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火火先生
10:37
$英伟达(NVDA)$
为啥就英伟达跌,想不明白
火火先生
07-01 15:40
下半年涨15%
Nasdaq To Surge 15% Driven By AI, In Second Half Of 2024, Predicts Wedbush Analyst Dan Ives: "Tech Bull Market Has Legs"
火火先生
06-26
“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。 2020年特斯拉 2023年英伟达
知名投资者Steve Eisman力挺英伟达 认为无需担忧高估值
火火先生
06-24
TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗
消息称英伟达 GB200 AI 芯片供不应求,追单日月光、京元电等封测厂
火火先生
06-24
这篇文章不错,转发给大家看看
少赚1500亿美元!孙正义:我很后悔卖掉英伟达股票
火火先生
06-22
很好,有质疑者说明股价还没有到底部。
Nvidia Stock Price Outlook: Will NVDA Suffer a Dot-Com Bubble Type Disaster?
火火先生
06-22
这篇文章不错,转发给大家看看
美国6月PMI数据好于预期,专家称经济广泛好转
火火先生
06-22
因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了
涨了15%还没完,三大支柱有望支撑美股继续上涨
火火先生
06-20
这篇文章不错,转发给大家看看
Be Cautious But Don't Panic Here
火火先生
06-20
最近涨得太多了,盘前也涨得太多了
Be Cautious But Don't Panic Here
火火先生
06-18
200美元目标价
Option Witch | Nvidia Stock Could Be Worth $200 Per Share, Short OTM Puts
火火先生
06-18
随着到期日的临近,做市商可能会开始平仓对冲,这涉及出售他们之前购买的股票。这可能会给股价带来明显的下行压力。 记录一下看看
Nvidia: Brace For Gamma-Squeeze Breakdown And Potential Price Pressure On June 21
火火先生
06-18
达利欧表示,在泡沫时期,通过加杠杆(贷款)购买股票的情况增加。业余的个人投资者会在特定股票受到追捧的驱动下进入市场。此外,还具有乐观心理蔓延到整个市场等特征。
达利欧:美国正处于动荡的边缘,美股整体上不能说是泡沫
火火先生
06-17
$英伟达(NVDA)$
总感觉要回调在涨,这一个多月涨得太快了。
火火先生
06-17
这篇文章不错,转发给大家看看
5 Reasons Nvidia Isn't in an AI-Fueled Bubble
火火先生
06-16
这篇文章不错,转发给大家看看
全球“抱团”美股,美股“抱团”AI
火火先生
06-15
这篇文章不错,转发给大家看看
美股涨势将超越市场预期?专家警告:不要随便押注泡沫!
火火先生
06-15
Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,只要基本面还在,那些动能交易商就会涌入这些股票,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。” 给自己提个醒,个人就会恐高卖出,所以最好的选择可能就是wr最后卖出。
美股涨势将超越市场预期?专家警告:不要随便押注泡沫!
火火先生
06-14
艾夫斯将生成式人工智能技术的持续创新和应用称为第四次工业革命,他表示,“随着第四次工业革命的顺利进行,越来越多的企业和消费者正在迅速走上这条道路,从本质上讲,英伟达的 GPU 芯片就是科技领域的新黄金或石油。”
分析师称苹果、英伟达和微软今年市值将达到4万亿美元
火火先生
06-14
随着英伟达的高度攀升,它将面临更少的阻力,并继续为4万亿美元、5万亿美元甚至更高的价格提供动力。凭借该股的技术设置,英伟达不仅将成为一只价值4万亿美元、最终价值5万亿美元的股票,而且这一估值将具有持久力。
Nvidia Could Pass Apple, Microsoft to Become World’s Most Valuable Company and First $4 Trillion Stock
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 为啥就英伟达跌,想不明白","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 为啥就英伟达跌,想不明白","text":"$英伟达(NVDA)$ 为啥就英伟达跌,想不明白","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323441654874184","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484262864630055","authorId":"3484262864630055","name":"斑马爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"回调很正常,别急,放长线钓大鱼","text":"回调很正常,别急,放长线钓大鱼","html":"回调很正常,别急,放长线钓大鱼"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322807945146424,"gmtCreate":1719819606100,"gmtModify":1719819607952,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"下半年涨15%","listText":"下半年涨15%","text":"下半年涨15%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322807945146424","repostId":"1140970383","repostType":2,"repost":{"id":"1140970383","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1719799141,"share":"https://www.laohu8.com/m/news/1140970383?lang=&edition=full","pubTime":"2024-07-01 09:59","market":"us","language":"en","title":"Nasdaq To Surge 15% Driven By AI, In Second Half Of 2024, Predicts Wedbush Analyst Dan Ives: \"Tech Bull Market Has Legs\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1140970383","media":"Benzinga","summary":"Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.What Happened: Ives took to social media platform X, to share his forecas","content":"<html><head></head><body><p>Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Ives took to social media platform X, to share his forecast, stating that the Nasdaq is poised for another robust six months, with a projected 15% increase in tech stocks. He attributed this growth to the expanding use cases of AI, which will drive tech fundamentals.</p><p style=\"text-align: start;\">“We believe NASDAQ has another strong 2H ahead as tech stocks will be up 15% the rest of 2024 in our view with tech fundamentals set to accelerate as AI use cases expand. AI Party it's 9 pm and this will go until 4 am in our view. We believe tech bull market has legs,” Ives wrote.</p><p><strong>Why It Matters</strong>: Ives’ prediction aligns with other industry experts who have also highlighted the potential of AI to drive market growth. Earlier in June, Tom Lee, the managing partner at Fundstrat Global Advisors, forecasted that the S&P 500 could reach 15,000 by 2030, largely due to the AI wave.</p><p style=\"text-align: start;\">However, this optimism comes amid contrasting views. In May, Goldman Sachs predicted a flat return for the S&P 500 for the remainder of 2024, suggesting that the market rally had peaked.</p><p style=\"text-align: start;\">Another analyst, Gene Munster, predicted that the stock market would continue to rise for another three to five years before an AI bubble bursts. This aligns with Lee's forecast of a sustained period of growth driven by AI-focused companies.</p><p style=\"text-align: start;\">However, not all experts share this optimistic outlook. Economist Harry Dent warned of a looming "crash of a lifetime" due to the current "everything" bubble, which he believes has yet to burst.</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>Nasdaq To Surge 15% Driven By AI, In Second Half Of 2024, Predicts Wedbush Analyst Dan Ives: \"Tech Bull Market Has Legs\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nNasdaq To Surge 15% Driven By AI, In Second Half Of 2024, Predicts Wedbush Analyst Dan Ives: \"Tech Bull Market Has Legs\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-07-01 09:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Ives took to social media platform X, to share his forecast, stating that the Nasdaq is poised for another robust six months, with a projected 15% increase in tech stocks. He attributed this growth to the expanding use cases of AI, which will drive tech fundamentals.</p><p style=\"text-align: start;\">“We believe NASDAQ has another strong 2H ahead as tech stocks will be up 15% the rest of 2024 in our view with tech fundamentals set to accelerate as AI use cases expand. AI Party it's 9 pm and this will go until 4 am in our view. We believe tech bull market has legs,” Ives wrote.</p><p><strong>Why It Matters</strong>: Ives’ prediction aligns with other industry experts who have also highlighted the potential of AI to drive market growth. Earlier in June, Tom Lee, the managing partner at Fundstrat Global Advisors, forecasted that the S&P 500 could reach 15,000 by 2030, largely due to the AI wave.</p><p style=\"text-align: start;\">However, this optimism comes amid contrasting views. In May, Goldman Sachs predicted a flat return for the S&P 500 for the remainder of 2024, suggesting that the market rally had peaked.</p><p style=\"text-align: start;\">Another analyst, Gene Munster, predicted that the stock market would continue to rise for another three to five years before an AI bubble bursts. This aligns with Lee's forecast of a sustained period of growth driven by AI-focused companies.</p><p style=\"text-align: start;\">However, not all experts share this optimistic outlook. Economist Harry Dent warned of a looming "crash of a lifetime" due to the current "everything" bubble, which he believes has yet to burst.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140970383","content_text":"Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.What Happened: Ives took to social media platform X, to share his forecast, stating that the Nasdaq is poised for another robust six months, with a projected 15% increase in tech stocks. He attributed this growth to the expanding use cases of AI, which will drive tech fundamentals.“We believe NASDAQ has another strong 2H ahead as tech stocks will be up 15% the rest of 2024 in our view with tech fundamentals set to accelerate as AI use cases expand. AI Party it's 9 pm and this will go until 4 am in our view. We believe tech bull market has legs,” Ives wrote.Why It Matters: Ives’ prediction aligns with other industry experts who have also highlighted the potential of AI to drive market growth. Earlier in June, Tom Lee, the managing partner at Fundstrat Global Advisors, forecasted that the S&P 500 could reach 15,000 by 2030, largely due to the AI wave.However, this optimism comes amid contrasting views. In May, Goldman Sachs predicted a flat return for the S&P 500 for the remainder of 2024, suggesting that the market rally had peaked.Another analyst, Gene Munster, predicted that the stock market would continue to rise for another three to five years before an AI bubble bursts. This aligns with Lee's forecast of a sustained period of growth driven by AI-focused companies.However, not all experts share this optimistic outlook. Economist Harry Dent warned of a looming \"crash of a lifetime\" due to the current \"everything\" bubble, which he believes has yet to burst.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320764293787824,"gmtCreate":1719347281845,"gmtModify":1719347284879,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。 2020年特斯拉 2023年英伟达","listText":"“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。 2020年特斯拉 2023年英伟达","text":"“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。 2020年特斯拉 2023年英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320764293787824","repostId":"2446822373","repostType":2,"repost":{"id":"2446822373","pubTimestamp":1719336780,"share":"https://www.laohu8.com/m/news/2446822373?lang=&edition=full","pubTime":"2024-06-26 01:33","market":"sg","language":"zh","title":"知名投资者Steve Eisman力挺英伟达 认为无需担忧高估值","url":"https://stock-news.laohu8.com/highlight/detail?id=2446822373","media":"环球市场播报","summary":"在路博迈的高级投资组合经理Steve Eisman看来,英伟达三天内市值跌去4,300亿美元不是什么大不了的事情。 Eisman以在金融危机前做空次级抵押贷款而被广为人知,他周二在接受采访时说,自己持有“大量”的英伟达股票,而且将其当作一个长期投资,相信在未来几年都有意义。 截至周一收盘,英伟达今年迄今上涨了139%。在一些怀疑论者担心该公司增长过快之际,Eisman表示股价是最不需要担心的事情。","content":"<html><body><div>\n<p> 在路博迈的高级投资组合经理Steve Eisman看来,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>三天内市值跌去4,300亿美元不是什么大不了的事情。</p>\n<p> Eisman以在金融危机前做空次级抵押贷款而被广为人知,他周二在接受采访时说,自己持有“大量”的英伟达股票,而且将其当作一个长期投资,相信在未来几年都有意义。</p>\n<p> 英伟达周二一度上涨4.1%,此前三天该股累计跌幅自4月以来首次超过10%以上,标志着迈入技术性回调区域。</p>\n<p> “如果你看看英伟达的技术图形,几乎看不到回调”,Eisman说。“我认为这什么都不代表”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/59/w550h309/20240626/ad80-4cf68cde498488baadb2ca9a0fd9722c.png\"/></div>\n<p> 截至周一收盘,英伟达今年迄今上涨了139%。在一些怀疑论者担心该公司增长过快之际,Eisman表示股价是最不需要担心的事情。</p>\n<p> 他说,“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。</p>\n<p> Nuveen Asset Management LLC首席投资官Saira Malik也看好英伟达,相信该公司可以从人工智能需求的蓬勃发展中获益。</p>\n<p> 他说,英伟达和<a href=\"https://laohu8.com/S/MSFT\">微软</a>在人工智能热潮下的涨势与互联网泡沫不同。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:杨淳端 </p>\n</div></body></html>","source":"sina","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 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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知名投资者Steve Eisman力挺英伟达 认为无需担忧高估值\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 01:33 北京时间 <a href=https://finance.sina.com.cn/world/2024-06-26/doc-inazyqrz6721647.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在路博迈的高级投资组合经理Steve Eisman看来,英伟达三天内市值跌去4,300亿美元不是什么大不了的事情。\n Eisman以在金融危机前做空次级抵押贷款而被广为人知,他周二在接受采访时说,自己持有“大量”的英伟达股票,而且将其当作一个长期投资,相信在未来几年都有意义。\n 英伟达周二一度上涨4.1%,此前三天该股累计跌幅自4月以来首次超过10%以上,标志着迈入技术性回调区域。\n “如果...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2024-06-26/doc-inazyqrz6721647.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4579":"人工智能","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4141":"半导体产品","LU0072462426.USD":"贝莱德全球配置 A2","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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英伟达周二一度上涨4.1%,此前三天该股累计跌幅自4月以来首次超过10%以上,标志着迈入技术性回调区域。\n “如果你看看英伟达的技术图形,几乎看不到回调”,Eisman说。“我认为这什么都不代表”。\n\n 截至周一收盘,英伟达今年迄今上涨了139%。在一些怀疑论者担心该公司增长过快之际,Eisman表示股价是最不需要担心的事情。\n 他说,“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。\n Nuveen Asset Management LLC首席投资官Saira Malik也看好英伟达,相信该公司可以从人工智能需求的蓬勃发展中获益。\n 他说,英伟达和微软在人工智能热潮下的涨势与互联网泡沫不同。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:杨淳端","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320258323955992,"gmtCreate":1719218179824,"gmtModify":1719218181381,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗","listText":"TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗","text":"TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320258323955992","repostId":"2445045016","repostType":2,"repost":{"id":"2445045016","pubTimestamp":1719212880,"share":"https://www.laohu8.com/m/news/2445045016?lang=&edition=full","pubTime":"2024-06-24 15:08","market":"us","language":"zh","title":"消息称英伟达 GB200 AI 芯片供不应求,追单日月光、京元电等封测厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2445045016","media":"IT之家","summary":"台媒经济日报消息,英伟达全新 GB200 系列 AI 芯片供不应求,英伟达向台积电追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。消息人士透露,京元电来自英伟达的新增订单“爆满”,京元电内部为此进行了总动员,挪移更多产能以满足英伟达需求。TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗,且由于测试时间大幅增加,日月光和京元电将成为后段封测的“两大赢家”。","content":"<html><body><div>\n<p>台媒经济日报消息,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>全新 GB200 系列 AI 芯片供不应求,英伟达向<a href=\"https://laohu8.com/S/TSM\">台积电</a>追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。</p><p>据IT之家此前报道,GB200 芯片发布于 3 月 19 日,由两个 B200 Blackwell GPU 和一个基于 Arm 的 Grace CPU 组成,推理大语言模型性能比 H100 提升 30倍,成本和能耗降至 25 分之一。</p><p>日月光旗下的硅品与英伟达关系密切,不仅承接台积电 CoWoS 先进封装的 oS 段制程,也在中科厂布局测试产能,满足英伟达从晶圆后段到封测段的一条龙式生产服务。</p><p>京元电回应称,现阶段产能利用率确实高,但对单一客户不予置评。消息人士透露,京元电来自英伟达的新增订单“爆满”,京元电内部为此进行了总动员,挪移更多产能以满足英伟达需求。</p><p>业界分析,GB200 与 B 系列 AI 芯片测试流程较前一代 H 系列大幅拉长,必须连续经过四道程序,包括终端测试(Final Test)、Burn-in 老化测试、再回到终端测试,最终才进行 SLT 系统级测试。</p><p>TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗,且由于测试时间大幅增加,日月光和京元电将成为后段封测的“两大赢家”。</p>\n<div>\n<div>\r\n 责任编辑:钟离\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>消息称英伟达 GB200 AI 芯片供不应求,追单日月光、京元电等封测厂</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称英伟达 GB200 AI 芯片供不应求,追单日月光、京元电等封测厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-24 15:08 北京时间 <a href=https://usstock.jrj.com.cn/2024/06/24150841160274.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台媒经济日报消息,英伟达全新 GB200 系列 AI 芯片供不应求,英伟达向台积电追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。据IT之家此前报道,GB200 芯片发布于 3 月 19 日,由两个 B200 Blackwell GPU 和一个基于 Arm 的 Grace CPU 组成,推理大语言模型性能比 H100 提升 30倍,成本和能耗降至 25 分...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/06/24150841160274.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP 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ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4543":"AI","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://usstock.jrj.com.cn/2024/06/24150841160274.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445045016","content_text":"台媒经济日报消息,英伟达全新 GB200 系列 AI 芯片供不应求,英伟达向台积电追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。据IT之家此前报道,GB200 芯片发布于 3 月 19 日,由两个 B200 Blackwell GPU 和一个基于 Arm 的 Grace CPU 组成,推理大语言模型性能比 H100 提升 30倍,成本和能耗降至 25 分之一。日月光旗下的硅品与英伟达关系密切,不仅承接台积电 CoWoS 先进封装的 oS 段制程,也在中科厂布局测试产能,满足英伟达从晶圆后段到封测段的一条龙式生产服务。京元电回应称,现阶段产能利用率确实高,但对单一客户不予置评。消息人士透露,京元电来自英伟达的新增订单“爆满”,京元电内部为此进行了总动员,挪移更多产能以满足英伟达需求。业界分析,GB200 与 B 系列 AI 芯片测试流程较前一代 H 系列大幅拉长,必须连续经过四道程序,包括终端测试(Final Test)、Burn-in 老化测试、再回到终端测试,最终才进行 SLT 系统级测试。TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗,且由于测试时间大幅增加,日月光和京元电将成为后段封测的“两大赢家”。\n\n\r\n 责任编辑:钟离","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320015792472312,"gmtCreate":1719158802588,"gmtModify":1719158803899,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320015792472312","repostId":"2445903923","repostType":2,"repost":{"id":"2445903923","pubTimestamp":1719131602,"share":"https://www.laohu8.com/m/news/2445903923?lang=&edition=full","pubTime":"2024-06-23 16:33","market":"us","language":"zh","title":"少赚1500亿美元!孙正义:我很后悔卖掉英伟达股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2445903923","media":"证券时报网","summary":"“我很后悔卖掉英伟达股票。”软银集团投资约40亿美元入股英伟达,持股比例4.9%。2016年,英伟达股价飙涨两倍,并且市值超过800亿美元。2020年9月,软银集团宣布,将向英伟达出售英国半导体公司ARM,作价400亿美元,双方已达成最终协议。此外,英伟达还将向ARM员工发行价值15亿美元的股票。交易完成后,软银将持有约10%的英伟达股票。","content":"<div>\n<p>“我很后悔卖掉英伟达股票。”在近日刚结束的软银集团股东大会上,创始人孙正义说。就在他说这句话前两天,英伟达市值一度超过微软,登顶全球市值第一大股票。如果软银没有选择在2019年出售,它持有的英伟达股票市值将超过1500亿美元。软银股东大会(来源:公司官网)软银集团和英伟达的两次交集在投资阿里巴巴获得丰厚回报后,孙正义开始寻找下一个阿里巴巴。2016年,软银集团出资320亿美元成功收购了英国芯片企业...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>少赚1500亿美元!孙正义:我很后悔卖掉英伟达股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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少赚1500亿美元!孙正义:我很后悔卖掉英伟达股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-23 16:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“我很后悔卖掉英伟达股票。”在近日刚结束的软银集团股东大会上,创始人孙正义说。就在他说这句话前两天,英伟达市值一度超过微软,登顶全球市值第一大股票。如果软银没有选择在2019年出售,它持有的英伟达股票市值将超过1500亿美元。软银股东大会(来源:公司官网)软银集团和英伟达的两次交集在投资阿里巴巴获得丰厚回报后,孙正义开始寻找下一个阿里巴巴。2016年,软银集团出资320亿美元成功收购了英国芯片企业...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","BK4567":"ESG概念","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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Balanced A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2445903923","content_text":"“我很后悔卖掉英伟达股票。”在近日刚结束的软银集团股东大会上,创始人孙正义说。就在他说这句话前两天,英伟达市值一度超过微软,登顶全球市值第一大股票。如果软银没有选择在2019年出售,它持有的英伟达股票市值将超过1500亿美元。软银股东大会(来源:公司官网)软银集团和英伟达的两次交集在投资阿里巴巴获得丰厚回报后,孙正义开始寻找下一个阿里巴巴。2016年,软银集团出资320亿美元成功收购了英国芯片企业ARM,并且把这家公司从伦敦交易所退市,成为了软银的全资子公司。2017年,软银集团成立了愿景基金,就将目标定位在寻找能够在未来产生巨大影响力的科技公司。2017年,手握千亿美元,财大气粗的软银集团看上了当时在人工智能领域崭露头角的英伟达。软银集团投资约40亿美元入股英伟达,持股比例4.9%。当时,作为主攻GPU图形芯片市场,提供3D游戏渲染的显卡公司,英伟达开始在人工智能等多个领域全面发展。2016年,英伟达股价飙涨两倍,并且市值超过800亿美元。但软银集团对这笔投资一直非常低调,孙正义以及软银集团从未在公开场合评价这次投资。软银集团投资英伟达(制图:陈霞昌)据孙正义介绍,他曾计划将英伟达纳入软银的技术版图,并在2016年收购芯片设计公司ARM。一个月后他与英伟达CEO黄仁勋进行了深入的收购谈判。孙正义希望收购英伟达并将公司私有化,同时保留黄仁勋作为掌门人,但最终谈判没有成功。但仅仅两年之后,软银集团就选择出售持有的英伟达股权。按照2019年一季度英伟达平均股价计算,软银集团出售价值在70亿美元左右。持有两年,获利约30亿美元,收益率约75%。如果软银集团没有出售,按照英伟达上周五的收盘价计算,这个投资价值在1500亿美元左右。而在2020年,孙正义和黄仁勋本有可能再次握手完成一笔世纪交易。2020年9月,软银集团宣布,将向英伟达出售英国半导体公司ARM,作价400亿美元,双方已达成最终协议。英伟达希望通过和ARM的结合,打造世界一流的人工智能公司。根据当时披露的交易细节,英伟达将向软银支付价值215亿美元的英伟达普通股和120亿美元现金,以及在签约时将支付20亿美元。基于过去30个交易日的平均收盘价计算,英伟达需发行4430万股股票。若ARM达到具体的财务业绩目标,软银还可获得最多高达50亿美元的现金或普通股。此外,英伟达还将向ARM员工发行价值15亿美元的股票。交易完成后,软银将持有约10%的英伟达股票。但这笔世纪交易,最终因为反垄断问题,以及英国不希望本土最大芯片企业被收购,而最终被监管部门叫停。事实上,除了英伟达之外,孙正义还踏空了当下人工智能行业最炙手可热的独角兽OpenAI。孙正义透露称,他原本计划向OpenAI注资,但OpenAI首席执行官山姆·奥特曼(Sam Altman)最终决定接受微软的投资。但唯一可以值得宽慰的是,孙正义持有的ARM,在去年上市后股价持续上涨,目前市值已经达到了1600亿美元。软银集团目前为ARM最大股东,持股比例为90%。这多少可以对冲他在英伟达消失的1500亿美元。孙正义说,如果再给他一次机会,在ARM和英伟达之间选择,“我会毫不犹豫地选择ARM,”孙正义说,ARM芯片在智能手机市场占据了主导地位,其设计也正在进入AI时代。“我非常相信ARM的未来。”押注“超级人工智能”?过去两年,孙正义不止一次在公开场合表示,全力押注人工智能。甚至在股东大会的前一天,他还表示,集团需要“寻找下一个重大赌注,不要害怕它是否会成功或失败”。而在股东大会上,孙正义再次强调,软银过去的投资只是他开创人工智能时代的宏伟抱负“热身”。他预计,不久的未来,他的使命是实现“超级人工智能”(ASI)——比人类智能聪明1万倍。超级人工智能将在大约10年内广泛使用,帮助人类应对疾病、车祸、战争甚至陨石撞击。“我坚信,超级人工智能的发展是我人生使命的一部分。”孙正义表示。在今年5月,孙正义的“AI革命”便已经开始启动。软银集团计划以AI半导体为突破口,把业务扩大到数据中心、机器人、发电等行业,预计投资额最高可达到10万亿日元规模(约合人民币4640.9亿元)。孙正义的底气,来源于软银集团强大的资产负债表和数十亿美元的“进攻”基金。软银的净资产价值在大约一年内增加了1260亿美元,截至周四6月20日达到2140亿美元。而在过去两年,经历了一系列痛苦的亏损后,愿景基金一度进入“防御模式”。软银集团不断出售优质资产,以维持健康的财务报表。但随着软银集团连续两年盈利,公司的策略开始转变。最新的年报显示,截至3月底,软银已积累了6.2万亿日元的现金储备。软银的贷款/价值比率已降至8.4%,接近纪录低点,远低于该公司25%的目标。这是孙正义最青睐的判断公司是否适当平衡风险和机遇的指标之一。用软银集团首席财务官后藤芳光的话来说,软银“太安全了”。后藤芳光表示,软银需要承担更多风险,尤其是在人工智能加速发展的情况下。软银可能有更多“弹药”推进攻势策略。责编:岳亚楠校对:冉燕青","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319468257960160,"gmtCreate":1719025112677,"gmtModify":1719025114660,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"很好,有质疑者说明股价还没有到底部。","listText":"很好,有质疑者说明股价还没有到底部。","text":"很好,有质疑者说明股价还没有到底部。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319468257960160","repostId":"2445075366","repostType":2,"repost":{"id":"2445075366","pubTimestamp":1719023400,"share":"https://www.laohu8.com/m/news/2445075366?lang=&edition=full","pubTime":"2024-06-22 10:30","market":"us","language":"en","title":"Nvidia Stock Price Outlook: Will NVDA Suffer a Dot-Com Bubble Type Disaster?","url":"https://stock-news.laohu8.com/highlight/detail?id=2445075366","media":"InvestorPlace","summary":"Although Nvidia has been all the hype, maybe now is time to take a step back and reconsider investment into the stock.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nvidia Corp </strong>(<strong>NVDA</strong>) has seen an impressive performance with 155.58% upside year-to-date with solid financials.</p></li><li><p>AI boom is comparable to the dot-com bubble concerning Nvidia.</p></li><li><p>Nvidia’s stock trades are higher than its peers, and the company faces strong competitive pressure.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/476de51cd5cfc273151e9a63b9d311d8\" alt=\"Source: Sergio Photone / Shutterstock.com\" title=\"Source: Sergio Photone / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Sergio Photone / Shutterstock.com</span></p><p><strong>Nvidia’s </strong>(NASDAQ:<strong>NVDA</strong>) current 10-for-1 stock split has gained investor’s attention because it makes the Nvidia stock more accessible to small investors.</p><p>Overall, Nvidia’s performance has been awe-inspiring, with an 155.58% upside year-to-date. The company dominates the competition with an 80% market share for AI chips. Still, its stock price is at an all-time high again, which begs whether its valuation is sound. </p><h2 id=\"id_1243175279\">Nvidia Stock Q1 Success</h2><p>Nvidia experienced substantial growth across the year. The company’s current financial reports for the first quarter of fiscal 2025 show a significant increase in revenue to $26.04 billion, up 262% year over year.</p><p>The gross margin also improved to 78.4% from 64.6% in the same quarter last year. Nvidia’s earnings per share for the first quarter of fiscal 2025 were $6.12, which is 416% up YOY. </p><h2 id=\"id_3583760166\">AI Might Be Overhyped </h2><p>Nvidia’s financial success seems to justify the hype in its stock. However, this might not be the case when we consider the AI market as a whole. About $50 billion has been invested in Nvidia’s chips, but AI startups have only generated around $3 billion in sales. </p><p><em>The Wall Street Journal </em>interviewed John Chambers, the CEO of <strong>Cisco Systems</strong> (NASDAQ:<strong>CSCO</strong>) during the dot-com bubble. He draws some parallels between Cisco then and Nvidia right now.</p><p>Both companies had a dominant market share in a large new market while benefiting from large investments from the industry before it was profitable. Cisco’s stock today trades at around $47, never recovering from its peak of $77 in 2000. </p><h2 id=\"id_2206758967\">Competitive Risks Are Prevalent</h2><p>Nvidia faces fierce competition in the semiconductor production industry, with the major two being <strong>Intel </strong>(NASDAQ:<strong>INTC</strong>)<strong> </strong>and <strong>Advanced Micro Devices </strong>(NASDAQ:<strong>AMD</strong>).</p><p>China’s development of its semiconductors could threaten Nvidia’s position internationally. China has long relied on foreign companies for semiconductors like Nvidia, but it plans to produce 70% of its domestic chip use by 2025.</p><p>Cheap Chinese chips could flood the international markets like its EVs, disrupting pricing for everyone in the industry. </p><h2 id=\"id_873566403\">Nvidia’s Valuation Is a Gamble </h2><p>Even though Cisco’s stock price never recovered, that didn’t mean it wasn’t a good company. Today, it still has around 41% of the market share and generates over $12 billion a year in revenue.</p><p>Similarly, Nvidia doesn’t have to be a bad company for its stock to be overvalued and for investors to never make their money back for many years. </p><p>Analysts have an average price target of $124.14, below its current trading price as of writing. This shows that the market is doubting Nvidia as it continues to break all-time highs seriously.</p><p>The higher the stock price, the more investors will sell off to take home their profits. </p><p>It’s currently trading at a trailing Price-to-sales (P/E) ratio of 79.29x and a forward P/E of 52.08x, which accounts for the estimated earnings increase next year.</p><p>Even so, if we compile the trailing P/E ratio for all the stocks in the Magnificent 7 — a list of tech conglomerates that many already consider overvalued — we get an average P/E ratio of 48.31x. Many of these companies are poised to ride the AI wave but still at a much lower valuation. </p><h2 id=\"id_674521919\">Great Company, Lousy Stock </h2><p>Nvidia’s stock price has done exceptionally well. It’s financials, no doubt, back that story.</p><p>However, great companies don’t necessarily mean outstanding stock. It took the Nasdaq-100 15 years to recover from the bubble despite many of those stocks being household names today.</p><p>The growth of the AI industry is legitimate, but Nvidia isn’t the only way you can invest in it.</p></body></html>","source":"investorplace_stock_picks","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>Nvidia Stock Price Outlook: Will NVDA Suffer a Dot-Com Bubble Type Disaster?</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; 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}\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\">\nNvidia Stock Price Outlook: Will NVDA Suffer a Dot-Com Bubble Type Disaster?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-22 10:30 GMT+8 <a href=https://investorplace.com/2024/06/nvidia-stock-price-outlook-will-nvda-suffer-a-dot-com-bubble-type-disaster/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp (NVDA) has seen an impressive performance with 155.58% upside year-to-date with solid financials.AI boom is comparable to the dot-com bubble concerning Nvidia.Nvidia’s stock trades are ...</p>\n\n<a href=\"https://investorplace.com/2024/06/nvidia-stock-price-outlook-will-nvda-suffer-a-dot-com-bubble-type-disaster/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2024/06/nvidia-stock-price-outlook-will-nvda-suffer-a-dot-com-bubble-type-disaster/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445075366","content_text":"Nvidia Corp (NVDA) has seen an impressive performance with 155.58% upside year-to-date with solid financials.AI boom is comparable to the dot-com bubble concerning Nvidia.Nvidia’s stock trades are higher than its peers, and the company faces strong competitive pressure.Source: Sergio Photone / Shutterstock.comNvidia’s (NASDAQ:NVDA) current 10-for-1 stock split has gained investor’s attention because it makes the Nvidia stock more accessible to small investors.Overall, Nvidia’s performance has been awe-inspiring, with an 155.58% upside year-to-date. The company dominates the competition with an 80% market share for AI chips. Still, its stock price is at an all-time high again, which begs whether its valuation is sound. Nvidia Stock Q1 SuccessNvidia experienced substantial growth across the year. The company’s current financial reports for the first quarter of fiscal 2025 show a significant increase in revenue to $26.04 billion, up 262% year over year.The gross margin also improved to 78.4% from 64.6% in the same quarter last year. Nvidia’s earnings per share for the first quarter of fiscal 2025 were $6.12, which is 416% up YOY. AI Might Be Overhyped Nvidia’s financial success seems to justify the hype in its stock. However, this might not be the case when we consider the AI market as a whole. About $50 billion has been invested in Nvidia’s chips, but AI startups have only generated around $3 billion in sales. The Wall Street Journal interviewed John Chambers, the CEO of Cisco Systems (NASDAQ:CSCO) during the dot-com bubble. He draws some parallels between Cisco then and Nvidia right now.Both companies had a dominant market share in a large new market while benefiting from large investments from the industry before it was profitable. Cisco’s stock today trades at around $47, never recovering from its peak of $77 in 2000. Competitive Risks Are PrevalentNvidia faces fierce competition in the semiconductor production industry, with the major two being Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD).China’s development of its semiconductors could threaten Nvidia’s position internationally. China has long relied on foreign companies for semiconductors like Nvidia, but it plans to produce 70% of its domestic chip use by 2025.Cheap Chinese chips could flood the international markets like its EVs, disrupting pricing for everyone in the industry. Nvidia’s Valuation Is a Gamble Even though Cisco’s stock price never recovered, that didn’t mean it wasn’t a good company. Today, it still has around 41% of the market share and generates over $12 billion a year in revenue.Similarly, Nvidia doesn’t have to be a bad company for its stock to be overvalued and for investors to never make their money back for many years. Analysts have an average price target of $124.14, below its current trading price as of writing. This shows that the market is doubting Nvidia as it continues to break all-time highs seriously.The higher the stock price, the more investors will sell off to take home their profits. It’s currently trading at a trailing Price-to-sales (P/E) ratio of 79.29x and a forward P/E of 52.08x, which accounts for the estimated earnings increase next year.Even so, if we compile the trailing P/E ratio for all the stocks in the Magnificent 7 — a list of tech conglomerates that many already consider overvalued — we get an average P/E ratio of 48.31x. Many of these companies are poised to ride the AI wave but still at a much lower valuation. Great Company, Lousy Stock Nvidia’s stock price has done exceptionally well. It’s financials, no doubt, back that story.However, great companies don’t necessarily mean outstanding stock. It took the Nasdaq-100 15 years to recover from the bubble despite many of those stocks being household names today.The growth of the AI industry is legitimate, but Nvidia isn’t the only way you can invest in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319370508431512,"gmtCreate":1719001551988,"gmtModify":1719001553533,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319370508431512","repostId":"1161496183","repostType":2,"repost":{"id":"1161496183","pubTimestamp":1718979255,"share":"https://www.laohu8.com/m/news/1161496183?lang=&edition=full","pubTime":"2024-06-21 22:14","market":"us","language":"zh","title":"美国6月PMI数据好于预期,专家称经济广泛好转","url":"https://stock-news.laohu8.com/highlight/detail?id=1161496183","media":"华尔街见闻","summary":"美国6月经济增长速度达到了两年多来的最快水平。","content":"<html><head></head><body><p>周五,标普全球公布的数据显示,美国6月Markit PMI数据全线好于预期:</p><blockquote><p style=\"text-align: justify;\">制造业PMI初值51.7,好于预期的51,超出前值51.3;</p><p style=\"text-align: justify;\">服务业PMI初值55.1,好于预期的54,超出前值54.8;</p><p style=\"text-align: justify;\">综合PMI初值54.6,好于预期的53.5,超出前值54.5;</p></blockquote><p>标普全球市场情报首席商业经济学家Chris Williamson表示:PMI数据表明,美国6月经济增长速度达到了两年多来的最快水平,第二季度将迎来令人鼓舞的强劲增长,同时通胀压力也有所降温。随着不断上升的需求继续渗透到整个经济,经济的好转是广泛的,不仅服务业需求增加,反映出国内支出强劲,制造业也在持续复苏。今年迄今为止,制造业正享受着两年来最好的增长势头。企业对前景的乐观情绪有所改善,推动了招聘意愿的恢复。与此同时,销售价格通胀在5月小幅上升后再次降温,降至过去四年来的最低水平之一。历史对比表明,最近的下降使价格指标与美2%的通胀目标保持一致。</p></body></html>","source":"live_wallstreetcn","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6月PMI数据好于预期,专家称经济广泛好转</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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6月PMI数据好于预期,专家称经济广泛好转\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 22:14 北京时间 <a href=https://wallstreetcn.com/articles/3717816><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五,标普全球公布的数据显示,美国6月Markit PMI数据全线好于预期:制造业PMI初值51.7,好于预期的51,超出前值51.3;服务业PMI初值55.1,好于预期的54,超出前值54.8;综合PMI初值54.6,好于预期的53.5,超出前值54.5;标普全球市场情报首席商业经济学家Chris Williamson表示:PMI数据表明,美国6月经济增长速度达到了两年多来的最快水平,第二季度将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717816\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3717816","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1161496183","content_text":"周五,标普全球公布的数据显示,美国6月Markit PMI数据全线好于预期:制造业PMI初值51.7,好于预期的51,超出前值51.3;服务业PMI初值55.1,好于预期的54,超出前值54.8;综合PMI初值54.6,好于预期的53.5,超出前值54.5;标普全球市场情报首席商业经济学家Chris Williamson表示:PMI数据表明,美国6月经济增长速度达到了两年多来的最快水平,第二季度将迎来令人鼓舞的强劲增长,同时通胀压力也有所降温。随着不断上升的需求继续渗透到整个经济,经济的好转是广泛的,不仅服务业需求增加,反映出国内支出强劲,制造业也在持续复苏。今年迄今为止,制造业正享受着两年来最好的增长势头。企业对前景的乐观情绪有所改善,推动了招聘意愿的恢复。与此同时,销售价格通胀在5月小幅上升后再次降温,降至过去四年来的最低水平之一。历史对比表明,最近的下降使价格指标与美2%的通胀目标保持一致。","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319369693290664,"gmtCreate":1719001014562,"gmtModify":1719001016878,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了","listText":"因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了","text":"因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319369693290664","repostId":"1184971862","repostType":4,"repost":{"id":"1184971862","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1718927062,"share":"https://www.laohu8.com/m/news/1184971862?lang=&edition=full","pubTime":"2024-06-21 07:44","market":"us","language":"zh","title":"涨了15%还没完,三大支柱有望支撑美股继续上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1184971862","media":"巴伦周刊","summary":"企业利润率扩大是美国股市本轮上涨的另一个利好。这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。Trivariate Research的帕克称“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。","content":"<html><head></head><body><p>《爱之夏》(Summer of Love)和《乔治之夏》(Summer of George)是两首人们耳熟能详的歌曲,目前,美国股市正在唱响《人工智能之夏》(Summer of AI)。</p><p style=\"text-align: justify;\">今年迄今为止,<a href=\"https://laohu8.com/S/.SPX.US\">标普500指数 </a>已经上涨了15%,虽然投资者有保持谨慎的理由——或者考虑到标普500指数两位数的涨幅不可能永远持续下去,投资者应该上涨势头至少会暂停——但这并不意味着一场“清算”即将到来。</p><p style=\"text-align: justify;\">Trivariate Research创始人亚当·帕克(Adam Parker)提出了美国股市可以继续涨下去的三个原因。</p><p style=\"text-align: justify;\"><strong>首先,美国的金融环境相对宽松。</strong>虽然银行的放贷规模没那么大,而且地区性银行一直是一个“痛点”,但帕克指出,大量私人信贷抵消了这两个因素带来的影响。事实上,在过去35年里,彭博金融状况指数(Bloomberg Financial Conditions Index)只有在8%的时间里比目前更宽松。</p><p style=\"text-align: justify;\"><strong>企业利润率扩大是美国股市本轮上涨的另一个利好。</strong>分析师预计,收劳动生产率提高、投入成本下降以及价格保持在较高水平等因素的推动,美国500强企业中近四分之三企业的利润率将上升。</p><p style=\"text-align: justify;\">这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。正如DataTrek的尼古拉斯·科拉斯(Nicholas Colas)所言:“提振指数基本面的不仅仅是科技公司的盈利能力,利润率上升是一个更宏大的主题。”</p><p style=\"text-align: justify;\">当然,如果不提到大型科技公司和人工智能,那么对美国股市上涨的讨论就不够完整。Trivariate Research的帕克称<strong>“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。</strong></p><p style=\"text-align: justify;\">在目前阶段,精准确定人工智能赢家都有谁还很困难,理解人工智能将在多大程度上改变企业生产力也还很困难,但帕克说:“在没有任何净招聘的情况下实现收入增长的梦想是如此强烈,以至于股市在此前可能被认为是令人担忧的消息传出后继续上涨。和今年年初相比,投资者现在认为在人工智能的推动下,企业在长期内实现盈利增长的概率更大。”</p><p style=\"text-align: justify;\">单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。如果出现金融环境收紧、美国经济恶化等催化剂,或者7月就业报告和即将到来的二季度财报季出现令人担忧的迹象,那么这种情况可能会发生变化。</p><p style=\"text-align: justify;\">帕克认为,更有可能出现的情况是,“在短期内,当谈到人工智能的潜力时,股市将处于‘无罪直到被证明有罪’的模式。”</p><p style=\"text-align: justify;\">因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开<a href=\"https://laohu8.com/S/MSFT.US\">微软 </a>、<a href=\"https://laohu8.com/S/NVDA.US\">英伟达 </a>和<a href=\"https://laohu8.com/S/AAPL.US\">苹果 </a>也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了。帕克说:“谁会愿意在未来几年管理一只基金时说自己错过了如此关键的趋势?我们不会愿意看到这样的事发生。”</p><p style=\"text-align: justify;\">DataTrek的科拉斯强调指出,和其他偏重科技股的押注相比,标普500指数是一种波动性较小的押注人工智能领域潜在赢家和输家的方式。虽然科拉斯是大型科技股的“信徒”——“新一代人工智能是一项强大的新技术,最大的参与者有最好的机会开发它并将其货币化”——但他说,“新技术往往会产生新的赢家和输家”这一用来反驳的论点也有一定的道理。</p><p style=\"text-align: justify;\">如果真是这样,那么标普500指数是一项波动性低于跟踪<a href=\"https://laohu8.com/S/.NDX.US\">纳斯达克100指数 </a>的<a href=\"https://laohu8.com/S/QQQ.US\">纳指100ETF-Invesco QQQ Trust </a> 的投资,科技“七巨头”——<a href=\"https://laohu8.com/S/GOOGL.US\">谷歌-A </a>、<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊 </a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/META.US\">Meta Platforms </a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a>——和<a href=\"https://laohu8.com/S/AVGO.US\">博通 </a>在这只ETF中的权重接近50%。</p><p style=\"text-align: justify;\">通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。</p><p style=\"text-align: justify;\">最终,投资者在不必去相信这场派对会一直持续下去的情况下,也能看到派对还没有结束。</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>涨了15%还没完,三大支柱有望支撑美股继续上涨</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{ 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}\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涨了15%还没完,三大支柱有望支撑美股继续上涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2024-06-21 07:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>《爱之夏》(Summer of Love)和《乔治之夏》(Summer of George)是两首人们耳熟能详的歌曲,目前,美国股市正在唱响《人工智能之夏》(Summer of AI)。