美国的销售部门打电话也没人接。”今天，全球科技界恐怕没有几个人敢不接黄仁勋的电话，这个当年求人代工显卡的小伙子被称为“教主”，在3月21日的英伟达GTC大会上，他穿着标志性的黑色皮衣出现台上，说出了石破天惊的一番话：我们正处于AI的“iPhone时刻”。2022年11月，大语言模型ChatGPT问世，预示着能生成自然文章和图像的“生成式AI”将在社会普及，给世界带来颠覆性的改变。而支撑这幅图景的，有英伟达的GPU——AI时代最重要的基础设施之一，GPU提供算力，犹如AI时代的原油。2020年，全世界跑AI的云计算与数据中心，80.6%都在用英伟达的GPU驱动。2021年，英伟达称全球前五百个超算中，七成由它家的芯片驱动，在最新的超算系统中此比例是九成。运行ChatGPT的微软数据中心用了上万块英伟达H100 GPU。后续，预计需要超过3万块英伟达的GPU来维持更高版本的GPT模型运转。如同1970年代的欧派克一限产，全世界的汽车都缺油。现在只要英伟达一断供芯片，管你天高股价、地大营收，全球前十大企业里，至少有一半要地震。黄仁勋和他的算力帝国，已经能扼住时代命脉。这其中，有着通往未来30年的秘密。十年前悄然发生的革命2023年英伟达GTC的主题演讲中，黄仁勋专门提到了生成式AI的飞跃：“十年间，我们从自动判读猫图，进步到能自动生成‘穿太空服的猫在月球漫步’的图片。”图片皮衣老黄真不忘本。无论是","images":[{"img":"https://static.tigerbbs.com/ff0b70abdbcdb75208bbf44e535eda5d","width":"1027","height":"513"},{"img":"https://static.tigerbbs.com/998d0c20131375e21f2dcc4d42a59f91","width":"829","height":"255"},{"img":"https://static.tigerbbs.com/5d8e48a22c9ec45b2bd28d335c91ffd5","width":"560","height":"474"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651608659","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651105578,"gmtCreate":1681575718895,"gmtModify":1681575720258,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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4、聊聊这轮AI发展的商业机会和投资机会","description_html_en":"","source_url":"-","video_url":"","live_img_url":"https://p1-live.byteimg.com/tos-cn-i-gjr78lqtd0/a327e325627048e3bfa6f8d19f1f33d6~tplv-gjr78lqtd0-image.image","live_img_url_en":"","activate_content":true,"expected_time":1681462800000,"time_remain":-53538036130,"start_time":0,"end_time":1681471828,"user_counter":"214","symbols":[],"speaker_info":[{"name":"妙投","avatar":"https://static.tigerbbs.com/29b110eb9d7346b6925062991d0d18cd","uuid":"3549511400974067"}],"abstract":[]},"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624259712,"gmtCreate":1677510036736,"gmtModify":1677512171793,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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05:52","market":"sh","language":"zh","title":"英伟达四季度游戏业务反弹，一季度收入指引优于预期，盘后涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2313207296","media":"李丹","summary":"四季度英伟达游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。更新中","content":"<html><head></head><body><blockquote>摘要：四季度英伟达总营收和EPS盈利同比下降均较预期缓和，虽然最大收入源数据中心的收入增长超预期放缓至11%，但游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。赶ChatGPT风潮，英伟达称，其AI云服务可帮助企业定制AI模型。</blockquote><p>刚刚过去的一个季度，美国芯片巨头英伟达的最大收入源数据中心业绩增长超预期放缓，但此前持续拖累公司的另一核心业务游戏的相关收入有所回升，本季度的业绩指引优于市场预期。</p><p>财报公布后，周三收涨近0.5%的英伟达股价在美股盘后迅速拉升，盘后涨幅超过8%。</p><p><img src=\"https://static.tigerbbs.com/947dd944918accc0f575a4bd034b1c26\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>四季度营收和EPS盈利同比下降均较预期缓和 毛利率高于预期</p><p>美东时间2月22日周三美股盘后，英伟达公布，在截至公历2023年1月29日的2023财年第四财季（下称四季度），营业收入和每股收益（EPS）都高于华尔街预期:</p><ul><li>四季度营业收入60.5亿美元，同比下降21%，环比前一季度增长2%，处于公司指引区间60亿美元的正负浮动2%水平，分析师预期为60.2亿美元，此前一个季度、即第三财季同比下降17%；全财年营收269.7亿美元，略高于2022财年的269.1亿美元。