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火火先生
02-10
$英伟达(NVDA)$
能突破1000[得意]
火火先生
03-03
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。
Nvidia Stock Still May Not Be Nearly As Expensive As You Think
火火先生
05-27
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。
How Nvidia Is Leaving Competitors In The Dust
火火先生
07-03
$英伟达(NVDA)$
为啥就英伟达跌,想不明白
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
02-23
市盈率才60,而且每股收益还在不断提高。你说贵不贵?
火火先生
04-20
$英伟达(NVDA)$
凉凉
火火先生
03-16
黄仁勋进军AI应用端,后期不仅仅是一家卖铲子的巨头。
Jensen Huang Just Said "Humanoid Robotics Should Be Right Around the Corner." Here's How Nvidia Could Benefit.
火火先生
2022-09-01
原来是这样,通过率这么高
老虎点评:美国要断供高端GPU?别再被标题党骗了
火火先生
07-12
算的很好,看到220,泡沫化300
@金蝉Catherine:
$英伟达(NVDA)$
持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。
火火先生
05-09
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
美银喊话投资者:现在走人将错过夏季大涨!
火火先生
04-19
我预测能上2200
机构预测:牛市情景下,英伟达股价明年有望升破1500美元!
火火先生
2021-11-26
看来看去没啥用,坚定拿就行
盘前:恐慌情绪席卷市场!机构分析师们怎么看?
火火先生
07-18
最起码还要疯长三个季度,下跌就是大机会
台积电Q2营收6735.1亿新台币,同比增长40.1%
火火先生
07-15
这篇文章不错,转发给大家看看
报道:因Blackwell需求强劲,英伟达将其与台积电的晶圆订单量增加了25%
火火先生
07-10
本周,更多迹象表明大量资金流入人工智能基础设施,私营数据中心运营商CyrusOne周一表示,已获得79亿美元的信贷额度,为美国现有和未来的开发项目提供资金。
Nvidia Stock Gains After Another Analyst Raises Price Target. How High It Could Go
火火先生
07-06
1.投机 2.信用的扩张 3.欺诈 4.投资者认为该资产的价格永远不会再下跌
Is NVIDIA in a Bubble?
火火先生
07-06
这篇文章不错,转发给大家看看
软银正计划借款100亿美元采购大量英伟达芯片
火火先生
07-05
诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。 英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。
英伟达今年已经涨了一倍多,该卖了吗?
火火先生
07-01
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"
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,"images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328769877967016","repostId":"1190782277","repostType":2,"repost":{"id":"1190782277","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":1721280649,"share":"https://www.laohu8.com/m/news/1190782277?lang=&edition=full","pubTime":"2024-07-18 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tg-height=\"538\"/></p><p><strong>财报电话会:</strong></p><p>台积电在随后的电话会议上表示:</p><blockquote><p>预计第三季度营收为224-232亿美元(上年同期为173亿美元);</p><p>预计第三季度毛利率为53.5-55.5%(第二季度为53.2%);</p><p>预计第三季度营运利润率为42.5-44.5%(第二季度为42.5%);</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持;</p><p>预计全年资本支出300亿美元至320亿美元,此前预计280-320亿美元,市场预估295.5亿美元;</p><p>2024年以美元计价收入增幅将略高于25%左右(此前预测增幅在20—25%左右);</p><p>预计2024年芯片代工业务将增长接近10%;</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后,台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#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台积电Q2营收6735.1亿新台币,同比增长40.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-18 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月18日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示,第二季度营收6735.1亿新台币,市场预期6581.4亿新台币,去年同期4808.41亿新台币;净利润2478.45亿新台币,市场预期2350亿新台币,去年同期1818亿新台币;每股收益9.56新台币,去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%,营业利润率为42.5%,净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度,3纳米出货量占晶圆总收入的15%;5纳米占35%;7纳米占17%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会:</strong></p><p>台积电在随后的电话会议上表示:</p><blockquote><p>预计第三季度营收为224-232亿美元(上年同期为173亿美元);</p><p>预计第三季度毛利率为53.5-55.5%(第二季度为53.2%);</p><p>预计第三季度营运利润率为42.5-44.5%(第二季度为42.5%);</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持;</p><p>预计全年资本支出300亿美元至320亿美元,此前预计280-320亿美元,市场预估295.5亿美元;</p><p>2024年以美元计价收入增幅将略高于25%左右(此前预测增幅在20—25%左右);</p><p>预计2024年芯片代工业务将增长接近10%;</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后,台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"03145":"华夏亚洲高息股","BK4581":"高盛持仓","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","TSM":"台积电","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190782277","content_text":"7月18日,台积电发布2024年第二季度业绩。财报显示,第二季度营收6735.1亿新台币,市场预期6581.4亿新台币,去年同期4808.41亿新台币;净利润2478.45亿新台币,市场预期2350亿新台币,去年同期1818亿新台币;每股收益9.56新台币,去年同期7.01新台币。本季度毛利率为53.2%,营业利润率为42.5%,净利润率为36.8%。第二季度,3纳米出货量占晶圆总收入的15%;5纳米占35%;7纳米占17%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的67%。财报电话会:台积电在随后的电话会议上表示:预计第三季度营收为224-232亿美元(上年同期为173亿美元);预计第三季度毛利率为53.5-55.5%(第二季度为53.2%);预计第三季度营运利润率为42.5-44.5%(第二季度为42.5%);预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持;预计全年资本支出300亿美元至320亿美元,此前预计280-320亿美元,市场预估295.5亿美元;2024年以美元计价收入增幅将略高于25%左右(此前预测增幅在20—25%左右);预计2024年芯片代工业务将增长接近10%;预计2024年将是台积电的一个强劲增长年。财报发布后,台积电美股夜盘涨幅扩大至4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327721231958048,"gmtCreate":1721021036197,"gmtModify":1721021037748,"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/327721231958048","repostId":"1169200078","repostType":2,"repost":{"id":"1169200078","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":1721004894,"share":"https://www.laohu8.com/m/news/1169200078?lang=&edition=full","pubTime":"2024-07-15 08:54","market":"us","language":"zh","title":"报道:因Blackwell需求强劲,英伟达将其与台积电的晶圆订单量增加了25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169200078","media":"老虎资讯综合","summary":"7月15日,据台湾经济日报,英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。","content":"<html><head></head><body><p>7月15日,据台湾经济日报,业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。</p><p>分析师预估,以Blackwell架构打造的英伟达B100 GPU平均售价(ASP)为3万美元至3.5万美元,串联Grace CPU与B200 GPU的超级芯片GB200售价则介于6万美元至7万美元甚至更高,也就是说,英伟达相关芯片是台积电历来打造终端售价最贵的芯片。</p><p>英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。</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>报道:因Blackwell需求强劲,英伟达将其与台积电的晶圆订单量增加了25%</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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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-15 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月15日,据台湾经济日报,业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。</p><p>分析师预估,以Blackwell架构打造的英伟达B100 GPU平均售价(ASP)为3万美元至3.5万美元,串联Grace CPU与B200 GPU的超级芯片GB200售价则介于6万美元至7万美元甚至更高,也就是说,英伟达相关芯片是台积电历来打造终端售价最贵的芯片。</p><p>英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NVDA":"英伟达","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169200078","content_text":"7月15日,据台湾经济日报,业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。分析师预估,以Blackwell架构打造的英伟达B100 GPU平均售价(ASP)为3万美元至3.5万美元,串联Grace CPU与B200 GPU的超级芯片GB200售价则介于6万美元至7万美元甚至更高,也就是说,英伟达相关芯片是台积电历来打造终端售价最贵的芯片。