</p><p style=\"text-align: justify;\">今年迄今为止,<a href=\"https://laohu8.com/S/.SPX.US\">标普500指数 </a>已经上涨了15%,虽然投资者有保持谨慎的理由——或者考虑到标普500指数两位数的涨幅不可能永远持续下去,投资者应该上涨势头至少会暂停——但这并不意味着一场“清算”即将到来。</p><p style=\"text-align: justify;\">Trivariate Research创始人亚当·帕克(Adam Parker)提出了美国股市可以继续涨下去的三个原因。</p><p style=\"text-align: justify;\"><strong>首先,美国的金融环境相对宽松。</strong>虽然银行的放贷规模没那么大,而且地区性银行一直是一个“痛点”,但帕克指出,大量私人信贷抵消了这两个因素带来的影响。事实上,在过去35年里,彭博金融状况指数(Bloomberg Financial Conditions Index)只有在8%的时间里比目前更宽松。</p><p style=\"text-align: justify;\"><strong>企业利润率扩大是美国股市本轮上涨的另一个利好。</strong>分析师预计,收劳动生产率提高、投入成本下降以及价格保持在较高水平等因素的推动,美国500强企业中近四分之三企业的利润率将上升。</p><p style=\"text-align: justify;\">这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。正如DataTrek的尼古拉斯·科拉斯(Nicholas Colas)所言:“提振指数基本面的不仅仅是科技公司的盈利能力,利润率上升是一个更宏大的主题。”</p><p style=\"text-align: justify;\">当然,如果不提到大型科技公司和人工智能,那么对美国股市上涨的讨论就不够完整。Trivariate Research的帕克称<strong>“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。</strong></p><p style=\"text-align: justify;\">在目前阶段,精准确定人工智能赢家都有谁还很困难,理解人工智能将在多大程度上改变企业生产力也还很困难,但帕克说:“在没有任何净招聘的情况下实现收入增长的梦想是如此强烈,以至于股市在此前可能被认为是令人担忧的消息传出后继续上涨。和今年年初相比,投资者现在认为在人工智能的推动下,企业在长期内实现盈利增长的概率更大。”</p><p style=\"text-align: justify;\">单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。如果出现金融环境收紧、美国经济恶化等催化剂,或者7月就业报告和即将到来的二季度财报季出现令人担忧的迹象,那么这种情况可能会发生变化。</p><p style=\"text-align: justify;\">帕克认为,更有可能出现的情况是,“在短期内,当谈到人工智能的潜力时,股市将处于‘无罪直到被证明有罪’的模式。”</p><p style=\"text-align: justify;\">因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开<a href=\"https://laohu8.com/S/MSFT.US\">微软 </a>、<a href=\"https://laohu8.com/S/NVDA.US\">英伟达 </a>和<a href=\"https://laohu8.com/S/AAPL.US\">苹果 </a>也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了。帕克说:“谁会愿意在未来几年管理一只基金时说自己错过了如此关键的趋势?我们不会愿意看到这样的事发生。”</p><p style=\"text-align: justify;\">DataTrek的科拉斯强调指出,和其他偏重科技股的押注相比,标普500指数是一种波动性较小的押注人工智能领域潜在赢家和输家的方式。虽然科拉斯是大型科技股的“信徒”——“新一代人工智能是一项强大的新技术,最大的参与者有最好的机会开发它并将其货币化”——但他说,“新技术往往会产生新的赢家和输家”这一用来反驳的论点也有一定的道理。</p><p style=\"text-align: justify;\">如果真是这样,那么标普500指数是一项波动性低于跟踪<a href=\"https://laohu8.com/S/.NDX.US\">纳斯达克100指数 </a>的<a href=\"https://laohu8.com/S/QQQ.US\">纳指100ETF-Invesco QQQ Trust </a> 的投资,科技“七巨头”——<a href=\"https://laohu8.com/S/GOOGL.US\">谷歌-A </a>、<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊 </a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/META.US\">Meta Platforms </a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a>——和<a href=\"https://laohu8.com/S/AVGO.US\">博通 </a>在这只ETF中的权重接近50%。</p><p style=\"text-align: justify;\">通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。</p><p style=\"text-align: justify;\">最终,投资者在不必去相信这场派对会一直持续下去的情况下,也能看到派对还没有结束。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184971862","content_text":"《爱之夏》(Summer of Love)和《乔治之夏》(Summer of George)是两首人们耳熟能详的歌曲,目前,美国股市正在唱响《人工智能之夏》(Summer of AI)。今年迄今为止,标普500指数 已经上涨了15%,虽然投资者有保持谨慎的理由——或者考虑到标普500指数两位数的涨幅不可能永远持续下去,投资者应该上涨势头至少会暂停——但这并不意味着一场“清算”即将到来。Trivariate Research创始人亚当·帕克(Adam Parker)提出了美国股市可以继续涨下去的三个原因。首先,美国的金融环境相对宽松。虽然银行的放贷规模没那么大,而且地区性银行一直是一个“痛点”,但帕克指出,大量私人信贷抵消了这两个因素带来的影响。事实上,在过去35年里,彭博金融状况指数(Bloomberg Financial Conditions Index)只有在8%的时间里比目前更宽松。企业利润率扩大是美国股市本轮上涨的另一个利好。分析师预计,收劳动生产率提高、投入成本下降以及价格保持在较高水平等因素的推动,美国500强企业中近四分之三企业的利润率将上升。这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。正如DataTrek的尼古拉斯·科拉斯(Nicholas Colas)所言:“提振指数基本面的不仅仅是科技公司的盈利能力,利润率上升是一个更宏大的主题。”当然,如果不提到大型科技公司和人工智能,那么对美国股市上涨的讨论就不够完整。Trivariate Research的帕克称“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。在目前阶段,精准确定人工智能赢家都有谁还很困难,理解人工智能将在多大程度上改变企业生产力也还很困难,但帕克说:“在没有任何净招聘的情况下实现收入增长的梦想是如此强烈,以至于股市在此前可能被认为是令人担忧的消息传出后继续上涨。和今年年初相比,投资者现在认为在人工智能的推动下,企业在长期内实现盈利增长的概率更大。”单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。如果出现金融环境收紧、美国经济恶化等催化剂,或者7月就业报告和即将到来的二季度财报季出现令人担忧的迹象,那么这种情况可能会发生变化。帕克认为,更有可能出现的情况是,“在短期内,当谈到人工智能的潜力时,股市将处于‘无罪直到被证明有罪’的模式。”因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了。帕克说:“谁会愿意在未来几年管理一只基金时说自己错过了如此关键的趋势?我们不会愿意看到这样的事发生。”DataTrek的科拉斯强调指出,和其他偏重科技股的押注相比,标普500指数是一种波动性较小的押注人工智能领域潜在赢家和输家的方式。虽然科拉斯是大型科技股的“信徒”——“新一代人工智能是一项强大的新技术,最大的参与者有最好的机会开发它并将其货币化”——但他说,“新技术往往会产生新的赢家和输家”这一用来反驳的论点也有一定的道理。如果真是这样,那么标普500指数是一项波动性低于跟踪纳斯达克100指数 的纳指100ETF-Invesco QQQ Trust 的投资,科技“七巨头”——谷歌-A 、亚马逊 、苹果、Meta Platforms 、微软、英伟达、特斯拉 ——和博通 在这只ETF中的权重接近50%。通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。最终,投资者在不必去相信这场派对会一直持续下去的情况下,也能看到派对还没有结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318879819890952,"gmtCreate":1718865006478,"gmtModify":1718865009514,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318879819890952","repostId":"2444253983","repostType":2,"repost":{"id":"2444253983","pubTimestamp":1718854697,"share":"https://www.laohu8.com/m/news/2444253983?lang=&edition=full","pubTime":"2024-06-20 11:38","market":"nz","language":"en","title":"Be Cautious But Don't Panic Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2444253983","media":"seekingalpha","summary":"Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market. Jonathan KitchenI've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market. Remember Nvidia at $108 ?Nvidia 50 P/E Is Not Cheap Anymore EPS estimates While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Theref","content":"<html><body><ul><li>Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.</li><li>Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.</li><li>While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Jonathan Kitchen</p></figcaption></figure><p><span>I've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market.</span></p> <p><span>Remember<span> Nvidia (</span></span>NVDA<span>) at $108 (split-adjusted $10.80)? How about Meta (</span>META<span>), below $90, or Google (</span>GOOG<span>) (</span>GOOGL<span>), below $85? Positive sentiment has recently caused many stocks to skyrocket, with many names turning vertical.</span></p> <p><span>While I'm not making a market-top prediction, it's crucial to highlight the overbought technical conditions in some leading companies. Fundamentally, many high-quality stocks, once considered cheap, now appear relatively expensive. This sharp shift in value raises concerns about their sustainability in the current market, and investors should be mindful of these potential risks.</span></p> <p><span>Trees don't grow to the sky, and it's a red flag when mega-cap stocks go vertical. This<span> latest surge in stock prices could trigger a correction, potentially leading to compelling buying opportunities. It's important to maintain a balanced view and consider the potential risks and rewards.</span></span></p> <h2>Nvidia: RSI - Over 80</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-17187842311956193.png\" width=\"640\"/></span><figcaption><p>NVDA <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p>Nvidia is an excellent company, and its AI story is solid. Also, the stock has appreciated by about 12x since it hit my buy-in target, bottoming less than two years ago. Moreover, at a staggering $3.34T, Nvidia is the most valuable company globally.</p> <p>Nonetheless, we can't ignore the obvious. The RSI is over 80 here, the CCI recently hit around 300, the stock is about 100% above its 200-day MA, and volume is declining. Moreover, the full stochastic has tended above 80 for roughly six weeks. Visually, we see Nvidia has turned vertical, and we could soon see a technical pullback to normalize the conditions.</p> <p>Fundamentally, we know about Nvidia's massive AI potential, but the bullish thesis is not without risks. Nonetheless, the market continues bidding Nvidia perpetually higher as if it is the only AI stock in town. The multi-trillion-dollar question is when is it too much?</p> <h2>Nvidia 50 P/E Is Not Cheap Anymore</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"203\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-1718785349267245.png\" width=\"640\"/></span><figcaption><p>EPS estimates <span>(Stock Market Analysis & Tools for Investors)</span></p></figcaption></figure><p><span>While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Therefore, Nvidia's forward P/E ratio is around 65 in a worst-case scenario and about 28 in the most bullish case outcome.</span></p> <p><span>Despite this diverse estimate range, the stock trades as if lower earnings are impossible, and only the bullish case scenario exists. This dynamic is concerning because even a minor misstep from Nvidia could result in a dramatic downside for the stock. </span></p> <p><span>Another factor we should consider is that Nvidia is a hardware company. While it was highly profitable in the initial stages of the AI boom, its profitability should moderate over time. Nvidia trades at a nose-bleeding </span><span>28 times</span><span> this year's estimated sales, which is exceptionally high, especially for a hardware stock. My optimal buy-in zone for Nvidia is the $110-100 level. </span></p> <h2>Broadcom: RSI - Over 80 (Possible Blowoff Top)</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-17187912359550533.png\" width=\"640\"/></span><figcaption><p>AVGO <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p><span>Broadcom \"AVGO\" is one of the hottest AI stocks and maybe second only to Nvidia. AVGO has increased in value considerably since I discussed </span><span>buying it on a pullback</span><span> several months ago. The stock recently surged on better-than-expected earnings news, but the move looks extreme. </span></p> <p><span>The RSI is over 80 now, and the CCI spiked over 400, illustrating exceptionally overbought technical conditions. Moreover, the stock reached a new high in the most recent trading session, only to close around its lows, possibly signaling buyer exhaustion and illustrating a blowoff top.</span></p> <p><span>Also, Broadcom added about $200 billion in market cap value in the move and is now approaching a $1 T valuation. AVGO now trades around 16 times sales and has a P/E ratio of around 38. It's questionable whether it should be valued this richly here, and there seems to be an increased probability that we may see a pullback in Broadcom's stock. The optimal buy-in level may be around $1,600-1,500.</span></p> <h2>Micron: RSI - Over 75 (Upside Down Hammer)</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-171879690137045.png\" width=\"640\"/></span><figcaption><p>MU <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p><span>Micron's stock has skyrocketed recently due to AI optimism. It's nearly doubled since I </span><span>discussed buying</span><span> it in late 2023. The RSI is around 75, the CCI is approaching 300, and other technical indicators suggest that technical conditions </span><span>are considerably stretched</span><span> here. Moreover, MU is about 65% above its 200-day MA, and it closed with a bearish upside-down hammer candle in the previous session. This dynamic suggests buyer exhaustion, and a considerable pullback could materialize. Technically, the target buy-in level is around $135-125 here. </span></p> <p><span>Micron now trades around seven times sales and has a forward P/E ratio of about 17 (if it hits elevated estimates). While this may seem relatively inexpensive, it is a very high valuation for Micron because of the nature of its core memory business. Micron </span><span>typically</span><span> trades at a much lower P/E ratio as the market goes through cycles, and an oversupply of memory chips leads to lower prices and less profitability for Micron. This dynamic will likely not change because of AI, and Micron's stock may need a cool-off period before moving higher again. </span></p> <h2>The Bottom Line: Caution, Not Panic</h2> <p><span>I am not attempting to entice panic, nor am I trying to ruin anyone's day. I am not a perma-bear, perma-bull, or a perma-anything for that matter. I am a straight shooter and call things the way I see them. I became </span><span>bearish around the peak</span><span> in 2021 and increasingly </span><span>bullish when</span><span> the market bottomed in late 2022. We are not in an AI bubble, and the stock market could continue rallying for a long time.</span></p> <div></div> <p><span>Nonetheless, we need pullback periods because valuations and technical conditions need to reset to create new buying opportunities. Therefore, this is no time to panic, but increased caution is warranted, and we may see a pullback leading to considerable buying opportunities in future weeks. Despite the overheated technical conditions and the possibility of near turbulence, I am keeping my year-end target range for the S&P 500/SPX at 6K, and my Nasdaq year-end target remains 20,000. </span></p></body></html>","source":"seekingalpha","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>Be Cautious But Don't Panic Here</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; 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}\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\">\nBe Cautious But Don't Panic Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 11:38 GMT+8 <a href=https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here\">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/682530865/image_682530865.jpg","relate_stocks":{"IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4587":"ChatGPT概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4524":"宅经济概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4543":"AI","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4527":"明星科技股","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","NVDA":"英伟达","BK4551":"寇图资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4549":"软银资本持仓","META":"Meta Platforms","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","MU":"美光科技","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4585":"ETF&股票定投概念","GOOG":"谷歌","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4534":"瑞士信贷持仓","GOOGL":"谷歌A","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2444253983","content_text":"Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market. Jonathan KitchenI've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market. Remember Nvidia (NVDA) at $108 (split-adjusted $10.80)? How about Meta (META), below $90, or Google (GOOG) (GOOGL), below $85? Positive sentiment has recently caused many stocks to skyrocket, with many names turning vertical. While I'm not making a market-top prediction, it's crucial to highlight the overbought technical conditions in some leading companies. Fundamentally, many high-quality stocks, once considered cheap, now appear relatively expensive. This sharp shift in value raises concerns about their sustainability in the current market, and investors should be mindful of these potential risks. Trees don't grow to the sky, and it's a red flag when mega-cap stocks go vertical. This latest surge in stock prices could trigger a correction, potentially leading to compelling buying opportunities. It's important to maintain a balanced view and consider the potential risks and rewards. Nvidia: RSI - Over 80 NVDA (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Nvidia is an excellent company, and its AI story is solid. Also, the stock has appreciated by about 12x since it hit my buy-in target, bottoming less than two years ago. Moreover, at a staggering $3.34T, Nvidia is the most valuable company globally. Nonetheless, we can't ignore the obvious. The RSI is over 80 here, the CCI recently hit around 300, the stock is about 100% above its 200-day MA, and volume is declining. Moreover, the full stochastic has tended above 80 for roughly six weeks. Visually, we see Nvidia has turned vertical, and we could soon see a technical pullback to normalize the conditions. Fundamentally, we know about Nvidia's massive AI potential, but the bullish thesis is not without risks. Nonetheless, the market continues bidding Nvidia perpetually higher as if it is the only AI stock in town. The multi-trillion-dollar question is when is it too much? Nvidia 50 P/E Is Not Cheap Anymore EPS estimates (Stock Market Analysis & Tools for Investors)While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Therefore, Nvidia's forward P/E ratio is around 65 in a worst-case scenario and about 28 in the most bullish case outcome. Despite this diverse estimate range, the stock trades as if lower earnings are impossible, and only the bullish case scenario exists. This dynamic is concerning because even a minor misstep from Nvidia could result in a dramatic downside for the stock. Another factor we should consider is that Nvidia is a hardware company. While it was highly profitable in the initial stages of the AI boom, its profitability should moderate over time. Nvidia trades at a nose-bleeding 28 times this year's estimated sales, which is exceptionally high, especially for a hardware stock. My optimal buy-in zone for Nvidia is the $110-100 level. Broadcom: RSI - Over 80 (Possible Blowoff Top) AVGO (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Broadcom \"AVGO\" is one of the hottest AI stocks and maybe second only to Nvidia. AVGO has increased in value considerably since I discussed buying it on a pullback several months ago. The stock recently surged on better-than-expected earnings news, but the move looks extreme. The RSI is over 80 now, and the CCI spiked over 400, illustrating exceptionally overbought technical conditions. Moreover, the stock reached a new high in the most recent trading session, only to close around its lows, possibly signaling buyer exhaustion and illustrating a blowoff top. Also, Broadcom added about $200 billion in market cap value in the move and is now approaching a $1 T valuation. AVGO now trades around 16 times sales and has a P/E ratio of around 38. It's questionable whether it should be valued this richly here, and there seems to be an increased probability that we may see a pullback in Broadcom's stock. The optimal buy-in level may be around $1,600-1,500. Micron: RSI - Over 75 (Upside Down Hammer) MU (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Micron's stock has skyrocketed recently due to AI optimism. It's nearly doubled since I discussed buying it in late 2023. The RSI is around 75, the CCI is approaching 300, and other technical indicators suggest that technical conditions are considerably stretched here. Moreover, MU is about 65% above its 200-day MA, and it closed with a bearish upside-down hammer candle in the previous session. This dynamic suggests buyer exhaustion, and a considerable pullback could materialize. Technically, the target buy-in level is around $135-125 here. Micron now trades around seven times sales and has a forward P/E ratio of about 17 (if it hits elevated estimates). While this may seem relatively inexpensive, it is a very high valuation for Micron because of the nature of its core memory business. Micron typically trades at a much lower P/E ratio as the market goes through cycles, and an oversupply of memory chips leads to lower prices and less profitability for Micron. This dynamic will likely not change because of AI, and Micron's stock may need a cool-off period before moving higher again. The Bottom Line: Caution, Not Panic I am not attempting to entice panic, nor am I trying to ruin anyone's day. I am not a perma-bear, perma-bull, or a perma-anything for that matter. I am a straight shooter and call things the way I see them. I became bearish around the peak in 2021 and increasingly bullish when the market bottomed in late 2022. We are not in an AI bubble, and the stock market could continue rallying for a long time. Nonetheless, we need pullback periods because valuations and technical conditions need to reset to create new buying opportunities. Therefore, this is no time to panic, but increased caution is warranted, and we may see a pullback leading to considerable buying opportunities in future weeks. Despite the overheated technical conditions and the possibility of near turbulence, I am keeping my year-end target range for the S&P 500/SPX at 6K, and my Nasdaq year-end target remains 20,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318878993367320,"gmtCreate":1718864807304,"gmtModify":1718864809266,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最近涨得太多了,盘前也涨得太多了","listText":"最近涨得太多了,盘前也涨得太多了","text":"最近涨得太多了,盘前也涨得太多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318878993367320","repostId":"2444253983","repostType":2,"repost":{"id":"2444253983","pubTimestamp":1718854697,"share":"https://www.laohu8.com/m/news/2444253983?lang=&edition=full","pubTime":"2024-06-20 11:38","market":"nz","language":"en","title":"Be Cautious But Don't Panic Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2444253983","media":"seekingalpha","summary":"Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market. Jonathan KitchenI've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market. Remember Nvidia at $108 ?Nvidia 50 P/E Is Not Cheap Anymore EPS estimates While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Theref","content":"<html><body><ul><li>Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.</li><li>Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.</li><li>While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Jonathan Kitchen</p></figcaption></figure><p><span>I've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market.</span></p> <p><span>Remember<span> Nvidia (</span></span>NVDA<span>) at $108 (split-adjusted $10.80)? How about Meta (</span>META<span>), below $90, or Google (</span>GOOG<span>) (</span>GOOGL<span>), below $85? Positive sentiment has recently caused many stocks to skyrocket, with many names turning vertical.</span></p> <p><span>While I'm not making a market-top prediction, it's crucial to highlight the overbought technical conditions in some leading companies. Fundamentally, many high-quality stocks, once considered cheap, now appear relatively expensive. This sharp shift in value raises concerns about their sustainability in the current market, and investors should be mindful of these potential risks.</span></p> <p><span>Trees don't grow to the sky, and it's a red flag when mega-cap stocks go vertical. This<span> latest surge in stock prices could trigger a correction, potentially leading to compelling buying opportunities. It's important to maintain a balanced view and consider the potential risks and rewards.</span></span></p> <h2>Nvidia: RSI - Over 80</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-17187842311956193.png\" width=\"640\"/></span><figcaption><p>NVDA <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p>Nvidia is an excellent company, and its AI story is solid. Also, the stock has appreciated by about 12x since it hit my buy-in target, bottoming less than two years ago. Moreover, at a staggering $3.34T, Nvidia is the most valuable company globally.</p> <p>Nonetheless, we can't ignore the obvious. The RSI is over 80 here, the CCI recently hit around 300, the stock is about 100% above its 200-day MA, and volume is declining. Moreover, the full stochastic has tended above 80 for roughly six weeks. Visually, we see Nvidia has turned vertical, and we could soon see a technical pullback to normalize the conditions.</p> <p>Fundamentally, we know about Nvidia's massive AI potential, but the bullish thesis is not without risks. Nonetheless, the market continues bidding Nvidia perpetually higher as if it is the only AI stock in town. The multi-trillion-dollar question is when is it too much?</p> <h2>Nvidia 50 P/E Is Not Cheap Anymore</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"203\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-1718785349267245.png\" width=\"640\"/></span><figcaption><p>EPS estimates <span>(Stock Market Analysis & Tools for Investors)</span></p></figcaption></figure><p><span>While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Therefore, Nvidia's forward P/E ratio is around 65 in a worst-case scenario and about 28 in the most bullish case outcome.</span></p> <p><span>Despite this diverse estimate range, the stock trades as if lower earnings are impossible, and only the bullish case scenario exists. This dynamic is concerning because even a minor misstep from Nvidia could result in a dramatic downside for the stock. </span></p> <p><span>Another factor we should consider is that Nvidia is a hardware company. While it was highly profitable in the initial stages of the AI boom, its profitability should moderate over time. Nvidia trades at a nose-bleeding </span><span>28 times</span><span> this year's estimated sales, which is exceptionally high, especially for a hardware stock. My optimal buy-in zone for Nvidia is the $110-100 level. </span></p> <h2>Broadcom: RSI - Over 80 (Possible Blowoff Top)</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-17187912359550533.png\" width=\"640\"/></span><figcaption><p>AVGO <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p><span>Broadcom \"AVGO\" is one of the hottest AI stocks and maybe second only to Nvidia. AVGO has increased in value considerably since I discussed </span><span>buying it on a pullback</span><span> several months ago. The stock recently surged on better-than-expected earnings news, but the move looks extreme. </span></p> <p><span>The RSI is over 80 now, and the CCI spiked over 400, illustrating exceptionally overbought technical conditions. Moreover, the stock reached a new high in the most recent trading session, only to close around its lows, possibly signaling buyer exhaustion and illustrating a blowoff top.</span></p> <p><span>Also, Broadcom added about $200 billion in market cap value in the move and is now approaching a $1 T valuation. AVGO now trades around 16 times sales and has a P/E ratio of around 38. It's questionable whether it should be valued this richly here, and there seems to be an increased probability that we may see a pullback in Broadcom's stock. The optimal buy-in level may be around $1,600-1,500.</span></p> <h2>Micron: RSI - Over 75 (Upside Down Hammer)</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-171879690137045.png\" width=\"640\"/></span><figcaption><p>MU <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p><span>Micron's stock has skyrocketed recently due to AI optimism. It's nearly doubled since I </span><span>discussed buying</span><span> it in late 2023. The RSI is around 75, the CCI is approaching 300, and other technical indicators suggest that technical conditions </span><span>are considerably stretched</span><span> here. Moreover, MU is about 65% above its 200-day MA, and it closed with a bearish upside-down hammer candle in the previous session. This dynamic suggests buyer exhaustion, and a considerable pullback could materialize. Technically, the target buy-in level is around $135-125 here. </span></p> <p><span>Micron now trades around seven times sales and has a forward P/E ratio of about 17 (if it hits elevated estimates). While this may seem relatively inexpensive, it is a very high valuation for Micron because of the nature of its core memory business. Micron </span><span>typically</span><span> trades at a much lower P/E ratio as the market goes through cycles, and an oversupply of memory chips leads to lower prices and less profitability for Micron. This dynamic will likely not change because of AI, and Micron's stock may need a cool-off period before moving higher again. </span></p> <h2>The Bottom Line: Caution, Not Panic</h2> <p><span>I am not attempting to entice panic, nor am I trying to ruin anyone's day. I am not a perma-bear, perma-bull, or a perma-anything for that matter. I am a straight shooter and call things the way I see them. I became </span><span>bearish around the peak</span><span> in 2021 and increasingly </span><span>bullish when</span><span> the market bottomed in late 2022. We are not in an AI bubble, and the stock market could continue rallying for a long time.</span></p> <div></div> <p><span>Nonetheless, we need pullback periods because valuations and technical conditions need to reset to create new buying opportunities. Therefore, this is no time to panic, but increased caution is warranted, and we may see a pullback leading to considerable buying opportunities in future weeks. Despite the overheated technical conditions and the possibility of near turbulence, I am keeping my year-end target range for the S&P 500/SPX at 6K, and my Nasdaq year-end target remains 20,000. </span></p></body></html>","source":"seekingalpha","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>Be Cautious But Don't Panic Here</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nBe Cautious But Don't Panic Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 11:38 GMT+8 <a href=https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here\">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/682530865/image_682530865.jpg","relate_stocks":{"IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4587":"ChatGPT概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4524":"宅经济概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4543":"AI","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4527":"明星科技股","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","NVDA":"英伟达","BK4551":"寇图资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4549":"软银资本持仓","META":"Meta Platforms","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","MU":"美光科技","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4585":"ETF&股票定投概念","GOOG":"谷歌","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4534":"瑞士信贷持仓","GOOGL":"谷歌A","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2444253983","content_text":"Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market. Jonathan KitchenI've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market. Remember Nvidia (NVDA) at $108 (split-adjusted $10.80)? How about Meta (META), below $90, or Google (GOOG) (GOOGL), below $85? Positive sentiment has recently caused many stocks to skyrocket, with many names turning vertical. While I'm not making a market-top prediction, it's crucial to highlight the overbought technical conditions in some leading companies. Fundamentally, many high-quality stocks, once considered cheap, now appear relatively expensive. This sharp shift in value raises concerns about their sustainability in the current market, and investors should be mindful of these potential risks. Trees don't grow to the sky, and it's a red flag when mega-cap stocks go vertical. This latest surge in stock prices could trigger a correction, potentially leading to compelling buying opportunities. It's important to maintain a balanced view and consider the potential risks and rewards. Nvidia: RSI - Over 80 NVDA (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Nvidia is an excellent company, and its AI story is solid. Also, the stock has appreciated by about 12x since it hit my buy-in target, bottoming less than two years ago. Moreover, at a staggering $3.34T, Nvidia is the most valuable company globally. Nonetheless, we can't ignore the obvious. The RSI is over 80 here, the CCI recently hit around 300, the stock is about 100% above its 200-day MA, and volume is declining. Moreover, the full stochastic has tended above 80 for roughly six weeks. Visually, we see Nvidia has turned vertical, and we could soon see a technical pullback to normalize the conditions. Fundamentally, we know about Nvidia's massive AI potential, but the bullish thesis is not without risks. Nonetheless, the market continues bidding Nvidia perpetually higher as if it is the only AI stock in town. The multi-trillion-dollar question is when is it too much? Nvidia 50 P/E Is Not Cheap Anymore EPS estimates (Stock Market Analysis & Tools for Investors)While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Therefore, Nvidia's forward P/E ratio is around 65 in a worst-case scenario and about 28 in the most bullish case outcome. Despite this diverse estimate range, the stock trades as if lower earnings are impossible, and only the bullish case scenario exists. This dynamic is concerning because even a minor misstep from Nvidia could result in a dramatic downside for the stock. Another factor we should consider is that Nvidia is a hardware company. While it was highly profitable in the initial stages of the AI boom, its profitability should moderate over time. Nvidia trades at a nose-bleeding 28 times this year's estimated sales, which is exceptionally high, especially for a hardware stock. My optimal buy-in zone for Nvidia is the $110-100 level. Broadcom: RSI - Over 80 (Possible Blowoff Top) AVGO (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Broadcom \"AVGO\" is one of the hottest AI stocks and maybe second only to Nvidia. AVGO has increased in value considerably since I discussed buying it on a pullback several months ago. The stock recently surged on better-than-expected earnings news, but the move looks extreme. The RSI is over 80 now, and the CCI spiked over 400, illustrating exceptionally overbought technical conditions. Moreover, the stock reached a new high in the most recent trading session, only to close around its lows, possibly signaling buyer exhaustion and illustrating a blowoff top. Also, Broadcom added about $200 billion in market cap value in the move and is now approaching a $1 T valuation. AVGO now trades around 16 times sales and has a P/E ratio of around 38. It's questionable whether it should be valued this richly here, and there seems to be an increased probability that we may see a pullback in Broadcom's stock. The optimal buy-in level may be around $1,600-1,500. Micron: RSI - Over 75 (Upside Down Hammer) MU (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Micron's stock has skyrocketed recently due to AI optimism. It's nearly doubled since I discussed buying it in late 2023. The RSI is around 75, the CCI is approaching 300, and other technical indicators suggest that technical conditions are considerably stretched here. Moreover, MU is about 65% above its 200-day MA, and it closed with a bearish upside-down hammer candle in the previous session. This dynamic suggests buyer exhaustion, and a considerable pullback could materialize. Technically, the target buy-in level is around $135-125 here. Micron now trades around seven times sales and has a forward P/E ratio of about 17 (if it hits elevated estimates). While this may seem relatively inexpensive, it is a very high valuation for Micron because of the nature of its core memory business. Micron typically trades at a much lower P/E ratio as the market goes through cycles, and an oversupply of memory chips leads to lower prices and less profitability for Micron. This dynamic will likely not change because of AI, and Micron's stock may need a cool-off period before moving higher again. The Bottom Line: Caution, Not Panic I am not attempting to entice panic, nor am I trying to ruin anyone's day. I am not a perma-bear, perma-bull, or a perma-anything for that matter. I am a straight shooter and call things the way I see them. I became bearish around the peak in 2021 and increasingly bullish when the market bottomed in late 2022. We are not in an AI bubble, and the stock market could continue rallying for a long time. Nonetheless, we need pullback periods because valuations and technical conditions need to reset to create new buying opportunities. Therefore, this is no time to panic, but increased caution is warranted, and we may see a pullback leading to considerable buying opportunities in future weeks. Despite the overheated technical conditions and the possibility of near turbulence, I am keeping my year-end target range for the S&P 500/SPX at 6K, and my Nasdaq year-end target remains 20,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317906718646536,"gmtCreate":1718652496826,"gmtModify":1718652498942,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"200美元目标价","listText":"200美元目标价","text":"200美元目标价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317906718646536","repostId":"2444194945","repostType":2,"repost":{"id":"2444194945","pubTimestamp":1718711147,"share":"https://www.laohu8.com/m/news/2444194945?lang=&edition=full","pubTime":"2024-06-18 19:45","market":"us","language":"en","title":"Option Witch | Nvidia Stock Could Be Worth $200 Per Share, Short OTM Puts","url":"https://stock-news.laohu8.com/highlight/detail?id=2444194945","media":"Barchart","summary":"$Nvidia Inc (NVDA)$ stock could still be undervalued here, despite its runup lately. This is based on a valuation using its powerful free cash flow (FCF) and FCF margins. That means NVDA stock could b","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia Inc </a> stock could still be undervalued here, despite its runup lately. This is based on a valuation using its powerful free cash flow (FCF) and FCF margins. That means NVDA stock could be worth $200 per share or 53% more. One way to play this is to short out-of-the-money puts.