</li><li>四季度非GAAP口径下调整后EPS为0.88美元，同比下降33%，环比增长52%，分析师预期为0.80美元，第三财季同比下降50%；全财年EPS为3.34美元，较2022财年下降25%。</li><li>四季度非GAAP口径下调整后毛利率为66.1%，符合公司指引66%（上下浮动50个基点），同比2022财年四季度的67%回落0.9个百分点，环比第三财季的56.1%增长10个百分点，分析师预期毛利率为65.8%；全财年毛利率59.2%，较2022财年下降7.6个百分点。</li><li>四季度调整后营业利润22.2亿美元，同比下降40%，仍高于分析师预期的21.6亿美元；全财年营业利润90.4亿美元，较2022财年下降29%。</li><li>四季度自由现金流17.4亿美元，同比下降37%，低于分析师预期的21.6亿美元。</li><li>四季度研发费用19.5亿美元，同比增长33%，调整后营业费用17.8亿美元，同比增长23%，均持平分析师预期。</li></ul><p>英伟达同时公布，四季度通过派息和股票回购回馈股东11.5亿美元，全财年合计回馈104.4亿美元。</p><p>四季度数据中心收入同比增长超预期放缓 游戏收入环比猛增</p><p>分业务看，四季度英伟达的两大核心业务——数据中心和游戏的收入分别保持了各自的增长和下降势头，但数据中心增长放缓程度超过市场预期，游戏的收入同比下降程度不及预期，环比还有10%的增长。全年数据中心总收入两位数猛增，游戏收入剧减近30%。</p><ul><li>四季度数据中心的收入为36.2亿美元，同比增长11%，第三财季同比增长31%，分析师预期38.6亿美元。</li><li>数据中心全财年的营收达到创纪录的150.1亿美元，较2022财年增长41%。</li><li>四季度游戏的收入为18.3亿美元，同比下降46%，环比增长16%，第三财季同比下降50%，分析师预期16亿美元。</li><li>游戏业务全财年营收90.7亿美元，较2022财年下降27%。</li></ul><p>一季度整个营收指引区间高于市场预期</p><p>业绩指引方面，英伟达预计，2024财年第一财季，营收为65亿美元，正负浮动2%，相当于在63.7亿到66.3亿美元之间，整个指导区间都高于市场预期的63.5亿美元。</p><p>英伟达还预计，第一财季GAAP和非GAAP口径下的毛利率为64.1%到66.5%，各自上下浮动50个基点；GAAP和非GAAP口径下的营业费用料将分别为25.3亿和17.8亿美元。</p><p>赶ChatGPT风潮 英伟达AI云服务可帮助企业定制AI模型</p><p>最近ChatGPT掀起新的一波人工智能（AI）热潮，让之前就在开拓AI计算市场的英伟达也成为受益者。发布财报的同时，英伟达本周三介绍了旗下AI云服务产品。</p><p>英伟达表示，公司在和云服务巨头合作，提供人工智能即服务（AIaaS），让企业客户能利用英伟达的全球领先AI平台。客户将能够将能使用英伟达AI的每一层作为云服务使用，包括AI超级计算机、GPU加速的软件库、预训练的生成式AI模型。</p><p>通过自己的浏览器，企业客户将能够通过英伟达DGX Cloud使用英伟达DGX AI超级计算机，英伟达DGX Cloud 已经在甲骨文的Oracle Cloud Infrastructure上提供，微软云Azure、谷歌云平台等和其他云预计很快也会提供。</p><p>在 AI平台的软件层，客户将能够访问英伟达AI Enterprise，训练和部署大型语言模型或其他AI工作。在 AI模型即服务层，英伟达将为希望构建专有生成式AI模型和服务的企业客户提供，可定制的NeMo框架和BioNeMo框架AI模型。</p></body></html>","source":"awtmt_stock","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>英伟达四季度游戏业务反弹，一季度收入指引优于预期，盘后涨超8%</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 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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英伟达四季度游戏业务反弹，一季度收入指引优于预期，盘后涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-23 05:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3682560?extract=1><strong>李丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：四季度英伟达总营收和EPS盈利同比下降均较预期缓和，虽然最大收入源数据中心的收入增长超预期放缓至11%，但游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。赶ChatGPT风潮，英伟达称，其AI云服务可帮助企业定制AI模型。刚刚过去的一个季度，美国芯片巨头英伟达的最大收入源数据中心业绩增长超预期放缓，但此前持续拖累公司的另一核心业务游戏的相关收入有所回升，本季度的业绩...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3682560?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1ea7d7439842360a943b7dd27552133","relate_stocks":{},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3682560?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313207296","content_text":"摘要：四季度英伟达总营收和EPS盈利同比下降均较预期缓和，虽然最大收入源数据中心的收入增长超预期放缓至11%，但游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。赶ChatGPT风潮，英伟达称，其AI云服务可帮助企业定制AI模型。