英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326694971281416,"gmtCreate":1720761209660,"gmtModify":1720761211617,"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":"算的很好,看到220,泡沫化300","listText":"算的很好,看到220,泡沫化300","text":"算的很好,看到220,泡沫化300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326694971281416","repostId":"326409579991264","repostType":1,"repost":{"id":326409579991264,"gmtCreate":1720691441611,"gmtModify":1720693020813,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","text":"$英伟达(NVDA)$ 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","images":[{"img":"https://static.tigerbbs.com/c48978458c14aa1ff705298ea37d3811","width":"600","height":"335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326409579991264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325925091246176,"gmtCreate":1720573070193,"gmtModify":1720573072559,"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":"本周,更多迹象表明大量资金流入人工智能基础设施,私营数据中心运营商CyrusOne周一表示,已获得79亿美元的信贷额度,为美国现有和未来的开发项目提供资金。","listText":"本周,更多迹象表明大量资金流入人工智能基础设施,私营数据中心运营商CyrusOne周一表示,已获得79亿美元的信贷额度,为美国现有和未来的开发项目提供资金。","text":"本周,更多迹象表明大量资金流入人工智能基础设施,私营数据中心运营商CyrusOne周一表示,已获得79亿美元的信贷额度,为美国现有和未来的开发项目提供资金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325925091246176","repostId":"2450844011","repostType":2,"repost":{"id":"2450844011","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":1720536216,"share":"https://www.laohu8.com/m/news/2450844011?lang=&edition=full","pubTime":"2024-07-09 22:43","market":"sg","language":"en","title":"Nvidia Stock Gains After Another Analyst Raises Price Target. How High It Could Go","url":"https://stock-news.laohu8.com/highlight/detail?id=2450844011","media":"Dow Jones","summary":"Nvidia was rising Tuesday as chip stocks looked set for another positive day. There are further signs of huge spending on infrastructure to support artificial-intelligence technology.Nvidia shares were up 0.9% at $129.40 in premarket trading. The stock rose 1.9% on Monday.After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split. Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit a record high on Monday.Among other chip makers, Advanced Micro Devices was up 0.6% and Intel was rising 3.9% in premarket trading. Server maker Super Micro Computer gained 0.7%.CyrusOne's data centers house its customers' equipment, so it isn't a direct customer of Nvidia. However, it's another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center ","content":"<html><head></head><body><p>Nvidia stock was rising Tuesday as chip stocks looked set for another positive day. Bullish analysts and further signs of huge spending on infrastructure to support artificial-intelligence technology are likely helping shares move higher.</p><p>Nvidia shares were up 3.7% at $132.89 in morning trading. The stock rose 1.9% on Monday. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ac0dbc54d46e1070db56975f0a93f61\" tg-width=\"460\" tg-height=\"384\"/></p><p>After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split.</p><p style=\"text-align: start;\">Nvidia got another boost from Wall Street as KeyBanc analyst John Vinh raised his target price on the stock to $180 from $130, while keeping an Overweight rating on the stock. The new target is 33% higher than the stock’s recent price. Vinh was the seventh analyst to raise Nvidia’s target in July, according to FactSet, though the average price target remains at $130.92, below where Nvidia is currently trading. Expect more target increases in the future.</p><p style=\"text-align: start;\">Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit arecord highon Monday. </p><p>Among other chip makers, Advanced Micro Devices was down 0.8% and Intel was rising 0.4% in morning trading. Server makerSuper Micro Computer gained 3.0%. </p><p style=\"text-align: start;\">More signs of the huge amounts of money flowing into AI infrastructure came this week when privately held data center operator CyrusOne said Monday that it had secured a $7.9 billion line of credit to fund existing and future development projects in the U.S.</p><p style=\"text-align: start;\">CyrusOne’s data centers house its customers’ equipment, so it isn’t a direct customer of Nvidia. However, it’s another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center inventory grew by 24% during the first three months of 2024 from the same period a year earlier, according to commercial real estate company CBRE.</p><p style=\"text-align: start;\"></p><p></p><p></p><p></p><p></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 Stock Gains After Another Analyst Raises Price Target. How High It Could Go</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 Stock Gains After Another Analyst Raises Price Target. How High It Could Go\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\">2024-07-09 22:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was rising Tuesday as chip stocks looked set for another positive day. Bullish analysts and further signs of huge spending on infrastructure to support artificial-intelligence technology are likely helping shares move higher.</p><p>Nvidia shares were up 3.7% at $132.89 in morning trading. The stock rose 1.9% on Monday. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ac0dbc54d46e1070db56975f0a93f61\" tg-width=\"460\" tg-height=\"384\"/></p><p>After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split.</p><p style=\"text-align: start;\">Nvidia got another boost from Wall Street as KeyBanc analyst John Vinh raised his target price on the stock to $180 from $130, while keeping an Overweight rating on the stock. The new target is 33% higher than the stock’s recent price. Vinh was the seventh analyst to raise Nvidia’s target in July, according to FactSet, though the average price target remains at $130.92, below where Nvidia is currently trading. Expect more target increases in the future.</p><p style=\"text-align: start;\">Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit arecord highon Monday. </p><p>Among other chip makers, Advanced Micro Devices was down 0.8% and Intel was rising 0.4% in morning trading. Server makerSuper Micro Computer gained 3.0%. </p><p style=\"text-align: start;\">More signs of the huge amounts of money flowing into AI infrastructure came this week when privately held data center operator CyrusOne said Monday that it had secured a $7.9 billion line of credit to fund existing and future development projects in the U.S.</p><p style=\"text-align: start;\">CyrusOne’s data centers house its customers’ equipment, so it isn’t a direct customer of Nvidia. However, it’s another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center inventory grew by 24% during the first three months of 2024 from the same period a year earlier, according to commercial real estate company CBRE.</p><p style=\"text-align: start;\"></p><p></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","MU":"美光科技","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4512":"苹果概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4549":"软银资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","AMD":"美国超微公司","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","INTC":"英特尔","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4566":"资本集团","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDA":"英伟达","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4550":"红杉资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4141":"半导体产品","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450844011","content_text":"Nvidia stock was rising Tuesday as chip stocks looked set for another positive day. Bullish analysts and further signs of huge spending on infrastructure to support artificial-intelligence technology are likely helping shares move higher.Nvidia shares were up 3.7% at $132.89 in morning trading. The stock rose 1.9% on Monday. After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split.Nvidia got another boost from Wall Street as KeyBanc analyst John Vinh raised his target price on the stock to $180 from $130, while keeping an Overweight rating on the stock. The new target is 33% higher than the stock’s recent price. Vinh was the seventh analyst to raise Nvidia’s target in July, according to FactSet, though the average price target remains at $130.92, below where Nvidia is currently trading. Expect more target increases in the future.Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit arecord highon Monday. Among other chip makers, Advanced Micro Devices was down 0.8% and Intel was rising 0.4% in morning trading. Server makerSuper Micro Computer gained 3.0%. More signs of the huge amounts of money flowing into AI infrastructure came this week when privately held data center operator CyrusOne said Monday that it had secured a $7.9 billion line of credit to fund existing and future development projects in the U.S.CyrusOne’s data centers house its customers’ equipment, so it isn’t a direct customer of Nvidia. However, it’s another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center inventory grew by 24% during the first three months of 2024 from the same period a year earlier, according to commercial real estate company CBRE.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324613784952920,"gmtCreate":1720280466923,"gmtModify":1720280469624,"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":"1.投机 2.信用的扩张 3.欺诈 4.投资者认为该资产的价格永远不会再下跌","listText":"1.投机 2.信用的扩张 3.欺诈 4.投资者认为该资产的价格永远不会再下跌","text":"1.投机 2.信用的扩张 3.欺诈 4.投资者认为该资产的价格永远不会再下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324613784952920","repostId":"2449246255","repostType":2,"repost":{"id":"2449246255","pubTimestamp":1720218600,"share":"https://www.laohu8.com/m/news/2449246255?lang=&edition=full","pubTime":"2024-07-06 06:30","market":"us","language":"en","title":"Is NVIDIA in a Bubble?","url":"https://stock-news.laohu8.com/highlight/detail?id=2449246255","media":"Zacks","summary":"(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now? - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?This week, she went solo to take another look at NVIDIA . Since she last covered NVIDIA on the podcast in the spring of 2024, the stock has continued to rally and hit another round of new all-time highs.Is this just a bull rally or is the stock now in a bubble?Tracey might also add the “barbecue test.” Is she being asked about a certain stock at summer barbeques by people who have never bought stocks before?NVIDIA’s fundamentals may be looking stretched but the company is still executing. Analysts are looking for earnings growth of 106% in Fiscal 2025 and another 25.7% in Fiscal 2026. And NVIDIA is still a Zacks Rank #1 as analysts have been raising estimates over the last 30 days.So, is NVIDIA in a bubble, or not?","content":"<html><body>\n<ul>\n<li>(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now?</li>\n<li>(5:15) - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?</li>\n<li>(18:30) - Episode Roundup: NVDA, BKNG, CMG</li>\n<li> Podcast@Zacks.com</li>\n</ul>\n<p>Welcome to Episode #407 of the Zacks Market Edge Podcast.</p>\n<p>Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.</p>\n<p>This week, she went solo to take another look at <strong>NVIDIA (</strong>NVDA<strong>)</strong>. Since she last covered NVIDIA on the podcast in the spring of 2024, the stock has continued to rally and hit another round of new all-time highs.</p>\n<p>Is this just a bull rally or is the stock now in a bubble?</p>\n<p><strong>Criteria of a Bubble</strong></p>\n<p>An asset bubble is not defined just the price of that asset rising and/or hitting new highs. If it were, we’d have bubbles every day. There are other criteria that need to be present for it to be considered a bubble. Those can include:</p>\n<p>1. Speculation</p>\n<p>2. Expansion of credit</p>\n<p>3. Fraud</p>\n<p>4. The belief, by investors, that the price of that asset will never fall again</p>\n<p>Tracey might also add the “barbecue test.” Is she being asked about a certain stock at summer barbeques by people who have never bought stocks before?</p>\n<p><strong>NVIDIA’s Fundamentals: Bull or Bubble?</strong></p>\n<p>NVIDIA’s fundamentals may be looking stretched but the company is still executing. Analysts are looking for earnings growth of 106% in Fiscal 2025 and another 25.7% in Fiscal 2026. And NVIDIA is still a Zacks Rank #1 (Strong Buy) as analysts have been raising estimates over the last 30 days.</p>\n<p>While NVIDIA’s forward P/E is 47.8, which obviously isn’t cheap, it has a PEG ratio of just 1.3. A PEG ratio under 1.0 indicates a company has both growth and value. A PEG ratio of 1.3 is still attractive.</p>\n<p>Shares of NVIDIA have soared 154% year-to-date.</p>\n<p>So, is NVIDIA in a bubble, or not?</p>\n<p>Find out the answer in this week’s video podcast.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>NVIDIA Corporation (NVDA) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Is NVIDIA in a 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\">\nIs NVIDIA in a Bubble?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 06:30 GMT+8 <a href=https://finance.yahoo.com/news/nvidia-bubble-223000337.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now?\n(5:15) - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?\n(18:30) - Episode Roundup: NVDA, BKNG, CMG\n ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-bubble-223000337.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/pXM1demKWkcUam5GodRDIw--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/cbfcc2d36e5d5391b79e00de30b0354f","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4141":"半导体产品","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDA":"英伟达","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4549":"软银资本持仓","BK4529":"IDC概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0079474960.USD":"联博美国增长基金A","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4550":"红杉资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://finance.yahoo.com/news/nvidia-bubble-223000337.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2449246255","content_text":"(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now?\n(5:15) - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?\n(18:30) - Episode Roundup: NVDA, BKNG, CMG\n Podcast@Zacks.com\n\nWelcome to Episode #407 of the Zacks Market Edge Podcast.\nEvery week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.\nThis week, she went solo to take another look at NVIDIA (NVDA). Since she last covered NVIDIA on the podcast in the spring of 2024, the stock has continued to rally and hit another round of new all-time highs.