</p><p>This valuation assumes that Nvidia will make at least 53.5% FCF margins over the next year and that analysts' revenue forecasts come true. This article will explain how this works out.</p><p>NVDA stock is trading for $131.9 per share in premarket trading on Tuesday, June 18. This is after the company recently split its shares effective last week on a 10-for-1 forward basis.</p><h3 id=\"id_42864721\">Strong Free Cash Flow Margins</h3><p>Seeking Alpha now shows that estimates for revenue for 2025 (i.e., the year ending Jan. 2026) is now $157.38 billion. That is revised up from $154.82 billion shown in my prior articles.</p><p>Moreover, last quarter the company made $14.9b in FCF on $26 billion in revenue. That means its FCF margin was an astounding 57.35% as I showed in the May 24 article. This is up from its prior quarter's 50.75% FCF margin and the trailing 12-month (TTM) FCF margin of 49.3%.</p><p>So, if Nvidia makes at least 53.5% FCF margins over the next 12 months (NTM) we can derive its NTM FCF. This assumes revenue averages at least $138.69 billion (i.e., the average of Jan. 2025 estimates of $120 billion and Jan. 2026 revenue estimates of $157.38). As a result, multiplying 0.535 by $138.69b results in an NTM FCF estimate of $74.2 billion.</p><p>That is 88.8% over the TTM FCF of $39.3 billion. In other words, FCF is set to explode.</p><h3 id=\"id_3537174762\">Target Price or NVDA Stock Based on Its FCF Estimate</h3><p>This means that Nvidia could be worth significantly more using an FCF yield metric. For example, the market would likely give the stock a 1.5% dividend yield if it were to pay out 100% of that FCF.</p><p>Therefore, if we divide the NTM FCF estimate of $74.2 billion by 1.5% we get a market cap estimate of almost $5 trillion. For example, $74.2b/0.015 = 4,947 billion, or $4.95 trillion.</p><p>That is 53.1% over the market cap of Nvidia on Friday of $3.231 trillion. In other words, NVDA stock is worth 53% more, or about <strong>$200 per share</strong>.</p><p>Analysts are raising their valuation estimates. For example, AnaChart.com, a new sell-side analyst tracking service, shows that the average of 39 analysts is now $234.45 per share.</p><p>One way to play this is to sell short out-of-the-money (OTM) put options.</p><h3 id=\"id_2553537680\">Shorting OTM Puts</h3><p>For example, look at the July 12 expiration period, 25 days from now. It shows that the $127 strike price puts, trade for $4.15 on the bid side. That represents an unusually high annual return of 47.71% for the selling side.</p><p><a href=\"https://ttm.financial/OPT/NVDA%2020240712%20127.0%20PUT\" title=\"$NVDA 20240712 127.0 PUT$\" target=\"_blank\">$NVDA 20240712 127.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8077208e1ccec09ab849e548bf967e7\" alt=\" NVDA puts expiring July 12 - As of June 18\" title=\" NVDA puts expiring July 12 - As of June 18\" tg-width=\"1170\" tg-height=\"1023\"/><span> NVDA puts expiring July 12 - As of June 18</span></p><p>This also means that the short seller has good downside protection. For example, even if the stock falls to $127 on or before July 12, the investor's breakeven point is $127-$4.35, or $122.65 per share.</p><p>The bottom line is that NVDA is worth considerably more from here. One way for existing shareholders to play this profitably is to short OTM puts in nearby expiry periods.</p></body></html>","source":"barchart_highlight","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>Option Witch | Nvidia Stock Could Be Worth $200 Per Share, Short OTM Puts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nOption Witch | Nvidia Stock Could Be Worth $200 Per Share, Short OTM Puts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 19:45 GMT+8 <a href=https://www.barchart.com/story/news/26865943/nvidia-stock-could-be-worth-200-per-share-based-on-its-fcf-53-more><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Inc stock could still be undervalued here, despite its runup lately. This is based on a valuation using its powerful free cash flow (FCF) and FCF margins. That means NVDA stock could be worth ...</p>\n\n<a href=\"https://www.barchart.com/story/news/26865943/nvidia-stock-could-be-worth-200-per-share-based-on-its-fcf-53-more\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVDA":"英伟达","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4592":"伊斯兰概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4567":"ESG概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4523":"印度概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4587":"ChatGPT概念","BK4211":"区域性银行","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4527":"明星科技股","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4579":"人工智能","BK4588":"碎股","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4550":"红杉资本持仓","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://www.barchart.com/story/news/26865943/nvidia-stock-could-be-worth-200-per-share-based-on-its-fcf-53-more","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444194945","content_text":"Nvidia Inc stock could still be undervalued here, despite its runup lately. This is based on a valuation using its powerful free cash flow (FCF) and FCF margins. That means NVDA stock could be worth $200 per share or 53% more. One way to play this is to short out-of-the-money puts.This valuation assumes that Nvidia will make at least 53.5% FCF margins over the next year and that analysts' revenue forecasts come true. This article will explain how this works out.NVDA stock is trading for $131.9 per share in premarket trading on Tuesday, June 18. This is after the company recently split its shares effective last week on a 10-for-1 forward basis.Strong Free Cash Flow MarginsSeeking Alpha now shows that estimates for revenue for 2025 (i.e., the year ending Jan. 2026) is now $157.38 billion. That is revised up from $154.82 billion shown in my prior articles.Moreover, last quarter the company made $14.9b in FCF on $26 billion in revenue. That means its FCF margin was an astounding 57.35% as I showed in the May 24 article. This is up from its prior quarter's 50.75% FCF margin and the trailing 12-month (TTM) FCF margin of 49.3%.So, if Nvidia makes at least 53.5% FCF margins over the next 12 months (NTM) we can derive its NTM FCF. This assumes revenue averages at least $138.69 billion (i.e., the average of Jan. 2025 estimates of $120 billion and Jan. 2026 revenue estimates of $157.38). As a result, multiplying 0.535 by $138.69b results in an NTM FCF estimate of $74.2 billion.That is 88.8% over the TTM FCF of $39.3 billion. In other words, FCF is set to explode.Target Price or NVDA Stock Based on Its FCF EstimateThis means that Nvidia could be worth significantly more using an FCF yield metric. For example, the market would likely give the stock a 1.5% dividend yield if it were to pay out 100% of that FCF.Therefore, if we divide the NTM FCF estimate of $74.2 billion by 1.5% we get a market cap estimate of almost $5 trillion. For example, $74.2b/0.015 = 4,947 billion, or $4.95 trillion.That is 53.1% over the market cap of Nvidia on Friday of $3.231 trillion. In other words, NVDA stock is worth 53% more, or about $200 per share.Analysts are raising their valuation estimates. For example, AnaChart.com, a new sell-side analyst tracking service, shows that the average of 39 analysts is now $234.45 per share.One way to play this is to sell short out-of-the-money (OTM) put options.Shorting OTM PutsFor example, look at the July 12 expiration period, 25 days from now. It shows that the $127 strike price puts, trade for $4.15 on the bid side. That represents an unusually high annual return of 47.71% for the selling side.$NVDA 20240712 127.0 PUT$ NVDA puts expiring July 12 - As of June 18This also means that the short seller has good downside protection. For example, even if the stock falls to $127 on or before July 12, the investor's breakeven point is $127-$4.35, or $122.65 per share.The bottom line is that NVDA is worth considerably more from here. One way for existing shareholders to play this profitably is to short OTM puts in nearby expiry periods.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317906196090928,"gmtCreate":1718652357273,"gmtModify":1718652359531,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"随着到期日的临近,做市商可能会开始平仓对冲,这涉及出售他们之前购买的股票。这可能会给股价带来明显的下行压力。 记录一下看看","listText":"随着到期日的临近,做市商可能会开始平仓对冲,这涉及出售他们之前购买的股票。这可能会给股价带来明显的下行压力。 记录一下看看","text":"随着到期日的临近,做市商可能会开始平仓对冲,这涉及出售他们之前购买的股票。这可能会给股价带来明显的下行压力。 记录一下看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317906196090928","repostId":"2444914192","repostType":2,"repost":{"id":"2444914192","pubTimestamp":1718687821,"share":"https://www.laohu8.com/m/news/2444914192?lang=&edition=full","pubTime":"2024-06-18 13:17","market":"hk","language":"en","title":"Nvidia: Brace For Gamma-Squeeze Breakdown And Potential Price Pressure On June 21","url":"https://stock-news.laohu8.com/highlight/detail?id=2444914192","media":"seekingalpha","summary":"Nvidia Corporation investors have scored a big win. The stock is up more than 200% over the past twelve months, outperforming the S&P 500 by almost 10x.Although Nvidia's exceptional performance has so","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation investors have scored a big win. The stock is up more than 200% over the past twelve months, outperforming the S&P 500 by almost 10x.</p></li><li><p>Although Nvidia's exceptional performance has some fundamental backing, I believe a substantial portion of the price rally is due to bullish momentum in trading and speculation.</p></li><li><p>Over the past few months, bulk buying of call options forced option dealers to hedge their position by purchasing the stock, thus creating a feedback loop of rising prices.</p></li><li><p>The "Gamma-squeeze" may come to an end on June 21, as nearly 5 million open interest in call contracts will expire. The big option expiration event may result in a sharp share price drop as options dealers start unwinding their hedges.</p></li><li><p>On a fundamental view, using a residual earnings model, I see Nvidia shares as overvalued -- calculating an implied target price of $76.4 per share.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6b03877646adf7f8e7fd7cce2f119d47\" tg-width=\"750\" tg-height=\"500\"/></p><p>JasonDoiy</p><p></p><p>Congratulations to all the <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) investors and long-positioned traders. The stock is up 207% over the past twelve months, outperforming the S&P 500 (SP500) by more than 175 percentage points. With Nvidia equity trading at about 80x TTM earnings and 40x book value, market sentiment is splitting more aggressively: One camp of market participants argues that Nvidia's bull market has more room for upside (for example, see here, here, and here), while the other camp sees shares as grossly overvalued (for example, see here, here, and here).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d74c07654049ae62a47c86f4772a16b9\" tg-width=\"640\" tg-height=\"227\"/></p><p>Seeking Alpha</p><p></p><p>Personally, I would position myself in the second camp. While there is certainly a fundamental component to Nvidia's eye-watering performance, I argue that a large part of the share price rally has been driven by bullish momentum in options trading and associated hedging flows.</p><p>On that note, regarding the 21st of June, we are approaching a key option expiration date that may negatively shift the Gamma momentum for Nvidia, as almost 5 million open interest in Call contracts expires. This should significantly lower the bullish hedging activity of options dealers, and thus give Nvidia shares more "freedom" to trend towards fair value. From a fundamental view, I value Nvidia stock using a residual earnings model and calculate an implied target price equal to $76.4 per share.</p><h2 id=\"id_2894606858\">Fundamentals Boom, But Growth And Margins Likely To Level Out</h2><p>Nvidia's latest earnings report highlighted ongoing strong demand for AI-related CAPEX spending. During the period from February to the end of May, the company accumulated $26 billion of revenues, up 18% vs. Q4 and up 262% vs. the same period one year prior, while beating consensus by 5%. EPS came in at $6.12, beating consensus by 9%. Notably, the strong performance was mainly driven in the Data Center segment, where revenue reached a record $22.6 billion, up 23% QoQ and up 427% YoY.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ac189656b684e3bc437ac2ef458e134\" tg-width=\"640\" tg-height=\"236\"/></p><p>Nvidia Q1 FY 2025 report</p><p></p><p>On a high level, the key message from Nvidia's earnings call with analysts was that demand continues to outpace supply for Hopper and Blackwell. Moreover, Nvidia suggested that the company sees accelerating demand from GenAI for both Inference and Training. Guidance for Q2 came in at about $28 billion for revenues and $6.2 - $6.8 for EPS (Not split adjusted, to keep EPS outlook comparable with Q1 reporting. Split adjusted it would be 0.62-0.68 cents; modelling anchored on non-GAAP gross margin guidance of about 75.5%, and non-GAAP operating expenses guidance of about $2.8 billion).</p><p>Nvidia's strong Q1 print undoubtedly highlights that there is a solid fundamental component attached to NVDA's record-breaking bull run. However, while the fundamentals are solid and pointing upward, the implied valuation of Nvidia shares may excessively discount the positive commercial momentum. Pointing to the cyclical nature of the semiconductor industry, paired with accelerating competitive dynamics in AI chip development, I argue that Nvidia's triple-digit YoY topline expansion rate and 60% EBIT margin may not be defendable over time. For example, equity research analysts at BNP Paribas have broken down Nvidia's growth outlook by segment and concluded that Nvidia's topline growth will likely slow to 20-25% YoY by the end of FY 2025 <em>(Source: BNP Paribas, research note on NVDA dated 23 May 2024).</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6db85a3b8bd7dc1d7b0b1298ad560b46\" tg-width=\"609\" tg-height=\"428\"/></p><p>BNP Paribas</p><p></p><h2 id=\"id_3822326567\">The Importance Of Gamma...</h2><p>Positive Gamma is crucial for upside momentum in the market because it influences how options market makers adjust their hedging strategies, which can amplify price movements. On a more detailed level, Gamma measures the rate of change of delta, which is the sensitivity of an option's price to changes in the underlying asset's price. When traders or market makers sell options, they often hedge their positions by buying or selling the underlying asset to stay delta-neutral, meaning they aren't exposed to price changes in the underlying asset. In that context, positive Gamma means that as the underlying asset's price increases, the delta of the options also increases, requiring more buying of the underlying asset to maintain a neutral position.</p><p>This self-reinforcing mechanism can contribute to strong upward momentum. In scenarios where there is significant call option buying like it has certainly been the case with NVDA stock, there is a build-up of positive Gamma, which can lead to sharp rallies for the reasons explained.</p><h2 id=\"id_1655613019\">...And What It May Imply For Nvidia Stock</h2><p>The strong commercial momentum for Nvidia's products has driven speculative call-buying for NVDA stock. On that note, I highlight that Call open interest for Nvidia with expiration dated 21 June almost reaches 5 million contracts, or 500 million of underlying shares (notional worth close to $65 billion!), with most of the strikes centered in the range of $120-$140. Across expiration dates, the cumulative open Call interest is about 13-14 million contracts or $175 billion worth of notional.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/71d6b37b547ba6adcbdd3851b0acec0b\" tg-width=\"640\" tg-height=\"190\"/></p><p>optioncharts.io</p><p></p><p>The enormous open interest for Nvidia shares has resulted in an equally enormous net positive Gamma exposure, with most of the Gamma anchored to the 21st June expiration date.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0bc5cb82bdf12010eb3817212a94e3b8\" tg-width=\"640\" tg-height=\"194\"/></p><p>optioncharts.io</p><p></p><p>Bringing the Gamma exposure into context, I highlight that a 1% move in Nvidia shares would result in $2.5-3.0 billion of <em>buying</em> activity to hedge the options' Delta. With Nvidia shares moving up and down during the day, the hedging activity likely accounts for 25-30% of trading volume, according to my rough estimates.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f2363bd5dc3058686a5cc10f04e835e6\" tg-width=\"640\" tg-height=\"384\"/></p><p>optioncharts.io</p><p></p><p>Now, the interesting takeaway for readers relates to the previously highlighted observation that about 5 million NVDA options contracts are expiring on June 21st. Once these options expire, the associated hedging flow will also stop to support NVDA shares with buying pressure. Moreover, investors should note that when market participants buy call options, market makers who sell these options often hedge their positions by buying the underlying stock to remain delta-neutral. As the expiration date approaches, market makers may start unwinding their hedges, which involves selling the stock they previously bought. This could lead to notable downward pressure on the share price.</p><h2 id=\"id_533550909\">Valuation: Fair Value Likely At $76.4 Per Share</h2><p>To find a valuation anchor for stocks, I am a great fan of using the residual earnings model approach. This model is based on the principle that a company's valuation should equal its discounted future earnings after accounting for the capital charge. According to the CFA Institute:</p><blockquote><p><em>Conceptually, residual income is net income less a charge (deduction) for common shareholders' opportunity cost in generating net income. It is the residual or remaining income after considering the costs of all of a company's capital.</em></p></blockquote><p>For my valuation model of Nvidia stock, I make the following assumptions:</p><p><strong>EPS Forecast</strong>: I use the consensus analyst forecast from the Bloomberg Terminal through 2027. Beyond 2027, I consider estimates too speculative to be reliable. However, the 2-3 year analyst consensus is typically accurate.</p><p><strong>Capital Charge</strong>: I use the CAPM model to estimate Nvidia's cost of equity, which suggests a rate of 9.7%.</p><p><strong>Terminal Growth Rate</strong>: I apply a terminal growth rate of 4% post-2027, which, I believe, is reasonable (around 1.5-2.0 percentage points above nominal GDP growth to reflect structural growth in the digital economy).</p><p>Investors with different assumptions about Nvidia's cost of capital and terminal growth rate can refer to the enclosed sensitivity table.</p><p>Based on these assumptions, I calculate a base-case target price for Nvidia of approximately $76.4 per share.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c05cd4ca9d5784f08c4a0ba8e87e5f2\" tg-width=\"640\" tg-height=\"229\"/></p><p>Company Financials; Bloomberg & Author's EPS Estimates; Author's Calculation</p><p></p><p>My base-case projection for Nvidia's target price suggests a potential downside. However, it is crucial for investors to consider the risk and reward ratio of investing in a company from a "scenario" perspective. To evaluate different scenarios based on various assumptions, I have created a sensitivity table analyzing Nvidia's cost of equity and terminal growth rate. See below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7382f09b5c4fe6bde18fbc4305eb7b6a\" tg-width=\"640\" tg-height=\"167\"/></p><p>Company Financials; Bloomberg & Author's EPS Estimates; Author's Calculation</p><p></p><h2 id=\"id_4155478804\">Investor Takeaway</h2><p>Nvidia investors have scored a big win. The stock is up more than 200% over the past twelve months, outperforming the S&P 500 by almost 10x. Although Nvidia's exceptional performance has some fundamental backing, I believe a substantial portion of the price rally is due to bullish momentum in trading and speculation.</p><p>One key consideration in this context is options trading and associated hedging flows. Over the past few months, bulk buying of call options forced option dealers to hedge their position by purchasing the stock, thus creating a feedback loop of rising prices. However, the "Gamma-squeeze" may come to an end on June 21, as nearly 5 million open interest in call contracts will expire. This could notably pressure bullish trading momentum and may result in price pressure as options dealer start unwinding their hedges.</p><p>On a fundamental view, using a residual earnings model, I see Nvidia shares as overvalued -- calculating an implied target price of $76.4 per share.</p><h2 id=\"id_1420899705\">A Note On Risk</h2><p>The Gamma dynamic has certainly been a major force in driving Nvidia Corporation shares higher. However, investors should note that other factors to consider are important too. On that note, Nvidia's valuation may continue to challenge skeptics, driven by strong underlying fundamentals and sustained demand for AI-related technologies. In fact, as long as Nvidia's revenue growth rate and profit margins remain robust, investors may continue to like Nvidia stock at current prices, buying the flow coming to market from option dealers' books, and the stock may defy expectations of a correction.</p></body></html>","source":"seekingalpha","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>Nvidia: Brace For Gamma-Squeeze Breakdown And Potential Price Pressure On June 21</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nNvidia: Brace For Gamma-Squeeze Breakdown And Potential Price Pressure On June 21\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 13:17 GMT+8 <a href=https://seekingalpha.com/article/4699645-nvidia-brace-for-gamma-squeeze-breakdown-and-potential-price-pressure-on-june-21><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation investors have scored a big win. The stock is up more than 200% over the past twelve months, outperforming the S&P 500 by almost 10x.Although Nvidia's exceptional performance has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4699645-nvidia-brace-for-gamma-squeeze-breakdown-and-potential-price-pressure-on-june-21\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","NVDA":"英伟达","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4579":"人工智能","BK4588":"碎股","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4550":"红杉资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","BK4503":"景林资产持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4549":"软银资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4548":"巴美列捷福持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4699645-nvidia-brace-for-gamma-squeeze-breakdown-and-potential-price-pressure-on-june-21","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2444914192","content_text":"Nvidia Corporation investors have scored a big win. The stock is up more than 200% over the past twelve months, outperforming the S&P 500 by almost 10x.Although Nvidia's exceptional performance has some fundamental backing, I believe a substantial portion of the price rally is due to bullish momentum in trading and speculation.Over the past few months, bulk buying of call options forced option dealers to hedge their position by purchasing the stock, thus creating a feedback loop of rising prices.The \"Gamma-squeeze\" may come to an end on June 21, as nearly 5 million open interest in call contracts will expire. The big option expiration event may result in a sharp share price drop as options dealers start unwinding their hedges.On a fundamental view, using a residual earnings model, I see Nvidia shares as overvalued -- calculating an implied target price of $76.4 per share.JasonDoiyCongratulations to all the NVIDIA Corporation (NASDAQ:NVDA) investors and long-positioned traders. The stock is up 207% over the past twelve months, outperforming the S&P 500 (SP500) by more than 175 percentage points. With Nvidia equity trading at about 80x TTM earnings and 40x book value, market sentiment is splitting more aggressively: One camp of market participants argues that Nvidia's bull market has more room for upside (for example, see here, here, and here), while the other camp sees shares as grossly overvalued (for example, see here, here, and here).Seeking AlphaPersonally, I would position myself in the second camp. While there is certainly a fundamental component to Nvidia's eye-watering performance, I argue that a large part of the share price rally has been driven by bullish momentum in options trading and associated hedging flows.On that note, regarding the 21st of June, we are approaching a key option expiration date that may negatively shift the Gamma momentum for Nvidia, as almost 5 million open interest in Call contracts expires. This should significantly lower the bullish hedging activity of options dealers, and thus give Nvidia shares more \"freedom\" to trend towards fair value. From a fundamental view, I value Nvidia stock using a residual earnings model and calculate an implied target price equal to $76.4 per share.Fundamentals Boom, But Growth And Margins Likely To Level OutNvidia's latest earnings report highlighted ongoing strong demand for AI-related CAPEX spending. During the period from February to the end of May, the company accumulated $26 billion of revenues, up 18% vs. Q4 and up 262% vs. the same period one year prior, while beating consensus by 5%. EPS came in at $6.12, beating consensus by 9%. Notably, the strong performance was mainly driven in the Data Center segment, where revenue reached a record $22.6 billion, up 23% QoQ and up 427% YoY.Nvidia Q1 FY 2025 reportOn a high level, the key message from Nvidia's earnings call with analysts was that demand continues to outpace supply for Hopper and Blackwell. Moreover, Nvidia suggested that the company sees accelerating demand from GenAI for both Inference and Training. Guidance for Q2 came in at about $28 billion for revenues and $6.2 - $6.8 for EPS (Not split adjusted, to keep EPS outlook comparable with Q1 reporting. Split adjusted it would be 0.62-0.68 cents; modelling anchored on non-GAAP gross margin guidance of about 75.5%, and non-GAAP operating expenses guidance of about $2.8 billion).Nvidia's strong Q1 print undoubtedly highlights that there is a solid fundamental component attached to NVDA's record-breaking bull run. However, while the fundamentals are solid and pointing upward, the implied valuation of Nvidia shares may excessively discount the positive commercial momentum. Pointing to the cyclical nature of the semiconductor industry, paired with accelerating competitive dynamics in AI chip development, I argue that Nvidia's triple-digit YoY topline expansion rate and 60% EBIT margin may not be defendable over time. For example, equity research analysts at BNP Paribas have broken down Nvidia's growth outlook by segment and concluded that Nvidia's topline growth will likely slow to 20-25% YoY by the end of FY 2025 (Source: BNP Paribas, research note on NVDA dated 23 May 2024).BNP ParibasThe Importance Of Gamma...Positive Gamma is crucial for upside momentum in the market because it influences how options market makers adjust their hedging strategies, which can amplify price movements. On a more detailed level, Gamma measures the rate of change of delta, which is the sensitivity of an option's price to changes in the underlying asset's price. When traders or market makers sell options, they often hedge their positions by buying or selling the underlying asset to stay delta-neutral, meaning they aren't exposed to price changes in the underlying asset. In that context, positive Gamma means that as the underlying asset's price increases, the delta of the options also increases, requiring more buying of the underlying asset to maintain a neutral position.This self-reinforcing mechanism can contribute to strong upward momentum. In scenarios where there is significant call option buying like it has certainly been the case with NVDA stock, there is a build-up of positive Gamma, which can lead to sharp rallies for the reasons explained....And What It May Imply For Nvidia StockThe strong commercial momentum for Nvidia's products has driven speculative call-buying for NVDA stock. On that note, I highlight that Call open interest for Nvidia with expiration dated 21 June almost reaches 5 million contracts, or 500 million of underlying shares (notional worth close to $65 billion!), with most of the strikes centered in the range of $120-$140. Across expiration dates, the cumulative open Call interest is about 13-14 million contracts or $175 billion worth of notional.optioncharts.ioThe enormous open interest for Nvidia shares has resulted in an equally enormous net positive Gamma exposure, with most of the Gamma anchored to the 21st June expiration date.optioncharts.ioBringing the Gamma exposure into context, I highlight that a 1% move in Nvidia shares would result in $2.5-3.0 billion of buying activity to hedge the options' Delta. With Nvidia shares moving up and down during the day, the hedging activity likely accounts for 25-30% of trading volume, according to my rough estimates.optioncharts.ioNow, the interesting takeaway for readers relates to the previously highlighted observation that about 5 million NVDA options contracts are expiring on June 21st. Once these options expire, the associated hedging flow will also stop to support NVDA shares with buying pressure. Moreover, investors should note that when market participants buy call options, market makers who sell these options often hedge their positions by buying the underlying stock to remain delta-neutral. As the expiration date approaches, market makers may start unwinding their hedges, which involves selling the stock they previously bought. This could lead to notable downward pressure on the share price.Valuation: Fair Value Likely At $76.4 Per ShareTo find a valuation anchor for stocks, I am a great fan of using the residual earnings model approach. This model is based on the principle that a company's valuation should equal its discounted future earnings after accounting for the capital charge. According to the CFA Institute:Conceptually, residual income is net income less a charge (deduction) for common shareholders' opportunity cost in generating net income. It is the residual or remaining income after considering the costs of all of a company's capital.For my valuation model of Nvidia stock, I make the following assumptions:EPS Forecast: I use the consensus analyst forecast from the Bloomberg Terminal through 2027. Beyond 2027, I consider estimates too speculative to be reliable. However, the 2-3 year analyst consensus is typically accurate.Capital Charge: I use the CAPM model to estimate Nvidia's cost of equity, which suggests a rate of 9.7%.Terminal Growth Rate: I apply a terminal growth rate of 4% post-2027, which, I believe, is reasonable (around 1.5-2.0 percentage points above nominal GDP growth to reflect structural growth in the digital economy).Investors with different assumptions about Nvidia's cost of capital and terminal growth rate can refer to the enclosed sensitivity table.Based on these assumptions, I calculate a base-case target price for Nvidia of approximately $76.4 per share.Company Financials; Bloomberg & Author's EPS Estimates; Author's CalculationMy base-case projection for Nvidia's target price suggests a potential downside. However, it is crucial for investors to consider the risk and reward ratio of investing in a company from a \"scenario\" perspective. To evaluate different scenarios based on various assumptions, I have created a sensitivity table analyzing Nvidia's cost of equity and terminal growth rate. See below.Company Financials; Bloomberg & Author's EPS Estimates; Author's CalculationInvestor TakeawayNvidia investors have scored a big win. The stock is up more than 200% over the past twelve months, outperforming the S&P 500 by almost 10x. Although Nvidia's exceptional performance has some fundamental backing, I believe a substantial portion of the price rally is due to bullish momentum in trading and speculation.One key consideration in this context is options trading and associated hedging flows. Over the past few months, bulk buying of call options forced option dealers to hedge their position by purchasing the stock, thus creating a feedback loop of rising prices. However, the \"Gamma-squeeze\" may come to an end on June 21, as nearly 5 million open interest in call contracts will expire. This could notably pressure bullish trading momentum and may result in price pressure as options dealer start unwinding their hedges.On a fundamental view, using a residual earnings model, I see Nvidia shares as overvalued -- calculating an implied target price of $76.4 per share.A Note On RiskThe Gamma dynamic has certainly been a major force in driving Nvidia Corporation shares higher. However, investors should note that other factors to consider are important too. On that note, Nvidia's valuation may continue to challenge skeptics, driven by strong underlying fundamentals and sustained demand for AI-related technologies. In fact, as long as Nvidia's revenue growth rate and profit margins remain robust, investors may continue to like Nvidia stock at current prices, buying the flow coming to market from option dealers' books, and the stock may defy expectations of a correction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317859239305488,"gmtCreate":1718640974341,"gmtModify":1718640976578,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"达利欧表示,在泡沫时期,通过加杠杆(贷款)购买股票的情况增加。业余的个人投资者会在特定股票受到追捧的驱动下进入市场。此外,还具有乐观心理蔓延到整个市场等特征。","listText":"达利欧表示,在泡沫时期,通过加杠杆(贷款)购买股票的情况增加。业余的个人投资者会在特定股票受到追捧的驱动下进入市场。此外,还具有乐观心理蔓延到整个市场等特征。","text":"达利欧表示,在泡沫时期,通过加杠杆(贷款)购买股票的情况增加。业余的个人投资者会在特定股票受到追捧的驱动下进入市场。此外,还具有乐观心理蔓延到整个市场等特征。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317859239305488","repostId":"1194312380","repostType":4,"repost":{"id":"1194312380","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":1718609139,"share":"https://www.laohu8.com/m/news/1194312380?lang=&edition=full","pubTime":"2024-06-17 15:25","market":"us","language":"zh","title":"达利欧:美国正处于动荡的边缘,美股整体上不能说是泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=1194312380","media":"老虎资讯综合","summary":"整个市场尚未体现出过去泡沫时期的全部特征。","content":"<html><head></head><body><p>据日经新闻,桥水基金创始人瑞·达利欧表示,国家的周期大体上可分为六个阶段。包括新秩序开始后政府官僚制度完善的第一和第二阶段,迎来和平与繁荣、支出和债务趋于过剩的第三和第四阶段,财政状况恶化、走向内战和革命的第五和第六阶段。</p><p>美国是属于衰退期的第五阶段的典型案例。特征是贫富差距和价值观分歧扩大,左派和右派无法妥协,不惜一切代价都要争取胜利的民粹主义。第六阶段会发生内战和革命。美国正处于陷入动荡的边缘。是否会越过最后红线取决于领导人。</p><p>2024年最令人担忧的是美国的政治风险。无论是民主党的拜登,还是共和党的特朗普当选总统,都将面临美国国内分裂引发的政治争端和全球地缘政治带来的冲突的风险。如果特朗普当选,美国或将倾向于贸易保护主义,大幅提高关税,加剧通货膨胀。即使拜登再次当选,财政扩张将继续。无论谁当选总统,美国都将面临巨额财政赤字。达利欧认为随着通货膨胀压力的加大,物价涨幅难以下降到美联储(FRB)定为目标的2%。为了填补赤字会增加国债发行,美国国债等债券是最缺乏吸引力的市场。</p><p>对于“美国股市处于最高点,日经指数也一度触及4万点”是否是泡沫?达利欧表示,在泡沫时期,通过加杠杆(贷款)购买股票的情况增加。业余的个人投资者会在特定股票受到追捧的驱动下进入市场。此外,还具有乐观心理蔓延到整个市场等特征。在狂热的支撑下,股价水平也将明显高于一般的价值尺度。不可否认,目前科技股获得疯狂买入,但整个市场尚未体现出过去泡沫时期的全部特征。因此不能说是泡沫。