刚刚过去的一个季度，美国芯片巨头英伟达的最大收入源数据中心业绩增长超预期放缓，但此前持续拖累公司的另一核心业务游戏的相关收入有所回升，本季度的业绩指引优于市场预期。财报公布后，周三收涨近0.5%的英伟达股价在美股盘后迅速拉升，盘后涨幅超过8%。四季度营收和EPS盈利同比下降均较预期缓和 毛利率高于预期美东时间2月22日周三美股盘后，英伟达公布，在截至公历2023年1月29日的2023财年第四财季（下称四季度），营业收入和每股收益（EPS）都高于华尔街预期:四季度营业收入60.5亿美元，同比下降21%，环比前一季度增长2%，处于公司指引区间60亿美元的正负浮动2%水平，分析师预期为60.2亿美元，此前一个季度、即第三财季同比下降17%；全财年营收269.7亿美元，略高于2022财年的269.1亿美元。四季度非GAAP口径下调整后EPS为0.88美元，同比下降33%，环比增长52%，分析师预期为0.80美元，第三财季同比下降50%；全财年EPS为3.34美元，较2022财年下降25%。四季度非GAAP口径下调整后毛利率为66.1%，符合公司指引66%（上下浮动50个基点），同比2022财年四季度的67%回落0.9个百分点，环比第三财季的56.1%增长10个百分点，分析师预期毛利率为65.8%；全财年毛利率59.2%，较2022财年下降7.6个百分点。四季度调整后营业利润22.2亿美元，同比下降40%，仍高于分析师预期的21.6亿美元；全财年营业利润90.4亿美元，较2022财年下降29%。四季度自由现金流17.4亿美元，同比下降37%，低于分析师预期的21.6亿美元。四季度研发费用19.5亿美元，同比增长33%，调整后营业费用17.8亿美元，同比增长23%，均持平分析师预期。英伟达同时公布，四季度通过派息和股票回购回馈股东11.5亿美元，全财年合计回馈104.4亿美元。四季度数据中心收入同比增长超预期放缓 游戏收入环比猛增分业务看，四季度英伟达的两大核心业务——数据中心和游戏的收入分别保持了各自的增长和下降势头，但数据中心增长放缓程度超过市场预期，游戏的收入同比下降程度不及预期，环比还有10%的增长。全年数据中心总收入两位数猛增，游戏收入剧减近30%。四季度数据中心的收入为36.2亿美元，同比增长11%，第三财季同比增长31%，分析师预期38.6亿美元。数据中心全财年的营收达到创纪录的150.1亿美元，较2022财年增长41%。四季度游戏的收入为18.3亿美元，同比下降46%，环比增长16%，第三财季同比下降50%，分析师预期16亿美元。游戏业务全财年营收90.7亿美元，较2022财年下降27%。一季度整个营收指引区间高于市场预期业绩指引方面，英伟达预计，2024财年第一财季，营收为65亿美元，正负浮动2%，相当于在63.7亿到66.3亿美元之间，整个指导区间都高于市场预期的63.5亿美元。英伟达还预计，第一财季GAAP和非GAAP口径下的毛利率为64.1%到66.5%，各自上下浮动50个基点；GAAP和非GAAP口径下的营业费用料将分别为25.3亿和17.8亿美元。赶ChatGPT风潮 英伟达AI云服务可帮助企业定制AI模型最近ChatGPT掀起新的一波人工智能（AI）热潮，让之前就在开拓AI计算市场的英伟达也成为受益者。发布财报的同时，英伟达本周三介绍了旗下AI云服务产品。英伟达表示，公司在和云服务巨头合作，提供人工智能即服务（AIaaS），让企业客户能利用英伟达的全球领先AI平台。客户将能够将能使用英伟达AI的每一层作为云服务使用，包括AI超级计算机、GPU加速的软件库、预训练的生成式AI模型。通过自己的浏览器，企业客户将能够通过英伟达DGX Cloud使用英伟达DGX AI超级计算机，英伟达DGX Cloud 已经在甲骨文的Oracle Cloud Infrastructure上提供，微软云Azure、谷歌云平台等和其他云预计很快也会提供。在 AI平台的软件层，客户将能够访问英伟达AI Enterprise，训练和部署大型语言模型或其他AI工作。在 AI模型即服务层，英伟达将为希望构建专有生成式AI模型和服务的企业客户提供，可定制的NeMo框架和BioNeMo框架AI模型。","news_type":1},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622503548,"gmtCreate":1675696023984,"gmtModify":1675699177462,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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J","avatar":"https://static.tigerbbs.com/30cdb6b3763a79d47a7c875a20a8d7de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569893253045018","authorIdStr":"3569893253045018"},"themes":[],"htmlText":"Amgen","listText":"Amgen","text":"Amgen","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667888530","repostId":"614455856","repostType":1,"repost":{"id":614455856,"gmtCreate":1653811619780,"gmtModify":1704858070008,"author":{"id":"3456099603258243","authorId":"3456099603258243","name":"阿浦美股","avatar":"https://static.tigerbbs.com/510158cacb317df74e4b574d9bfe7f4a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456099603258243","authorIdStr":"3456099603258243"},"themes":[],"title":"【投资观点】安进公司（AMGN）：风越大，飞得越高","htmlText":"公司简介01 简述Amgen Inc.（安进公司）<a target=\"_blank\" href=\"https://laohu8.com/S/AMGN\">$安进(AMGN)$</a>&nbsp;是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","listText":"公司简介01 简述Amgen Inc.