\nIs this just a bull rally or is the stock now in a bubble?\nCriteria of a Bubble\nAn asset bubble is not defined just the price of that asset rising and/or hitting new highs. If it were, we’d have bubbles every day. There are other criteria that need to be present for it to be considered a bubble. Those can include:\n1. Speculation\n2. Expansion of credit\n3. Fraud\n4. The belief, by investors, that the price of that asset will never fall again\nTracey might also add the “barbecue test.” Is she being asked about a certain stock at summer barbeques by people who have never bought stocks before?\nNVIDIA’s Fundamentals: Bull or Bubble?\nNVIDIA’s fundamentals may be looking stretched but the company is still executing. Analysts are looking for earnings growth of 106% in Fiscal 2025 and another 25.7% in Fiscal 2026. And NVIDIA is still a Zacks Rank #1 (Strong Buy) as analysts have been raising estimates over the last 30 days.\nWhile NVIDIA’s forward P/E is 47.8, which obviously isn’t cheap, it has a PEG ratio of just 1.3. A PEG ratio under 1.0 indicates a company has both growth and value. A PEG ratio of 1.3 is still attractive.\nShares of NVIDIA have soared 154% year-to-date.\nSo, is NVIDIA in a bubble, or not?\nFind out the answer in this week’s video podcast.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324612073132280,"gmtCreate":1720280196361,"gmtModify":1720280198461,"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/324612073132280","repostId":"2449424689","repostType":2,"repost":{"id":"2449424689","pubTimestamp":1720221468,"share":"https://www.laohu8.com/m/news/2449424689?lang=&edition=full","pubTime":"2024-07-06 07:17","market":"us","language":"zh","title":"软银正计划借款100亿美元采购大量英伟达芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2449424689","media":"鞭牛士Bianews","summary":"据 The Information 周四报道,这一最新举措似乎是软银首席执行官孙正义更广泛计划的一部分,该计划旨在将软银定位为人工智能技术领域的领导者,为此,软银已开始与银行讨论借款事宜,为受人工智能需求推动的能源相关项目提供高达 100 亿美元的资金。相反,他把所有的希望都寄托在软银于 2016 年收购的英国芯片设计公司 Arm 身上。","content":"<html><body><p>鞭牛士报道,7月5日消息,据外电报道,专注于技术的日本投资者软银正在讨论寻找一种方法来确保大量<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的图形处理单元 (GPU),这对于人工智能 (AI) 开发至关重要。</p><p>据 The Information 周四报道,这一最新举措似乎是软银首席执行官孙正义更广泛计划的一部分,该计划旨在将软银定位为人工智能技术领域的领导者,为此,软银已开始与银行讨论借款事宜,为受人工智能需求推动的能源相关项目提供高达 100 亿美元的资金。</p><p>软银是<a href=\"https://laohu8.com/S/00700\">腾讯</a>、T Mobile、10x Genomics(纳斯达克股票代码: TXG )和 Automation Anywhere 等公司的支持者,它可能会考虑创建一家特殊目的公司,用借来的资金购买 GPU,然后将 GPU 租赁给软银,从而使该公司无需承担资产负债表上的债务。</p><p>正在进行的讨论表明软银有意增加其在人工智能基础设施方面的投资。其计划获得 Nvidia (NASDAQ: NVDA ) GPU,这表明这些芯片在推进人工智能技术方面的重要性日益增加,尤其是在处理复杂的人工智能算法方面。</p><p>与此同时,软银也在研究能源投资,以满足人工智能数据中心的电力需求。他们正在考虑可再生能源和核技术的创新,以确保这些中心有足够的电力供应。</p><p>相反,孙正义迄今仍回避投资生成式人工智能公司,而这些公司最近已成为各地区投资者的宠儿。据 The Information 报道,他甚至阻止软银愿景基金投资总部位于巴黎的开源模型开发商 Mistral。</p><p>相反,他把所有的希望都寄托在软银于 2016 年收购的英国芯片设计公司 Arm 身上。孙正义将 Arm 视为其 AI 雄心的核心,其设计对未来 AI 芯片的发展至关重要。Arm 最近的 IPO 及其不断增长的市值巩固了软银在 AI 硬件领域的地位。</p></body></html>","source":"ifeng_tech","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>软银正计划借款100亿美元采购大量英伟达芯片</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软银正计划借款100亿美元采购大量英伟达芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 07:17 北京时间 <a href=https://tech.ifeng.com/c/8azMsJMnPM5><strong>鞭牛士Bianews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鞭牛士报道,7月5日消息,据外电报道,专注于技术的日本投资者软银正在讨论寻找一种方法来确保大量英伟达的图形处理单元 (GPU),这对于人工智能 (AI) 开发至关重要。据 The Information 周四报道,这一最新举措似乎是软银首席执行官孙正义更广泛计划的一部分,该计划旨在将软银定位为人工智能技术领域的领导者,为此,软银已开始与银行讨论借款事宜,为受人工智能需求推动的能源相关项目提供高达 ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8azMsJMnPM5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4581":"高盛持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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\"A\" (USD) ACC","BK4587":"ChatGPT概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能"},"source_url":"https://tech.ifeng.com/c/8azMsJMnPM5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2449424689","content_text":"鞭牛士报道,7月5日消息,据外电报道,专注于技术的日本投资者软银正在讨论寻找一种方法来确保大量英伟达的图形处理单元 (GPU),这对于人工智能 (AI) 开发至关重要。据 The Information 周四报道,这一最新举措似乎是软银首席执行官孙正义更广泛计划的一部分,该计划旨在将软银定位为人工智能技术领域的领导者,为此,软银已开始与银行讨论借款事宜,为受人工智能需求推动的能源相关项目提供高达 100 亿美元的资金。软银是腾讯、T Mobile、10x Genomics(纳斯达克股票代码: TXG )和 Automation Anywhere 等公司的支持者,它可能会考虑创建一家特殊目的公司,用借来的资金购买 GPU,然后将 GPU 租赁给软银,从而使该公司无需承担资产负债表上的债务。正在进行的讨论表明软银有意增加其在人工智能基础设施方面的投资。其计划获得 Nvidia (NASDAQ: NVDA ) GPU,这表明这些芯片在推进人工智能技术方面的重要性日益增加,尤其是在处理复杂的人工智能算法方面。与此同时,软银也在研究能源投资,以满足人工智能数据中心的电力需求。他们正在考虑可再生能源和核技术的创新,以确保这些中心有足够的电力供应。相反,孙正义迄今仍回避投资生成式人工智能公司,而这些公司最近已成为各地区投资者的宠儿。据 The Information 报道,他甚至阻止软银愿景基金投资总部位于巴黎的开源模型开发商 Mistral。相反,他把所有的希望都寄托在软银于 2016 年收购的英国芯片设计公司 Arm 身上。孙正义将 Arm 视为其 AI 雄心的核心,其设计对未来 AI 芯片的发展至关重要。Arm 最近的 IPO 及其不断增长的市值巩固了软银在 AI 硬件领域的地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324205365465336,"gmtCreate":1720180902497,"gmtModify":1720184515459,"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":"诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。 英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","listText":"诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。 英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","text":"诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。 英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324205365465336","repostId":"1120295572","repostType":2,"repost":{"id":"1120295572","pubTimestamp":1720141258,"share":"https://www.laohu8.com/m/news/1120295572?lang=&edition=full","pubTime":"2024-07-05 09:00","market":"us","language":"zh","title":"英伟达今年已经涨了一倍多,该卖了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120295572","media":"巴伦中文","summary":"投资者应该继续持有。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>拥有多年上涨的机会,投资者应该继续持有。</p></blockquote><p style=\"text-align: justify;\">英伟达(NVDA)今年目前为止上涨了148%,是标普500指数中表现第二好的股票,涨幅仅次于上涨了188%的<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>(SMCI)。</p><p style=\"text-align: justify;\">投资者都在思考一个问题:现在应该卖出吗?</p><p style=\"text-align: justify;\">在什么时候卖出股票这个问题上,我经常借鉴杰夫·维尼克(Jeff Vinik)的投资智慧,他曾是一名对冲基金经理,也是富达(Fidelity)的前投资组合经理。维尼克曾在采访中说,当基本面恶化、估值过高或者找到更好的投资机会时,他就会卖出股票。</p><p style=\"text-align: justify;\">这些规则似乎都不适用于如今的英伟达。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb0435fc6d7e6c7ccc33a27601ae1510\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"719\"/></p><p style=\"text-align: justify;\">在过去的几个月里,人工智能热潮背后的基本面变得更好了。今年5月,英伟达公布第一财季营收同比增长262%,利润同比增长461%。</p><p style=\"text-align: justify;\">根据FactSet的数据,英伟达按2025年预期盈利计算的市盈率约为35倍,鉴于预计英伟达在这段时期内的营收有望增长37%,这样的估值不算高得离谱。</p><p style=\"text-align: justify;\">与此同时,行业背景也在不断改善。上周,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(JP Morgan)公布了对166位企业首席信息官(CIO)的调查结果,他们每年负责1230亿美元的企业技术支出。调查显示,未来三年,生成式人工智能硬件支出每年可能增长40%以上,2027年这项支出占IT预算的比例将从今年的5%上升至14.5%。</p><p style=\"text-align: justify;\">Piper Sandler最近也发布了一份针对企业CIO的调查报告,报告显示,近一半的企业在过去一年中从人工智能测试阶段转向了实施阶段。</p><p style=\"text-align: justify;\">人们花了大量时间讨论人工智能会不会导致人类的末日这个话题,但真正的支出集中在更简单、争议更少的目标上:让企业变得更有效率。