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06c8df94304134856615f48ead1f5297\" tg-width=\"400\" tg-height=\"400\"/></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>达利欧:美国正处于动荡的边缘,美股整体上不能说是泡沫</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; 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class=\"title\">\n达利欧:美国正处于动荡的边缘,美股整体上不能说是泡沫\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\">2024-06-17 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据日经新闻,桥水基金创始人瑞·达利欧表示,国家的周期大体上可分为六个阶段。包括新秩序开始后政府官僚制度完善的第一和第二阶段,迎来和平与繁荣、支出和债务趋于过剩的第三和第四阶段,财政状况恶化、走向内战和革命的第五和第六阶段。</p><p>美国是属于衰退期的第五阶段的典型案例。特征是贫富差距和价值观分歧扩大,左派和右派无法妥协,不惜一切代价都要争取胜利的民粹主义。第六阶段会发生内战和革命。美国正处于陷入动荡的边缘。是否会越过最后红线取决于领导人。</p><p>2024年最令人担忧的是美国的政治风险。无论是民主党的拜登,还是共和党的特朗普当选总统,都将面临美国国内分裂引发的政治争端和全球地缘政治带来的冲突的风险。如果特朗普当选,美国或将倾向于贸易保护主义,大幅提高关税,加剧通货膨胀。即使拜登再次当选,财政扩张将继续。无论谁当选总统,美国都将面临巨额财政赤字。达利欧认为随着通货膨胀压力的加大,物价涨幅难以下降到美联储(FRB)定为目标的2%。为了填补赤字会增加国债发行,美国国债等债券是最缺乏吸引力的市场。</p><p>对于“美国股市处于最高点,日经指数也一度触及4万点”是否是泡沫?达利欧表示,在泡沫时期,通过加杠杆(贷款)购买股票的情况增加。业余的个人投资者会在特定股票受到追捧的驱动下进入市场。此外,还具有乐观心理蔓延到整个市场等特征。在狂热的支撑下,股价水平也将明显高于一般的价值尺度。不可否认,目前科技股获得疯狂买入,但整个市场尚未体现出过去泡沫时期的全部特征。因此不能说是泡沫。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06c8df94304134856615f48ead1f5297\" tg-width=\"400\" tg-height=\"400\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61ac6f61084482a9c0c70291c78e92f5","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194312380","content_text":"据日经新闻,桥水基金创始人瑞·达利欧表示,国家的周期大体上可分为六个阶段。包括新秩序开始后政府官僚制度完善的第一和第二阶段,迎来和平与繁荣、支出和债务趋于过剩的第三和第四阶段,财政状况恶化、走向内战和革命的第五和第六阶段。美国是属于衰退期的第五阶段的典型案例。特征是贫富差距和价值观分歧扩大,左派和右派无法妥协,不惜一切代价都要争取胜利的民粹主义。第六阶段会发生内战和革命。美国正处于陷入动荡的边缘。是否会越过最后红线取决于领导人。2024年最令人担忧的是美国的政治风险。无论是民主党的拜登,还是共和党的特朗普当选总统,都将面临美国国内分裂引发的政治争端和全球地缘政治带来的冲突的风险。如果特朗普当选,美国或将倾向于贸易保护主义,大幅提高关税,加剧通货膨胀。即使拜登再次当选,财政扩张将继续。无论谁当选总统,美国都将面临巨额财政赤字。达利欧认为随着通货膨胀压力的加大,物价涨幅难以下降到美联储(FRB)定为目标的2%。为了填补赤字会增加国债发行,美国国债等债券是最缺乏吸引力的市场。对于“美国股市处于最高点,日经指数也一度触及4万点”是否是泡沫?达利欧表示,在泡沫时期,通过加杠杆(贷款)购买股票的情况增加。业余的个人投资者会在特定股票受到追捧的驱动下进入市场。此外,还具有乐观心理蔓延到整个市场等特征。在狂热的支撑下,股价水平也将明显高于一般的价值尺度。不可否认,目前科技股获得疯狂买入,但整个市场尚未体现出过去泡沫时期的全部特征。因此不能说是泡沫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317744537395272,"gmtCreate":1718613486771,"gmtModify":1718613488507,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 总感觉要回调在涨,这一个多月涨得太快了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 总感觉要回调在涨,这一个多月涨得太快了。","text":"$英伟达(NVDA)$ 总感觉要回调在涨,这一个多月涨得太快了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/317744537395272","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576790050773511","authorId":"3576790050773511","name":"JUDY1976","avatar":"https://static.tigerbbs.com/5e3414fb9b20f2c698cc2992388d6db1","crmLevel":1,"crmLevelSwitch":0},"content":"也就一两周就该回调了,没有一直涨的票,技术上也不支持","text":"也就一两周就该回调了,没有一直涨的票,技术上也不支持","html":"也就一两周就该回调了,没有一直涨的票,技术上也不支持"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317732315308368,"gmtCreate":1718610419362,"gmtModify":1718610421032,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317732315308368","repostId":"2444729489","repostType":2,"repost":{"id":"2444729489","pubTimestamp":1718594105,"share":"https://www.laohu8.com/m/news/2444729489?lang=&edition=full","pubTime":"2024-06-17 11:15","market":"fut","language":"en","title":"5 Reasons Nvidia Isn't in an AI-Fueled Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=2444729489","media":"Motley Fool","summary":"Nvidia's shares may actually be cheap.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia's AI-powered rise has all the classic hallmarks of a tech stock in bubble territory.</p></li><li><p>While a fundamental analysis supports this claim, AI represents a paradigm-altering innovation.</p></li><li><p>As a result, the chip maker's shares may be significantly undervalued right now.</p></li></ul><p>The stock market has a long history of creating bubbles, particularly in the technology sector. However, when it comes to <strong>Nvidia</strong> (NVDA 1.75%), the chip maker's eye-popping valuation may not actually be signs of a bubble. Rather, it might reflect a deeper truth about the rapidly evolving state of artificial intelligence (AI).</p><p>Nvidia's shares are currently trading at 77.1 times trailing earnings, a lofty valuation by historical standards and rich even for the high-growth tech sector. This has led some investors to question whether it's time to take profits on Nvidia stock. After all, the chipmaker's shares are up by a staggering 206% over the prior 12 months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/825f3b1a60e4f6bad0e4944bdd735134\" tg-width=\"700\" tg-height=\"393\"/></p><p>Image Source: Getty Images.</p><p>However, several lines of evidence suggest that Nvidia's growth story is still in the early innings and that AI is on track to fundamentally alter the world. Here is a look at five key tailwinds that should power Nvidia's shares even higher over the next several years.</p><h2 id=\"id_2359879401\">Five key themes</h2><p>First, the general population remains largely unaware of the true power of AI. This situation is set to change dramatically later this year as <strong>Apple</strong> integrates AI into its ecosystem and <strong>Amazon</strong> strives to make Alexa smarter with AI.</p><p>As a broad base of consumers begin to experience the benefits of AI in their daily lives, demand for AI-powered products and services will likely skyrocket, driving substantial revenue growth for companies like Nvidia that provide the architecture behind the technology.</p><p>Second, the pace of AI development is <em>accelerating</em>. The exponential growth of computing power has put humanity on the doorstep of a series of "Gutenberg moments", or events that completely upend the status quo.</p><p>This quickening pace of innovation implies that rivals probably won't have time to challenge Nvidia's dominant position in the AI-capable graphics processing unit (GPU) space. While competitors like <strong>Advanced Micro Devices</strong> and <strong>Intel</strong> are aiming to cut into Nvidia's dominant market share, the window of opportunity is closing.</p><p>Third, the AI arms race between leading American firms, and the U.S. and China more broadly, won't allow developers time to create alternative ecosystems.</p><p>The race to achieve artificial general intelligence (AGI) is on, and Nvidia's superchips like Blackwell will likely be the primary drivers of this transformation. As companies and nations scramble to gain a competitive edge in AI, Nvidia's technology will remain in high demand.</p><p>Fourth, the advent of AI won't follow any rules established by prior transformational technologies like the internet or cars. AI can potentially alter human society at a fundamental level, and it will happen in less than five years.</p><p>Traditional valuation metrics and historical precedents, in turn, may not wholly apply to groundbreaking companies like Nvidia.</p><p>Fifth, the potential applications of AI are virtually limitless, spanning across industries such as healthcare, finance, transportation, and more. As AI becomes more sophisticated and ubiquitous, it will create entirely new markets – many of which are unimaginable today.</p><p>Nvidia, with its cutting-edge AI technology and growing customer base, is in the catbird seat.</p><h2 id=\"id_3116446993\">Key takeaways</h2><p>Nvidia's current valuation may seem high by historical standards. But it's important to consider the company's unique position in the rapidly evolving AI landscape.</p><p>With the general population largely unaware of AI's already incredible capabilities, the quickening pace of development, and an ongoing arms race, Nvidia should continue to post record-breaking revenue growth in the coming years.</p><p>After all, Nvidia's potential is truly unprecedented as the gatekeeper to a $100 trillion AI-based economy. Viewed in this context, the growing bubble talk around the chip maker's shares seems unjustified.</p></body></html>","source":"fool_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>5 Reasons Nvidia Isn't in an AI-Fueled Bubble</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; 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}\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\">\n5 Reasons Nvidia Isn't in an AI-Fueled Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 11:15 GMT+8 <a href=https://www.fool.com/investing/2024/06/16/5-reasons-nvidia-isnt-in-an-ai-fueled-bubble/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's AI-powered rise has all the classic hallmarks of a tech stock in bubble territory.While a fundamental analysis supports this claim, AI represents a paradigm-altering innovation.As a result, ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/06/16/5-reasons-nvidia-isnt-in-an-ai-fueled-bubble/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0496367417.USD":"富兰克林黄金和贵金属A(acc)","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4592":"伊斯兰概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4567":"ESG概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4587":"ChatGPT概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU0072462426.USD":"贝莱德全球配置 A2","BK4550":"红杉资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4141":"半导体产品","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0079474960.USD":"联博美国增长基金A","LU0080751232.USD":"富达环球多元动力基金A","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4017":"黄金","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4529":"IDC概念","LU0055631609.USD":"贝莱德世界黄金基金A2","LU0368265764.SGD":"Blackrock World Gold Fund A2 SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2024/06/16/5-reasons-nvidia-isnt-in-an-ai-fueled-bubble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444729489","content_text":"Nvidia's AI-powered rise has all the classic hallmarks of a tech stock in bubble territory.While a fundamental analysis supports this claim, AI represents a paradigm-altering innovation.As a result, the chip maker's shares may be significantly undervalued right now.The stock market has a long history of creating bubbles, particularly in the technology sector. However, when it comes to Nvidia (NVDA 1.75%), the chip maker's eye-popping valuation may not actually be signs of a bubble. Rather, it might reflect a deeper truth about the rapidly evolving state of artificial intelligence (AI).Nvidia's shares are currently trading at 77.1 times trailing earnings, a lofty valuation by historical standards and rich even for the high-growth tech sector. This has led some investors to question whether it's time to take profits on Nvidia stock. After all, the chipmaker's shares are up by a staggering 206% over the prior 12 months.Image Source: Getty Images.However, several lines of evidence suggest that Nvidia's growth story is still in the early innings and that AI is on track to fundamentally alter the world. Here is a look at five key tailwinds that should power Nvidia's shares even higher over the next several years.Five key themesFirst, the general population remains largely unaware of the true power of AI. This situation is set to change dramatically later this year as Apple integrates AI into its ecosystem and Amazon strives to make Alexa smarter with AI.As a broad base of consumers begin to experience the benefits of AI in their daily lives, demand for AI-powered products and services will likely skyrocket, driving substantial revenue growth for companies like Nvidia that provide the architecture behind the technology.Second, the pace of AI development is accelerating. The exponential growth of computing power has put humanity on the doorstep of a series of \"Gutenberg moments\", or events that completely upend the status quo.This quickening pace of innovation implies that rivals probably won't have time to challenge Nvidia's dominant position in the AI-capable graphics processing unit (GPU) space. While competitors like Advanced Micro Devices and Intel are aiming to cut into Nvidia's dominant market share, the window of opportunity is closing.Third, the AI arms race between leading American firms, and the U.S. and China more broadly, won't allow developers time to create alternative ecosystems.The race to achieve artificial general intelligence (AGI) is on, and Nvidia's superchips like Blackwell will likely be the primary drivers of this transformation. As companies and nations scramble to gain a competitive edge in AI, Nvidia's technology will remain in high demand.Fourth, the advent of AI won't follow any rules established by prior transformational technologies like the internet or cars. AI can potentially alter human society at a fundamental level, and it will happen in less than five years.Traditional valuation metrics and historical precedents, in turn, may not wholly apply to groundbreaking companies like Nvidia.Fifth, the potential applications of AI are virtually limitless, spanning across industries such as healthcare, finance, transportation, and more. As AI becomes more sophisticated and ubiquitous, it will create entirely new markets – many of which are unimaginable today.Nvidia, with its cutting-edge AI technology and growing customer base, is in the catbird seat.Key takeawaysNvidia's current valuation may seem high by historical standards. But it's important to consider the company's unique position in the rapidly evolving AI landscape.With the general population largely unaware of AI's already incredible capabilities, the quickening pace of development, and an ongoing arms race, Nvidia should continue to post record-breaking revenue growth in the coming years.After all, Nvidia's potential is truly unprecedented as the gatekeeper to a $100 trillion AI-based economy. Viewed in this context, the growing bubble talk around the chip maker's shares seems unjustified.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317386709430552,"gmtCreate":1718526126748,"gmtModify":1718526128724,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317386709430552","repostId":"2443943580","repostType":2,"repost":{"id":"2443943580","pubTimestamp":1718506695,"share":"https://www.laohu8.com/m/news/2443943580?lang=&edition=full","pubTime":"2024-06-16 10:58","market":"us","language":"zh","title":"全球“抱团”美股,美股“抱团”AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2443943580","media":"华尔街见闻","summary":"过去一个月内,全球约有300亿美元新资金流入股票基金,其中高达94%投向了美国资产;一季度,海外投资者购入了1870亿美元美国公司债券,同比增长61%。","content":"<html><head></head><body><blockquote><p>过去一个月内,全球约有300亿美元新资金流入股票基金,其中高达94%投向了美国资产;一季度,海外投资者购入了1870亿美元美国公司债券,同比增长61%。</p></blockquote><p>尽管美国面临债务问题和大选带来的政治分歧,但在欧洲选举压力、日央行再度推迟公布缩表细节致使日元汇率风险不减的双重夹击下,<strong>全球投资者纷纷“抱团”美国股债。</strong></p><p>本周,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的涨幅创下过去15个月最高周涨幅。同时,美国长期国债收益率也上升至3.5%,创下了2024年的最佳表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ef34ff6711c3e7e16c7c84e0a47cfa0\" tg-width=\"560\" tg-height=\"240\"/></p><p>来到美股市场,随着<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>三家“3万亿巨头”市值轮番创下历史新高,<strong>AI/科技相关公司则成为资金抱团的“首要目标”。</strong><a href=\"https://laohu8.com/S/WFC\">富国银行</a>投资研究所高级全球市场策略师Sameer Samana表示:</p><blockquote><p>“美国拥有一批在全球其他地方无可匹敌的AI/科技相关公司......</p><p>(因此,美国市场对全球投资者的吸引力)可能会持续一段时间,直到这些因素发生变化,或者出现合适的替代品。”</p></blockquote><p>投资公司Research Affiliates的股票策略首席投资官Que Nguyen则认为,<strong>在最大科技公司所占权重极高的背景下,追逐美国股票的收益也存在风险:</strong></p><blockquote><p>“我们已经进入了一个大公司变得更大的时代,目前尚不清楚这种情况是否能维持下去......</p><p>美国大公司主导地位将面临挑战,面临来自较小公司或海外竞争对手的潜在威胁。”</p></blockquote><h2 id=\"id_4203434702\">全球投资者“抱团”美国股债</h2><p>尽管美联储暗示将放缓加息步伐、 激烈的美国大选带来诸多不确定性,但全球投资者仍纷纷涌入美国市场。</p><p>道明证券 (TD Securities) 整理的EPFR Global数据显示,过去一个月内,约有300亿美元新资金流入股票基金,其<strong>中高达94%投向了美国资产,尤其是科技股领域,且衡量投资者对美国股票偏好的指标徘徊在三年高位。</strong></p><p><strong>国际投资者对于美国信贷市场同样兴趣高涨。</strong><a href=\"https://laohu8.com/S/APO\">阿波罗全球管理</a>公司首席经济学家Torsten Slok表示,2024年第一季度,海外投资者购入了1870亿美元美国公司债券,同比增长61%。</p><p>在除美国以外的全球市场,MSCI全球指数(不包括美国)下跌超过2%。日本央行对债券购买计划缺乏详细说明,给日元带来了压力;欧洲的情况更加糟糕,在法国马克龙决定提前举行选举后,法国股市出现了两年多来的最大跌幅,抹去了2024年的所有涨幅。</p><p>投资公司Berenberg资产策略主管Ulrich Urbahn表示:</p><blockquote><p>“美国拥有最大、最具创新性的公司,盈利增长强劲,同时也受益于该国目前的‘避险地位’......</p><p>势头会催生势头。FOMO(错失恐惧症)显然也是一个原因。”</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2e6b27d7c8369dd43441c90263262c4\" tg-width=\"1024\" tg-height=\"549\"/></p><h2 id=\"id_387380327\">美股“抱团”AI,市场“头重脚轻”</h2><p>来到美股市场,<strong>AI/科技相关公司则成为资金抱团的“首要目标”。</strong>根据EPFR Global 和美国银行汇编的数据,本周美股科技板块流入资金达21 亿美元,为3月份以来的最高水平。</p><p>数据显示,在美国长期股票型共同基金中,今年唯一一个行业敞口增加的领域便是科技。根据<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>策略师Venu Krishna等人编制的数据,银行、医疗保健和非必需消费品公司在这些投资组合中的低配比例不断增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cce480a83f91d1405e111636c2631db1\" tg-width=\"948\" tg-height=\"641\"/></p><p>与此同时,在Mag 7概念逐渐被人忘却,所占的权重极高的苹果、微软、英伟达三家“3万亿巨头”搭台唱戏的背景下,美股市场的“集中度风险”似乎也在不断提升,市场分化现象越来越明显。金融博客Zerohedge评论称:</p><blockquote><p>“现在似乎重要的只有前三大科技公司——苹果、微软和英伟达——它们的市值几乎相同,都约为3.2万亿美元...... 实际上,现在再也没有什么比这三家公司更重要的了 ”</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc6b8feff598f80da3621f2220432dd5\" tg-width=\"1024\" tg-height=\"561\"/></p><p>数据显示,尽管标普指数在本周连续四次创下历史新高,但等权重标普在过去4个月内没有任何变化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bc56112596b8123fa8d714ab25d68b8\" tg-width=\"1024\" tg-height=\"561\"/></p><p>这种现象不止存在于科技股与非科技的对比中。即使在科技领域内,也存在惊人的分歧——<strong>例如,周四纳指有72%的成分股收盘走低,创下新低的股票数量是创下新高的股票数量的两倍多,但当日纳指仍创下了新高</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5edf7ff9126ea11442766d3e8f3e7e62\" tg-width=\"1024\" tg-height=\"563\"/></p><p>而等权重的纳斯达克指数在过去10天中有9天表现不佳。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02283989078b48a685b0c02d93144c7d\" tg-width=\"1024\" tg-height=\"564\"/></p><p>美国资产的集中势头,也给那些遵循地理多样化策略的投资者带来了麻烦。彭博编制的数据显示,在644只专注于国际资产的ETF中,只有不到7%的基金跑赢了标普500指数。</p></body></html>","source":"wallstreetcn_hot_news","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>全球“抱团”美股,美股“抱团”AI</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全球“抱团”美股,美股“抱团”AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-16 10:58 北京时间 <a href=https://wallstreetcn.com/articles/3717297><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一个月内,全球约有300亿美元新资金流入股票基金,其中高达94%投向了美国资产;一季度,海外投资者购入了1870亿美元美国公司债券,同比增长61%。尽管美国面临债务问题和大选带来的政治分歧,但在欧洲选举压力、日央行再度推迟公布缩表细节致使日元汇率风险不减的双重夹击下,全球投资者纷纷“抱团”美国股债。本周,标普500指数的涨幅创下过去15个月最高周涨幅。同时,美国长期国债收益率也上升至3.5%,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717297\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4538":"云计算","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4543":"AI"},"source_url":"https://wallstreetcn.com/articles/3717297","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443943580","content_text":"过去一个月内,全球约有300亿美元新资金流入股票基金,其中高达94%投向了美国资产;一季度,海外投资者购入了1870亿美元美国公司债券,同比增长61%。尽管美国面临债务问题和大选带来的政治分歧,但在欧洲选举压力、日央行再度推迟公布缩表细节致使日元汇率风险不减的双重夹击下,全球投资者纷纷“抱团”美国股债。本周,标普500指数的涨幅创下过去15个月最高周涨幅。同时,美国长期国债收益率也上升至3.5%,创下了2024年的最佳表现。来到美股市场,随着苹果、微软、英伟达三家“3万亿巨头”市值轮番创下历史新高,AI/科技相关公司则成为资金抱团的“首要目标”。富国银行投资研究所高级全球市场策略师Sameer Samana表示:“美国拥有一批在全球其他地方无可匹敌的AI/科技相关公司......(因此,美国市场对全球投资者的吸引力)可能会持续一段时间,直到这些因素发生变化,或者出现合适的替代品。”投资公司Research Affiliates的股票策略首席投资官Que Nguyen则认为,在最大科技公司所占权重极高的背景下,追逐美国股票的收益也存在风险:“我们已经进入了一个大公司变得更大的时代,目前尚不清楚这种情况是否能维持下去......美国大公司主导地位将面临挑战,面临来自较小公司或海外竞争对手的潜在威胁。”全球投资者“抱团”美国股债尽管美联储暗示将放缓加息步伐、 激烈的美国大选带来诸多不确定性,但全球投资者仍纷纷涌入美国市场。道明证券 (TD Securities) 整理的EPFR Global数据显示,过去一个月内,约有300亿美元新资金流入股票基金,其中高达94%投向了美国资产,尤其是科技股领域,且衡量投资者对美国股票偏好的指标徘徊在三年高位。国际投资者对于美国信贷市场同样兴趣高涨。阿波罗全球管理公司首席经济学家Torsten Slok表示,2024年第一季度,海外投资者购入了1870亿美元美国公司债券,同比增长61%。在除美国以外的全球市场,MSCI全球指数(不包括美国)下跌超过2%。日本央行对债券购买计划缺乏详细说明,给日元带来了压力;欧洲的情况更加糟糕,在法国马克龙决定提前举行选举后,法国股市出现了两年多来的最大跌幅,抹去了2024年的所有涨幅。投资公司Berenberg资产策略主管Ulrich Urbahn表示:“美国拥有最大、最具创新性的公司,盈利增长强劲,同时也受益于该国目前的‘避险地位’......势头会催生势头。FOMO(错失恐惧症)显然也是一个原因。”美股“抱团”AI,市场“头重脚轻”来到美股市场,AI/科技相关公司则成为资金抱团的“首要目标”。根据EPFR Global 和美国银行汇编的数据,本周美股科技板块流入资金达21 亿美元,为3月份以来的最高水平。数据显示,在美国长期股票型共同基金中,今年唯一一个行业敞口增加的领域便是科技。根据巴克莱银行策略师Venu Krishna等人编制的数据,银行、医疗保健和非必需消费品公司在这些投资组合中的低配比例不断增加。与此同时,在Mag 7概念逐渐被人忘却,所占的权重极高的苹果、微软、英伟达三家“3万亿巨头”搭台唱戏的背景下,美股市场的“集中度风险”似乎也在不断提升,市场分化现象越来越明显。金融博客Zerohedge评论称:“现在似乎重要的只有前三大科技公司——苹果、微软和英伟达——它们的市值几乎相同,都约为3.2万亿美元...... 实际上,现在再也没有什么比这三家公司更重要的了 ”数据显示,尽管标普指数在本周连续四次创下历史新高,但等权重标普在过去4个月内没有任何变化。这种现象不止存在于科技股与非科技的对比中。即使在科技领域内,也存在惊人的分歧——例如,周四纳指有72%的成分股收盘走低,创下新低的股票数量是创下新高的股票数量的两倍多,但当日纳指仍创下了新高。而等权重的纳斯达克指数在过去10天中有9天表现不佳。美国资产的集中势头,也给那些遵循地理多样化策略的投资者带来了麻烦。彭博编制的数据显示,在644只专注于国际资产的ETF中,只有不到7%的基金跑赢了标普500指数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316858784125152,"gmtCreate":1718397234417,"gmtModify":1718397235655,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316858784125152","repostId":"2443801674","repostType":2,"repost":{"id":"2443801674","pubTimestamp":1718395469,"share":"https://www.laohu8.com/m/news/2443801674?lang=&edition=full","pubTime":"2024-06-15 04:04","market":"us","language":"zh","title":"美股涨势将超越市场预期?专家警告:不要随便押注泡沫!","url":"https://stock-news.laohu8.com/highlight/detail?id=2443801674","media":"金十数据","summary":"Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。","content":"<html><head></head><body><blockquote><p>Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。</p></blockquote><p>沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示,<strong>在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。</strong></p><p>Siegel周四表示,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA)、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO)等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大,需要大量的坏消息才能打破势头,而我们还没有得到这样的消息。</p><p>今年以来,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数(SPX)上涨了约14%,而以科技股为主的纳斯达克100指数(NDX)上涨了17%,而对标普500指数今年以来涨势的贡献高达35%的英伟达则上涨了162%。</p><p>Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,<strong>只要基本面还在,那些动能交易商就会涌入这些股票</strong>,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。”</p><p>在最近接受采访时,Siegel强调了一件个人轶事,说明为什么很难预测股市泡沫的顶部。“我在沃顿商学院有一位非常优秀的同事……他从1999年开始做空互联网股票,那些股票当时被高估了,而他却不断接到追加保证金通知,最终不得不在高位回补空头。因此,<strong>很难押注泡沫</strong>。”</p><p><strong>但Siegel并不认为今天的股市存在泡沫,因为与上世纪90年代末不同的是,目前的股价实际上是由盈利支撑的</strong>。他说:</p><blockquote><p>“我不认为目前的人工智能是泡沫。看看英伟达,这是一家非常稳健的公司,市盈率为35-40倍,而我提到的其他公司的市盈率甚至在在200-300倍,差别很大。”</p></blockquote><p>Siegel仍然认为,在未来三到五年内,考虑到通胀因素,股票的表现将优于债券,并带来可观的实际回报,“<strong>我对整个美股三到五年的预测是扣除通胀率后的回报率为5%</strong>,甚至还会再多一点。”</p></body></html>","source":"xnew_highlight","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\" 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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\">\n美股涨势将超越市场预期?专家警告:不要随便押注泡沫!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-15 04:04 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示,在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示,英伟达(NVDA)、博通(AVGO)等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大,需要大量的坏消息...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25c949d7a4718a119ec35371f9e464b9","relate_stocks":{"LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4566":"资本集团","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) 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DIVIDEND \"A\" (USD) ACC","BK4567":"ESG概念","BK4532":"文艺复兴科技持仓","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443801674","content_text":"Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示,在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示,英伟达(NVDA)、博通(AVGO)等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大,需要大量的坏消息才能打破势头,而我们还没有得到这样的消息。今年以来,标普500指数(SPX)上涨了约14%,而以科技股为主的纳斯达克100指数(NDX)上涨了17%,而对标普500指数今年以来涨势的贡献高达35%的英伟达则上涨了162%。Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,只要基本面还在,那些动能交易商就会涌入这些股票,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。”在最近接受采访时,Siegel强调了一件个人轶事,说明为什么很难预测股市泡沫的顶部。“我在沃顿商学院有一位非常优秀的同事……他从1999年开始做空互联网股票,那些股票当时被高估了,而他却不断接到追加保证金通知,最终不得不在高位回补空头。因此,很难押注泡沫。”但Siegel并不认为今天的股市存在泡沫,因为与上世纪90年代末不同的是,目前的股价实际上是由盈利支撑的。他说:“我不认为目前的人工智能是泡沫。看看英伟达,这是一家非常稳健的公司,市盈率为35-40倍,而我提到的其他公司的市盈率甚至在在200-300倍,差别很大。”Siegel仍然认为,在未来三到五年内,考虑到通胀因素,股票的表现将优于债券,并带来可观的实际回报,“我对整个美股三到五年的预测是扣除通胀率后的回报率为5%,甚至还会再多一点。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316858510176528,"gmtCreate":1718397207081,"gmtModify":1718397210180,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,只要基本面还在,那些动能交易商就会涌入这些股票,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。” 给自己提个醒,个人就会恐高卖出,所以最好的选择可能就是wr最后卖出。","listText":"Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,只要基本面还在,那些动能交易商就会涌入这些股票,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。” 给自己提个醒,个人就会恐高卖出,所以最好的选择可能就是wr最后卖出。","text":"Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,只要基本面还在,那些动能交易商就会涌入这些股票,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。” 给自己提个醒,个人就会恐高卖出,所以最好的选择可能就是wr最后卖出。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316858510176528","repostId":"2443801674","repostType":2,"repost":{"id":"2443801674","pubTimestamp":1718395469,"share":"https://www.laohu8.com/m/news/2443801674?lang=&edition=full","pubTime":"2024-06-15 04:04","market":"us","language":"zh","title":"美股涨势将超越市场预期?专家警告:不要随便押注泡沫!","url":"https://stock-news.laohu8.com/highlight/detail?id=2443801674","media":"金十数据","summary":"Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。","content":"<html><head></head><body><blockquote><p>Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。</p></blockquote><p>沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示,<strong>在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。</strong></p><p>Siegel周四表示,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA)、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO)等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大,需要大量的坏消息才能打破势头,而我们还没有得到这样的消息。</p><p>今年以来,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数(SPX)上涨了约14%,而以科技股为主的纳斯达克100指数(NDX)上涨了17%,而对标普500指数今年以来涨势的贡献高达35%的英伟达则上涨了162%。</p><p>Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,<strong>只要基本面还在,那些动能交易商就会涌入这些股票</strong>,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。”</p><p>在最近接受采访时,Siegel强调了一件个人轶事,说明为什么很难预测股市泡沫的顶部。“我在沃顿商学院有一位非常优秀的同事……他从1999年开始做空互联网股票,那些股票当时被高估了,而他却不断接到追加保证金通知,最终不得不在高位回补空头。因此,<strong>很难押注泡沫</strong>。”</p><p><strong>但Siegel并不认为今天的股市存在泡沫,因为与上世纪90年代末不同的是,目前的股价实际上是由盈利支撑的</strong>。他说:</p><blockquote><p>“我不认为目前的人工智能是泡沫。看看英伟达,这是一家非常稳健的公司,市盈率为35-40倍,而我提到的其他公司的市盈率甚至在在200-300倍,差别很大。”</p></blockquote><p>Siegel仍然认为,在未来三到五年内,考虑到通胀因素,股票的表现将优于债券,并带来可观的实际回报,“<strong>我对整个美股三到五年的预测是扣除通胀率后的回报率为5%</strong>,甚至还会再多一点。”</p></body></html>","source":"xnew_highlight","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\" 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href=https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示,在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示,英伟达(NVDA)、博通(AVGO)等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大,需要大量的坏消息...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25c949d7a4718a119ec35371f9e464b9","relate_stocks":{"LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4566":"资本集团","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) 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A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4567":"ESG概念","BK4532":"文艺复兴科技持仓","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=141203&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2443801674","content_text":"Siegel认为美股可能并不存在泡沫,并警告称不要随便预测市场顶部。沃顿商学院教授、WisdomTree经济学家Jeremy Siegel表示,在过去一年半里推动股市走高的科技股动能交易可能会持续比大多数人预期的时间长得多。Siegel周四表示,英伟达(NVDA)、博通(AVGO)等人工智能股票的涨幅没有放缓的迹象。“我认为科技股和人工智能相关股的交易势头仍然存在。这是如此强大,需要大量的坏消息才能打破势头,而我们还没有得到这样的消息。今年以来,标普500指数(SPX)上涨了约14%,而以科技股为主的纳斯达克100指数(NDX)上涨了17%,而对标普500指数今年以来涨势的贡献高达35%的英伟达则上涨了162%。Siegel称,“让我们面对现实吧,这些股票正如他们所说的那样已经带来了好处,只要基本面还在,那些动能交易商就会涌入这些股票,所以我认为这种情况不会很快结束。当然,很多时候事情到最后都做过头了,但最终的结果往往比很多人想象的要遥远。”在最近接受采访时,Siegel强调了一件个人轶事,说明为什么很难预测股市泡沫的顶部。“我在沃顿商学院有一位非常优秀的同事……他从1999年开始做空互联网股票,那些股票当时被高估了,而他却不断接到追加保证金通知,最终不得不在高位回补空头。因此,很难押注泡沫。”但Siegel并不认为今天的股市存在泡沫,因为与上世纪90年代末不同的是,目前的股价实际上是由盈利支撑的。他说:“我不认为目前的人工智能是泡沫。看看英伟达,这是一家非常稳健的公司,市盈率为35-40倍,而我提到的其他公司的市盈率甚至在在200-300倍,差别很大。”Siegel仍然认为,在未来三到五年内,考虑到通胀因素,股票的表现将优于债券,并带来可观的实际回报,“我对整个美股三到五年的预测是扣除通胀率后的回报率为5%,甚至还会再多一点。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316551951048984,"gmtCreate":1718310954003,"gmtModify":1718310956395,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"艾夫斯将生成式人工智能技术的持续创新和应用称为第四次工业革命,他表示,“随着第四次工业革命的顺利进行,越来越多的企业和消费者正在迅速走上这条道路,从本质上讲,英伟达的 GPU 芯片就是科技领域的新黄金或石油。”","listText":"艾夫斯将生成式人工智能技术的持续创新和应用称为第四次工业革命,他表示,“随着第四次工业革命的顺利进行,越来越多的企业和消费者正在迅速走上这条道路,从本质上讲,英伟达的 GPU 芯片就是科技领域的新黄金或石油。”","text":"艾夫斯将生成式人工智能技术的持续创新和应用称为第四次工业革命,他表示,“随着第四次工业革命的顺利进行,越来越多的企业和消费者正在迅速走上这条道路,从本质上讲,英伟达的 GPU 芯片就是科技领域的新黄金或石油。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316551951048984","repostId":"2443511452","repostType":2,"repost":{"id":"2443511452","pubTimestamp":1718236026,"share":"https://www.laohu8.com/m/news/2443511452?lang=&edition=full","pubTime":"2024-06-13 07:47","market":"us","language":"zh","title":"分析师称苹果、英伟达和微软今年市值将达到4万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2443511452","media":"鞭牛士","summary":"鞭牛士报道,6月13日消息,据外电报道,韦德布什分析师丹·艾夫斯 在周三的一份研究报告中表示,苹果、英伟达和微软明年将竞相达到 4 万亿美元的市值。这一反应推动苹果的市值超过微软,重新成为全球最有价值公司。在 1 月份被微软取代之前,苹果保持了十多年的地位。上周,Nvidia 一度超越苹果,成为全球市值最高的公司。几个月来,这位分析师一直在谈论苹果 4 万亿美元的市值。","content":"<html><body><article><p>鞭牛士报道,6月13日消息,据外电报道,韦德布什分析师丹·艾夫斯 (Dan Ives) 在周三的一份研究报告中表示,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>明年将竞相达到 4 万亿美元的市值。</p><p>自周一在全球开发者大会上推出 Apple Intelligence以来,这家iPhone 制造商的股价已攀升至每股 215 美元的历史最高水平,因为投资者表明了他们对该公司人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>战略的信心。这一反应推动苹果的市值超过微软,重新成为全球最有价值公司。</p><p>在 1 月份被微软取代之前,苹果保持了十多年的地位。苹果的市值为 3.3 万亿美元,微软为 3.26 万亿美元,Nvidia 为 3.12 万亿美元。</p><p>但 Nvidia 取得了巨大的进步,最终可能使其市值超过微软和苹果。上周,Nvidia 一度超越苹果,成为全球市值最高的公司。随着其半导体(也称为 GPU,即图形处理单元)的销量继续超出华尔街的预期,这家芯片制造商的股价一路飙升。</p><p>艾夫斯将生成式人工智能技术的持续创新和应用称为第四次工业革命,他表示,“随着第四次工业革命的顺利进行,越来越多的企业和消费者正在迅速走上这条道路,从本质上讲,英伟达的 GPU 芯片就是科技领域的新黄金或石油。”</p><p>“工智能革命始于 Nvidia...”他补充道。</p><p>但艾夫斯也认为微软和苹果的黄金时代会越来越好。几个月来,这位分析师一直在谈论苹果 4 万亿美元的市值。</p><p>他说:华尔街对 Apple Intelligence 新闻的积极反应有所延迟,这意味着投资者开始完全理解人工智能革命将在未来一年通过 Apple 设备在消费者身上实现。</p><p>然而,这对 Apple 来说是一种熟悉的模式,其股价经常在活动期间下跌,但通常会很快回升。</p></article></body></html>","source":"tencent","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>分析师称苹果、英伟达和微软今年市值将达到4万亿美元</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; 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class=\"title\">\n分析师称苹果、英伟达和微软今年市值将达到4万亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-13 07:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406130748579f369da3&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鞭牛士报道,6月13日消息,据外电报道,韦德布什分析师丹·艾夫斯 (Dan Ives) 在周三的一份研究报告中表示,苹果、英伟达和微软明年将竞相达到 4 万亿美元的市值。自周一在全球开发者大会上推出 Apple Intelligence以来,这家iPhone 制造商的股价已攀升至每股 215 美元的历史最高水平,因为投资者表明了他们对该公司人工智能战略的信心。这一反应推动苹果的市值超过微软,重新...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406130748579f369da3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4543":"AI","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","AAPL":"苹果","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDA":"英伟达","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) 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Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406130748579f369da3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2443511452","content_text":"鞭牛士报道,6月13日消息,据外电报道,韦德布什分析师丹·艾夫斯 (Dan Ives) 在周三的一份研究报告中表示,苹果、英伟达和微软明年将竞相达到 4 万亿美元的市值。自周一在全球开发者大会上推出 Apple Intelligence以来,这家iPhone 制造商的股价已攀升至每股 215 美元的历史最高水平,因为投资者表明了他们对该公司人工智能战略的信心。这一反应推动苹果的市值超过微软,重新成为全球最有价值公司。在 1 月份被微软取代之前,苹果保持了十多年的地位。苹果的市值为 3.3 万亿美元,微软为 3.26 万亿美元,Nvidia 为 3.12 万亿美元。但 Nvidia 取得了巨大的进步,最终可能使其市值超过微软和苹果。上周,Nvidia 一度超越苹果,成为全球市值最高的公司。随着其半导体(也称为 GPU,即图形处理单元)的销量继续超出华尔街的预期,这家芯片制造商的股价一路飙升。艾夫斯将生成式人工智能技术的持续创新和应用称为第四次工业革命,他表示,“随着第四次工业革命的顺利进行,越来越多的企业和消费者正在迅速走上这条道路,从本质上讲,英伟达的 GPU 芯片就是科技领域的新黄金或石油。”“工智能革命始于 Nvidia...”他补充道。但艾夫斯也认为微软和苹果的黄金时代会越来越好。几个月来,这位分析师一直在谈论苹果 4 万亿美元的市值。他说:华尔街对 Apple Intelligence 新闻的积极反应有所延迟,这意味着投资者开始完全理解人工智能革命将在未来一年通过 Apple 设备在消费者身上实现。然而,这对 Apple 来说是一种熟悉的模式,其股价经常在活动期间下跌,但通常会很快回升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316547699781680,"gmtCreate":1718309812579,"gmtModify":1718309814785,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"随着英伟达的高度攀升,它将面临更少的阻力,并继续为4万亿美元、5万亿美元甚至更高的价格提供动力。凭借该股的技术设置,英伟达不仅将成为一只价值4万亿美元、最终价值5万亿美元的股票,而且这一估值将具有持久力。","listText":"随着英伟达的高度攀升,它将面临更少的阻力,并继续为4万亿美元、5万亿美元甚至更高的价格提供动力。凭借该股的技术设置,英伟达不仅将成为一只价值4万亿美元、最终价值5万亿美元的股票,而且这一估值将具有持久力。","text":"随着英伟达的高度攀升,它将面临更少的阻力,并继续为4万亿美元、5万亿美元甚至更高的价格提供动力。凭借该股的技术设置,英伟达不仅将成为一只价值4万亿美元、最终价值5万亿美元的股票,而且这一估值将具有持久力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316547699781680","repostId":"2442537647","repostType":2,"repost":{"id":"2442537647","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1718256600,"share":"https://www.laohu8.com/m/news/2442537647?lang=&edition=full","pubTime":"2024-06-13 13:30","market":"us","language":"en","title":"Nvidia Could Pass Apple, Microsoft to Become World’s Most Valuable Company and First $4 Trillion Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2442537647","media":"Dow Jones","summary":"CEO Jensen Huang is several moves ahead of Nvidia’s rivals, money manager Louis Navallier saysNvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.As Nvidia c","content":"<html><head></head><body><p>CEO Jensen Huang is several moves ahead of Nvidia’s rivals, money manager Louis Navallier says</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa270376ecbfacf024972d8f571101fa\" alt=\"Nvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.\" title=\"Nvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.\" tg-width=\"928\" tg-height=\"612\"/><span>Nvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.</span></p><blockquote><p><em>As Nvidia climbs in altitude, it will face less resistance and continue to power through $4 trillion, $5 trillion and beyond.</em></p></blockquote><p style=\"text-align: start;\">Maybe the best way to describe Nvidia founder and CEO Jensen Huang is that he has a passion for developing superior semiconductor chips where there is no competition, like the 3D graphics chips Nvidia has made for video games for decades, as well as graphic chips for computers, tablets and smartphones. </p><p style=\"text-align: start;\">Nvidia is now most famous for chips that write their own code, led by its new Blackwell chip that cost more than $2 billion to develop. Huang says Nvidia will introduce a new generation AI chip every year until the end of this decade, when quantum computing is expected to be the next giant leap to speed up computer processing. Anticipating this shift, Nvidia has launched a quantum simulation platform for cloud providers.</p><p>Essentially, Huang is like a chess grandmaster who can foresee moves before other highly rated chess players. In that sense, Huang is several moves ahead of Nvidia’s competitors. It is also important to have a brilliant engineer like Huang leading Nvidia and its engineering teams. In contrast, when Intel appointed non-engineer Paul Otellini as CEO, between 2005 through 2013, the company lost both its “mojo” and market share after dominating the PC business. The bottom line is that seasoned engineers like Huang can better foresee the chip industry’s future and develop exciting processors before Nvidia’s rivals do.</p><h4 id=\"id_3813427303\">Full speed ahead</h4><p>In the wake of its 10-for-1 stock split, Nvidia should quickly pass Microsoft in total market capitalization to become the world’s largest public company. In the coming months, I expect Nvidia’s market valuation to surpass $4 trillion and hit $5 billion in 2025 after the company announces the successor to its Blackwell chip. </p><blockquote><hr/><p><em>An antitrust investigation can put downward pressure on the price of a stock, but it is no match for Wall Street’s love of a monopoly.</em></p></blockquote><p>The recent news that the U.S. Justice Department and U.S. Federal Trade Commission have struck a deal over how to proceed with antitrust investigations into Nvidia, Microsoft and OpenAI are not likely to derail the AI revolution and may not amount to much.