（安进公司）<a target=\"_blank\" href=\"https://laohu8.com/S/AMGN\">$安进(AMGN)$</a>&nbsp;是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","text":"公司简介01 简述Amgen Inc.（安进公司）$安进(AMGN)$ 是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","images":[{"img":"https://static.tigerbbs.com/defa0fb008c57fde610f8e4b8644c272","width":"632","height":"505"},{"img":"https://static.tigerbbs.com/6790ad715ca3c58e2c043462f06cbe30","width":"632","height":"336"},{"img":"https://static.tigerbbs.com/c5d6b030028b45fcf7a8c1f8288052a1","width":"632","height":"314"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614455856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":305905108984000,"gmtCreate":1715718521179,"gmtModify":1715718522776,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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[财迷]","html":"[财迷] [财迷] [财迷]"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":306238467723296,"gmtCreate":1715799821793,"gmtModify":1715799823160,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt J","avatar":"https://static.tigerbbs.com/30cdb6b3763a79d47a7c875a20a8d7de","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569893253045018","authorIdStr":"3569893253045018"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306238467723296","repostId":"2435654286","repostType":2,"repost":{"id":"2435654286","kind":"highlight","pubTimestamp":1715787647,"share":"https://www.laohu8.com/m/news/2435654286?lang=&edition=full","pubTime":"2024-05-15 23:40","market":"hk","language":"en","title":"Dividend picks by SA analysts: PFE, DVN, SBUX and LOW","url":"https://stock-news.laohu8.com/highlight/detail?id=2435654286","media":"seekingalpha","summary":"The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around ","content":"<html><body><div> <p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for<span> more safety, dividend picks can act as a strong source of security and income.</span></p> <p>While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (<span>NYSE:PFE</span>), Devon Energy (<span>NYSE:DVN</span>), Starbucks (<span>NASDAQ:SBUX</span>), and Lowe's Companies (<span>NYSE:LOW</span>). See what SA analysts had to say below about each of these names:</p> <p><b>Pfizer (PFE)</b></p> <p>Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.”</p> <p><b>Devon Energy (DVN</b>)</p> <p>Leo Nelissen in Devon Energy Believes It Offers '<a href=\"https://laohu8.com/S/RDR.SI\">Incredible</a> Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.”</p> <p><b>Starbucks (SBUX)</b></p> <p>Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.”</p> <p><b>Lowe's Companies (LOW)</b></p> <p>Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.”