企业在英伟达图形处理器上的大部分支出是为了从非结构化数据池中获得洞察力和分析。</p><p style=\"text-align: justify;\">目前企业正在重新设计自己的计算基础设施,从传统信息和文件检索模型转向新的生成式人工智能方法,即根据需求生成答案和见解。在竞争激烈的环境中,企业别无选择,只能采取这样的举措。</p><p style=\"text-align: justify;\">投资者推高了英伟达的股价,但他们可能仍未充分认识到这个机会。这是Coatue Management创始人菲利普·拉丰(Philippe Laffont)上周在彭博举办的一个投资活动上提出的核心观点。</p><p style=\"text-align: justify;\">拉丰指出,自个人电脑发明以来,大约有100万亿美元(以今天的美元计算)投资于CPU基础设施,随着时间的推移,所有这些都需要被专注于GPU的设备所取代,未来还会有数万亿美元的支出。</p><p style=\"text-align: justify;\">Coatue Management一直是英伟达的大投资者。该公司最近披露的13F文件显示,截至3月31日,该公司持有的英伟达股份价值12.5亿美元。Coatue Management的发言人没有透露最新持仓情况。</p><p style=\"text-align: justify;\">就连英伟达多头可能也想知道,现在是不是到了削减头寸的时候了。这是投资中最难做的决定。</p><p style=\"text-align: justify;\">拉丰对此也有一些建议,他告诫投资者“不要犯傻”。</p><p style=\"text-align: justify;\">拉丰说:“斯坦利·德鲁肯米勒(Stanley Druckenmiller)曾经告诉我,他120%的钱是在那些最容易理解的投资标的上赚的,20%的钱亏在其他地方,我觉得真的是这样,到目前为止,我犯过的最大错误就是过早卖出股票。”</p><p style=\"text-align: justify;\">拉丰说,Coatue Management错过了<a href=\"https://laohu8.com/S/00700\">腾讯</a>200亿美元的额外收益,因为该公司在20年前过早卖出了股票。</p><p style=\"text-align: justify;\">诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)仍然经历了大幅上涨的十年。</p><p style=\"text-align: justify;\">英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。</p></body></html>","source":"lsy1718164085300","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达今年已经涨了一倍多,该卖了吗?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达今年已经涨了一倍多,该卖了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-05 09:00 北京时间 <a href=https://mp.weixin.qq.com/s/HOfEeTFVB4ckBAt2758wHQ><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达拥有多年上涨的机会,投资者应该继续持有。英伟达(NVDA)今年目前为止上涨了148%,是标普500指数中表现第二好的股票,涨幅仅次于上涨了188%的超微电脑(SMCI)。投资者都在思考一个问题:现在应该卖出吗?在什么时候卖出股票这个问题上,我经常借鉴杰夫·维尼克(Jeff Vinik)的投资智慧,他曾是一名对冲基金经理,也是富达(Fidelity)的前投资组合经理。维尼克曾在采访中说,当...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HOfEeTFVB4ckBAt2758wHQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/HOfEeTFVB4ckBAt2758wHQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120295572","content_text":"英伟达拥有多年上涨的机会,投资者应该继续持有。英伟达(NVDA)今年目前为止上涨了148%,是标普500指数中表现第二好的股票,涨幅仅次于上涨了188%的超微电脑(SMCI)。投资者都在思考一个问题:现在应该卖出吗?在什么时候卖出股票这个问题上,我经常借鉴杰夫·维尼克(Jeff Vinik)的投资智慧,他曾是一名对冲基金经理,也是富达(Fidelity)的前投资组合经理。维尼克曾在采访中说,当基本面恶化、估值过高或者找到更好的投资机会时,他就会卖出股票。这些规则似乎都不适用于如今的英伟达。在过去的几个月里,人工智能热潮背后的基本面变得更好了。今年5月,英伟达公布第一财季营收同比增长262%,利润同比增长461%。根据FactSet的数据,英伟达按2025年预期盈利计算的市盈率约为35倍,鉴于预计英伟达在这段时期内的营收有望增长37%,这样的估值不算高得离谱。与此同时,行业背景也在不断改善。上周,摩根大通(JP Morgan)公布了对166位企业首席信息官(CIO)的调查结果,他们每年负责1230亿美元的企业技术支出。调查显示,未来三年,生成式人工智能硬件支出每年可能增长40%以上,2027年这项支出占IT预算的比例将从今年的5%上升至14.5%。Piper Sandler最近也发布了一份针对企业CIO的调查报告,报告显示,近一半的企业在过去一年中从人工智能测试阶段转向了实施阶段。人们花了大量时间讨论人工智能会不会导致人类的末日这个话题,但真正的支出集中在更简单、争议更少的目标上:让企业变得更有效率。企业在英伟达图形处理器上的大部分支出是为了从非结构化数据池中获得洞察力和分析。目前企业正在重新设计自己的计算基础设施,从传统信息和文件检索模型转向新的生成式人工智能方法,即根据需求生成答案和见解。在竞争激烈的环境中,企业别无选择,只能采取这样的举措。投资者推高了英伟达的股价,但他们可能仍未充分认识到这个机会。这是Coatue Management创始人菲利普·拉丰(Philippe Laffont)上周在彭博举办的一个投资活动上提出的核心观点。拉丰指出,自个人电脑发明以来,大约有100万亿美元(以今天的美元计算)投资于CPU基础设施,随着时间的推移,所有这些都需要被专注于GPU的设备所取代,未来还会有数万亿美元的支出。Coatue Management一直是英伟达的大投资者。该公司最近披露的13F文件显示,截至3月31日,该公司持有的英伟达股份价值12.5亿美元。Coatue Management的发言人没有透露最新持仓情况。就连英伟达多头可能也想知道,现在是不是到了削减头寸的时候了。这是投资中最难做的决定。拉丰对此也有一些建议,他告诫投资者“不要犯傻”。拉丰说:“斯坦利·德鲁肯米勒(Stanley Druckenmiller)曾经告诉我,他120%的钱是在那些最容易理解的投资标的上赚的,20%的钱亏在其他地方,我觉得真的是这样,到目前为止,我犯过的最大错误就是过早卖出股票。”拉丰说,Coatue Management错过了腾讯200亿美元的额外收益,因为该公司在20年前过早卖出了股票。诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"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":4,"repostSize":0,"link":"https://laohu8.com/post/323441654874184","isVote":1,"tweetType":1,"viewCount":1221,"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":{".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF"},"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":26,"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":"fut","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":{"BK4587":"ChatGPT概念","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4503":"景林资产持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","BK4551":"寇图资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","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","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","MSFT":"微软","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc 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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":67,"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":"sh","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\" 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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","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","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","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL 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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":142,"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":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4529":"IDC概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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ACC","BK4549":"软银资本持仓"},"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":170,"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; 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 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":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (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","NVDA":"英伟达","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","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","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD"},"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":103,"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":227,"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":"hk","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":37,"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":"fut","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":{"IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDA":"英伟达","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","GOOGL":"谷歌A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","GOOG":"谷歌","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4543":"AI","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4524":"宅经济概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","MU":"美光科技","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4534":"瑞士信贷持仓","META":"Meta Platforms","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","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)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4549":"软银资本持仓"},"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":61,"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":"fut","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":{"IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDA":"英伟达","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","GOOGL":"谷歌A","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","GOOG":"谷歌","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4543":"AI","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4524":"宅经济概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","MU":"美光科技","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4534":"瑞士信贷持仓","META":"Meta