</p><p>An antitrust investigation can put downward pressure on the price of a stock, but it is no match for Wall Street’s love of a monopoly. Nvidia is commanding a monopoly premium of 34 times forecasted earnings. </p><p>For Nvidia’s current quarter, the analyst community expects strong sales growth of $28.38 billion and 134.4% annual earnings growth. In the past two months, analysts have revised their consensus earnings estimate 17.2% higher. Typically, positive analyst earnings revisions precede future earnings surprises. Nvidia has exceeded analysts’ consensus estimate of 9.5% to 29.2% in the past four quarters, so another earnings surprise is likely. </p><p>I should note that these earnings surprises are fundamentally additive as they ease a price-earnings ratio priced for perfection. But far more consequential is the decrease in risk this confers on Nvidia shares. Specifically, the analyst revisions and earnings beats increase trading volume, which in turn tends to reduce the standard deviation of the shares. Moreover, looking at the decrease in standard deviation in relation to Nvidia’s alpha improves the company’s risk-adjusted return outlook. We’ve seen plenty of stocks rise to meteoric heights, but few with the technical bona fides of Nvidia. </p><blockquote><hr/><p><em>Not only will Nvidia be a $4 trillion and ultimately $5 trillion stock, but this valuation will have staying power. </em></p></blockquote><p>Furthermore, Nvidia is notorious for guiding the analyst community higher after posting its sales and earnings surprises. So if you are wondering how Nvidia will break through the $4 trillion capitalization level and then power on to become the first company to hit $5 trillion in market capitalization, all the stock has to do is merely follow its earnings growth and continue to guide higher. </p><p>Like a rocket, as Nvidia climbs in altitude, it will face less resistance and continue to power through $4 trillion, $5 trillion and beyond. With the technical setup in the stock, not only will Nvidia be a $4 trillion and ultimately $5 trillion stock, but this valuation will have staying power. </p><p>The simple fact is that since Nvidia spends billions of dollars to develop its next-generation generative-AI chips, competing with Nvidia has become increasingly futile. In fact, all the other AI chips under development are increasingly low-tech solutions, and not the deep learning, generative AI chips Nvidia makes. As a result, Nvidia is leading the entire U.S. stock market and the “Magnificent Seven” gathering is now a party of one.</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>Nvidia Could Pass Apple, Microsoft to Become World’s Most Valuable Company and First $4 Trillion Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nNvidia Could Pass Apple, Microsoft to Become World’s Most Valuable Company and First $4 Trillion Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-13 13:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>CEO Jensen Huang is several moves ahead of Nvidia’s rivals, money manager Louis Navallier says</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa270376ecbfacf024972d8f571101fa\" alt=\"Nvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.\" title=\"Nvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.\" tg-width=\"928\" tg-height=\"612\"/><span>Nvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.</span></p><blockquote><p><em>As Nvidia climbs in altitude, it will face less resistance and continue to power through $4 trillion, $5 trillion and beyond.</em></p></blockquote><p style=\"text-align: start;\">Maybe the best way to describe Nvidia founder and CEO Jensen Huang is that he has a passion for developing superior semiconductor chips where there is no competition, like the 3D graphics chips Nvidia has made for video games for decades, as well as graphic chips for computers, tablets and smartphones. </p><p style=\"text-align: start;\">Nvidia is now most famous for chips that write their own code, led by its new Blackwell chip that cost more than $2 billion to develop. Huang says Nvidia will introduce a new generation AI chip every year until the end of this decade, when quantum computing is expected to be the next giant leap to speed up computer processing. Anticipating this shift, Nvidia has launched a quantum simulation platform for cloud providers.</p><p>Essentially, Huang is like a chess grandmaster who can foresee moves before other highly rated chess players. In that sense, Huang is several moves ahead of Nvidia’s competitors. It is also important to have a brilliant engineer like Huang leading Nvidia and its engineering teams. In contrast, when Intel appointed non-engineer Paul Otellini as CEO, between 2005 through 2013, the company lost both its “mojo” and market share after dominating the PC business. The bottom line is that seasoned engineers like Huang can better foresee the chip industry’s future and develop exciting processors before Nvidia’s rivals do.</p><h4 id=\"id_3813427303\">Full speed ahead</h4><p>In the wake of its 10-for-1 stock split, Nvidia should quickly pass Microsoft in total market capitalization to become the world’s largest public company. In the coming months, I expect Nvidia’s market valuation to surpass $4 trillion and hit $5 billion in 2025 after the company announces the successor to its Blackwell chip. </p><blockquote><hr/><p><em>An antitrust investigation can put downward pressure on the price of a stock, but it is no match for Wall Street’s love of a monopoly.</em></p></blockquote><p>The recent news that the U.S. Justice Department and U.S. Federal Trade Commission have struck a deal over how to proceed with antitrust investigations into Nvidia, Microsoft and OpenAI are not likely to derail the AI revolution and may not amount to much.</p><p>An antitrust investigation can put downward pressure on the price of a stock, but it is no match for Wall Street’s love of a monopoly. Nvidia is commanding a monopoly premium of 34 times forecasted earnings. </p><p>For Nvidia’s current quarter, the analyst community expects strong sales growth of $28.38 billion and 134.4% annual earnings growth. In the past two months, analysts have revised their consensus earnings estimate 17.2% higher. Typically, positive analyst earnings revisions precede future earnings surprises. Nvidia has exceeded analysts’ consensus estimate of 9.5% to 29.2% in the past four quarters, so another earnings surprise is likely. </p><p>I should note that these earnings surprises are fundamentally additive as they ease a price-earnings ratio priced for perfection. But far more consequential is the decrease in risk this confers on Nvidia shares. Specifically, the analyst revisions and earnings beats increase trading volume, which in turn tends to reduce the standard deviation of the shares. Moreover, looking at the decrease in standard deviation in relation to Nvidia’s alpha improves the company’s risk-adjusted return outlook. We’ve seen plenty of stocks rise to meteoric heights, but few with the technical bona fides of Nvidia. </p><blockquote><hr/><p><em>Not only will Nvidia be a $4 trillion and ultimately $5 trillion stock, but this valuation will have staying power. </em></p></blockquote><p>Furthermore, Nvidia is notorious for guiding the analyst community higher after posting its sales and earnings surprises. So if you are wondering how Nvidia will break through the $4 trillion capitalization level and then power on to become the first company to hit $5 trillion in market capitalization, all the stock has to do is merely follow its earnings growth and continue to guide higher. </p><p>Like a rocket, as Nvidia climbs in altitude, it will face less resistance and continue to power through $4 trillion, $5 trillion and beyond. With the technical setup in the stock, not only will Nvidia be a $4 trillion and ultimately $5 trillion stock, but this valuation will have staying power. </p><p>The simple fact is that since Nvidia spends billions of dollars to develop its next-generation generative-AI chips, competing with Nvidia has become increasingly futile. In fact, all the other AI chips under development are increasingly low-tech solutions, and not the deep learning, generative AI chips Nvidia makes. As a result, Nvidia is leading the entire U.S. stock market and the “Magnificent Seven” gathering is now a party of one.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4529":"IDC概念","NVDA":"英伟达","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4576":"AR","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4575":"芯片概念","BK4566":"资本集团","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4587":"ChatGPT概念","BK4535":"淡马锡持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4538":"云计算","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4141":"半导体产品","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4097":"系统软件","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4512":"苹果概念","LU0171293334.USD":"贝莱德英国基金A2","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442537647","content_text":"CEO Jensen Huang is several moves ahead of Nvidia’s rivals, money manager Louis Navallier saysNvidia CEO Jensen Huang speaks to attendees at Computex 2024 in Taipei, Taiwan on June 4, 2024.As Nvidia climbs in altitude, it will face less resistance and continue to power through $4 trillion, $5 trillion and beyond.Maybe the best way to describe Nvidia founder and CEO Jensen Huang is that he has a passion for developing superior semiconductor chips where there is no competition, like the 3D graphics chips Nvidia has made for video games for decades, as well as graphic chips for computers, tablets and smartphones. Nvidia is now most famous for chips that write their own code, led by its new Blackwell chip that cost more than $2 billion to develop. Huang says Nvidia will introduce a new generation AI chip every year until the end of this decade, when quantum computing is expected to be the next giant leap to speed up computer processing. Anticipating this shift, Nvidia has launched a quantum simulation platform for cloud providers.Essentially, Huang is like a chess grandmaster who can foresee moves before other highly rated chess players. In that sense, Huang is several moves ahead of Nvidia’s competitors. It is also important to have a brilliant engineer like Huang leading Nvidia and its engineering teams. In contrast, when Intel appointed non-engineer Paul Otellini as CEO, between 2005 through 2013, the company lost both its “mojo” and market share after dominating the PC business. The bottom line is that seasoned engineers like Huang can better foresee the chip industry’s future and develop exciting processors before Nvidia’s rivals do.Full speed aheadIn the wake of its 10-for-1 stock split, Nvidia should quickly pass Microsoft in total market capitalization to become the world’s largest public company. In the coming months, I expect Nvidia’s market valuation to surpass $4 trillion and hit $5 billion in 2025 after the company announces the successor to its Blackwell chip. An antitrust investigation can put downward pressure on the price of a stock, but it is no match for Wall Street’s love of a monopoly.The recent news that the U.S. Justice Department and U.S. Federal Trade Commission have struck a deal over how to proceed with antitrust investigations into Nvidia, Microsoft and OpenAI are not likely to derail the AI revolution and may not amount to much.An antitrust investigation can put downward pressure on the price of a stock, but it is no match for Wall Street’s love of a monopoly. Nvidia is commanding a monopoly premium of 34 times forecasted earnings. For Nvidia’s current quarter, the analyst community expects strong sales growth of $28.38 billion and 134.4% annual earnings growth. In the past two months, analysts have revised their consensus earnings estimate 17.2% higher. Typically, positive analyst earnings revisions precede future earnings surprises. Nvidia has exceeded analysts’ consensus estimate of 9.5% to 29.2% in the past four quarters, so another earnings surprise is likely. I should note that these earnings surprises are fundamentally additive as they ease a price-earnings ratio priced for perfection. But far more consequential is the decrease in risk this confers on Nvidia shares. Specifically, the analyst revisions and earnings beats increase trading volume, which in turn tends to reduce the standard deviation of the shares. Moreover, looking at the decrease in standard deviation in relation to Nvidia’s alpha improves the company’s risk-adjusted return outlook. We’ve seen plenty of stocks rise to meteoric heights, but few with the technical bona fides of Nvidia. Not only will Nvidia be a $4 trillion and ultimately $5 trillion stock, but this valuation will have staying power. Furthermore, Nvidia is notorious for guiding the analyst community higher after posting its sales and earnings surprises. So if you are wondering how Nvidia will break through the $4 trillion capitalization level and then power on to become the first company to hit $5 trillion in market capitalization, all the stock has to do is merely follow its earnings growth and continue to guide higher. Like a rocket, as Nvidia climbs in altitude, it will face less resistance and continue to power through $4 trillion, $5 trillion and beyond. With the technical setup in the stock, not only will Nvidia be a $4 trillion and ultimately $5 trillion stock, but this valuation will have staying power. The simple fact is that since Nvidia spends billions of dollars to develop its next-generation generative-AI chips, competing with Nvidia has become increasingly futile. In fact, all the other AI chips under development are increasingly low-tech solutions, and not the deep learning, generative AI chips Nvidia makes. As a result, Nvidia is leading the entire U.S. stock market and the “Magnificent Seven” gathering is now a party of one.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":323441654874184,"gmtCreate":1719974259403,"gmtModify":1719974260932,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 为啥就英伟达跌,想不明白","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 为啥就英伟达跌,想不明白","text":"$英伟达(NVDA)$ 为啥就英伟达跌,想不明白","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323441654874184","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484262864630055","authorId":"3484262864630055","name":"斑马爸爸","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"回调很正常,别急,放长线钓大鱼","text":"回调很正常,别急,放长线钓大鱼","html":"回调很正常,别急,放长线钓大鱼"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272368256942320,"gmtCreate":1707534045331,"gmtModify":1707534046311,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 能突破1000[得意] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 能突破1000[得意] ","text":"$英伟达(NVDA)$ 能突破1000[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272368256942320","isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280353185988632,"gmtCreate":1709467017937,"gmtModify":1709467020042,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"非常客观,英伟达涨势远远没有结束,但是到了2025年尤其是下半年要特别注意风险。半导体下行周期到了。","listText":"非常客观,英伟达涨势远远没有结束,但是到了2025年尤其是下半年要特别注意风险。半导体下行周期到了。","text":"非常客观,英伟达涨势远远没有结束,但是到了2025年尤其是下半年要特别注意风险。半导体下行周期到了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/280353185988632","repostId":"2416695275","repostType":2,"repost":{"id":"2416695275","pubTimestamp":1709381100,"share":"https://www.laohu8.com/m/news/2416695275?lang=&edition=full","pubTime":"2024-03-02 20:05","market":"us","language":"en","title":"Nvidia Stock Still May Not Be Nearly As Expensive As You Think","url":"https://stock-news.laohu8.com/highlight/detail?id=2416695275","media":"Motley Fool","summary":"There are risks for Nvidia's business, but the year ahead might yield some incredible business expansion.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia might be the smallest of the Magnificent Seven stocks as measured by sales, but it may not stay that way for long.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia could be sitting on massive profit potential in the coming years.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>That said, the stock still trades for a high premium, so new investors in particular should tread lightly.</div>\n</li>\n</ul><div><p><strong>Nvidia </strong><span>(NVDA<span> 4.00%</span>)</span> keeps going from strength to strength. It passed up mighty <strong>Alphabet </strong>and <strong>Amazon</strong> to become the third-most-valuable \"Magnificent Seven\" stock, and it briefly topped a $2 trillion market cap valuation. And yet, though it's the third largest business of the Magnificent Seven by market cap, it's still the smallest as measured by annual sales.</p><p>Some evidence of this fact is that Nvidia stock trades for a whopping 66 times trailing-12-month earnings per share. However, Nvidia may not be nearly as expensive as it appears to be, even after the stock's incredible 400%-plus run higher since the start of 2023. </p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"31.67\" average_volume=\"46,393,945\" company_name=\"Nvidia\" current_price=\"822.79\" daily_high=\"823.00\" daily_low=\"794.35\" default_period=\"OneYear\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"823.94\" fifty_two_week_low=\"222.97\" gross_margin=\"72.72\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$2,057B\" pe_ratio=\"68.93\" percent_change=\"4.00\" symbol=\"NVDA\" volume=\"47,913,510\"></app></div><h2>It's all about the future</h2><p>Much can be said about Nvidia's rise, the current data center investment supercycle driven by generative artificial intelligence (AI) that Nvidia helped spawn, and whether semiconductor peers can catch up and take some of Nvidia's market share.</p><p>But as far as Nvidia is concerned, calendar year 2024 (fiscal 2025 for Nvidia, the 12-month period that will end in January 2025) could be another epic year. After reporting full-year revenue of $60.9 billion, a 126% increase over the depressed results from calendar year 2022 during the bear market, management is forecasting $24 billion in sales for fiscal 2025's Q1, the three months that will end in April 2024. That's 40% of all of last year's sales in a single quarter. </p><p>CEO Jensen Huang said on the earnings call that Nvidia's supply of computing accelerator system parts is improving. However, Huang and company still expect overall demand this next year to be <em>higher </em>than what Nvidia and its partners can crank out. That implies quarterly sales could continue to tick higher from the end of Q1 and on. </p><div><div></div></div><p>But even if we simply annualize Nvidia's Q1 expected revenue, we arrive at just shy of $100 billion in this year's sales, about a 57% increase from last year. For the record, that would dramatically help Nvidia catch up to the other Magnificent Seven in terms of annual sales (see chart below).</p><p><img src=\"https://media.ycharts.com/charts/870f446d7767d8f83fa7dbecb255e7d1.png\"/></p><p>NVDA Revenue (TTM) data by YCharts</p><p>And if we factor for a bit of gross profit margin contraction, resulting from a benefit from favorable parts supply at the moment, annual operating expenses of $14 billion (the Q1 outlook for operating expenses of $3.5 billion multiplied by four), and a tax rate of 17%, Nvidia could be pacing toward $50 billion in operating income or more. That would be a 50% increase over last year. </p><p>Based on these back-of-the-envelope expectations, Nvidia stock is trading for about 35 to 40 times this year's earnings, far lower than the aforementioned 66 times trailing-12-month earnings ($2 trillion market cap divided by $50 billion in net income and/or free cash flow).</p><div><div></div></div><h2>How long can Nvidia keep growing?</h2><p>Of course, even this forward-looking earnings multiple hardly makes Nvidia stock cheap. Far from it, this valuation is in anticipation of Nvidia remaining in high-growth mode for quite some time. Wild estimates like seeing global AI infrastructure reach $400 billion in annual spending by 2027 -- an estimate <strong>Advanced Micro Devices</strong> has cited a few times now, which assumes a roughly doubling in global data center value from $1 trillion this past year to $2 trillion in three years -- has many investors are putting gobs of cash on the line with this as an assumption. </p><p>But it's important to remember that Nvidia's business has always been cyclical -- periods of multi-year growth are followed by a year or two of contraction, before fresh highs are reached again. This isn't likely to change.</p><p>Thus, investors should be on guard for a significant slowdown, or even a pullback, in AI infrastructure spending, perhaps late this year or in 2025. That could send Nvidia stock spiraling, much as past cyclical downturns have done.</p><p><img src=\"https://media.ycharts.com/charts/9e528ee04bb790de5f6b95249f7f2802.png\"/></p><p>Data by YCharts.</p><div><div></div></div><p>Does that mean Nvidia stock is to be avoided right now? I'm not ready to say that just yet. If the AI infrastructure market does keep growing through 2027, Nvidia stock may not be done just yet. But given the current valuation, investors looking to get in on the action should be cautious. Consider using a dollar-cost average plan to scale into a position over time, taking advantage of any inevitable dips along the way. In the meantime, there are a lot of other great semiconductor stocks out there right now as well.</p><div></div></div></body></html>","source":"fool_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>Nvidia Stock Still May Not Be Nearly As Expensive As You Think</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; 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}\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\">\nNvidia Stock Still May Not Be Nearly As Expensive As You Think\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-02 20:05 GMT+8 <a href=https://www.fool.com/investing/2024/03/02/nvidia-stock-still-may-not-be-nearly-as-expensive/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia might be the smallest of the Magnificent Seven stocks as measured by sales, but it may not stay that way for long.\n\n\n\n\n\n\n\nNvidia could be sitting on massive profit potential in the coming years...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/02/nvidia-stock-still-may-not-be-nearly-as-expensive/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F766988%2Fcloud-infrastructure-data-centers.jpg&op=resize&w=165&h=104","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4523":"印度概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4587":"ChatGPT概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4543":"AI","LU0109392836.USD":"富兰克林科技股A","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4527":"明星科技股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4579":"人工智能","BK4141":"半导体产品","TTM":"塔塔汽车","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4503":"景林资产持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4551":"寇图资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4581":"高盛持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","NVDA":"英伟达","LU0080751232.USD":"富达环球多元动力基金A","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4099":"汽车制造商","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4529":"IDC概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4567":"ESG概念"},"source_url":"https://www.fool.com/investing/2024/03/02/nvidia-stock-still-may-not-be-nearly-as-expensive/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416695275","content_text":"Nvidia might be the smallest of the Magnificent Seven stocks as measured by sales, but it may not stay that way for long.\n\n\n\n\n\n\n\nNvidia could be sitting on massive profit potential in the coming years.\n\n\n\n\n\n\n\nThat said, the stock still trades for a high premium, so new investors in particular should tread lightly.\n\nNvidia (NVDA 4.00%) keeps going from strength to strength. It passed up mighty Alphabet and Amazon to become the third-most-valuable \"Magnificent Seven\" stock, and it briefly topped a $2 trillion market cap valuation. And yet, though it's the third largest business of the Magnificent Seven by market cap, it's still the smallest as measured by annual sales.Some evidence of this fact is that Nvidia stock trades for a whopping 66 times trailing-12-month earnings per share. However, Nvidia may not be nearly as expensive as it appears to be, even after the stock's incredible 400%-plus run higher since the start of 2023. It's all about the futureMuch can be said about Nvidia's rise, the current data center investment supercycle driven by generative artificial intelligence (AI) that Nvidia helped spawn, and whether semiconductor peers can catch up and take some of Nvidia's market share.But as far as Nvidia is concerned, calendar year 2024 (fiscal 2025 for Nvidia, the 12-month period that will end in January 2025) could be another epic year. After reporting full-year revenue of $60.9 billion, a 126% increase over the depressed results from calendar year 2022 during the bear market, management is forecasting $24 billion in sales for fiscal 2025's Q1, the three months that will end in April 2024. That's 40% of all of last year's sales in a single quarter. CEO Jensen Huang said on the earnings call that Nvidia's supply of computing accelerator system parts is improving. However, Huang and company still expect overall demand this next year to be higher than what Nvidia and its partners can crank out. That implies quarterly sales could continue to tick higher from the end of Q1 and on. But even if we simply annualize Nvidia's Q1 expected revenue, we arrive at just shy of $100 billion in this year's sales, about a 57% increase from last year. For the record, that would dramatically help Nvidia catch up to the other Magnificent Seven in terms of annual sales (see chart below).NVDA Revenue (TTM) data by YChartsAnd if we factor for a bit of gross profit margin contraction, resulting from a benefit from favorable parts supply at the moment, annual operating expenses of $14 billion (the Q1 outlook for operating expenses of $3.5 billion multiplied by four), and a tax rate of 17%, Nvidia could be pacing toward $50 billion in operating income or more. That would be a 50% increase over last year. Based on these back-of-the-envelope expectations, Nvidia stock is trading for about 35 to 40 times this year's earnings, far lower than the aforementioned 66 times trailing-12-month earnings ($2 trillion market cap divided by $50 billion in net income and/or free cash flow).How long can Nvidia keep growing?Of course, even this forward-looking earnings multiple hardly makes Nvidia stock cheap. Far from it, this valuation is in anticipation of Nvidia remaining in high-growth mode for quite some time. Wild estimates like seeing global AI infrastructure reach $400 billion in annual spending by 2027 -- an estimate Advanced Micro Devices has cited a few times now, which assumes a roughly doubling in global data center value from $1 trillion this past year to $2 trillion in three years -- has many investors are putting gobs of cash on the line with this as an assumption. But it's important to remember that Nvidia's business has always been cyclical -- periods of multi-year growth are followed by a year or two of contraction, before fresh highs are reached again. This isn't likely to change.Thus, investors should be on guard for a significant slowdown, or even a pullback, in AI infrastructure spending, perhaps late this year or in 2025. That could send Nvidia stock spiraling, much as past cyclical downturns have done.Data by YCharts.Does that mean Nvidia stock is to be avoided right now? I'm not ready to say that just yet. If the AI infrastructure market does keep growing through 2027, Nvidia stock may not be done just yet. But given the current valuation, investors looking to get in on the action should be cautious. Consider using a dollar-cost average plan to scale into a position over time, taking advantage of any inevitable dips along the way. In the meantime, there are a lot of other great semiconductor stocks out there right now as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"还以为我自己发的 [捂脸]","text":"还以为我自己发的 [捂脸]","html":"还以为我自己发的 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310435436445880,"gmtCreate":1716817773832,"gmtModify":1716869282866,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"英伟达的持续强劲增长,加上AMD和英特尔不温不火的人工智能前景,进一步证明了英伟达不懈的技术进步战略在抵御竞争方面非常有效。 AMD产能过低,英伟达生产周期很短,持续看涨。","listText":"英伟达的持续强劲增长,加上AMD和英特尔不温不火的人工智能前景,进一步证明了英伟达不懈的技术进步战略在抵御竞争方面非常有效。 AMD产能过低,英伟达生产周期很短,持续看涨。","text":"英伟达的持续强劲增长,加上AMD和英特尔不温不火的人工智能前景,进一步证明了英伟达不懈的技术进步战略在抵御竞争方面非常有效。 AMD产能过低,英伟达生产周期很短,持续看涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310435436445880","repostId":"2438068052","repostType":2,"repost":{"id":"2438068052","pubTimestamp":1716814800,"share":"https://www.laohu8.com/m/news/2438068052?lang=&edition=full","pubTime":"2024-05-27 21:00","market":"us","language":"en","title":"How Nvidia Is Leaving Competitors In The Dust","url":"https://stock-news.laohu8.com/highlight/detail?id=2438068052","media":"Seeking Alpha","summary":"Nvidia Corporation continues to grow rapidly as competitors struggle to gain a foothold in AI accelerators.Nvidia's aggressive technological progress and capacity expansion have made it very difficult","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation continues to grow rapidly as competitors struggle to gain a foothold in AI accelerators.</p></li><li><p>Nvidia's aggressive technological progress and capacity expansion have made it very difficult for others to compete.</p></li><li><p>Consequently, I expect Nvidia to see strong growth through the rest of 2024 and 2025.</p></li><li><p>Overall, I maintain a strong buy rating for Nvidia stock.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/511678a5bd019be7b0484bf99d116003\" alt=\"BlackJack3D\" title=\"BlackJack3D\" tg-width=\"750\" tg-height=\"429\"/><span>BlackJack3D</span></p><p><strong>Nvidia Corporation</strong> (NASDAQ:NVDA) reported fiscal Q1 2025 earnings on Wednesday, May 22. The company posted a strong beat yet again, and guided continued growth for the current quarter (fiscal Q2, 2025). On the earnings call, management also provided updates pertaining to its competitive positioning for the next few quarters.</p><p>Combined with comments we have heard from Advanced Micro Devices (AMD) and Intel (INTC) this earnings season, I am now convinced that Nvidia will manage to stay well ahead of the competition in the data center AI accelerator market for quite some time. Nvidia continues to see increasing demand for its AI chips, while AMD and Intel struggle to grow their backlogs even amidst an enormous boom. I think there are good reasons for this divergence in performance, and they have to do with Nvidia’s very aggressive strategy to keep competition at bay. In this article, I take a closer look at this strategy and explain why I believe it is proving successful.</p><p>Overall, I maintain a Strong Buy rating for Nvidia stock.</p><h2 id=\"id_2304760273\">The Competitive Landscape</h2><p>Over the last year, there have been various concerns about Nvidia’s competitive moat in data center GPUs and the company’s ability to stave off competition from the other major chipmakers (especially AMD, and to some extent Intel). I have also written about this topic previously.</p><p>The last few months have yielded further clarity on the subject of competitiveness. Specifically, both AMD and Intel have struggled to win orders for their MI300 and Gaudi 3 accelerators, respectively. As I discussed in detail in a recent article, AMD had reported that the MI300 backlog was $2 billion in December and $3.5 billion in January. However, their update at the start of May showed only a $500 million increase in the MI300 backlog to $4 billion. Intel also expects only $500 million in revenue for Gaudi 3 accelerators in 2024.</p><p>Meanwhile, Nvidia continues to grow at a strong clip. Not only have data center sales continue to grow by several billion dollars each quarter, Nvidia even reported that “demand for [current-generation] Hopper [accelerators] during the quarter continues to increase.” This is in stark contrast to the tepid demand outlooks from competitors.</p><p>In addition, (i) Nvidia’s Grace Hopper super chips (CPU + GPU) are now “shipping in volume”; (ii) refreshed H200 accelerators start shipping in Q2; and (iii) next-generation Blackwell are in full production and management expects “a lot of Blackwell revenue this year.” AMD and Intel are already struggling to make inroads against the H100, so Nvidia’s aggressive roadmap for the remainder of this year and next bodes well for Nvidia’s competitive position.</p><p>Nvidia is also accelerating its cadence of chip launches, and is looking to move from a two-year update cycle to a one-year cycle.</p><h2 id=\"id_1563780422\">Nvidia’s Relentless Technological Progress</h2><p>It seems that instead of ceding market share or competing aggressively on price, Nvidia’s primary strategy for addressing competition from other chipmakers is to relentlessly advance its technology. It makes sense why this would be the preferred approach for Nvidia — although difficult to pull off, it can help preserve both market share and profit margins.</p><p>As I discussed in a recent AMD article, the MI300X looked quite competitive (hardware-wise) when it launched in Q4 2023. MI300X chips benchmarked similarly to the H100 in training and better in inference. However, MI300 chips take seven months to manufacture and AMD won’t have much supply until most likely Q4 2024. This means that the MI300 won’t just be going up against the H100. By the time there is decent supply available, the MI300 will be going up against both the refreshed H200 and also the next-generation B100 (and then B200 next year). The comparison is likely to become much less favorable for AMD, especially given the strong expected improvements in power efficiency and total cost of ownership for Blackwell chips.</p><p>Intel lags even further behind AMD in AI accelerators, so their competitive position is even worse.</p><p>Moreover, Nvidia continues to strengthen its AI chip offerings beyond data center GPUs as well. Nvidia’s Jetson chips for robotics seem to be taking off in various use cases. Nvidia management also reported that its automotive chips are meeting with good success among customers, and that the next-generation Thor chips (due to launch next year) have won a number of design wins with auto manufacturers. Although Intel does have significant inroads into automotive compute with its stake in Mobileye Global (MBLY), AMD does not — and neither is as well-positioned in robotics.</p><p>Finally, of course, Nvidia continues to rapidly strengthen its already dominant position in AI software. During the GTC Keynote in March, Nvidia showcased an impressive slew of new and updated AI software including pre-trained models that customers can fine tune for their specific needs, along with specialized offerings for various use cases like robotics, simulation, and forecasting.</p><p>With all these updates to Nvidia’s software portfolio, it seems fair to say that on the software front, the other chipmakers are nowhere close to where Nvidia is today. For instance, even if AMD were to succeed in turning ROCm into a viable competitor to CUDA (already a very difficult task), that would still leave their software offerings far behind Nvidia’s in areas like simulation, robotics, automotive, etc.</p><p>Given all this progress in both hardware and software, Nvidia continues to be in an excellent position against other major chipmakers. The continuing strong growth from Nvidia, paired with the tepid AI outlooks from AMD and Intel, provides further evidence that Nvidia’s strategy of relentless technological progress is working very well to stave off the competition.</p><h2 id=\"id_2413002422\">The Best Ability Is Availability</h2><p>One factor that had created an opening for competitors in the data center GPU space over the last year was the low availability of Nvidia’s H100 GPUs and the associated long lead times for procuring them. It made sense for customers to look elsewhere for GPUs under these conditions. However, H100 lead times have reportedly dropped from about a year to only 2–3 months. As such, it would seem that customers looking to buy many GPUs today could receive delivery of H100s sooner than they could receive delivery of AMD’s MI300s (and possibly Intel’s Gaudi 3). Hence, there is now one less reason for customers to look beyond Nvidia.