</p> <p>Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs:</p> <ul> <li>Vanguard Dividend Appreciation ETF (VIG).</li> <li>Vanguard High Dividend Yield Index ETF (VYM).</li> <li><a href=\"https://laohu8.com/S/SCHD\">Schwab US Dividend Equity ETF</a> (SCHD).</li> <li><a href=\"https://laohu8.com/S/DGRO\">iShares Core Dividend Growth ETF</a> (DGRO).</li> <li>SPDR S&amp;P Dividend ETF (SDY).</li> <li><a href=\"https://laohu8.com/S/EEMA\">iShares</a> Select Dividend ETF (DVY).</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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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\">\nDividend picks by SA analysts: PFE, DVN, SBUX and LOW\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-15 23:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around ...</p>\n\n<a href=\"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low\">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/1503371245/image_1503371245.jpg","relate_stocks":{"DVY":"股息指数ETF-iShares Dow Jones","LU0882574139.USD":"富达环球消费行业基金A ACC","DVN":"德文能源","BK7043":"互联网服务与基础架构","BK4213":"石油与天然气的勘探与生产","SG9999001176.USD":"United Global Healthcare Acc USD","DVN.AU":"Devine","SDY":"股息指数ETF-SPDR S&P","BK4532":"文艺复兴科技持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","DGRO":"iShares Core Dividend Growth ETF","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","VYM":"红利股ETF-Vanguard","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","FDN":"First Trust Dow Jones Internet I","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","VIG.AU":"VICTOR GROUP HOLDINGS LTD","SBUX":"星巴克","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LOW":"劳氏","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","BK4568":"美国抗疫概念","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU0256331488.USD":"SCHRODER ISF GLOBAL ENERGY \"A\" ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0234572021.USD":"高盛美国核心股票组合Acc","SCHD":"Schwab US Dividend Equity ETF","SG9999002224.SGD":"Allianz Global High Payout SGD","BK7095":"多种金属与采矿","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","VIG":"股利增长指数ETF-Vanguard","BK4083":"家庭装潢零售","PFE":"辉瑞","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4585":"ETF&股票定投概念","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","PFE.AU":"PANTERA MINERALS LTD"},"source_url":"https://seekingalpha.com/news/4106553-dividend-picks-by-sa-analysts-pfe-dvn-sbux-and-low","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2435654286","content_text":"The temperament on Wall Street is mixed at the moment, split between analysts believing that the next leg up in a bull market is set to take place and others forecasting a bearish move lurking around the corner. For investors looking for more safety, dividend picks can act as a strong source of security and income. While the dividend universe is vast, Seeking Alpha