Platforms","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","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)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4548":"巴美列捷福持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4549":"软银资本持仓"},"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":25,"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":{"BK4529":"IDC概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","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","BK4592":"伊斯兰概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4567":"ESG概念","BK4523":"印度概念","BK4585":"ETF&股票定投概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4211":"区域性银行","BK4587":"ChatGPT概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4550":"红杉资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4141":"半导体产品","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4503":"景林资产持仓","NVDA":"英伟达","BK4551":"寇图资本持仓","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","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4581":"高盛持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC"},"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":88,"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":"fut","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":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4527":"明星科技股","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4588":"碎股","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4503":"景林资产持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","BK4551":"寇图资本持仓","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4549":"软银资本持仓","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","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4554":"元宇宙及AR概念","LU0072462426.USD":"贝莱德全球配置 A2","BK4532":"文艺复兴科技持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","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)","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","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","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"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":172,"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":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"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":1536,"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":"fut","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":{"IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4529":"IDC概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4592":"伊斯兰概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4523":"印度概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4587":"ChatGPT概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4543":"AI","LU0080751232.USD":"富达环球多元动力基金A","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4588":"碎股","BK4141":"半导体产品","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4551":"寇图资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","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","BK4581":"高盛持仓","TTM":"塔塔汽车","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4099":"汽车制造商","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"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":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4543":"AI","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","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","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","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","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4124":"机动车零配件与设备","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4529":"IDC概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4535":"淡马锡持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU0079474960.USD":"联博美国增长基金A","BK4592":"伊斯兰概念","NVDA":"英伟达","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4567":"ESG概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4587":"ChatGPT概念","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"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 $1040) makes sense and is well-deserved. I do think that Nvidia is about fairly valued relative to my expectations for the end of this year, so I wonder if the stock price may stall for a little bit. But we are almost in June, so it is not a significant knock on Nvidia that the stock price is already where I expected to be around the end of the year. Moreover, given how effectively Nvidia seems to be shaking off its competitors, I now feel quite confident that the company will see strong top and bottom-line growth in 2025, and that a significantly higher share price will be warranted exiting next year. As such, overall, Nvidia remains a strong buy for me, and I continue to expect the stock to generate excess returns going forward.When I initiated Nvidia as a strong buy a year ago, I had argued that investors should be patient and allow Nvidia to keep growing its top and bottom lines. I had reiterated this view in November. Today, I still think it makes sense for investors to maintain a tight grip on their Nvidia holdings and allow the company to keep growing.As discussed, conditions are very favorable for continued strong Nvidia Corporation growth both this year and next (and perhaps beyond as well). Nvidia’s leadership position in AI is quite unique, and Nvidia continues to be a near-monopoly with excellent technology, execution, and leadership. As such, in my opinion, there is no very compelling reason to jump ship today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323441654874184,"gmtCreate":1719974259403,"gmtModify":1719974260932,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$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":4,"repostSize":0,"link":"https://laohu8.com/post/323441654874184","isVote":1,"tweetType":1,"viewCount":1221,"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":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":1370,"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":1704,"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":"fut","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":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0061474960.USD":"天利环球焦点基金AU Acc","VC":"伟世通","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4566":"资本集团","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4535":"淡马锡持仓","LU0171293334.USD":"贝莱德英国基金A2","BK4538":"云计算","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4550":"红杉资本持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","INTC":"英特尔","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4097":"系统软件","BK4512":"苹果概念","BK4549":"软银资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4548":"巴美列捷福持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4124":"机动车零配件与设备","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4532":"文艺复兴科技持仓","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","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","MSFT":"微软","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC"},"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\" 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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$4亿,占比仅仅1.4%,真的有披露的义务吗?