</p><p>H200 and B100 accelerators should be ramping quickly over the rest of the year, and although they are likely to see supply constraints and longer lead times this year, their availability (even in limited amounts) should further strengthen the case for customers to choose Nvidia over the alternatives.</p><p>As a result, I expect that Nvidia’s great work in terms of expanding its capacity over the last few quarters is likely to yield significant benefits in terms of staving off competitors both this year and next year.</p><h2 id=\"id_2754160876\">Conclusion</h2><p>When I last covered Nvidia stock in February, I had assigned an end-of-year price target of $930, but noted that I saw significant upside beyond $1,000. This was based on an expectation of $35 billion revenue, 50% net profit margin, and $28 run-rate EPS in the last quarter of this year.</p><p>In Q1, Nvidia reported $26 billion revenue versus my expectation of $24 billion, and is guiding $28 billion for Q2. EPS also came in at a $24 run-rate versus my expectation of $22. Given the ongoing ramps for H200 and B100, I would say that Nvidia is solidly on track to meet (and perhaps to exceed) both my $35 billion revenue expectation and my $28 run-rate EPS expectation for the end of the year. Nvidia also seems to be on track to meet or exceed my net profit margin expectation — I had modeled a decline of 6 percentage points compared to fiscal Q4 2024, but Nvidia seems to be guiding a gross margin decline of about 3-5 percentage points for the remainder of the year.</p><p>Given Nvidia’s strong execution compared to my expectations, along with the significant blows that Nvidia seems to have dealt to the competition, I would say that Nvidia’s current price (around $1040) makes sense and is well-deserved. I do think that Nvidia is about fairly valued relative to my expectations for the end of this year, so I wonder if the stock price may stall for a little bit. But we are almost in June, so it is not a significant knock on Nvidia that the stock price is already where I expected to be around the end of the year. Moreover, given how effectively Nvidia seems to be shaking off its competitors, I now feel quite confident that the company will see strong top and bottom-line growth in 2025, and that a significantly higher share price will be warranted exiting next year. As such, overall, Nvidia remains a strong buy for me, and I continue to expect the stock to generate excess returns going forward.</p><p>When I initiated Nvidia as a strong buy a year ago, I had argued that investors should be patient and allow Nvidia to keep growing its top and bottom lines. I had reiterated this view in November. Today, I still think it makes sense for investors to maintain a tight grip on their Nvidia holdings and allow the company to keep growing.</p><p>As discussed, conditions are very favorable for continued strong Nvidia Corporation growth both this year and next (and perhaps beyond as well). Nvidia’s leadership position in AI is quite unique, and Nvidia continues to be a near-monopoly with excellent technology, execution, and leadership. As such, in my opinion, there is no very compelling reason to jump ship today.</p></body></html>","source":"seekingalpha","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>How Nvidia Is Leaving Competitors In The Dust</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; 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}\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\">\nHow Nvidia Is Leaving Competitors In The Dust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-27 21:00 GMT+8 <a href=https://seekingalpha.com/article/4695486-how-nvidia-is-leaving-competitors-in-the-dust><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation continues to grow rapidly as competitors struggle to gain a foothold in AI accelerators.Nvidia's aggressive technological progress and capacity expansion have made it very difficult...</p>\n\n<a href=\"https://seekingalpha.com/article/4695486-how-nvidia-is-leaving-competitors-in-the-dust\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4124":"机动车零配件与设备","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","NVDA":"英伟达","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4529":"IDC概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4567":"ESG概念","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4534":"瑞士信贷持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4587":"ChatGPT概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4535":"淡马锡持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4543":"AI","LU0079474960.USD":"联博美国增长基金A"},"source_url":"https://seekingalpha.com/article/4695486-how-nvidia-is-leaving-competitors-in-the-dust","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2438068052","content_text":"Nvidia Corporation continues to grow rapidly as competitors struggle to gain a foothold in AI accelerators.Nvidia's aggressive technological progress and capacity expansion have made it very difficult for others to compete.Consequently, I expect Nvidia to see strong growth through the rest of 2024 and 2025.Overall, I maintain a strong buy rating for Nvidia stock.BlackJack3DNvidia Corporation (NASDAQ:NVDA) reported fiscal Q1 2025 earnings on Wednesday, May 22. The company posted a strong beat yet again, and guided continued growth for the current quarter (fiscal Q2, 2025). On the earnings call, management also provided updates pertaining to its competitive positioning for the next few quarters.Combined with comments we have heard from Advanced Micro Devices (AMD) and Intel (INTC) this earnings season, I am now convinced that Nvidia will manage to stay well ahead of the competition in the data center AI accelerator market for quite some time. Nvidia continues to see increasing demand for its AI chips, while AMD and Intel struggle to grow their backlogs even amidst an enormous boom. I think there are good reasons for this divergence in performance, and they have to do with Nvidia’s very aggressive strategy to keep competition at bay. In this article, I take a closer look at this strategy and explain why I believe it is proving successful.Overall, I maintain a Strong Buy rating for Nvidia stock.The Competitive LandscapeOver the last year, there have been various concerns about Nvidia’s competitive moat in data center GPUs and the company’s ability to stave off competition from the other major chipmakers (especially AMD, and to some extent Intel). I have also written about this topic previously.The last few months have yielded further clarity on the subject of competitiveness. Specifically, both AMD and Intel have struggled to win orders for their MI300 and Gaudi 3 accelerators, respectively. As I discussed in detail in a recent article, AMD had reported that the MI300 backlog was $2 billion in December and $3.5 billion in January. However, their update at the start of May showed only a $500 million increase in the MI300 backlog to $4 billion. Intel also expects only $500 million in revenue for Gaudi 3 accelerators in 2024.Meanwhile, Nvidia continues to grow at a strong clip. Not only have data center sales continue to grow by several billion dollars each quarter, Nvidia even reported that “demand for [current-generation] Hopper [accelerators] during the quarter continues to increase.” This is in stark contrast to the tepid demand outlooks from competitors.In addition, (i) Nvidia’s Grace Hopper super chips (CPU + GPU) are now “shipping in volume”; (ii) refreshed H200 accelerators start shipping in Q2; and (iii) next-generation Blackwell are in full production and management expects “a lot of Blackwell revenue this year.” AMD and Intel are already struggling to make inroads against the H100, so Nvidia’s aggressive roadmap for the remainder of this year and next bodes well for Nvidia’s competitive position.Nvidia is also accelerating its cadence of chip launches, and is looking to move from a two-year update cycle to a one-year cycle.Nvidia’s Relentless Technological ProgressIt seems that instead of ceding market share or competing aggressively on price, Nvidia’s primary strategy for addressing competition from other chipmakers is to relentlessly advance its technology. It makes sense why this would be the preferred approach for Nvidia — although difficult to pull off, it can help preserve both market share and profit margins.As I discussed in a recent AMD article, the MI300X looked quite competitive (hardware-wise) when it launched in Q4 2023. MI300X chips benchmarked similarly to the H100 in training and better in inference. However, MI300 chips take seven months to manufacture and AMD won’t have much supply until most likely Q4 2024. This means that the MI300 won’t just be going up against the H100. By the time there is decent supply available, the MI300 will be going up against both the refreshed H200 and also the next-generation B100 (and then B200 next year). The comparison is likely to become much less favorable for AMD, especially given the strong expected improvements in power efficiency and total cost of ownership for Blackwell chips.Intel lags even further behind AMD in AI accelerators, so their competitive position is even worse.Moreover, Nvidia continues to strengthen its AI chip offerings beyond data center GPUs as well. Nvidia’s Jetson chips for robotics seem to be taking off in various use cases. Nvidia management also reported that its automotive chips are meeting with good success among customers, and that the next-generation Thor chips (due to launch next year) have won a number of design wins with auto manufacturers. Although Intel does have significant inroads into automotive compute with its stake in Mobileye Global (MBLY), AMD does not — and neither is as well-positioned in robotics.Finally, of course, Nvidia continues to rapidly strengthen its already dominant position in AI software. During the GTC Keynote in March, Nvidia showcased an impressive slew of new and updated AI software including pre-trained models that customers can fine tune for their specific needs, along with specialized offerings for various use cases like robotics, simulation, and forecasting.With all these updates to Nvidia’s software portfolio, it seems fair to say that on the software front, the other chipmakers are nowhere close to where Nvidia is today. For instance, even if AMD were to succeed in turning ROCm into a viable competitor to CUDA (already a very difficult task), that would still leave their software offerings far behind Nvidia’s in areas like simulation, robotics, automotive, etc.Given all this progress in both hardware and software, Nvidia continues to be in an excellent position against other major chipmakers. The continuing strong growth from Nvidia, paired with the tepid AI outlooks from AMD and Intel, provides further evidence that Nvidia’s strategy of relentless technological progress is working very well to stave off the competition.The Best Ability Is AvailabilityOne factor that had created an opening for competitors in the data center GPU space over the last year was the low availability of Nvidia’s H100 GPUs and the associated long lead times for procuring them. It made sense for customers to look elsewhere for GPUs under these conditions. However, H100 lead times have reportedly dropped from about a year to only 2–3 months. As such, it would seem that customers looking to buy many GPUs today could receive delivery of H100s sooner than they could receive delivery of AMD’s MI300s (and possibly Intel’s Gaudi 3). Hence, there is now one less reason for customers to look beyond Nvidia.H200 and B100 accelerators should be ramping quickly over the rest of the year, and although they are likely to see supply constraints and longer lead times this year, their availability (even in limited amounts) should further strengthen the case for customers to choose Nvidia over the alternatives.As a result, I expect that Nvidia’s great work in terms of expanding its capacity over the last few quarters is likely to yield significant benefits in terms of staving off competitors both this year and next year.ConclusionWhen I last covered Nvidia stock in February, I had assigned an end-of-year price target of $930, but noted that I saw significant upside beyond $1,000. This was based on an expectation of $35 billion revenue, 50% net profit margin, and $28 run-rate EPS in the last quarter of this year.In Q1, Nvidia reported $26 billion revenue versus my expectation of $24 billion, and is guiding $28 billion for Q2. EPS also came in at a $24 run-rate versus my expectation of $22. Given the ongoing ramps for H200 and B100, I would say that Nvidia is solidly on track to meet (and perhaps to exceed) both my $35 billion revenue expectation and my $28 run-rate EPS expectation for the end of the year. Nvidia also seems to be on track to meet or exceed my net profit margin expectation — I had modeled a decline of 6 percentage points compared to fiscal Q4 2024, but Nvidia seems to be guiding a gross margin decline of about 3-5 percentage points for the remainder of the year.Given Nvidia’s strong execution compared to my expectations, along with the significant blows that Nvidia seems to have dealt to the competition, I would say that Nvidia’s current price (around $1040) makes sense and is well-deserved. I do think that Nvidia is about fairly valued relative to my expectations for the end of this year, so I wonder if the stock price may stall for a little bit. But we are almost in June, so it is not a significant knock on Nvidia that the stock price is already where I expected to be around the end of the year. Moreover, given how effectively Nvidia seems to be shaking off its competitors, I now feel quite confident that the company will see strong top and bottom-line growth in 2025, and that a significantly higher share price will be warranted exiting next year. As such, overall, Nvidia remains a strong buy for me, and I continue to expect the stock to generate excess returns going forward.When I initiated Nvidia as a strong buy a year ago, I had argued that investors should be patient and allow Nvidia to keep growing its top and bottom lines. I had reiterated this view in November. Today, I still think it makes sense for investors to maintain a tight grip on their Nvidia holdings and allow the company to keep growing.As discussed, conditions are very favorable for continued strong Nvidia Corporation growth both this year and next (and perhaps beyond as well). Nvidia’s leadership position in AI is quite unique, and Nvidia continues to be a near-monopoly with excellent technology, execution, and leadership. As such, in my opinion, there is no very compelling reason to jump ship today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317744537395272,"gmtCreate":1718613486771,"gmtModify":1718613488507,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 总感觉要回调在涨,这一个多月涨得太快了。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 总感觉要回调在涨,这一个多月涨得太快了。","text":"$英伟达(NVDA)$ 总感觉要回调在涨,这一个多月涨得太快了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/317744537395272","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576790050773511","authorId":"3576790050773511","name":"JUDY1976","avatar":"https://static.tigerbbs.com/5e3414fb9b20f2c698cc2992388d6db1","crmLevel":1,"crmLevelSwitch":0},"content":"也就一两周就该回调了,没有一直涨的票,技术上也不支持","text":"也就一两周就该回调了,没有一直涨的票,技术上也不支持","html":"也就一两周就该回调了,没有一直涨的票,技术上也不支持"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277120451989752,"gmtCreate":1708685512325,"gmtModify":1708686824614,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"市盈率才60,而且每股收益还在不断提高。你说贵不贵?","listText":"市盈率才60,而且每股收益还在不断提高。你说贵不贵?","text":"市盈率才60,而且每股收益还在不断提高。你说贵不贵?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277120451989752","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297016361640232,"gmtCreate":1713542634376,"gmtModify":1713542637894,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 凉凉","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 凉凉","text":"$英伟达(NVDA)$ 凉凉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297016361640232","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285061117718536,"gmtCreate":1710601318100,"gmtModify":1710601320364,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"黄仁勋进军AI应用端,后期不仅仅是一家卖铲子的巨头。","listText":"黄仁勋进军AI应用端,后期不仅仅是一家卖铲子的巨头。","text":"黄仁勋进军AI应用端,后期不仅仅是一家卖铲子的巨头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285061117718536","repostId":"2419118309","repostType":2,"repost":{"id":"2419118309","pubTimestamp":1710592800,"share":"https://www.laohu8.com/m/news/2419118309?lang=&edition=full","pubTime":"2024-03-16 20:40","market":"us","language":"en","title":"Jensen Huang Just Said \"Humanoid Robotics Should Be Right Around the Corner.\" Here's How Nvidia Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=2419118309","media":"Motley Fool","summary":"Nvidia is exploring humanoid robotics, an under-the-radar application in artificial intelligence (AI).","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia recently joined Microsoft, OpenAI, and Intel in a funding round for humanoid robotics start-up Figure AI.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Humanoid robotics represents an interesting part of the overall AI story, as the technology spans both hardware and software applications.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia could be a particularly disruptive force in the development of humanoid robotics, given its unique position as both a hardware and software AI player.</div>\n</li>\n</ul><div><p>When it comes to artificial intelligence (AI), applications in machine learning, large language models, and compute networking garner most of the attention. But what investors may not realize is that use cases packaged around AI are evolving in real time.</p><p>One area that is getting particular interest is robotics. Indeed, companies such as <strong>Amazon</strong> and <strong>Alibaba</strong> have implemented robotics throughout their warehouses for years, creating efficiencies as it relates to packaging and logistics.</p><p>However, a rising number of the world's largest technology companies are increasingly focusing on the next frontier of robotics: humanoid bots. In late February, <strong>Nvidia</strong>'s <span>(NVDA<span> -0.12%</span>)</span> CEO, Jensen Huang, said \"humanoid robotics should be right around the corner\" during a panel discussion about AI.</p><p>Let's dig into the rise of humanoid robotics and analyze the moves Nvidia is making in the space.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"-1.07\" average_volume=\"50,639,303\" company_name=\"Nvidia\" current_price=\"878.37\" daily_high=\"895.46\" daily_low=\"862.57\" default_period=\"OneYear\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"974.00\" fifty_two_week_low=\"251.30\" gross_margin=\"72.72\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$2,196B\" pe_ratio=\"73.59\" percent_change=\"-0.12\" symbol=\"NVDA\" volume=\"64,208,616\"></app></div><h2>How does AI play a role in robotics?</h2><p>Robotics is an interesting part of the overall AI narrative because it is uniquely positioned at the intersection of software and hardware. And believe it or not, there are lots of companies working to develop humanoid bots.</p><div><div></div></div><p>Two of the more recognized brands in robotics include Boston Dynamics and <strong>Tesla</strong>. Over the last year, Tesla has teased investors with previews of its humanoid bot Optimus -- which is planned to be used across the company's factories and assembly lines in the future.</p><p>One lesser-known robotics start-up called 1X hails from Norway. The company has raised $125 million in venture capital (VC) funding over the last year from high-profile investors including OpenAI, <strong>Samsung</strong>, and Tiger Global.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F769076%2Fgettyimages-966248982.jpg&op=resize&w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/769076/gettyimages-966248982.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/769076/gettyimages-966248982.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/769076/gettyimages-966248982.jpg&w=2000&op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>What is Nvidia doing with robotics?</h2><p>About a week after Huang's comments regarding humanoid robots, Nvidia was cited as an investor in a $675 million funding round for start-up Figure AI. Nvidia joined <strong>Microsoft</strong>, OpenAI, <strong>Intel</strong>, and Amazon co-founder Jeff Bezos as investors.</p><p>Figure AI is developing humanoid robots that it plans to commercialize in industries such as manufacturing, warehousing, and retail. Figure AI's robots are being trained on generative AI models to learn how to perform basic tasks. The theme? The company is seeking to disrupt the workforce -- a market estimated to be worth $42 trillion annually.</p><div><div></div></div><h2>How could Nvidia benefit?</h2><p>Nvidia has incredibly lucrative opportunities in robotics. Currently, the company is primarily a hardware player -- developing high-performance semiconductors called graphics processing units (GPUs).</p><p>However, Nvidia is quietly expanding outside compute networking. Specifically, the company's enterprise software and services business is already operating at an annual revenue run rate of $1 billion. While this is impressive, it pales in comparison to Nvidia's data center business -- which generated $47 billion in sales last year.</p><p>Moreover, Nvidia is aggressively pursuing the enterprise software market through a combination of investments and strategic partnerships. The company is an investor in start-up Databricks, which largely competes with <strong>Palantir Technologies</strong>. Additionally, Nvidia also partners with <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></strong>, helping bring AI capabilities to the company's data cloud platform.</p><p>Given Nvidia's distinctive position as both a hardware and software developer, the company has a massive opportunity to play an integral role in the development of humanoid robotics. I see the investment in Figure AI as a first step that could lead to further strategic partnerships and revenue opportunities across both sides of its business.</p><div><div></div></div><p>The important idea here is that Nvidia is subtly building an end-to-end AI solution -- spanning across both software and hardware. As such, I think the company is setting itself up for long-term sustained growth in a variety of areas in the overall AI realm.</p><p>My guess is that Huang will continue to drop breadcrumbs, alluding to AI-powered applications that he believes Nvidia can play a role in. Despite the run-up in the stock, I think now is a terrific time to scoop up some shares and plan to hold long term.</p><div></div></div></body></html>","source":"fool_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>Jensen Huang Just Said \"Humanoid Robotics Should Be Right Around the Corner.\" Here's How Nvidia Could Benefit.</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; 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}\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\">\nJensen Huang Just Said \"Humanoid Robotics Should Be Right Around the Corner.\" Here's How Nvidia Could Benefit.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 20:40 GMT+8 <a href=https://www.fool.com/investing/2024/03/16/jensen-huang-just-said-humanoid-robotics-should-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia recently joined Microsoft, OpenAI, and Intel in a funding round for humanoid robotics start-up Figure AI.\n\n\n\n\n\n\n\nHumanoid robotics represents an interesting part of the overall AI story, as the...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/16/jensen-huang-just-said-humanoid-robotics-should-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F769076%2Fgettyimages-966248982.jpg&op=resize&w=165&h=104","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","MSFT":"微软","BK4515":"5G概念","VC":"伟世通","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","INTC":"英特尔","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4516":"特朗普概念","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4566":"资本集团","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4535":"淡马锡持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4538":"云计算","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4550":"红杉资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4097":"系统软件","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4512":"苹果概念","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4549":"软银资本持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4124":"机动车零配件与设备","BK4548":"巴美列捷福持仓","LU0171293334.USD":"贝莱德英国基金A2","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVDA":"英伟达","LU0011850046.USD":"贝莱德全球长线股票 A2 USD"},"source_url":"https://www.fool.com/investing/2024/03/16/jensen-huang-just-said-humanoid-robotics-should-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419118309","content_text":"Nvidia recently joined Microsoft, OpenAI, and Intel in a funding round for humanoid robotics start-up Figure AI.\n\n\n\n\n\n\n\nHumanoid robotics represents an interesting part of the overall AI story, as the technology spans both hardware and software applications.\n\n\n\n\n\n\n\nNvidia could be a particularly disruptive force in the development of humanoid robotics, given its unique position as both a hardware and software AI player.\n\nWhen it comes to artificial intelligence (AI), applications in machine learning, large language models, and compute networking garner most of the attention. But what investors may not realize is that use cases packaged around AI are evolving in real time.One area that is getting particular interest is robotics. Indeed, companies such as Amazon and Alibaba have implemented robotics throughout their warehouses for years, creating efficiencies as it relates to packaging and logistics.However, a rising number of the world's largest technology companies are increasingly focusing on the next frontier of robotics: humanoid bots. In late February, Nvidia's (NVDA -0.12%) CEO, Jensen Huang, said \"humanoid robotics should be right around the corner\" during a panel discussion about AI.Let's dig into the rise of humanoid robotics and analyze the moves Nvidia is making in the space.How does AI play a role in robotics?Robotics is an interesting part of the overall AI narrative because it is uniquely positioned at the intersection of software and hardware. And believe it or not, there are lots of companies working to develop humanoid bots.Two of the more recognized brands in robotics include Boston Dynamics and Tesla. Over the last year, Tesla has teased investors with previews of its humanoid bot Optimus -- which is planned to be used across the company's factories and assembly lines in the future.One lesser-known robotics start-up called 1X hails from Norway. The company has raised $125 million in venture capital (VC) funding over the last year from high-profile investors including OpenAI, Samsung, and Tiger Global.Image source: Getty Images.What is Nvidia doing with robotics?About a week after Huang's comments regarding humanoid robots, Nvidia was cited as an investor in a $675 million funding round for start-up Figure AI. Nvidia joined Microsoft, OpenAI, Intel, and Amazon co-founder Jeff Bezos as investors.Figure AI is developing humanoid robots that it plans to commercialize in industries such as manufacturing, warehousing, and retail. Figure AI's robots are being trained on generative AI models to learn how to perform basic tasks. The theme? The company is seeking to disrupt the workforce -- a market estimated to be worth $42 trillion annually.How could Nvidia benefit?Nvidia has incredibly lucrative opportunities in robotics. Currently, the company is primarily a hardware player -- developing high-performance semiconductors called graphics processing units (GPUs).However, Nvidia is quietly expanding outside compute networking. Specifically, the company's enterprise software and services business is already operating at an annual revenue run rate of $1 billion. While this is impressive, it pales in comparison to Nvidia's data center business -- which generated $47 billion in sales last year.Moreover, Nvidia is aggressively pursuing the enterprise software market through a combination of investments and strategic partnerships. The company is an investor in start-up Databricks, which largely competes with Palantir Technologies. Additionally, Nvidia also partners with Snowflake, helping bring AI capabilities to the company's data cloud platform.Given Nvidia's distinctive position as both a hardware and software developer, the company has a massive opportunity to play an integral role in the development of humanoid robotics. I see the investment in Figure AI as a first step that could lead to further strategic partnerships and revenue opportunities across both sides of its business.The important idea here is that Nvidia is subtly building an end-to-end AI solution -- spanning across both software and hardware. As such, I think the company is setting itself up for long-term sustained growth in a variety of areas in the overall AI realm.My guess is that Huang will continue to drop breadcrumbs, alluding to AI-powered applications that he believes Nvidia can play a role in. Despite the run-up in the stock, I think now is a terrific time to scoop up some shares and plan to hold long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669969200,"gmtCreate":1662038569800,"gmtModify":1662038570914,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"原来是这样,通过率这么高","listText":"原来是这样,通过率这么高","text":"原来是这样,通过率这么高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/669969200","repostId":"1122599582","repostType":2,"repost":{"id":"1122599582","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662037609,"share":"https://www.laohu8.com/m/news/1122599582?lang=&edition=full","pubTime":"2022-09-01 21:06","market":"us","language":"zh","title":"老虎点评:美国要断供高端GPU?别再被标题党骗了","url":"https://stock-news.laohu8.com/highlight/detail?id=1122599582","media":"老虎锐评","summary":"英伟达的申请被通过的比例可能是97.8%。","content":"<html><head></head><body><p>看自媒体的标题总会莫名其妙恐慌,从英伟达芯片禁止出口中国(游戏迷倒吸一口冷气)到两家芯片厂商宣布断供高端GPU,再配合“突发”两个字的点缀,总会让人觉得世界大战即将来袭。我个人觉得这个问题也不能全怪自媒体,一来是所有自媒体都喜欢这么搞,你不搞就没有流量;二来是人的情绪会被引导,即使我心理建设知道“突发”类新闻都是噱头,但是看见这两个字我还是要点开,因为害怕不点开就会错过重要的事情——但为什么美国的新闻不会出现这样的描述呢?</p><p>现在回到这个事情本身。根据英伟达向SEC提交的文件,英伟达的A100和H100(H100是A100的升级版)芯片向中国出口的时候,需要向美国政府申请许可证。英伟达会向美国政府申请许可,但是不保证会得到批准。所以并非美国政府直接禁止英伟达出口高端芯片,更不是美国政府禁止中国人民买3080/3090显卡玩游戏,而是从今往后,英伟达的两款非游戏用的高端芯片出口的时候,需要向商务部申请许可证。</p><p>所以下一个问题就是,美国商务部对于申请出口许可证是什么态度?</p><p>美国国会在2018年制定/修订了法律,会管控向中国出口的军民两用产品,具体执行这个法律的是美国商务部。在美国向中国出口的货物中,81.6%不需要管控,剩下的18.1%需要管控。而在需要管控的出口产品种,绝大多数(17.4%)的产品不需要许可证,0.4%的产品可以申请豁免,只有0.4%的产品需要许可证,可以说是非常小的范围需要申请许可证。目前英伟达的两款芯片,就落入到这0.4%的范围内。具体的比例分配如下图,来自于美国国会研究(Congressional Research Service)。</p><p><img src=\"https://static.tigerbbs.com/51bab0d1ce17f584ba7f4862c0695185\" tg-width=\"454\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>根据商务部的数据,2020年商务部一共接受了$1,120亿出口中国的申请(大部分产品不需要申请),但是只否定了$4.7亿产品出口,占比2.2%(这个比例表面上看起来不太对,是因为有一部分申请被退回不会计入否决比例,商家可以重新申请)。所以按照统计数字来看,英伟达的申请被通过的比例可能是97.8%。</p><p>为什么英伟达的两款芯片原来出口中国都没问题,商务部突然就要求其申请许可证了呢?原因可能是右派媒体华尔街日报8月初的一篇报道,题目是“U.S. Approves Nearly All Tech Exports to China, Data Shows”(美国几乎批准了所有出口到中国的科技产品)</p><p>在这篇报道中,华尔街日报称2020年出口到中国的科技产品许可证批准率是94%,2021年是88%(需要记住,需要向商务部申请许可证的比例非常小),报道对拜登政府大量批准非常不满,为了激情民愤,报道还故意开通了读者评论,美国民粹精神在评论上展现得淋漓尽致。</p><p>英伟达在这件事有一个很大的失误,就是它不应该向SEC披露这个消息(披露的原因是它们认为可能会对收入产生影响。英伟达一年收入$270亿,这两款芯片在中国的销售是$4亿,占比仅仅1.4%,真的有披露的义务吗?还是被公司律师坑了?)。这个消息一披露,那么事情无疑又变成两国焦点,本来正常申请许可证有98%的批准率,但现在美国商务部骑虎难下了,哪里敢批准英伟达的申请。</p><p>AMD就很老练,到现在也没说话,只是英伟达披露之后,AMD可能也被迫披露。</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>老虎点评:美国要断供高端GPU?别再被标题党骗了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-09-01 21:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>看自媒体的标题总会莫名其妙恐慌,从英伟达芯片禁止出口中国(游戏迷倒吸一口冷气)到两家芯片厂商宣布断供高端GPU,再配合“突发”两个字的点缀,总会让人觉得世界大战即将来袭。我个人觉得这个问题也不能全怪自媒体,一来是所有自媒体都喜欢这么搞,你不搞就没有流量;二来是人的情绪会被引导,即使我心理建设知道“突发”类新闻都是噱头,但是看见这两个字我还是要点开,因为害怕不点开就会错过重要的事情——但为什么美国的新闻不会出现这样的描述呢?</p><p>现在回到这个事情本身。根据英伟达向SEC提交的文件,英伟达的A100和H100(H100是A100的升级版)芯片向中国出口的时候,需要向美国政府申请许可证。英伟达会向美国政府申请许可,但是不保证会得到批准。所以并非美国政府直接禁止英伟达出口高端芯片,更不是美国政府禁止中国人民买3080/3090显卡玩游戏,而是从今往后,英伟达的两款非游戏用的高端芯片出口的时候,需要向商务部申请许可证。</p><p>所以下一个问题就是,美国商务部对于申请出口许可证是什么态度?</p><p>美国国会在2018年制定/修订了法律,会管控向中国出口的军民两用产品,具体执行这个法律的是美国商务部。在美国向中国出口的货物中,81.6%不需要管控,剩下的18.1%需要管控。而在需要管控的出口产品种,绝大多数(17.4%)的产品不需要许可证,0.4%的产品可以申请豁免,只有0.4%的产品需要许可证,可以说是非常小的范围需要申请许可证。目前英伟达的两款芯片,就落入到这0.4%的范围内。具体的比例分配如下图,来自于美国国会研究(Congressional Research Service)。</p><p><img src=\"https://static.tigerbbs.com/51bab0d1ce17f584ba7f4862c0695185\" tg-width=\"454\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>根据商务部的数据,2020年商务部一共接受了$1,120亿出口中国的申请(大部分产品不需要申请),但是只否定了$4.7亿产品出口,占比2.2%(这个比例表面上看起来不太对,是因为有一部分申请被退回不会计入否决比例,商家可以重新申请)。所以按照统计数字来看,英伟达的申请被通过的比例可能是97.8%。</p><p>为什么英伟达的两款芯片原来出口中国都没问题,商务部突然就要求其申请许可证了呢?原因可能是右派媒体华尔街日报8月初的一篇报道,题目是“U.S. Approves Nearly All Tech Exports to China, Data Shows”(美国几乎批准了所有出口到中国的科技产品)</p><p>在这篇报道中,华尔街日报称2020年出口到中国的科技产品许可证批准率是94%,2021年是88%(需要记住,需要向商务部申请许可证的比例非常小),报道对拜登政府大量批准非常不满,为了激情民愤,报道还故意开通了读者评论,美国民粹精神在评论上展现得淋漓尽致。</p><p>英伟达在这件事有一个很大的失误,就是它不应该向SEC披露这个消息(披露的原因是它们认为可能会对收入产生影响。英伟达一年收入$270亿,这两款芯片在中国的销售是$4亿,占比仅仅1.4%,真的有披露的义务吗?还是被公司律师坑了?)。这个消息一披露,那么事情无疑又变成两国焦点,本来正常申请许可证有98%的批准率,但现在美国商务部骑虎难下了,哪里敢批准英伟达的申请。</p><p>AMD就很老练,到现在也没说话,只是英伟达披露之后,AMD可能也被迫披露。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122599582","content_text":"看自媒体的标题总会莫名其妙恐慌,从英伟达芯片禁止出口中国(游戏迷倒吸一口冷气)到两家芯片厂商宣布断供高端GPU,再配合“突发”两个字的点缀,总会让人觉得世界大战即将来袭。我个人觉得这个问题也不能全怪自媒体,一来是所有自媒体都喜欢这么搞,你不搞就没有流量;二来是人的情绪会被引导,即使我心理建设知道“突发”类新闻都是噱头,但是看见这两个字我还是要点开,因为害怕不点开就会错过重要的事情——但为什么美国的新闻不会出现这样的描述呢?现在回到这个事情本身。根据英伟达向SEC提交的文件,英伟达的A100和H100(H100是A100的升级版)芯片向中国出口的时候,需要向美国政府申请许可证。英伟达会向美国政府申请许可,但是不保证会得到批准。所以并非美国政府直接禁止英伟达出口高端芯片,更不是美国政府禁止中国人民买3080/3090显卡玩游戏,而是从今往后,英伟达的两款非游戏用的高端芯片出口的时候,需要向商务部申请许可证。所以下一个问题就是,美国商务部对于申请出口许可证是什么态度?美国国会在2018年制定/修订了法律,会管控向中国出口的军民两用产品,具体执行这个法律的是美国商务部。在美国向中国出口的货物中,81.6%不需要管控,剩下的18.1%需要管控。而在需要管控的出口产品种,绝大多数(17.4%)的产品不需要许可证,0.4%的产品可以申请豁免,只有0.4%的产品需要许可证,可以说是非常小的范围需要申请许可证。目前英伟达的两款芯片,就落入到这0.4%的范围内。具体的比例分配如下图,来自于美国国会研究(Congressional Research Service)。根据商务部的数据,2020年商务部一共接受了$1,120亿出口中国的申请(大部分产品不需要申请),但是只否定了$4.7亿产品出口,占比2.2%(这个比例表面上看起来不太对,是因为有一部分申请被退回不会计入否决比例,商家可以重新申请)。所以按照统计数字来看,英伟达的申请被通过的比例可能是97.8%。为什么英伟达的两款芯片原来出口中国都没问题,商务部突然就要求其申请许可证了呢?原因可能是右派媒体华尔街日报8月初的一篇报道,题目是“U.S. Approves Nearly All Tech Exports to China, Data Shows”(美国几乎批准了所有出口到中国的科技产品)在这篇报道中,华尔街日报称2020年出口到中国的科技产品许可证批准率是94%,2021年是88%(需要记住,需要向商务部申请许可证的比例非常小),报道对拜登政府大量批准非常不满,为了激情民愤,报道还故意开通了读者评论,美国民粹精神在评论上展现得淋漓尽致。英伟达在这件事有一个很大的失误,就是它不应该向SEC披露这个消息(披露的原因是它们认为可能会对收入产生影响。英伟达一年收入$270亿,这两款芯片在中国的销售是$4亿,占比仅仅1.4%,真的有披露的义务吗?还是被公司律师坑了?)。这个消息一披露,那么事情无疑又变成两国焦点,本来正常申请许可证有98%的批准率,但现在美国商务部骑虎难下了,哪里敢批准英伟达的申请。AMD就很老练,到现在也没说话,只是英伟达披露之后,AMD可能也被迫披露。","news_type":1},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303791004254368,"gmtCreate":1715187979687,"gmtModify":1715187981931,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","listText":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","text":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303791004254368","repostId":"2433072014","repostType":4,"repost":{"id":"2433072014","pubTimestamp":1715182200,"share":"https://www.laohu8.com/m/news/2433072014?lang=&edition=full","pubTime":"2024-05-08 23:30","market":"us","language":"zh","title":"美银喊话投资者:现在走人将错过夏季大涨!","url":"https://stock-news.laohu8.com/highlight/detail?id=2433072014","media":"金十数据","summary":"美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。","content":"<html><head></head><body><blockquote><p>美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。</p></blockquote><p>美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。</p><p>该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。</p><p>这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在5月初至10月底期间平均上涨0.8%,远低于11月1日至次年4月30日期间通常出现的7.3%的涨幅。</p><p>然而,萨特梅尔从不同的角度看待这些数据。他指出,<strong>6月至8月是<a href=\"https://laohu8.com/S/161125\">标普500</a>指数(SPX)自1928年以来第二强劲的三个月表现。