analysts have recently spotlighted some big-name companies as protentional dividend picks: Pfizer (NYSE:PFE), Devon Energy (NYSE:DVN), Starbucks (NASDAQ:SBUX), and Lowe's Companies (NYSE:LOW). See what SA analysts had to say below about each of these names: Pfizer (PFE) Paul Franke in Pfizer: Best Trading Momentum Since 2021 And 6% Yield: “Pfizer has been a losing investment for several years, but stronger trading momentum is starting to appear… An easily covered and safety-minded 6% dividend yield is very attractive today. PFE stock could prove one of the smartest defensive plays to own the rest of 2024 and into 2025.” Devon Energy (DVN) Leo Nelissen in Devon Energy Believes It Offers 'Incredible Value' - I Agree: “While this is a very low dividend, I have little doubt that the company will find the right balance between buybacks and dividends, making the stock a great investment for both income-focused investors and the ones who like buybacks.” Starbucks (SBUX) Jason Fieber in Starbucks: A Profitable Blue Chip Dividend Growth Stock: “Starbucks has increased its dividend for 14 consecutive years. The 10-year dividend growth rate of 17.1% shows how generous Starbucks has been with its dividend raises, although more recent dividend increases have slowed into a high single-digit range.” Lowe's Companies (LOW) Harvesting Dividends in Lowe's Among 9 Companies To Announce Dividend Increases In Second Half Of May: “Along with boosting its dividend, the company returns free cash flow to investors through stock buybacks; since 2019, the company has repurchased 25% of its outstanding shares.” Additionally, investors looking for a more diversified approach to dividend investing, here are some of Wall Street's largest dividend focused ETFs:  Vanguard Dividend Appreciation ETF (VIG). Vanguard High Dividend Yield Index ETF (VYM). Schwab US Dividend Equity ETF (SCHD). iShares Core Dividend Growth ETF (DGRO). 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05:52","market":"sh","language":"zh","title":"英伟达四季度游戏业务反弹，一季度收入指引优于预期，盘后涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2313207296","media":"李丹","summary":"四季度英伟达游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。更新中","content":"<html><head></head><body><blockquote>摘要：四季度英伟达总营收和EPS盈利同比下降均较预期缓和，虽然最大收入源数据中心的收入增长超预期放缓至11%，但游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。赶ChatGPT风潮，英伟达称，其AI云服务可帮助企业定制AI模型。</blockquote><p>刚刚过去的一个季度，美国芯片巨头英伟达的最大收入源数据中心业绩增长超预期放缓，但此前持续拖累公司的另一核心业务游戏的相关收入有所回升，本季度的业绩指引优于市场预期。</p><p>财报公布后，周三收涨近0.5%的英伟达股价在美股盘后迅速拉升，盘后涨幅超过8%。</p><p><img src=\"https://static.tigerbbs.com/947dd944918accc0f575a4bd034b1c26\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>四季度营收和EPS盈利同比下降均较预期缓和 毛利率高于预期</p><p>美东时间2月22日周三美股盘后，英伟达公布，在截至公历2023年1月29日的2023财年第四财季（下称四季度），营业收入和每股收益（EPS）都高于华尔街预期:</p><ul><li>四季度营业收入60.5亿美元，同比下降21%，环比前一季度增长2%，处于公司指引区间60亿美元的正负浮动2%水平，分析师预期为60.2亿美元，此前一个季度、即第三财季同比下降17%；全财年营收269.7亿美元，略高于2022财年的269.1亿美元。