还是被公司律师坑了?)。这个消息一披露,那么事情无疑又变成两国焦点,本来正常申请许可证有98%的批准率,但现在美国商务部骑虎难下了,哪里敢批准英伟达的申请。AMD就很老练,到现在也没说话,只是英伟达披露之后,AMD可能也被迫披露。","news_type":1},"isVote":1,"tweetType":1,"viewCount":718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326694971281416,"gmtCreate":1720761209660,"gmtModify":1720761211617,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"算的很好,看到220,泡沫化300","listText":"算的很好,看到220,泡沫化300","text":"算的很好,看到220,泡沫化300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326694971281416","repostId":"326409579991264","repostType":1,"repost":{"id":326409579991264,"gmtCreate":1720691441611,"gmtModify":1720693020813,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/52781272929ea9e286926d997a0852ad","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","text":"$英伟达(NVDA)$ 持有看多,短期目标价150! 参考英伟达对今年2024年二季度的业绩指引,公司预测二季度营收会在280亿美元(正负2%),同时利润率和一季度基本持平。 参考一季度英伟达的净利润率57.14%,可以预测二季度的净利润是280*57.14%=160亿美元。二季度是2024年的4-6月,仍处于上半年,由于英伟达每个季度都在增长,估且用二季度的利润乘以4,换算成年化(虽然低估了,但没关系) 截止6月底,英伟达市值正好约3万亿美元,二季度净利润预估年度净利润为160*4=640亿美元,30000亿/640亿 = 47倍,同时这一季度对应2023年二季度的营收同比增长是106.4%,净利润同比增速是158.5%。 如果用PEG的算法,即PEG = 市盈率PE / 盈利增长率,英伟达的PEG为47/158 =0.3 注意,这里的47倍市盈率还是静态化全年利润为四倍二季度利润后的低估假设,实际的即时市盈率其实应该是低于47倍的。 一般来说,当PEG值<1,说明被低估;当PEG值>1,说明被高估。 彼得·林奇曾经指出,他最理想的投资对象,其PEG值应该<0.5。 尽管PEG这单一指标并不能说明一切,但也可以佐证这个业绩高速成长、护城河深厚的"铲子型"公司来说并不算多贵。 在这个AI爆发期和半导体向上周期里,英伟达业绩不增长几乎是不可能的(事实上现在台积电有限的高端产能仍然是英伟达业绩增长的主要瓶颈,而非市场需求不够大)。 若以10年的长周期来看,英伟达的在当下这个基数上的平均年化增长速度将会在20%~30%之间(与长期数据中心市场增速相近)。","images":[{"img":"https://static.tigerbbs.com/c48978458c14aa1ff705298ea37d3811","width":"600","height":"335"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326409579991264","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":160,"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 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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; 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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":{"NVDA":"英伟达","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","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","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","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)"},"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":379,"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":"uk","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 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; 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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":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328769877967016,"gmtCreate":1721281976326,"gmtModify":1721281982619,"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":"最起码还要疯长三个季度,下跌就是大机会","listText":"最起码还要疯长三个季度,下跌就是大机会","text":"最起码还要疯长三个季度,下跌就是大机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328769877967016","repostId":"1190782277","repostType":2,"repost":{"id":"1190782277","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":1721280649,"share":"https://www.laohu8.com/m/news/1190782277?lang=&edition=full","pubTime":"2024-07-18 13:30","market":"us","language":"zh","title":"台积电Q2营收6735.1亿新台币,同比增长40.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190782277","media":"老虎资讯综合","summary":"台积电第二季度净利润2478亿元台币,预估2350亿元台币。","content":"<html><head></head><body><p>7月18日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示,第二季度营收6735.1亿新台币,市场预期6581.4亿新台币,去年同期4808.41亿新台币;净利润2478.45亿新台币,市场预期2350亿新台币,去年同期1818亿新台币;每股收益9.56新台币,去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%,营业利润率为42.5%,净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度,3纳米出货量占晶圆总收入的15%;5纳米占35%;7纳米占17%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会:</strong></p><p>台积电在随后的电话会议上表示:</p><blockquote><p>预计第三季度营收为224-232亿美元(上年同期为173亿美元);</p><p>预计第三季度毛利率为53.5-55.5%(第二季度为53.2%);</p><p>预计第三季度营运利润率为42.5-44.5%(第二季度为42.5%);</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持;</p><p>预计全年资本支出300亿美元至320亿美元,此前预计280-320亿美元,市场预估295.5亿美元;</p><p>2024年以美元计价收入增幅将略高于25%左右(此前预测增幅在20—25%左右);</p><p>预计2024年芯片代工业务将增长接近10%;</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后,台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></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>台积电Q2营收6735.1亿新台币,同比增长40.1%</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{ 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#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台积电Q2营收6735.1亿新台币,同比增长40.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-18 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月18日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示,第二季度营收6735.1亿新台币,市场预期6581.4亿新台币,去年同期4808.41亿新台币;净利润2478.45亿新台币,市场预期2350亿新台币,去年同期1818亿新台币;每股收益9.56新台币,去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%,营业利润率为42.5%,净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度,3纳米出货量占晶圆总收入的15%;5纳米占35%;7纳米占17%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会:</strong></p><p>台积电在随后的电话会议上表示:</p><blockquote><p>预计第三季度营收为224-232亿美元(上年同期为173亿美元);</p><p>预计第三季度毛利率为53.5-55.5%(第二季度为53.2%);</p><p>预计第三季度营运利润率为42.5-44.5%(第二季度为42.5%);</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持;</p><p>预计全年资本支出300亿美元至320亿美元,此前预计280-320亿美元,市场预估295.5亿美元;</p><p>2024年以美元计价收入增幅将略高于25%左右(此前预测增幅在20—25%左右);</p><p>预计2024年芯片代工业务将增长接近10%;</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后,台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"03145":"华夏亚洲高息股","BK4581":"高盛持仓","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","TSM":"台积电","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4505":"高瓴资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190782277","content_text":"7月18日,台积电发布2024年第二季度业绩。财报显示,第二季度营收6735.1亿新台币,市场预期6581.4亿新台币,去年同期4808.41亿新台币;净利润2478.45亿新台币,市场预期2350亿新台币,去年同期1818亿新台币;每股收益9.56新台币,去年同期7.01新台币。本季度毛利率为53.2%,营业利润率为42.5%,净利润率为36.8%。第二季度,3纳米出货量占晶圆总收入的15%;5纳米占35%;7纳米占17%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的67%。财报电话会:台积电在随后的电话会议上表示:预计第三季度营收为224-232亿美元(上年同期为173亿美元);预计第三季度毛利率为53.5-55.5%(第二季度为53.2%);预计第三季度营运利润率为42.5-44.5%(第二季度为42.5%);预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持;预计全年资本支出300亿美元至320亿美元,此前预计280-320亿美元,市场预估295.5亿美元;2024年以美元计价收入增幅将略高于25%左右(此前预测增幅在20—25%左右);预计2024年芯片代工业务将增长接近10%;预计2024年将是台积电的一个强劲增长年。