</strong></p><p>美国银行的数据显示,在这三个月里,大盘指数有65%的时间都在上涨,平均回报率为3.2%。这可能表明,如果历史重演,市场可能会在今年夏天大幅上涨。</p><p>在萨特梅尔看来,有一个关键因素会让今年夏天的股市表现变得更好,那就是总统大选。<strong>在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%</strong>。</p><p>在萨特梅尔做出上述预测之际,市场正处于不确定时期。继2023年和今年第一季度强劲上涨之后,由于美联储何时开始降息的前景更加变幻莫测,美股4月大幅回调。</p><p>不过,美联储主席鲍威尔上周表示,尽管在抑制通胀方面进展甚微,使得政策制定者很难预测何时可以开始降息,但下一步行动不太可能是加息。这一言论部分缓解了市场的担忧。</p><p>此外,萨特梅尔指出,衡量市场中期动能的28周威廉指标(W%R)已回到超买区域。不过,他指出,目前处于超买状态的美股仍然应该被视为健康的。</p></body></html>","source":"xnew_highlight","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>美银喊话投资者:现在走人将错过夏季大涨!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美银喊话投资者:现在走人将错过夏季大涨!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 23:30 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=138271&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=138271&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=138271&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433072014","content_text":"美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在5月初至10月底期间平均上涨0.8%,远低于11月1日至次年4月30日期间通常出现的7.3%的涨幅。然而,萨特梅尔从不同的角度看待这些数据。他指出,6月至8月是标普500指数(SPX)自1928年以来第二强劲的三个月表现。美国银行的数据显示,在这三个月里,大盘指数有65%的时间都在上涨,平均回报率为3.2%。这可能表明,如果历史重演,市场可能会在今年夏天大幅上涨。在萨特梅尔看来,有一个关键因素会让今年夏天的股市表现变得更好,那就是总统大选。在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。在萨特梅尔做出上述预测之际,市场正处于不确定时期。继2023年和今年第一季度强劲上涨之后,由于美联储何时开始降息的前景更加变幻莫测,美股4月大幅回调。不过,美联储主席鲍威尔上周表示,尽管在抑制通胀方面进展甚微,使得政策制定者很难预测何时可以开始降息,但下一步行动不太可能是加息。这一言论部分缓解了市场的担忧。此外,萨特梅尔指出,衡量市场中期动能的28周威廉指标(W%R)已回到超买区域。不过,他指出,目前处于超买状态的美股仍然应该被视为健康的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296656929841288,"gmtCreate":1713463756725,"gmtModify":1713463758635,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我预测能上2200","listText":"我预测能上2200","text":"我预测能上2200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296656929841288","repostId":"2428302302","repostType":2,"repost":{"id":"2428302302","pubTimestamp":1713404150,"share":"https://www.laohu8.com/m/news/2428302302?lang=&edition=full","pubTime":"2024-04-18 09:35","market":"us","language":"zh","title":"机构预测:牛市情景下,英伟达股价明年有望升破1500美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2428302302","media":"环球市场播报","summary":"$Evercore$ ISI本周发布报告称,尽管$英伟达$股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。利帕西斯预计,到2030年,英伟达将占据并行处理市场80%的份额,后者的价值可能超过3500亿美元。在这种情况下,到本十年末,英伟达的每股盈利能力将达到69美元,而该公司去年的每股盈利为11.93美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI本周发布报告称,尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。</p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a>将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的评级定为“跑赢大盘”,目标价为1160美元,较当前水平有36%的潜在上涨空间。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。</p><p>Evercore表示,之所以设定如此高的目标价,是因为英伟达不仅仅是一家芯片公司,尽管大多数投资者仍然只是这样认为。</p><p>Evercore分析师马克·利帕西斯(Mark Lipacis)表示:“我们认为投资者低估了:1)英伟达创建的芯片+硬件+软件生态系统的重要性;2)计算时代持续15-20年,通常由一家垂直整合的生态系统公司主导,其回报率在100- 1000倍之间。”</p><p>利帕西斯看涨的关键论点是,英伟达是一个人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生态系统的参与者,它是一个新的计算平台的明显领导者,将在未来几年推动效率的提高。</p><p>利帕西斯表示:“这种‘生态系统玩家’通常占据了各自计算时代创造的价值的80%,而其他公司则争夺另外20%。”</p><p>利帕西斯预计,到2030年,英伟达将占据并行处理市场80%的份额,后者的价值可能超过3500亿美元。在这种情况下,到本十年末,英伟达的每股盈利能力将达到69美元,而该公司去年的每股盈利为11.93美元。</p><p>利帕西斯表示:“我们认为,当前并行处理/物联网计算时代的结构性转变始于5至8年前,英伟达是并行处理领域的主导生态系统,而这只是为投资者带来巨大回报的开始阶段。”</p></body></html>","source":"highlight_sina","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>机构预测:牛市情景下,英伟达股价明年有望升破1500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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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机构预测:牛市情景下,英伟达股价明年有望升破1500美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 09:35 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexe7826143.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Evercore ISI本周发布报告称,尽管英伟达股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。Evercore将英伟达的评级定为“跑赢大盘”,目标价为1160美元,较当前水平有36%的潜在上涨空间。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。Evercore表示,之所以设定如此高的目标价,是因为英伟达不仅仅是一家芯片公司,尽管大多数...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexe7826143.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/17e69b1aea7f8e673c51aca46530f32d","relate_stocks":{"BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","NVDA":"英伟达","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexe7826143.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2428302302","content_text":"Evercore ISI本周发布报告称,尽管英伟达股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。Evercore将英伟达的评级定为“跑赢大盘”,目标价为1160美元,较当前水平有36%的潜在上涨空间。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。Evercore表示,之所以设定如此高的目标价,是因为英伟达不仅仅是一家芯片公司,尽管大多数投资者仍然只是这样认为。Evercore分析师马克·利帕西斯(Mark Lipacis)表示:“我们认为投资者低估了:1)英伟达创建的芯片+硬件+软件生态系统的重要性;2)计算时代持续15-20年,通常由一家垂直整合的生态系统公司主导,其回报率在100- 1000倍之间。”利帕西斯看涨的关键论点是,英伟达是一个人工智能生态系统的参与者,它是一个新的计算平台的明显领导者,将在未来几年推动效率的提高。利帕西斯表示:“这种‘生态系统玩家’通常占据了各自计算时代创造的价值的80%,而其他公司则争夺另外20%。”利帕西斯预计,到2030年,英伟达将占据并行处理市场80%的份额,后者的价值可能超过3500亿美元。在这种情况下,到本十年末,英伟达的每股盈利能力将达到69美元,而该公司去年的每股盈利为11.93美元。利帕西斯表示:“我们认为,当前并行处理/物联网计算时代的结构性转变始于5至8年前,英伟达是并行处理领域的主导生态系统,而这只是为投资者带来巨大回报的开始阶段。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877292805,"gmtCreate":1637933110150,"gmtModify":1637933110150,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看来看去没啥用,坚定拿就行","listText":"看来看去没啥用,坚定拿就行","text":"看来看去没啥用,坚定拿就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877292805","repostId":"1127535445","repostType":2,"repost":{"id":"1127535445","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":1637930387,"share":"https://www.laohu8.com/m/news/1127535445?lang=&edition=full","pubTime":"2021-11-26 20:39","market":"us","language":"zh","title":"盘前:恐慌情绪席卷市场!机构分析师们怎么看?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127535445","media":"老虎资讯综合","summary":"11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;\n\nVIX恐慌指数涨幅扩大至近40%,报25.79\n\n本周五","content":"<p>11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;</p>\n<p><img src=\"https://static.tigerbbs.com/9ea9b7b891d59256e95136940f836bc8\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p>VIX恐慌指数涨幅扩大至近40%,报25.79</p>\n<p><img src=\"https://static.tigerbbs.com/cdda64d7dfc6a56d1938961bc566e0c1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>本周五,南非新发现的一种新冠病毒变种引发全球恐慌,投资者们纷纷涌向避险资产。</p>\n<p>目前在南非、博兹瓦纳和中国香港已经发现该种变种病毒的确诊病例。英国卫生安全局将其描述为“迄今为止最糟糕的一种”,与其他变异株相比,这种变种病毒刺突蛋白变化更多,突变数量是目前占主导地位的Delta毒株的两倍。目前人们对这种变异病毒知之甚少,不过科学家们说,这种病毒有一种不同寻常的突变组合,可能能够逃避疫苗的免疫反应,或更具传染性。</p>\n<p><b>以下是部分投资机构对于这种新冠变种病毒的看法:</b></p>\n<p>日本金融服务公司Monex首席战略师TAKASHI HIROKI:“这种变体对于市场来说是一种新的风险。我们不知道它躲过免疫的效果有多强。”</p>\n<p>澳大利亚国民银行外汇策略主管RAY ATTRILL:“人们对这(病毒变种)意味着什么尚不确定。不过当这种新闻爆发时,市场总习惯先开枪,然后再问问题。”</p>\n<p>新加坡银行外汇分析师Moh siong sim:“我们仍然不知道这种病毒的传染性有多大……这是一种普遍的不确定性。如果疫苗无效,市场将面临另一波全球感染的风险。重新开放的希望可能会破灭。”</p>\n<p>HYPERION资产管理公司首席信息官MARK ARNOLD:“我认为世界不会再回到疫情前的状态了。随着时间的推移,我们终究会感染变异病毒,而这会改变经济运作的方式。这就是现实。”</p>\n<p>巴克莱高级外汇策略师SHINICHIRO KADOTA:“我们看到德国正在考虑封锁,所以这种新变种病毒和新冠疫情的爆发对市场情绪总体上构成了一些风险。如果新冠疫情形势恶化,美元对日元的汇率可能进一步下跌,但同时,央行货币政策的分歧在中期内肯定会对日元造成压力。”</p>\n<p>澳州联邦银行固收部门主管MARTIN WHETTON:“要密切关注新的病毒变种。尽管我们都不是病毒学家,但我们都看到了这对央行政策和市场预期路径的影响。”</p>\n<p>OANDA分析师JEFFREY HALLEY:“英国已经暂停了来自南非和其他五个邻国的航班,我们可以预期在其他地方出现更多这样的情况。此前,世界在面对Delta变种病毒时的自满表现带来了惨痛的教训。”</p>\n<p><b>盘前行情</b></p>\n<p>美股区块链概念股盘前走低,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>跌超8%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超7%,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>跌超6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超4%;</p>\n<p>美股油气板块盘前下挫,<a href=\"https://laohu8.com/S/CVE\">Cenovus能源</a>盘前跌8.88%,<a href=\"https://laohu8.com/S/BP\">英国石油</a>盘前跌6.5%,荷兰皇家壳牌盘前跌5.86%,<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>石油盘前跌5%,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>盘前跌4.43%;</p>\n<p>美股抗疫概念股盘前走高,<a href=\"https://laohu8.com/S/AHPI\">联合保健产品</a>盘前涨超18%,Moderna盘前涨超10%,Ocugen盘前涨7.89%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>盘前涨6.9%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨5.94%,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前涨超5%;</p>\n<p>美股大型科技股盘前普跌,<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近3.5%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%,<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌2.74%,<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>跌超2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌1.9%,<a href=\"https://laohu8.com/S/CSCO\">思科</a>跌1.4%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.04%;</p>\n<p>美股邮轮、航空股盘前集体重挫,<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>跌超10%,<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超7%;<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌超7%,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>跌超5%;</p>\n<p>中概股盘前多数下跌,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超6%;<a href=\"https://laohu8.com/S/KC\">金山云</a>跌6.73%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌6.36%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌5.6%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近4.7%;</p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前超6%,公司收到美国退市警告,要求60天内提交合规计划;</p>\n<p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前涨近8%,ARK基金持续买入<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video的股票;</p>\n<p><a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超12%,国务院发布关于修改《中华人民共和国烟草专卖法实施条例》的决定,电子烟等新型烟草制品参照卷烟有关规定执行;</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超18%,第三季度营收大幅不及市场预期。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指全线下跌,截至发稿,德国DAX30指数跌2.78%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌2.66%、法国CAC40跌3.51%。</p>\n<p><img src=\"https://static.tigerbbs.com/382961580932d74b49a927a30d0e0427\" tg-width=\"815\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货加速重挫,截止发稿,WTI原油跌5.78%,报73.86美元/桶;布伦特原油跌5.48%,报77.74美元/桶。</p>\n<p>新发现的新冠病毒变体令投资者不安,而美国和其他国家释放原油储备后全球供应过剩可能在第一季度加剧。OPEC消息人士称,预计12月将出现40万桶/日的过剩规模,如果消费国继续释储,1月将扩大到过剩230万桶/日,2月达到370万桶/日。</p>\n<p><img src=\"https://static.tigerbbs.com/357c51bc559f9c2d7e024abe2ff4fda6\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1a8d62fd35ba99eb9a1d48838f719bc5\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货反弹,截止发稿,涨1.35%,报1808.3美元/盎司。</p>\n<p>因为对一种新发现的新冠病毒变体扩散的担忧提振了黄金的避险吸引力。不过由于对美联储可能转向更加鹰派的押注不断增加,金价将录得周线跌幅。加上与疫情相关的增长担忧应会削弱高风险货币,并最终支持美元,从而打击金价。</p>\n<p><img src=\"https://static.tigerbbs.com/394dafd07df27e392ef5795a32411594\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>","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>盘前:恐慌情绪席卷市场!机构分析师们怎么看?</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盘前:恐慌情绪席卷市场!机构分析师们怎么看?\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\">2021-11-26 20:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;</p>\n<p><img src=\"https://static.tigerbbs.com/9ea9b7b891d59256e95136940f836bc8\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p>VIX恐慌指数涨幅扩大至近40%,报25.79</p>\n<p><img src=\"https://static.tigerbbs.com/cdda64d7dfc6a56d1938961bc566e0c1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>本周五,南非新发现的一种新冠病毒变种引发全球恐慌,投资者们纷纷涌向避险资产。</p>\n<p>目前在南非、博兹瓦纳和中国香港已经发现该种变种病毒的确诊病例。英国卫生安全局将其描述为“迄今为止最糟糕的一种”,与其他变异株相比,这种变种病毒刺突蛋白变化更多,突变数量是目前占主导地位的Delta毒株的两倍。目前人们对这种变异病毒知之甚少,不过科学家们说,这种病毒有一种不同寻常的突变组合,可能能够逃避疫苗的免疫反应,或更具传染性。</p>\n<p><b>以下是部分投资机构对于这种新冠变种病毒的看法:</b></p>\n<p>日本金融服务公司Monex首席战略师TAKASHI HIROKI:“这种变体对于市场来说是一种新的风险。我们不知道它躲过免疫的效果有多强。”</p>\n<p>澳大利亚国民银行外汇策略主管RAY ATTRILL:“人们对这(病毒变种)意味着什么尚不确定。不过当这种新闻爆发时,市场总习惯先开枪,然后再问问题。”</p>\n<p>新加坡银行外汇分析师Moh siong sim:“我们仍然不知道这种病毒的传染性有多大……这是一种普遍的不确定性。如果疫苗无效,市场将面临另一波全球感染的风险。重新开放的希望可能会破灭。”</p>\n<p>HYPERION资产管理公司首席信息官MARK ARNOLD:“我认为世界不会再回到疫情前的状态了。随着时间的推移,我们终究会感染变异病毒,而这会改变经济运作的方式。这就是现实。”</p>\n<p>巴克莱高级外汇策略师SHINICHIRO KADOTA:“我们看到德国正在考虑封锁,所以这种新变种病毒和新冠疫情的爆发对市场情绪总体上构成了一些风险。如果新冠疫情形势恶化,美元对日元的汇率可能进一步下跌,但同时,央行货币政策的分歧在中期内肯定会对日元造成压力。”</p>\n<p>澳州联邦银行固收部门主管MARTIN WHETTON:“要密切关注新的病毒变种。尽管我们都不是病毒学家,但我们都看到了这对央行政策和市场预期路径的影响。”</p>\n<p>OANDA分析师JEFFREY HALLEY:“英国已经暂停了来自南非和其他五个邻国的航班,我们可以预期在其他地方出现更多这样的情况。此前,世界在面对Delta变种病毒时的自满表现带来了惨痛的教训。”</p>\n<p><b>盘前行情</b></p>\n<p>美股区块链概念股盘前走低,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>跌超8%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超7%,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>跌超6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超4%;</p>\n<p>美股油气板块盘前下挫,<a href=\"https://laohu8.com/S/CVE\">Cenovus能源</a>盘前跌8.88%,<a href=\"https://laohu8.com/S/BP\">英国石油</a>盘前跌6.5%,荷兰皇家壳牌盘前跌5.86%,<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>石油盘前跌5%,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>盘前跌4.43%;</p>\n<p>美股抗疫概念股盘前走高,<a href=\"https://laohu8.com/S/AHPI\">联合保健产品</a>盘前涨超18%,Moderna盘前涨超10%,Ocugen盘前涨7.89%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>盘前涨6.9%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨5.94%,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前涨超5%;</p>\n<p>美股大型科技股盘前普跌,<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近3.5%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%,<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌2.74%,<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>跌超2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌1.9%,<a href=\"https://laohu8.com/S/CSCO\">思科</a>跌1.4%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.04%;</p>\n<p>美股邮轮、航空股盘前集体重挫,<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>跌超10%,<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超7%;<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌超7%,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>跌超5%;</p>\n<p>中概股盘前多数下跌,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超6%;<a href=\"https://laohu8.com/S/KC\">金山云</a>跌6.73%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌6.36%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌5.6%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近4.7%;</p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前超6%,公司收到美国退市警告,要求60天内提交合规计划;</p>\n<p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前涨近8%,ARK基金持续买入<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video的股票;</p>\n<p><a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超12%,国务院发布关于修改《中华人民共和国烟草专卖法实施条例》的决定,电子烟等新型烟草制品参照卷烟有关规定执行;</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超18%,第三季度营收大幅不及市场预期。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指全线下跌,截至发稿,德国DAX30指数跌2.78%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌2.66%、法国CAC40跌3.51%。</p>\n<p><img src=\"https://static.tigerbbs.com/382961580932d74b49a927a30d0e0427\" tg-width=\"815\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货加速重挫,截止发稿,WTI原油跌5.78%,报73.86美元/桶;布伦特原油跌5.48%,报77.74美元/桶。</p>\n<p>新发现的新冠病毒变体令投资者不安,而美国和其他国家释放原油储备后全球供应过剩可能在第一季度加剧。OPEC消息人士称,预计12月将出现40万桶/日的过剩规模,如果消费国继续释储,1月将扩大到过剩230万桶/日,2月达到370万桶/日。</p>\n<p><img src=\"https://static.tigerbbs.com/357c51bc559f9c2d7e024abe2ff4fda6\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1a8d62fd35ba99eb9a1d48838f719bc5\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货反弹,截止发稿,涨1.35%,报1808.3美元/盎司。</p>\n<p>因为对一种新发现的新冠病毒变体扩散的担忧提振了黄金的避险吸引力。不过由于对美联储可能转向更加鹰派的押注不断增加,金价将录得周线跌幅。加上与疫情相关的增长担忧应会削弱高风险货币,并最终支持美元,从而打击金价。</p>\n<p><img src=\"https://static.tigerbbs.com/394dafd07df27e392ef5795a32411594\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"RLX":"雾芯科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127535445","content_text":"11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;\n\nVIX恐慌指数涨幅扩大至近40%,报25.79\n\n本周五,南非新发现的一种新冠病毒变种引发全球恐慌,投资者们纷纷涌向避险资产。\n目前在南非、博兹瓦纳和中国香港已经发现该种变种病毒的确诊病例。英国卫生安全局将其描述为“迄今为止最糟糕的一种”,与其他变异株相比,这种变种病毒刺突蛋白变化更多,突变数量是目前占主导地位的Delta毒株的两倍。目前人们对这种变异病毒知之甚少,不过科学家们说,这种病毒有一种不同寻常的突变组合,可能能够逃避疫苗的免疫反应,或更具传染性。\n以下是部分投资机构对于这种新冠变种病毒的看法:\n日本金融服务公司Monex首席战略师TAKASHI HIROKI:“这种变体对于市场来说是一种新的风险。我们不知道它躲过免疫的效果有多强。”\n澳大利亚国民银行外汇策略主管RAY ATTRILL:“人们对这(病毒变种)意味着什么尚不确定。不过当这种新闻爆发时,市场总习惯先开枪,然后再问问题。”\n新加坡银行外汇分析师Moh siong sim:“我们仍然不知道这种病毒的传染性有多大……这是一种普遍的不确定性。如果疫苗无效,市场将面临另一波全球感染的风险。重新开放的希望可能会破灭。”\nHYPERION资产管理公司首席信息官MARK ARNOLD:“我认为世界不会再回到疫情前的状态了。随着时间的推移,我们终究会感染变异病毒,而这会改变经济运作的方式。这就是现实。”\n巴克莱高级外汇策略师SHINICHIRO KADOTA:“我们看到德国正在考虑封锁,所以这种新变种病毒和新冠疫情的爆发对市场情绪总体上构成了一些风险。如果新冠疫情形势恶化,美元对日元的汇率可能进一步下跌,但同时,央行货币政策的分歧在中期内肯定会对日元造成压力。”\n澳州联邦银行固收部门主管MARTIN WHETTON:“要密切关注新的病毒变种。尽管我们都不是病毒学家,但我们都看到了这对央行政策和市场预期路径的影响。”\nOANDA分析师JEFFREY HALLEY:“英国已经暂停了来自南非和其他五个邻国的航班,我们可以预期在其他地方出现更多这样的情况。此前,世界在面对Delta变种病毒时的自满表现带来了惨痛的教训。”\n盘前行情\n美股区块链概念股盘前走低,Marathon Digital Holdings跌超8%,Bit Digital Inc、Riot Blockchain、嘉楠科技跌超7%,SOS Limited跌超6%,Coinbase跌超4%;\n美股油气板块盘前下挫,Cenovus能源盘前跌8.88%,英国石油盘前跌6.5%,荷兰皇家壳牌盘前跌5.86%,道达尔、埃克森美孚石油盘前跌5%,雪佛龙盘前跌4.43%;\n美股抗疫概念股盘前走高,联合保健产品盘前涨超18%,Moderna盘前涨超10%,Ocugen盘前涨7.89%,BioNTech SE盘前涨6.9%,诺瓦瓦克斯医药盘前涨5.94%,辉瑞盘前涨超5%;\n美股大型科技股盘前普跌,台积电、英伟达跌近3.5%,特斯拉跌超3%,美光科技跌2.74%,高通、Meta Platforms跌超2%,苹果、英特尔跌1.9%,思科跌1.4%,微软跌1.04%;\n美股邮轮、航空股盘前集体重挫,嘉年华邮轮跌超10%,挪威邮轮跌超7%;达美航空、联合大陆航空跌超7%,美国航空跌超5%;\n中概股盘前多数下跌,滴滴跌超6%;金山云跌6.73%,好未来跌6.36%,爱奇艺跌5.6%,小鹏汽车、蔚来、贝壳跌超5%,阿里巴巴跌超4%,理想汽车跌近4.7%;\n法拉第未来盘前超6%,公司收到美国退市警告,要求60天内提交合规计划;\nZoom盘前涨近8%,ARK基金持续买入Zoom Video的股票;\n雾芯科技盘前跌超12%,国务院发布关于修改《中华人民共和国烟草专卖法实施条例》的决定,电子烟等新型烟草制品参照卷烟有关规定执行;\n拼多多盘前跌超18%,第三季度营收大幅不及市场预期。\n欧洲市场\n欧洲主要股指全线下跌,截至发稿,德国DAX30指数跌2.78%,英国富时100跌2.66%、法国CAC40跌3.51%。\n\n原油\n原油期货加速重挫,截止发稿,WTI原油跌5.78%,报73.86美元/桶;布伦特原油跌5.48%,报77.74美元/桶。\n新发现的新冠病毒变体令投资者不安,而美国和其他国家释放原油储备后全球供应过剩可能在第一季度加剧。OPEC消息人士称,预计12月将出现40万桶/日的过剩规模,如果消费国继续释储,1月将扩大到过剩230万桶/日,2月达到370万桶/日。\n\n黄金\n黄金期货反弹,截止发稿,涨1.35%,报1808.3美元/盎司。\n因为对一种新发现的新冠病毒变体扩散的担忧提振了黄金的避险吸引力。不过由于对美联储可能转向更加鹰派的押注不断增加,金价将录得周线跌幅。加上与疫情相关的增长担忧应会削弱高风险货币,并最终支持美元,从而打击金价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322807945146424,"gmtCreate":1719819606100,"gmtModify":1719819607952,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"下半年涨15%","listText":"下半年涨15%","text":"下半年涨15%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322807945146424","repostId":"1140970383","repostType":2,"repost":{"id":"1140970383","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1719799141,"share":"https://www.laohu8.com/m/news/1140970383?lang=&edition=full","pubTime":"2024-07-01 09:59","market":"us","language":"en","title":"Nasdaq To Surge 15% Driven By AI, In Second Half Of 2024, Predicts Wedbush Analyst Dan Ives: \"Tech Bull Market Has Legs\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1140970383","media":"Benzinga","summary":"Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.What Happened: Ives took to social media platform X, to share his forecas","content":"<html><head></head><body><p>Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Ives took to social media platform X, to share his forecast, stating that the Nasdaq is poised for another robust six months, with a projected 15% increase in tech stocks. He attributed this growth to the expanding use cases of AI, which will drive tech fundamentals.</p><p style=\"text-align: start;\">“We believe NASDAQ has another strong 2H ahead as tech stocks will be up 15% the rest of 2024 in our view with tech fundamentals set to accelerate as AI use cases expand. AI Party it's 9 pm and this will go until 4 am in our view. We believe tech bull market has legs,” Ives wrote.</p><p><strong>Why It Matters</strong>: Ives’ prediction aligns with other industry experts who have also highlighted the potential of AI to drive market growth. Earlier in June, Tom Lee, the managing partner at Fundstrat Global Advisors, forecasted that the S&P 500 could reach 15,000 by 2030, largely due to the AI wave.</p><p style=\"text-align: start;\">However, this optimism comes amid contrasting views. In May, Goldman Sachs predicted a flat return for the S&P 500 for the remainder of 2024, suggesting that the market rally had peaked.</p><p style=\"text-align: start;\">Another analyst, Gene Munster, predicted that the stock market would continue to rise for another three to five years before an AI bubble bursts. This aligns with Lee's forecast of a sustained period of growth driven by AI-focused companies.</p><p style=\"text-align: start;\">However, not all experts share this optimistic outlook. Economist Harry Dent warned of a looming "crash of a lifetime" due to the current "everything" bubble, which he believes has yet to burst.</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>Nasdaq To Surge 15% Driven By AI, In Second Half Of 2024, Predicts Wedbush Analyst Dan Ives: \"Tech Bull Market Has Legs\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nNasdaq To Surge 15% Driven By AI, In Second Half Of 2024, Predicts Wedbush Analyst Dan Ives: \"Tech Bull Market Has Legs\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-07-01 09:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Ives took to social media platform X, to share his forecast, stating that the Nasdaq is poised for another robust six months, with a projected 15% increase in tech stocks. He attributed this growth to the expanding use cases of AI, which will drive tech fundamentals.</p><p style=\"text-align: start;\">“We believe NASDAQ has another strong 2H ahead as tech stocks will be up 15% the rest of 2024 in our view with tech fundamentals set to accelerate as AI use cases expand. AI Party it's 9 pm and this will go until 4 am in our view. We believe tech bull market has legs,” Ives wrote.</p><p><strong>Why It Matters</strong>: Ives’ prediction aligns with other industry experts who have also highlighted the potential of AI to drive market growth. Earlier in June, Tom Lee, the managing partner at Fundstrat Global Advisors, forecasted that the S&P 500 could reach 15,000 by 2030, largely due to the AI wave.</p><p style=\"text-align: start;\">However, this optimism comes amid contrasting views. In May, Goldman Sachs predicted a flat return for the S&P 500 for the remainder of 2024, suggesting that the market rally had peaked.</p><p style=\"text-align: start;\">Another analyst, Gene Munster, predicted that the stock market would continue to rise for another three to five years before an AI bubble bursts. This aligns with Lee's forecast of a sustained period of growth driven by AI-focused companies.</p><p style=\"text-align: start;\">However, not all experts share this optimistic outlook. Economist Harry Dent warned of a looming "crash of a lifetime" due to the current "everything" bubble, which he believes has yet to burst.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140970383","content_text":"Wedbush analyst Dan Ives has made a bold prediction for the second half of 2024, foreseeing a significant surge in tech stocks.What Happened: Ives took to social media platform X, to share his forecast, stating that the Nasdaq is poised for another robust six months, with a projected 15% increase in tech stocks. He attributed this growth to the expanding use cases of AI, which will drive tech fundamentals.“We believe NASDAQ has another strong 2H ahead as tech stocks will be up 15% the rest of 2024 in our view with tech fundamentals set to accelerate as AI use cases expand. AI Party it's 9 pm and this will go until 4 am in our view. We believe tech bull market has legs,” Ives wrote.Why It Matters: Ives’ prediction aligns with other industry experts who have also highlighted the potential of AI to drive market growth. Earlier in June, Tom Lee, the managing partner at Fundstrat Global Advisors, forecasted that the S&P 500 could reach 15,000 by 2030, largely due to the AI wave.However, this optimism comes amid contrasting views. In May, Goldman Sachs predicted a flat return for the S&P 500 for the remainder of 2024, suggesting that the market rally had peaked.Another analyst, Gene Munster, predicted that the stock market would continue to rise for another three to five years before an AI bubble bursts. This aligns with Lee's forecast of a sustained period of growth driven by AI-focused companies.However, not all experts share this optimistic outlook. Economist Harry Dent warned of a looming \"crash of a lifetime\" due to the current \"everything\" bubble, which he believes has yet to burst.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320764293787824,"gmtCreate":1719347281845,"gmtModify":1719347284879,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。 2020年特斯拉 2023年英伟达","listText":"“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。 2020年特斯拉 2023年英伟达","text":"“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。 2020年特斯拉 2023年英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320764293787824","repostId":"2446822373","repostType":2,"repost":{"id":"2446822373","pubTimestamp":1719336780,"share":"https://www.laohu8.com/m/news/2446822373?lang=&edition=full","pubTime":"2024-06-26 01:33","market":"sg","language":"zh","title":"知名投资者Steve Eisman力挺英伟达 认为无需担忧高估值","url":"https://stock-news.laohu8.com/highlight/detail?id=2446822373","media":"环球市场播报","summary":"在路博迈的高级投资组合经理Steve Eisman看来,英伟达三天内市值跌去4,300亿美元不是什么大不了的事情。 Eisman以在金融危机前做空次级抵押贷款而被广为人知,他周二在接受采访时说,自己持有“大量”的英伟达股票,而且将其当作一个长期投资,相信在未来几年都有意义。 截至周一收盘,英伟达今年迄今上涨了139%。在一些怀疑论者担心该公司增长过快之际,Eisman表示股价是最不需要担心的事情。","content":"<html><body><div>\n<p> 在路博迈的高级投资组合经理Steve Eisman看来,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>三天内市值跌去4,300亿美元不是什么大不了的事情。</p>\n<p> Eisman以在金融危机前做空次级抵押贷款而被广为人知,他周二在接受采访时说,自己持有“大量”的英伟达股票,而且将其当作一个长期投资,相信在未来几年都有意义。</p>\n<p> 英伟达周二一度上涨4.1%,此前三天该股累计跌幅自4月以来首次超过10%以上,标志着迈入技术性回调区域。</p>\n<p> “如果你看看英伟达的技术图形,几乎看不到回调”,Eisman说。“我认为这什么都不代表”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/59/w550h309/20240626/ad80-4cf68cde498488baadb2ca9a0fd9722c.png\"/></div>\n<p> 截至周一收盘,英伟达今年迄今上涨了139%。在一些怀疑论者担心该公司增长过快之际,Eisman表示股价是最不需要担心的事情。</p>\n<p> 他说,“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。</p>\n<p> Nuveen Asset Management LLC首席投资官Saira Malik也看好英伟达,相信该公司可以从人工智能需求的蓬勃发展中获益。</p>\n<p> 他说,英伟达和<a href=\"https://laohu8.com/S/MSFT\">微软</a>在人工智能热潮下的涨势与互联网泡沫不同。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:杨淳端 </p>\n</div></body></html>","source":"sina","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>知名投资者Steve Eisman力挺英伟达 认为无需担忧高估值</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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知名投资者Steve Eisman力挺英伟达 认为无需担忧高估值\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 01:33 北京时间 <a href=https://finance.sina.com.cn/world/2024-06-26/doc-inazyqrz6721647.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在路博迈的高级投资组合经理Steve Eisman看来,英伟达三天内市值跌去4,300亿美元不是什么大不了的事情。\n Eisman以在金融危机前做空次级抵押贷款而被广为人知,他周二在接受采访时说,自己持有“大量”的英伟达股票,而且将其当作一个长期投资,相信在未来几年都有意义。\n 英伟达周二一度上涨4.1%,此前三天该股累计跌幅自4月以来首次超过10%以上,标志着迈入技术性回调区域。\n “如果...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2024-06-26/doc-inazyqrz6721647.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4579":"人工智能","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4141":"半导体产品","LU0072462426.USD":"贝莱德全球配置 A2","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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英伟达周二一度上涨4.1%,此前三天该股累计跌幅自4月以来首次超过10%以上,标志着迈入技术性回调区域。\n “如果你看看英伟达的技术图形,几乎看不到回调”,Eisman说。“我认为这什么都不代表”。\n\n 截至周一收盘,英伟达今年迄今上涨了139%。在一些怀疑论者担心该公司增长过快之际,Eisman表示股价是最不需要担心的事情。\n 他说,“我在管理对冲基金时学到一件事,那就是仅仅因为估值而做空一只股票无异于找死,如果人们愿意在股票昂贵的时候继续买,那是因为他们相信这只股票的成长故事,只要故事没改变就行,我对英伟达的估值并不在意”。\n Nuveen Asset Management LLC首席投资官Saira Malik也看好英伟达,相信该公司可以从人工智能需求的蓬勃发展中获益。\n 他说,英伟达和微软在人工智能热潮下的涨势与互联网泡沫不同。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:杨淳端","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320258323955992,"gmtCreate":1719218179824,"gmtModify":1719218181381,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗","listText":"TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗","text":"TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320258323955992","repostId":"2445045016","repostType":2,"repost":{"id":"2445045016","pubTimestamp":1719212880,"share":"https://www.laohu8.com/m/news/2445045016?lang=&edition=full","pubTime":"2024-06-24 15:08","market":"us","language":"zh","title":"消息称英伟达 GB200 AI 芯片供不应求,追单日月光、京元电等封测厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2445045016","media":"IT之家","summary":"台媒经济日报消息,英伟达全新 GB200 系列 AI 芯片供不应求,英伟达向台积电追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。消息人士透露,京元电来自英伟达的新增订单“爆满”,京元电内部为此进行了总动员,挪移更多产能以满足英伟达需求。TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗,且由于测试时间大幅增加,日月光和京元电将成为后段封测的“两大赢家”。","content":"<html><body><div>\n<p>台媒经济日报消息,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>全新 GB200 系列 AI 芯片供不应求,英伟达向<a href=\"https://laohu8.com/S/TSM\">台积电</a>追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。</p><p>据IT之家此前报道,GB200 芯片发布于 3 月 19 日,由两个 B200 Blackwell GPU 和一个基于 Arm 的 Grace CPU 组成,推理大语言模型性能比 H100 提升 30倍,成本和能耗降至 25 分之一。</p><p>日月光旗下的硅品与英伟达关系密切,不仅承接台积电 CoWoS 先进封装的 oS 段制程,也在中科厂布局测试产能,满足英伟达从晶圆后段到封测段的一条龙式生产服务。</p><p>京元电回应称,现阶段产能利用率确实高,但对单一客户不予置评。消息人士透露,京元电来自英伟达的新增订单“爆满”,京元电内部为此进行了总动员,挪移更多产能以满足英伟达需求。</p><p>业界分析,GB200 与 B 系列 AI 芯片测试流程较前一代 H 系列大幅拉长,必须连续经过四道程序,包括终端测试(Final Test)、Burn-in 老化测试、再回到终端测试,最终才进行 SLT 系统级测试。</p><p>TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗,且由于测试时间大幅增加,日月光和京元电将成为后段封测的“两大赢家”。</p>\n<div>\n<div>\r\n 责任编辑:钟离\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>消息称英伟达 GB200 AI 芯片供不应求,追单日月光、京元电等封测厂</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称英伟达 GB200 AI 芯片供不应求,追单日月光、京元电等封测厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-24 15:08 北京时间 <a href=https://usstock.jrj.com.cn/2024/06/24150841160274.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台媒经济日报消息,英伟达全新 GB200 系列 AI 芯片供不应求,英伟达向台积电追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。据IT之家此前报道,GB200 芯片发布于 3 月 19 日,由两个 B200 Blackwell GPU 和一个基于 Arm 的 Grace CPU 组成,推理大语言模型性能比 H100 提升 30倍,成本和能耗降至 25 分...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/06/24150841160274.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP 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ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4543":"AI","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close"},"source_url":"https://usstock.jrj.com.cn/2024/06/24150841160274.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445045016","content_text":"台媒经济日报消息,英伟达全新 GB200 系列 AI 芯片供不应求,英伟达向台积电追加先进制程投片量后,又向后段封测厂追单,日月光、京元电第四季度相关订单量将环比增长一倍。据IT之家此前报道,GB200 芯片发布于 3 月 19 日,由两个 B200 Blackwell GPU 和一个基于 Arm 的 Grace CPU 组成,推理大语言模型性能比 H100 提升 30倍,成本和能耗降至 25 分之一。日月光旗下的硅品与英伟达关系密切,不仅承接台积电 CoWoS 先进封装的 oS 段制程,也在中科厂布局测试产能,满足英伟达从晶圆后段到封测段的一条龙式生产服务。京元电回应称,现阶段产能利用率确实高,但对单一客户不予置评。消息人士透露,京元电来自英伟达的新增订单“爆满”,京元电内部为此进行了总动员,挪移更多产能以满足英伟达需求。业界分析,GB200 与 B 系列 AI 芯片测试流程较前一代 H 系列大幅拉长,必须连续经过四道程序,包括终端测试(Final Test)、Burn-in 老化测试、再回到终端测试,最终才进行 SLT 系统级测试。TrendForce 发布报告指出,供应链看好 GB200AI 芯片2025 年出货量突破百万颗,且由于测试时间大幅增加,日月光和京元电将成为后段封测的“两大赢家”。\n\n\r\n 责任编辑:钟离","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320015792472312,"gmtCreate":1719158802588,"gmtModify":1719158803899,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320015792472312","repostId":"2445903923","repostType":2,"repost":{"id":"2445903923","pubTimestamp":1719131602,"share":"https://www.laohu8.com/m/news/2445903923?lang=&edition=full","pubTime":"2024-06-23 16:33","market":"us","language":"zh","title":"少赚1500亿美元!孙正义:我很后悔卖掉英伟达股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2445903923","media":"证券时报网","summary":"“我很后悔卖掉英伟达股票。”软银集团投资约40亿美元入股英伟达,持股比例4.9%。2016年,英伟达股价飙涨两倍,并且市值超过800亿美元。2020年9月,软银集团宣布,将向英伟达出售英国半导体公司ARM,作价400亿美元,双方已达成最终协议。此外,英伟达还将向ARM员工发行价值15亿美元的股票。交易完成后,软银将持有约10%的英伟达股票。","content":"<div>\n<p>“我很后悔卖掉英伟达股票。”在近日刚结束的软银集团股东大会上,创始人孙正义说。就在他说这句话前两天,英伟达市值一度超过微软,登顶全球市值第一大股票。如果软银没有选择在2019年出售,它持有的英伟达股票市值将超过1500亿美元。软银股东大会(来源:公司官网)软银集团和英伟达的两次交集在投资阿里巴巴获得丰厚回报后,孙正义开始寻找下一个阿里巴巴。2016年,软银集团出资320亿美元成功收购了英国芯片企业...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>少赚1500亿美元!孙正义:我很后悔卖掉英伟达股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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少赚1500亿美元!孙正义:我很后悔卖掉英伟达股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-23 16:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“我很后悔卖掉英伟达股票。”在近日刚结束的软银集团股东大会上,创始人孙正义说。就在他说这句话前两天,英伟达市值一度超过微软,登顶全球市值第一大股票。如果软银没有选择在2019年出售,它持有的英伟达股票市值将超过1500亿美元。软银股东大会(来源:公司官网)软银集团和英伟达的两次交集在投资阿里巴巴获得丰厚回报后,孙正义开始寻找下一个阿里巴巴。2016年,软银集团出资320亿美元成功收购了英国芯片企业...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","BK4567":"ESG概念","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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Balanced A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316333095ce9eeb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2445903923","content_text":"“我很后悔卖掉英伟达股票。”在近日刚结束的软银集团股东大会上,创始人孙正义说。就在他说这句话前两天,英伟达市值一度超过微软,登顶全球市值第一大股票。如果软银没有选择在2019年出售,它持有的英伟达股票市值将超过1500亿美元。软银股东大会(来源:公司官网)软银集团和英伟达的两次交集在投资阿里巴巴获得丰厚回报后,孙正义开始寻找下一个阿里巴巴。2016年,软银集团出资320亿美元成功收购了英国芯片企业ARM,并且把这家公司从伦敦交易所退市,成为了软银的全资子公司。2017年,软银集团成立了愿景基金,就将目标定位在寻找能够在未来产生巨大影响力的科技公司。2017年,手握千亿美元,财大气粗的软银集团看上了当时在人工智能领域崭露头角的英伟达。软银集团投资约40亿美元入股英伟达,持股比例4.9%。当时,作为主攻GPU图形芯片市场,提供3D游戏渲染的显卡公司,英伟达开始在人工智能等多个领域全面发展。2016年,英伟达股价飙涨两倍,并且市值超过800亿美元。但软银集团对这笔投资一直非常低调,孙正义以及软银集团从未在公开场合评价这次投资。软银集团投资英伟达(制图:陈霞昌)据孙正义介绍,他曾计划将英伟达纳入软银的技术版图,并在2016年收购芯片设计公司ARM。一个月后他与英伟达CEO黄仁勋进行了深入的收购谈判。孙正义希望收购英伟达并将公司私有化,同时保留黄仁勋作为掌门人,但最终谈判没有成功。但仅仅两年之后,软银集团就选择出售持有的英伟达股权。按照2019年一季度英伟达平均股价计算,软银集团出售价值在70亿美元左右。持有两年,获利约30亿美元,收益率约75%。如果软银集团没有出售,按照英伟达上周五的收盘价计算,这个投资价值在1500亿美元左右。而在2020年,孙正义和黄仁勋本有可能再次握手完成一笔世纪交易。2020年9月,软银集团宣布,将向英伟达出售英国半导体公司ARM,作价400亿美元,双方已达成最终协议。英伟达希望通过和ARM的结合,打造世界一流的人工智能公司。根据当时披露的交易细节,英伟达将向软银支付价值215亿美元的英伟达普通股和120亿美元现金,以及在签约时将支付20亿美元。基于过去30个交易日的平均收盘价计算,英伟达需发行4430万股股票。若ARM达到具体的财务业绩目标,软银还可获得最多高达50亿美元的现金或普通股。此外,英伟达还将向ARM员工发行价值15亿美元的股票。交易完成后,软银将持有约10%的英伟达股票。但这笔世纪交易,最终因为反垄断问题,以及英国不希望本土最大芯片企业被收购,而最终被监管部门叫停。事实上,除了英伟达之外,孙正义还踏空了当下人工智能行业最炙手可热的独角兽OpenAI。孙正义透露称,他原本计划向OpenAI注资,但OpenAI首席执行官山姆·奥特曼(Sam Altman)最终决定接受微软的投资。但唯一可以值得宽慰的是,孙正义持有的ARM,在去年上市后股价持续上涨,目前市值已经达到了1600亿美元。软银集团目前为ARM最大股东,持股比例为90%。这多少可以对冲他在英伟达消失的1500亿美元。孙正义说,如果再给他一次机会,在ARM和英伟达之间选择,“我会毫不犹豫地选择ARM,”孙正义说,ARM芯片在智能手机市场占据了主导地位,其设计也正在进入AI时代。“我非常相信ARM的未来。”押注“超级人工智能”?过去两年,孙正义不止一次在公开场合表示,全力押注人工智能。甚至在股东大会的前一天,他还表示,集团需要“寻找下一个重大赌注,不要害怕它是否会成功或失败”。而在股东大会上,孙正义再次强调,软银过去的投资只是他开创人工智能时代的宏伟抱负“热身”。他预计,不久的未来,他的使命是实现“超级人工智能”(ASI)——比人类智能聪明1万倍。超级人工智能将在大约10年内广泛使用,帮助人类应对疾病、车祸、战争甚至陨石撞击。“我坚信,超级人工智能的发展是我人生使命的一部分。”孙正义表示。在今年5月,孙正义的“AI革命”便已经开始启动。软银集团计划以AI半导体为突破口,把业务扩大到数据中心、机器人、发电等行业,预计投资额最高可达到10万亿日元规模(约合人民币4640.9亿元)。孙正义的底气,来源于软银集团强大的资产负债表和数十亿美元的“进攻”基金。软银的净资产价值在大约一年内增加了1260亿美元,截至周四6月20日达到2140亿美元。而在过去两年,经历了一系列痛苦的亏损后,愿景基金一度进入“防御模式”。软银集团不断出售优质资产,以维持健康的财务报表。但随着软银集团连续两年盈利,公司的策略开始转变。最新的年报显示,截至3月底,软银已积累了6.2万亿日元的现金储备。软银的贷款/价值比率已降至8.4%,接近纪录低点,远低于该公司25%的目标。这是孙正义最青睐的判断公司是否适当平衡风险和机遇的指标之一。用软银集团首席财务官后藤芳光的话来说,软银“太安全了”。后藤芳光表示,软银需要承担更多风险,尤其是在人工智能加速发展的情况下。软银可能有更多“弹药”推进攻势策略。责编:岳亚楠校对:冉燕青","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319468257960160,"gmtCreate":1719025112677,"gmtModify":1719025114660,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"很好,有质疑者说明股价还没有到底部。","listText":"很好,有质疑者说明股价还没有到底部。","text":"很好,有质疑者说明股价还没有到底部。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319468257960160","repostId":"2445075366","repostType":2,"repost":{"id":"2445075366","pubTimestamp":1719023400,"share":"https://www.laohu8.com/m/news/2445075366?lang=&edition=full","pubTime":"2024-06-22 10:30","market":"us","language":"en","title":"Nvidia Stock Price Outlook: Will NVDA Suffer a Dot-Com Bubble Type Disaster?","url":"https://stock-news.laohu8.com/highlight/detail?id=2445075366","media":"InvestorPlace","summary":"Although Nvidia has been all the hype, maybe now is time to take a step back and reconsider investment into the stock.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nvidia Corp </strong>(<strong>NVDA</strong>) has seen an impressive performance with 155.58% upside year-to-date with solid financials.</p></li><li><p>AI boom is comparable to the dot-com bubble concerning Nvidia.</p></li><li><p>Nvidia’s stock trades are higher than its peers, and the company faces strong competitive pressure.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/476de51cd5cfc273151e9a63b9d311d8\" alt=\"Source: Sergio Photone / Shutterstock.com\" title=\"Source: Sergio Photone / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Sergio Photone / Shutterstock.com</span></p><p><strong>Nvidia’s </strong>(NASDAQ:<strong>NVDA</strong>) current 10-for-1 stock split has gained investor’s attention because it makes the Nvidia stock more accessible to small investors.</p><p>Overall, Nvidia’s performance has been awe-inspiring, with an 155.58% upside year-to-date. The company dominates the competition with an 80% market share for AI chips. Still, its stock price is at an all-time high again, which begs whether its valuation is sound. </p><h2 id=\"id_1243175279\">Nvidia Stock Q1 Success</h2><p>Nvidia experienced substantial growth across the year. The company’s current financial reports for the first quarter of fiscal 2025 show a significant increase in revenue to $26.04 billion, up 262% year over year.