</li><li>四季度非GAAP口径下调整后EPS为0.88美元，同比下降33%，环比增长52%，分析师预期为0.80美元，第三财季同比下降50%；全财年EPS为3.34美元，较2022财年下降25%。</li><li>四季度非GAAP口径下调整后毛利率为66.1%，符合公司指引66%（上下浮动50个基点），同比2022财年四季度的67%回落0.9个百分点，环比第三财季的56.1%增长10个百分点，分析师预期毛利率为65.8%；全财年毛利率59.2%，较2022财年下降7.6个百分点。</li><li>四季度调整后营业利润22.2亿美元，同比下降40%，仍高于分析师预期的21.6亿美元；全财年营业利润90.4亿美元，较2022财年下降29%。</li><li>四季度自由现金流17.4亿美元，同比下降37%，低于分析师预期的21.6亿美元。</li><li>四季度研发费用19.5亿美元，同比增长33%，调整后营业费用17.8亿美元，同比增长23%，均持平分析师预期。</li></ul><p>英伟达同时公布，四季度通过派息和股票回购回馈股东11.5亿美元，全财年合计回馈104.4亿美元。</p><p>四季度数据中心收入同比增长超预期放缓 游戏收入环比猛增</p><p>分业务看，四季度英伟达的两大核心业务——数据中心和游戏的收入分别保持了各自的增长和下降势头，但数据中心增长放缓程度超过市场预期，游戏的收入同比下降程度不及预期，环比还有10%的增长。全年数据中心总收入两位数猛增，游戏收入剧减近30%。</p><ul><li>四季度数据中心的收入为36.2亿美元，同比增长11%，第三财季同比增长31%，分析师预期38.6亿美元。</li><li>数据中心全财年的营收达到创纪录的150.1亿美元，较2022财年增长41%。</li><li>四季度游戏的收入为18.3亿美元，同比下降46%，环比增长16%，第三财季同比下降50%，分析师预期16亿美元。</li><li>游戏业务全财年营收90.7亿美元，较2022财年下降27%。</li></ul><p>一季度整个营收指引区间高于市场预期</p><p>业绩指引方面，英伟达预计，2024财年第一财季，营收为65亿美元，正负浮动2%，相当于在63.7亿到66.3亿美元之间，整个指导区间都高于市场预期的63.5亿美元。</p><p>英伟达还预计，第一财季GAAP和非GAAP口径下的毛利率为64.1%到66.5%，各自上下浮动50个基点；GAAP和非GAAP口径下的营业费用料将分别为25.3亿和17.8亿美元。</p><p>赶ChatGPT风潮 英伟达AI云服务可帮助企业定制AI模型</p><p>最近ChatGPT掀起新的一波人工智能（AI）热潮，让之前就在开拓AI计算市场的英伟达也成为受益者。发布财报的同时，英伟达本周三介绍了旗下AI云服务产品。</p><p>英伟达表示，公司在和云服务巨头合作，提供人工智能即服务（AIaaS），让企业客户能利用英伟达的全球领先AI平台。客户将能够将能使用英伟达AI的每一层作为云服务使用，包括AI超级计算机、GPU加速的软件库、预训练的生成式AI模型。</p><p>通过自己的浏览器，企业客户将能够通过英伟达DGX Cloud使用英伟达DGX AI超级计算机，英伟达DGX Cloud 已经在甲骨文的Oracle Cloud Infrastructure上提供，微软云Azure、谷歌云平台等和其他云预计很快也会提供。</p><p>在 AI平台的软件层，客户将能够访问英伟达AI Enterprise，训练和部署大型语言模型或其他AI工作。在 AI模型即服务层，英伟达将为希望构建专有生成式AI模型和服务的企业客户提供，可定制的NeMo框架和BioNeMo框架AI模型。</p></body></html>","source":"awtmt_stock","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>英伟达四季度游戏业务反弹，一季度收入指引优于预期，盘后涨超8%</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 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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英伟达四季度游戏业务反弹，一季度收入指引优于预期，盘后涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-23 05:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3682560?extract=1><strong>李丹</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：四季度英伟达总营收和EPS盈利同比下降均较预期缓和，虽然最大收入源数据中心的收入增长超预期放缓至11%，但游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。赶ChatGPT风潮，英伟达称，其AI云服务可帮助企业定制AI模型。刚刚过去的一个季度，美国芯片巨头英伟达的最大收入源数据中心业绩增长超预期放缓，但此前持续拖累公司的另一核心业务游戏的相关收入有所回升，本季度的业绩...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3682560?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1ea7d7439842360a943b7dd27552133","relate_stocks":{},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3682560?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313207296","content_text":"摘要：四季度英伟达总营收和EPS盈利同比下降均较预期缓和，虽然最大收入源数据中心的收入增长超预期放缓至11%，但游戏收入同比增长降幅不及预期，环比增长16%，一季度总营收指引高于预期。赶ChatGPT风潮，英伟达称，其AI云服务可帮助企业定制AI模型。