</p><p>The gross margin also improved to 78.4% from 64.6% in the same quarter last year. Nvidia’s earnings per share for the first quarter of fiscal 2025 were $6.12, which is 416% up YOY. </p><h2 id=\"id_3583760166\">AI Might Be Overhyped </h2><p>Nvidia’s financial success seems to justify the hype in its stock. However, this might not be the case when we consider the AI market as a whole. About $50 billion has been invested in Nvidia’s chips, but AI startups have only generated around $3 billion in sales. </p><p><em>The Wall Street Journal </em>interviewed John Chambers, the CEO of <strong>Cisco Systems</strong> (NASDAQ:<strong>CSCO</strong>) during the dot-com bubble. He draws some parallels between Cisco then and Nvidia right now.</p><p>Both companies had a dominant market share in a large new market while benefiting from large investments from the industry before it was profitable. Cisco’s stock today trades at around $47, never recovering from its peak of $77 in 2000. </p><h2 id=\"id_2206758967\">Competitive Risks Are Prevalent</h2><p>Nvidia faces fierce competition in the semiconductor production industry, with the major two being <strong>Intel </strong>(NASDAQ:<strong>INTC</strong>)<strong> </strong>and <strong>Advanced Micro Devices </strong>(NASDAQ:<strong>AMD</strong>).</p><p>China’s development of its semiconductors could threaten Nvidia’s position internationally. China has long relied on foreign companies for semiconductors like Nvidia, but it plans to produce 70% of its domestic chip use by 2025.</p><p>Cheap Chinese chips could flood the international markets like its EVs, disrupting pricing for everyone in the industry. </p><h2 id=\"id_873566403\">Nvidia’s Valuation Is a Gamble </h2><p>Even though Cisco’s stock price never recovered, that didn’t mean it wasn’t a good company. Today, it still has around 41% of the market share and generates over $12 billion a year in revenue.</p><p>Similarly, Nvidia doesn’t have to be a bad company for its stock to be overvalued and for investors to never make their money back for many years. </p><p>Analysts have an average price target of $124.14, below its current trading price as of writing. This shows that the market is doubting Nvidia as it continues to break all-time highs seriously.</p><p>The higher the stock price, the more investors will sell off to take home their profits. </p><p>It’s currently trading at a trailing Price-to-sales (P/E) ratio of 79.29x and a forward P/E of 52.08x, which accounts for the estimated earnings increase next year.</p><p>Even so, if we compile the trailing P/E ratio for all the stocks in the Magnificent 7 — a list of tech conglomerates that many already consider overvalued — we get an average P/E ratio of 48.31x. Many of these companies are poised to ride the AI wave but still at a much lower valuation. </p><h2 id=\"id_674521919\">Great Company, Lousy Stock </h2><p>Nvidia’s stock price has done exceptionally well. It’s financials, no doubt, back that story.</p><p>However, great companies don’t necessarily mean outstanding stock. It took the Nasdaq-100 15 years to recover from the bubble despite many of those stocks being household names today.</p><p>The growth of the AI industry is legitimate, but Nvidia isn’t the only way you can invest in it.</p></body></html>","source":"investorplace_stock_picks","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>Nvidia Stock Price Outlook: Will NVDA Suffer a Dot-Com Bubble Type Disaster?</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; 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}\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\">\nNvidia Stock Price Outlook: Will NVDA Suffer a Dot-Com Bubble Type Disaster?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-22 10:30 GMT+8 <a href=https://investorplace.com/2024/06/nvidia-stock-price-outlook-will-nvda-suffer-a-dot-com-bubble-type-disaster/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp (NVDA) has seen an impressive performance with 155.58% upside year-to-date with solid financials.AI boom is comparable to the dot-com bubble concerning Nvidia.Nvidia’s stock trades are ...</p>\n\n<a href=\"https://investorplace.com/2024/06/nvidia-stock-price-outlook-will-nvda-suffer-a-dot-com-bubble-type-disaster/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0079474960.USD":"联博美国增长基金A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2024/06/nvidia-stock-price-outlook-will-nvda-suffer-a-dot-com-bubble-type-disaster/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445075366","content_text":"Nvidia Corp (NVDA) has seen an impressive performance with 155.58% upside year-to-date with solid financials.AI boom is comparable to the dot-com bubble concerning Nvidia.Nvidia’s stock trades are higher than its peers, and the company faces strong competitive pressure.Source: Sergio Photone / Shutterstock.comNvidia’s (NASDAQ:NVDA) current 10-for-1 stock split has gained investor’s attention because it makes the Nvidia stock more accessible to small investors.Overall, Nvidia’s performance has been awe-inspiring, with an 155.58% upside year-to-date. The company dominates the competition with an 80% market share for AI chips. Still, its stock price is at an all-time high again, which begs whether its valuation is sound. Nvidia Stock Q1 SuccessNvidia experienced substantial growth across the year. The company’s current financial reports for the first quarter of fiscal 2025 show a significant increase in revenue to $26.04 billion, up 262% year over year.The gross margin also improved to 78.4% from 64.6% in the same quarter last year. Nvidia’s earnings per share for the first quarter of fiscal 2025 were $6.12, which is 416% up YOY. AI Might Be Overhyped Nvidia’s financial success seems to justify the hype in its stock. However, this might not be the case when we consider the AI market as a whole. About $50 billion has been invested in Nvidia’s chips, but AI startups have only generated around $3 billion in sales. The Wall Street Journal interviewed John Chambers, the CEO of Cisco Systems (NASDAQ:CSCO) during the dot-com bubble. He draws some parallels between Cisco then and Nvidia right now.Both companies had a dominant market share in a large new market while benefiting from large investments from the industry before it was profitable. Cisco’s stock today trades at around $47, never recovering from its peak of $77 in 2000. Competitive Risks Are PrevalentNvidia faces fierce competition in the semiconductor production industry, with the major two being Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD).China’s development of its semiconductors could threaten Nvidia’s position internationally. China has long relied on foreign companies for semiconductors like Nvidia, but it plans to produce 70% of its domestic chip use by 2025.Cheap Chinese chips could flood the international markets like its EVs, disrupting pricing for everyone in the industry. Nvidia’s Valuation Is a Gamble Even though Cisco’s stock price never recovered, that didn’t mean it wasn’t a good company. Today, it still has around 41% of the market share and generates over $12 billion a year in revenue.Similarly, Nvidia doesn’t have to be a bad company for its stock to be overvalued and for investors to never make their money back for many years. Analysts have an average price target of $124.14, below its current trading price as of writing. This shows that the market is doubting Nvidia as it continues to break all-time highs seriously.The higher the stock price, the more investors will sell off to take home their profits. It’s currently trading at a trailing Price-to-sales (P/E) ratio of 79.29x and a forward P/E of 52.08x, which accounts for the estimated earnings increase next year.Even so, if we compile the trailing P/E ratio for all the stocks in the Magnificent 7 — a list of tech conglomerates that many already consider overvalued — we get an average P/E ratio of 48.31x. Many of these companies are poised to ride the AI wave but still at a much lower valuation. Great Company, Lousy Stock Nvidia’s stock price has done exceptionally well. It’s financials, no doubt, back that story.However, great companies don’t necessarily mean outstanding stock. It took the Nasdaq-100 15 years to recover from the bubble despite many of those stocks being household names today.The growth of the AI industry is legitimate, but Nvidia isn’t the only way you can invest in it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319370508431512,"gmtCreate":1719001551988,"gmtModify":1719001553533,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319370508431512","repostId":"1161496183","repostType":2,"repost":{"id":"1161496183","pubTimestamp":1718979255,"share":"https://www.laohu8.com/m/news/1161496183?lang=&edition=full","pubTime":"2024-06-21 22:14","market":"us","language":"zh","title":"美国6月PMI数据好于预期,专家称经济广泛好转","url":"https://stock-news.laohu8.com/highlight/detail?id=1161496183","media":"华尔街见闻","summary":"美国6月经济增长速度达到了两年多来的最快水平。","content":"<html><head></head><body><p>周五,标普全球公布的数据显示,美国6月Markit PMI数据全线好于预期:</p><blockquote><p style=\"text-align: justify;\">制造业PMI初值51.7,好于预期的51,超出前值51.3;</p><p style=\"text-align: justify;\">服务业PMI初值55.1,好于预期的54,超出前值54.8;</p><p style=\"text-align: justify;\">综合PMI初值54.6,好于预期的53.5,超出前值54.5;</p></blockquote><p>标普全球市场情报首席商业经济学家Chris Williamson表示:PMI数据表明,美国6月经济增长速度达到了两年多来的最快水平,第二季度将迎来令人鼓舞的强劲增长,同时通胀压力也有所降温。随着不断上升的需求继续渗透到整个经济,经济的好转是广泛的,不仅服务业需求增加,反映出国内支出强劲,制造业也在持续复苏。今年迄今为止,制造业正享受着两年来最好的增长势头。企业对前景的乐观情绪有所改善,推动了招聘意愿的恢复。与此同时,销售价格通胀在5月小幅上升后再次降温,降至过去四年来的最低水平之一。历史对比表明,最近的下降使价格指标与美2%的通胀目标保持一致。</p></body></html>","source":"live_wallstreetcn","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6月PMI数据好于预期,专家称经济广泛好转</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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6月PMI数据好于预期,专家称经济广泛好转\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 22:14 北京时间 <a href=https://wallstreetcn.com/articles/3717816><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周五,标普全球公布的数据显示,美国6月Markit PMI数据全线好于预期:制造业PMI初值51.7,好于预期的51,超出前值51.3;服务业PMI初值55.1,好于预期的54,超出前值54.8;综合PMI初值54.6,好于预期的53.5,超出前值54.5;标普全球市场情报首席商业经济学家Chris Williamson表示:PMI数据表明,美国6月经济增长速度达到了两年多来的最快水平,第二季度将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717816\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/135fb5b6f21d9ee05edcb64a0736f62f","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3717816","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1161496183","content_text":"周五,标普全球公布的数据显示,美国6月Markit PMI数据全线好于预期:制造业PMI初值51.7,好于预期的51,超出前值51.3;服务业PMI初值55.1,好于预期的54,超出前值54.8;综合PMI初值54.6,好于预期的53.5,超出前值54.5;标普全球市场情报首席商业经济学家Chris Williamson表示:PMI数据表明,美国6月经济增长速度达到了两年多来的最快水平,第二季度将迎来令人鼓舞的强劲增长,同时通胀压力也有所降温。随着不断上升的需求继续渗透到整个经济,经济的好转是广泛的,不仅服务业需求增加,反映出国内支出强劲,制造业也在持续复苏。今年迄今为止,制造业正享受着两年来最好的增长势头。企业对前景的乐观情绪有所改善,推动了招聘意愿的恢复。与此同时,销售价格通胀在5月小幅上升后再次降温,降至过去四年来的最低水平之一。历史对比表明,最近的下降使价格指标与美2%的通胀目标保持一致。","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319369693290664,"gmtCreate":1719001014562,"gmtModify":1719001016878,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了","listText":"因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了","text":"因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319369693290664","repostId":"1184971862","repostType":4,"repost":{"id":"1184971862","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1718927062,"share":"https://www.laohu8.com/m/news/1184971862?lang=&edition=full","pubTime":"2024-06-21 07:44","market":"us","language":"zh","title":"涨了15%还没完,三大支柱有望支撑美股继续上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1184971862","media":"巴伦周刊","summary":"企业利润率扩大是美国股市本轮上涨的另一个利好。这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。Trivariate Research的帕克称“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。","content":"<html><head></head><body><p>《爱之夏》(Summer of Love)和《乔治之夏》(Summer of George)是两首人们耳熟能详的歌曲,目前,美国股市正在唱响《人工智能之夏》(Summer of AI)。</p><p style=\"text-align: justify;\">今年迄今为止,<a href=\"https://laohu8.com/S/.SPX.US\">标普500指数 </a>已经上涨了15%,虽然投资者有保持谨慎的理由——或者考虑到标普500指数两位数的涨幅不可能永远持续下去,投资者应该上涨势头至少会暂停——但这并不意味着一场“清算”即将到来。</p><p style=\"text-align: justify;\">Trivariate Research创始人亚当·帕克(Adam Parker)提出了美国股市可以继续涨下去的三个原因。</p><p style=\"text-align: justify;\"><strong>首先,美国的金融环境相对宽松。</strong>虽然银行的放贷规模没那么大,而且地区性银行一直是一个“痛点”,但帕克指出,大量私人信贷抵消了这两个因素带来的影响。事实上,在过去35年里,彭博金融状况指数(Bloomberg Financial Conditions Index)只有在8%的时间里比目前更宽松。</p><p style=\"text-align: justify;\"><strong>企业利润率扩大是美国股市本轮上涨的另一个利好。</strong>分析师预计,收劳动生产率提高、投入成本下降以及价格保持在较高水平等因素的推动,美国500强企业中近四分之三企业的利润率将上升。</p><p style=\"text-align: justify;\">这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。正如DataTrek的尼古拉斯·科拉斯(Nicholas Colas)所言:“提振指数基本面的不仅仅是科技公司的盈利能力,利润率上升是一个更宏大的主题。”</p><p style=\"text-align: justify;\">当然,如果不提到大型科技公司和人工智能,那么对美国股市上涨的讨论就不够完整。Trivariate Research的帕克称<strong>“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。</strong></p><p style=\"text-align: justify;\">在目前阶段,精准确定人工智能赢家都有谁还很困难,理解人工智能将在多大程度上改变企业生产力也还很困难,但帕克说:“在没有任何净招聘的情况下实现收入增长的梦想是如此强烈,以至于股市在此前可能被认为是令人担忧的消息传出后继续上涨。和今年年初相比,投资者现在认为在人工智能的推动下,企业在长期内实现盈利增长的概率更大。”</p><p style=\"text-align: justify;\">单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。如果出现金融环境收紧、美国经济恶化等催化剂,或者7月就业报告和即将到来的二季度财报季出现令人担忧的迹象,那么这种情况可能会发生变化。</p><p style=\"text-align: justify;\">帕克认为,更有可能出现的情况是,“在短期内,当谈到人工智能的潜力时,股市将处于‘无罪直到被证明有罪’的模式。”</p><p style=\"text-align: justify;\">因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开<a href=\"https://laohu8.com/S/MSFT.US\">微软 </a>、<a href=\"https://laohu8.com/S/NVDA.US\">英伟达 </a>和<a href=\"https://laohu8.com/S/AAPL.US\">苹果 </a>也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了。帕克说:“谁会愿意在未来几年管理一只基金时说自己错过了如此关键的趋势?我们不会愿意看到这样的事发生。”</p><p style=\"text-align: justify;\">DataTrek的科拉斯强调指出,和其他偏重科技股的押注相比,标普500指数是一种波动性较小的押注人工智能领域潜在赢家和输家的方式。虽然科拉斯是大型科技股的“信徒”——“新一代人工智能是一项强大的新技术,最大的参与者有最好的机会开发它并将其货币化”——但他说,“新技术往往会产生新的赢家和输家”这一用来反驳的论点也有一定的道理。</p><p style=\"text-align: justify;\">如果真是这样,那么标普500指数是一项波动性低于跟踪<a href=\"https://laohu8.com/S/.NDX.US\">纳斯达克100指数 </a>的<a href=\"https://laohu8.com/S/QQQ.US\">纳指100ETF-Invesco QQQ Trust </a> 的投资,科技“七巨头”——<a href=\"https://laohu8.com/S/GOOGL.US\">谷歌-A </a>、<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊 </a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/META.US\">Meta Platforms </a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a>——和<a href=\"https://laohu8.com/S/AVGO.US\">博通 </a>在这只ETF中的权重接近50%。</p><p style=\"text-align: justify;\">通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。</p><p style=\"text-align: justify;\">最终,投资者在不必去相信这场派对会一直持续下去的情况下,也能看到派对还没有结束。</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>涨了15%还没完,三大支柱有望支撑美股继续上涨</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{ 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}\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涨了15%还没完,三大支柱有望支撑美股继续上涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2024-06-21 07:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>《爱之夏》(Summer of Love)和《乔治之夏》(Summer of George)是两首人们耳熟能详的歌曲,目前,美国股市正在唱响《人工智能之夏》(Summer of AI)。</p><p style=\"text-align: justify;\">今年迄今为止,<a href=\"https://laohu8.com/S/.SPX.US\">标普500指数 </a>已经上涨了15%,虽然投资者有保持谨慎的理由——或者考虑到标普500指数两位数的涨幅不可能永远持续下去,投资者应该上涨势头至少会暂停——但这并不意味着一场“清算”即将到来。</p><p style=\"text-align: justify;\">Trivariate Research创始人亚当·帕克(Adam Parker)提出了美国股市可以继续涨下去的三个原因。</p><p style=\"text-align: justify;\"><strong>首先,美国的金融环境相对宽松。</strong>虽然银行的放贷规模没那么大,而且地区性银行一直是一个“痛点”,但帕克指出,大量私人信贷抵消了这两个因素带来的影响。事实上,在过去35年里,彭博金融状况指数(Bloomberg Financial Conditions Index)只有在8%的时间里比目前更宽松。</p><p style=\"text-align: justify;\"><strong>企业利润率扩大是美国股市本轮上涨的另一个利好。</strong>分析师预计,收劳动生产率提高、投入成本下降以及价格保持在较高水平等因素的推动,美国500强企业中近四分之三企业的利润率将上升。</p><p style=\"text-align: justify;\">这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。正如DataTrek的尼古拉斯·科拉斯(Nicholas Colas)所言:“提振指数基本面的不仅仅是科技公司的盈利能力,利润率上升是一个更宏大的主题。”</p><p style=\"text-align: justify;\">当然,如果不提到大型科技公司和人工智能,那么对美国股市上涨的讨论就不够完整。Trivariate Research的帕克称<strong>“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。</strong></p><p style=\"text-align: justify;\">在目前阶段,精准确定人工智能赢家都有谁还很困难,理解人工智能将在多大程度上改变企业生产力也还很困难,但帕克说:“在没有任何净招聘的情况下实现收入增长的梦想是如此强烈,以至于股市在此前可能被认为是令人担忧的消息传出后继续上涨。和今年年初相比,投资者现在认为在人工智能的推动下,企业在长期内实现盈利增长的概率更大。”</p><p style=\"text-align: justify;\">单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。如果出现金融环境收紧、美国经济恶化等催化剂,或者7月就业报告和即将到来的二季度财报季出现令人担忧的迹象,那么这种情况可能会发生变化。</p><p style=\"text-align: justify;\">帕克认为,更有可能出现的情况是,“在短期内,当谈到人工智能的潜力时,股市将处于‘无罪直到被证明有罪’的模式。”</p><p style=\"text-align: justify;\">因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开<a href=\"https://laohu8.com/S/MSFT.US\">微软 </a>、<a href=\"https://laohu8.com/S/NVDA.US\">英伟达 </a>和<a href=\"https://laohu8.com/S/AAPL.US\">苹果 </a>也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了。帕克说:“谁会愿意在未来几年管理一只基金时说自己错过了如此关键的趋势?我们不会愿意看到这样的事发生。”</p><p style=\"text-align: justify;\">DataTrek的科拉斯强调指出,和其他偏重科技股的押注相比,标普500指数是一种波动性较小的押注人工智能领域潜在赢家和输家的方式。虽然科拉斯是大型科技股的“信徒”——“新一代人工智能是一项强大的新技术,最大的参与者有最好的机会开发它并将其货币化”——但他说,“新技术往往会产生新的赢家和输家”这一用来反驳的论点也有一定的道理。</p><p style=\"text-align: justify;\">如果真是这样,那么标普500指数是一项波动性低于跟踪<a href=\"https://laohu8.com/S/.NDX.US\">纳斯达克100指数 </a>的<a href=\"https://laohu8.com/S/QQQ.US\">纳指100ETF-Invesco QQQ Trust </a> 的投资,科技“七巨头”——<a href=\"https://laohu8.com/S/GOOGL.US\">谷歌-A </a>、<a href=\"https://laohu8.com/S/AMZN.US\">亚马逊 </a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/META.US\">Meta Platforms </a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a>——和<a href=\"https://laohu8.com/S/AVGO.US\">博通 </a>在这只ETF中的权重接近50%。</p><p style=\"text-align: justify;\">通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。</p><p style=\"text-align: justify;\">最终,投资者在不必去相信这场派对会一直持续下去的情况下,也能看到派对还没有结束。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184971862","content_text":"《爱之夏》(Summer of Love)和《乔治之夏》(Summer of George)是两首人们耳熟能详的歌曲,目前,美国股市正在唱响《人工智能之夏》(Summer of AI)。今年迄今为止,标普500指数 已经上涨了15%,虽然投资者有保持谨慎的理由——或者考虑到标普500指数两位数的涨幅不可能永远持续下去,投资者应该上涨势头至少会暂停——但这并不意味着一场“清算”即将到来。Trivariate Research创始人亚当·帕克(Adam Parker)提出了美国股市可以继续涨下去的三个原因。首先,美国的金融环境相对宽松。虽然银行的放贷规模没那么大,而且地区性银行一直是一个“痛点”,但帕克指出,大量私人信贷抵消了这两个因素带来的影响。事实上,在过去35年里,彭博金融状况指数(Bloomberg Financial Conditions Index)只有在8%的时间里比目前更宽松。企业利润率扩大是美国股市本轮上涨的另一个利好。分析师预计,收劳动生产率提高、投入成本下降以及价格保持在较高水平等因素的推动,美国500强企业中近四分之三企业的利润率将上升。这一点在第一季度得到了体现,标普500指数11大板块中有8个板块的净利润率同比上升。正如DataTrek的尼古拉斯·科拉斯(Nicholas Colas)所言:“提振指数基本面的不仅仅是科技公司的盈利能力,利润率上升是一个更宏大的主题。”当然,如果不提到大型科技公司和人工智能,那么对美国股市上涨的讨论就不够完整。Trivariate Research的帕克称“人工智能之梦”是支撑美国股市继续上涨的第三大支柱。在目前阶段,精准确定人工智能赢家都有谁还很困难,理解人工智能将在多大程度上改变企业生产力也还很困难,但帕克说:“在没有任何净招聘的情况下实现收入增长的梦想是如此强烈,以至于股市在此前可能被认为是令人担忧的消息传出后继续上涨。和今年年初相比,投资者现在认为在人工智能的推动下,企业在长期内实现盈利增长的概率更大。”单是人工智能的前景就足以推动美国股市继续走高,帕克说,再加上上述前两个因素,股市的上涨不面临危险。如果出现金融环境收紧、美国经济恶化等催化剂,或者7月就业报告和即将到来的二季度财报季出现令人担忧的迹象,那么这种情况可能会发生变化。帕克认为,更有可能出现的情况是,“在短期内,当谈到人工智能的潜力时,股市将处于‘无罪直到被证明有罪’的模式。”因此帕克认为,即便人工智能行情有点贵,但投资者不应该回避它,避开微软 、英伟达 和苹果 也会让投资者陷入危险,因为人们对股市集中度的担忧被误导了。帕克说:“谁会愿意在未来几年管理一只基金时说自己错过了如此关键的趋势?我们不会愿意看到这样的事发生。”DataTrek的科拉斯强调指出,和其他偏重科技股的押注相比,标普500指数是一种波动性较小的押注人工智能领域潜在赢家和输家的方式。虽然科拉斯是大型科技股的“信徒”——“新一代人工智能是一项强大的新技术,最大的参与者有最好的机会开发它并将其货币化”——但他说,“新技术往往会产生新的赢家和输家”这一用来反驳的论点也有一定的道理。如果真是这样,那么标普500指数是一项波动性低于跟踪纳斯达克100指数 的纳指100ETF-Invesco QQQ Trust 的投资,科技“七巨头”——谷歌-A 、亚马逊 、苹果、Meta Platforms 、微软、英伟达、特斯拉 ——和博通 在这只ETF中的权重接近50%。通过投资标普500指数,投资者将受益于那些继续支撑该指数上涨的股票,如果指数继续上涨,可能会吸引来更多被动投资资金。最终,投资者在不必去相信这场派对会一直持续下去的情况下,也能看到派对还没有结束。","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318879819890952,"gmtCreate":1718865006478,"gmtModify":1718865009514,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318879819890952","repostId":"2444253983","repostType":2,"repost":{"id":"2444253983","pubTimestamp":1718854697,"share":"https://www.laohu8.com/m/news/2444253983?lang=&edition=full","pubTime":"2024-06-20 11:38","market":"nz","language":"en","title":"Be Cautious But Don't Panic Here","url":"https://stock-news.laohu8.com/highlight/detail?id=2444253983","media":"seekingalpha","summary":"Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market. Jonathan KitchenI've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market. Remember Nvidia at $108 ?Nvidia 50 P/E Is Not Cheap Anymore EPS estimates While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Theref","content":"<html><body><ul><li>Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.</li><li>Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.</li><li>While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/682530865/image_682530865.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Jonathan Kitchen</p></figcaption></figure><p><span>I've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market.</span></p> <p><span>Remember<span> Nvidia (</span></span>NVDA<span>) at $108 (split-adjusted $10.80)? How about Meta (</span>META<span>), below $90, or Google (</span>GOOG<span>) (</span>GOOGL<span>), below $85? Positive sentiment has recently caused many stocks to skyrocket, with many names turning vertical.</span></p> <p><span>While I'm not making a market-top prediction, it's crucial to highlight the overbought technical conditions in some leading companies. Fundamentally, many high-quality stocks, once considered cheap, now appear relatively expensive. This sharp shift in value raises concerns about their sustainability in the current market, and investors should be mindful of these potential risks.</span></p> <p><span>Trees don't grow to the sky, and it's a red flag when mega-cap stocks go vertical. This<span> latest surge in stock prices could trigger a correction, potentially leading to compelling buying opportunities. It's important to maintain a balanced view and consider the potential risks and rewards.</span></span></p> <h2>Nvidia: RSI - Over 80</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-17187842311956193.png\" width=\"640\"/></span><figcaption><p>NVDA <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p>Nvidia is an excellent company, and its AI story is solid. Also, the stock has appreciated by about 12x since it hit my buy-in target, bottoming less than two years ago. Moreover, at a staggering $3.34T, Nvidia is the most valuable company globally.</p> <p>Nonetheless, we can't ignore the obvious. The RSI is over 80 here, the CCI recently hit around 300, the stock is about 100% above its 200-day MA, and volume is declining. Moreover, the full stochastic has tended above 80 for roughly six weeks. Visually, we see Nvidia has turned vertical, and we could soon see a technical pullback to normalize the conditions.</p> <p>Fundamentally, we know about Nvidia's massive AI potential, but the bullish thesis is not without risks. Nonetheless, the market continues bidding Nvidia perpetually higher as if it is the only AI stock in town. The multi-trillion-dollar question is when is it too much?</p> <h2>Nvidia 50 P/E Is Not Cheap Anymore</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"203\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-1718785349267245.png\" width=\"640\"/></span><figcaption><p>EPS estimates <span>(Stock Market Analysis & Tools for Investors)</span></p></figcaption></figure><p><span>While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Therefore, Nvidia's forward P/E ratio is around 65 in a worst-case scenario and about 28 in the most bullish case outcome.</span></p> <p><span>Despite this diverse estimate range, the stock trades as if lower earnings are impossible, and only the bullish case scenario exists. This dynamic is concerning because even a minor misstep from Nvidia could result in a dramatic downside for the stock. </span></p> <p><span>Another factor we should consider is that Nvidia is a hardware company. While it was highly profitable in the initial stages of the AI boom, its profitability should moderate over time. Nvidia trades at a nose-bleeding </span><span>28 times</span><span> this year's estimated sales, which is exceptionally high, especially for a hardware stock. My optimal buy-in zone for Nvidia is the $110-100 level. </span></p> <h2>Broadcom: RSI - Over 80 (Possible Blowoff Top)</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-17187912359550533.png\" width=\"640\"/></span><figcaption><p>AVGO <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p><span>Broadcom \"AVGO\" is one of the hottest AI stocks and maybe second only to Nvidia. AVGO has increased in value considerably since I discussed </span><span>buying it on a pullback</span><span> several months ago. The stock recently surged on better-than-expected earnings news, but the move looks extreme. </span></p> <p><span>The RSI is over 80 now, and the CCI spiked over 400, illustrating exceptionally overbought technical conditions. Moreover, the stock reached a new high in the most recent trading session, only to close around its lows, possibly signaling buyer exhaustion and illustrating a blowoff top.</span></p> <p><span>Also, Broadcom added about $200 billion in market cap value in the move and is now approaching a $1 T valuation. AVGO now trades around 16 times sales and has a P/E ratio of around 38. It's questionable whether it should be valued this richly here, and there seems to be an increased probability that we may see a pullback in Broadcom's stock. The optimal buy-in level may be around $1,600-1,500.</span></p> <h2>Micron: RSI - Over 75 (Upside Down Hammer)</h2> <figure contenteditable=\"false\"><span><img contenteditable=\"false\" height=\"676\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/6/19/48200183-171879690137045.png\" width=\"640\"/></span><figcaption><p>MU <span>(StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)</span></p></figcaption></figure><p><span>Micron's stock has skyrocketed recently due to AI optimism. It's nearly doubled since I </span><span>discussed buying</span><span> it in late 2023. The RSI is around 75, the CCI is approaching 300, and other technical indicators suggest that technical conditions </span><span>are considerably stretched</span><span> here. Moreover, MU is about 65% above its 200-day MA, and it closed with a bearish upside-down hammer candle in the previous session. This dynamic suggests buyer exhaustion, and a considerable pullback could materialize. Technically, the target buy-in level is around $135-125 here. </span></p> <p><span>Micron now trades around seven times sales and has a forward P/E ratio of about 17 (if it hits elevated estimates). While this may seem relatively inexpensive, it is a very high valuation for Micron because of the nature of its core memory business. Micron </span><span>typically</span><span> trades at a much lower P/E ratio as the market goes through cycles, and an oversupply of memory chips leads to lower prices and less profitability for Micron. This dynamic will likely not change because of AI, and Micron's stock may need a cool-off period before moving higher again. </span></p> <h2>The Bottom Line: Caution, Not Panic</h2> <p><span>I am not attempting to entice panic, nor am I trying to ruin anyone's day. I am not a perma-bear, perma-bull, or a perma-anything for that matter. I am a straight shooter and call things the way I see them. I became </span><span>bearish around the peak</span><span> in 2021 and increasingly </span><span>bullish when</span><span> the market bottomed in late 2022. We are not in an AI bubble, and the stock market could continue rallying for a long time.</span></p> <div></div> <p><span>Nonetheless, we need pullback periods because valuations and technical conditions need to reset to create new buying opportunities. Therefore, this is no time to panic, but increased caution is warranted, and we may see a pullback leading to considerable buying opportunities in future weeks. Despite the overheated technical conditions and the possibility of near turbulence, I am keeping my year-end target range for the S&P 500/SPX at 6K, and my Nasdaq year-end target remains 20,000. </span></p></body></html>","source":"seekingalpha","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>Be Cautious But Don't Panic Here</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; 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}\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\">\nBe Cautious But Don't Panic Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 11:38 GMT+8 <a href=https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here\">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/682530865/image_682530865.jpg","relate_stocks":{"IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4587":"ChatGPT概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4524":"宅经济概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4543":"AI","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4527":"明星科技股","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","NVDA":"英伟达","BK4551":"寇图资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BK4549":"软银资本持仓","META":"Meta Platforms","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","MU":"美光科技","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4585":"ETF&股票定投概念","GOOG":"谷歌","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4534":"瑞士信贷持仓","GOOGL":"谷歌A","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://seekingalpha.com/article/4700057-be-cautious-but-dont-panic-here","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2444253983","content_text":"Many high-quality tech and AI-centric stocks have surged recently, raising concerns about overbought technical conditions and expensive valuations.Nvidia, Broadcom, and Micron are examples of companies with stretched technical indicators, potentially signaling a need for a pullback in their stock prices.While caution is advised, there is no need for panic, as pullback periods are necessary for resetting valuations and creating new buying opportunities in the market. Jonathan KitchenI've been very bullish on many high-quality stocks during the recent run-up. I've mainly been buying tech and AI-centric stocks, many of which were hammered relentlessly during the 2022 tech crash and widely dismissed and undervalued by the market. Remember Nvidia (NVDA) at $108 (split-adjusted $10.80)? How about Meta (META), below $90, or Google (GOOG) (GOOGL), below $85? Positive sentiment has recently caused many stocks to skyrocket, with many names turning vertical. While I'm not making a market-top prediction, it's crucial to highlight the overbought technical conditions in some leading companies. Fundamentally, many high-quality stocks, once considered cheap, now appear relatively expensive. This sharp shift in value raises concerns about their sustainability in the current market, and investors should be mindful of these potential risks. Trees don't grow to the sky, and it's a red flag when mega-cap stocks go vertical. This latest surge in stock prices could trigger a correction, potentially leading to compelling buying opportunities. It's important to maintain a balanced view and consider the potential risks and rewards. Nvidia: RSI - Over 80 NVDA (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Nvidia is an excellent company, and its AI story is solid. Also, the stock has appreciated by about 12x since it hit my buy-in target, bottoming less than two years ago. Moreover, at a staggering $3.34T, Nvidia is the most valuable company globally. Nonetheless, we can't ignore the obvious. The RSI is over 80 here, the CCI recently hit around 300, the stock is about 100% above its 200-day MA, and volume is declining. Moreover, the full stochastic has tended above 80 for roughly six weeks. Visually, we see Nvidia has turned vertical, and we could soon see a technical pullback to normalize the conditions. Fundamentally, we know about Nvidia's massive AI potential, but the bullish thesis is not without risks. Nonetheless, the market continues bidding Nvidia perpetually higher as if it is the only AI stock in town. The multi-trillion-dollar question is when is it too much? Nvidia 50 P/E Is Not Cheap Anymore EPS estimates (Stock Market Analysis & Tools for Investors)While this year's P/E multiple is around 50, next year's P/E ratio is around 38, which is far from cheap. Additionally, next year's EPS estimate range is wide, from $2.12 to $4.75. Therefore, Nvidia's forward P/E ratio is around 65 in a worst-case scenario and about 28 in the most bullish case outcome. Despite this diverse estimate range, the stock trades as if lower earnings are impossible, and only the bullish case scenario exists. This dynamic is concerning because even a minor misstep from Nvidia could result in a dramatic downside for the stock. Another factor we should consider is that Nvidia is a hardware company. While it was highly profitable in the initial stages of the AI boom, its profitability should moderate over time. Nvidia trades at a nose-bleeding 28 times this year's estimated sales, which is exceptionally high, especially for a hardware stock. My optimal buy-in zone for Nvidia is the $110-100 level. Broadcom: RSI - Over 80 (Possible Blowoff Top) AVGO (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Broadcom \"AVGO\" is one of the hottest AI stocks and maybe second only to Nvidia. AVGO has increased in value considerably since I discussed buying it on a pullback several months ago. The stock recently surged on better-than-expected earnings news, but the move looks extreme. The RSI is over 80 now, and the CCI spiked over 400, illustrating exceptionally overbought technical conditions. Moreover, the stock reached a new high in the most recent trading session, only to close around its lows, possibly signaling buyer exhaustion and illustrating a blowoff top. Also, Broadcom added about $200 billion in market cap value in the move and is now approaching a $1 T valuation. AVGO now trades around 16 times sales and has a P/E ratio of around 38. It's questionable whether it should be valued this richly here, and there seems to be an increased probability that we may see a pullback in Broadcom's stock. The optimal buy-in level may be around $1,600-1,500. Micron: RSI - Over 75 (Upside Down Hammer) MU (StockCharts.com | Advanced Financial Charts & Technical Analysis Tools)Micron's stock has skyrocketed recently due to AI optimism. It's nearly doubled since I discussed buying it in late 2023. The RSI is around 75, the CCI is approaching 300, and other technical indicators suggest that technical conditions are considerably stretched here. Moreover, MU is about 65% above its 200-day MA, and it closed with a bearish upside-down hammer candle in the previous session. This dynamic suggests buyer exhaustion, and a considerable pullback could materialize. Technically, the target buy-in level is around $135-125 here. Micron now trades around seven times sales and has a forward P/E ratio of about 17 (if it hits elevated estimates). While this may seem relatively inexpensive, it is a very high valuation for Micron because of the nature of its core memory business. Micron typically trades at a much lower P/E ratio as the market goes through cycles, and an oversupply of memory chips leads to lower prices and less profitability for Micron. This dynamic will likely not change because of AI, and Micron's stock may need a cool-off period before moving higher again. The Bottom Line: Caution, Not Panic I am not attempting to entice panic, nor am I trying to ruin anyone's day. I am not a perma-bear, perma-bull, or a perma-anything for that matter. I am a straight shooter and call things the way I see them. I became bearish around the peak in 2021 and increasingly bullish when the market bottomed in late 2022. We are not in an AI bubble, and the stock market could continue rallying for a long time. Nonetheless, we need pullback periods because valuations and technical conditions need to reset to create new buying opportunities. Therefore, this is no time to panic, but increased caution is warranted, and we may see a pullback leading to considerable buying opportunities in future weeks. Despite the overheated technical conditions and the possibility of near turbulence, I am keeping my year-end target range for the S&P 500/SPX at 6K, and my Nasdaq year-end target remains 20,000.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}