刚刚过去的一个季度，美国芯片巨头英伟达的最大收入源数据中心业绩增长超预期放缓，但此前持续拖累公司的另一核心业务游戏的相关收入有所回升，本季度的业绩指引优于市场预期。财报公布后，周三收涨近0.5%的英伟达股价在美股盘后迅速拉升，盘后涨幅超过8%。四季度营收和EPS盈利同比下降均较预期缓和 毛利率高于预期美东时间2月22日周三美股盘后，英伟达公布，在截至公历2023年1月29日的2023财年第四财季（下称四季度），营业收入和每股收益（EPS）都高于华尔街预期:四季度营业收入60.5亿美元，同比下降21%，环比前一季度增长2%，处于公司指引区间60亿美元的正负浮动2%水平，分析师预期为60.2亿美元，此前一个季度、即第三财季同比下降17%；全财年营收269.7亿美元，略高于2022财年的269.1亿美元。四季度非GAAP口径下调整后EPS为0.88美元，同比下降33%，环比增长52%，分析师预期为0.80美元，第三财季同比下降50%；全财年EPS为3.34美元，较2022财年下降25%。四季度非GAAP口径下调整后毛利率为66.1%，符合公司指引66%（上下浮动50个基点），同比2022财年四季度的67%回落0.9个百分点，环比第三财季的56.1%增长10个百分点，分析师预期毛利率为65.8%；全财年毛利率59.2%，较2022财年下降7.6个百分点。四季度调整后营业利润22.2亿美元，同比下降40%，仍高于分析师预期的21.6亿美元；全财年营业利润90.4亿美元，较2022财年下降29%。四季度自由现金流17.4亿美元，同比下降37%，低于分析师预期的21.6亿美元。四季度研发费用19.5亿美元，同比增长33%，调整后营业费用17.8亿美元，同比增长23%，均持平分析师预期。英伟达同时公布，四季度通过派息和股票回购回馈股东11.5亿美元，全财年合计回馈104.4亿美元。四季度数据中心收入同比增长超预期放缓 游戏收入环比猛增分业务看，四季度英伟达的两大核心业务——数据中心和游戏的收入分别保持了各自的增长和下降势头，但数据中心增长放缓程度超过市场预期，游戏的收入同比下降程度不及预期，环比还有10%的增长。全年数据中心总收入两位数猛增，游戏收入剧减近30%。四季度数据中心的收入为36.2亿美元，同比增长11%，第三财季同比增长31%，分析师预期38.6亿美元。数据中心全财年的营收达到创纪录的150.1亿美元，较2022财年增长41%。四季度游戏的收入为18.3亿美元，同比下降46%，环比增长16%，第三财季同比下降50%，分析师预期16亿美元。游戏业务全财年营收90.7亿美元，较2022财年下降27%。一季度整个营收指引区间高于市场预期业绩指引方面，英伟达预计，2024财年第一财季，营收为65亿美元，正负浮动2%，相当于在63.7亿到66.3亿美元之间，整个指导区间都高于市场预期的63.5亿美元。英伟达还预计，第一财季GAAP和非GAAP口径下的毛利率为64.1%到66.5%，各自上下浮动50个基点；GAAP和非GAAP口径下的营业费用料将分别为25.3亿和17.8亿美元。赶ChatGPT风潮 英伟达AI云服务可帮助企业定制AI模型最近ChatGPT掀起新的一波人工智能（AI）热潮，让之前就在开拓AI计算市场的英伟达也成为受益者。发布财报的同时，英伟达本周三介绍了旗下AI云服务产品。英伟达表示，公司在和云服务巨头合作，提供人工智能即服务（AIaaS），让企业客户能利用英伟达的全球领先AI平台。客户将能够将能使用英伟达AI的每一层作为云服务使用，包括AI超级计算机、GPU加速的软件库、预训练的生成式AI模型。通过自己的浏览器，企业客户将能够通过英伟达DGX Cloud使用英伟达DGX AI超级计算机，英伟达DGX Cloud 已经在甲骨文的Oracle Cloud Infrastructure上提供，微软云Azure、谷歌云平台等和其他云预计很快也会提供。在 AI平台的软件层，客户将能够访问英伟达AI Enterprise，训练和部署大型语言模型或其他AI工作。在 AI模型即服务层，英伟达将为希望构建专有生成式AI模型和服务的企业客户提供，可定制的NeMo框架和BioNeMo框架AI模型。","news_type":1},"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622503548,"gmtCreate":1675696023984,"gmtModify":1675699177462,"author":{"id":"3569893253045018","authorId":"3569893253045018","name":"Burt 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href=\"https://laohu8.com/S/AMGN\">$安进(AMGN)$</a>&nbsp;是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","listText":"公司简介01 简述Amgen Inc.（安进公司）<a target=\"_blank\" href=\"https://laohu8.com/S/AMGN\">$安进(AMGN)$</a>&nbsp;是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","text":"公司简介01 简述Amgen Inc.（安进公司）$安进(AMGN)$ 是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","images":[{"img":"https://static.tigerbbs.com/defa0fb008c57fde610f8e4b8644c272","width":"632","height":"505"},{"img":"https://static.tigerbbs.com/6790ad715ca3c58e2c043462f06cbe30","width":"632","height":"336"},{"img":"https://static.tigerbbs.com/c5d6b030028b45fcf7a8c1f8288052a1","width":"632","height":"314"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614455856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}