财报发布后,台积电美股夜盘涨幅扩大至4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327721231958048,"gmtCreate":1721021036197,"gmtModify":1721021037748,"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/327721231958048","repostId":"1169200078","repostType":2,"repost":{"id":"1169200078","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":1721004894,"share":"https://www.laohu8.com/m/news/1169200078?lang=&edition=full","pubTime":"2024-07-15 08:54","market":"us","language":"zh","title":"报道:因Blackwell需求强劲,英伟达将其与台积电的晶圆订单量增加了25%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169200078","media":"老虎资讯综合","summary":"7月15日,据台湾经济日报,英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。","content":"<html><head></head><body><p>7月15日,据台湾经济日报,业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。</p><p>分析师预估,以Blackwell架构打造的英伟达B100 GPU平均售价(ASP)为3万美元至3.5万美元,串联Grace CPU与B200 GPU的超级芯片GB200售价则介于6万美元至7万美元甚至更高,也就是说,英伟达相关芯片是台积电历来打造终端售价最贵的芯片。</p><p>英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。</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>报道:因Blackwell需求强劲,英伟达将其与台积电的晶圆订单量增加了25%</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报道:因Blackwell需求强劲,英伟达将其与台积电的晶圆订单量增加了25%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-15 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月15日,据台湾经济日报,业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。</p><p>分析师预估,以Blackwell架构打造的英伟达B100 GPU平均售价(ASP)为3万美元至3.5万美元,串联Grace CPU与B200 GPU的超级芯片GB200售价则介于6万美元至7万美元甚至更高,也就是说,英伟达相关芯片是台积电历来打造终端售价最贵的芯片。</p><p>英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NVDA":"英伟达","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169200078","content_text":"7月15日,据台湾经济日报,业界人士透露,亚马逊、戴尔、Google、Meta、微软等国际大厂都将导入英伟达Blackwell架构GPU打造AI服务器,量能超乎预期,为此,英伟达调高对台积电下单量约25%。分析师预估,以Blackwell架构打造的英伟达B100 GPU平均售价(ASP)为3万美元至3.5万美元,串联Grace CPU与B200 GPU的超级芯片GB200售价则介于6万美元至7万美元甚至更高,也就是说,英伟达相关芯片是台积电历来打造终端售价最贵的芯片。英伟达Blackwell架构GPU被誉为「地表最强AI芯片」,配备2,080亿个电晶体,采用台积电客制化4纳米制程制造,两倍光罩尺寸GPU裸晶通过每秒10TB的芯片到芯片互连连接成单个、统一GPU,且支援AI训练和即时大型语言模型推理,模型可扩展至10兆个参数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325925091246176,"gmtCreate":1720573070193,"gmtModify":1720573072559,"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":"本周,更多迹象表明大量资金流入人工智能基础设施,私营数据中心运营商CyrusOne周一表示,已获得79亿美元的信贷额度,为美国现有和未来的开发项目提供资金。","listText":"本周,更多迹象表明大量资金流入人工智能基础设施,私营数据中心运营商CyrusOne周一表示,已获得79亿美元的信贷额度,为美国现有和未来的开发项目提供资金。","text":"本周,更多迹象表明大量资金流入人工智能基础设施,私营数据中心运营商CyrusOne周一表示,已获得79亿美元的信贷额度,为美国现有和未来的开发项目提供资金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325925091246176","repostId":"2450844011","repostType":2,"repost":{"id":"2450844011","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":1720536216,"share":"https://www.laohu8.com/m/news/2450844011?lang=&edition=full","pubTime":"2024-07-09 22:43","market":"sg","language":"en","title":"Nvidia Stock Gains After Another Analyst Raises Price Target. How High It Could Go","url":"https://stock-news.laohu8.com/highlight/detail?id=2450844011","media":"Dow Jones","summary":"Nvidia was rising Tuesday as chip stocks looked set for another positive day. There are further signs of huge spending on infrastructure to support artificial-intelligence technology.Nvidia shares were up 0.9% at $129.40 in premarket trading. The stock rose 1.9% on Monday.After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split. Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit a record high on Monday.Among other chip makers, Advanced Micro Devices was up 0.6% and Intel was rising 3.9% in premarket trading. Server maker Super Micro Computer gained 0.7%.CyrusOne's data centers house its customers' equipment, so it isn't a direct customer of Nvidia. However, it's another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center ","content":"<html><head></head><body><p>Nvidia stock was rising Tuesday as chip stocks looked set for another positive day. Bullish analysts and further signs of huge spending on infrastructure to support artificial-intelligence technology are likely helping shares move higher.</p><p>Nvidia shares were up 3.7% at $132.89 in morning trading. The stock rose 1.9% on Monday. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ac0dbc54d46e1070db56975f0a93f61\" tg-width=\"460\" tg-height=\"384\"/></p><p>After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split.</p><p style=\"text-align: start;\">Nvidia got another boost from Wall Street as KeyBanc analyst John Vinh raised his target price on the stock to $180 from $130, while keeping an Overweight rating on the stock. The new target is 33% higher than the stock’s recent price. Vinh was the seventh analyst to raise Nvidia’s target in July, according to FactSet, though the average price target remains at $130.92, below where Nvidia is currently trading. Expect more target increases in the future.</p><p style=\"text-align: start;\">Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit arecord highon Monday. </p><p>Among other chip makers, Advanced Micro Devices was down 0.8% and Intel was rising 0.4% in morning trading. Server makerSuper Micro Computer gained 3.0%. </p><p style=\"text-align: start;\">More signs of the huge amounts of money flowing into AI infrastructure came this week when privately held data center operator CyrusOne said Monday that it had secured a $7.9 billion line of credit to fund existing and future development projects in the U.S.</p><p style=\"text-align: start;\">CyrusOne’s data centers house its customers’ equipment, so it isn’t a direct customer of Nvidia. However, it’s another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center inventory grew by 24% during the first three months of 2024 from the same period a year earlier, according to commercial real estate company CBRE.</p><p style=\"text-align: start;\"></p><p></p><p></p><p></p><p></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 Stock Gains After Another Analyst Raises Price Target. How High It Could Go</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 Stock Gains After Another Analyst Raises Price Target. How High It Could Go\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\">2024-07-09 22:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was rising Tuesday as chip stocks looked set for another positive day. Bullish analysts and further signs of huge spending on infrastructure to support artificial-intelligence technology are likely helping shares move higher.</p><p>Nvidia shares were up 3.7% at $132.89 in morning trading. The stock rose 1.9% on Monday. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9ac0dbc54d46e1070db56975f0a93f61\" tg-width=\"460\" tg-height=\"384\"/></p><p>After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split.</p><p style=\"text-align: start;\">Nvidia got another boost from Wall Street as KeyBanc analyst John Vinh raised his target price on the stock to $180 from $130, while keeping an Overweight rating on the stock. The new target is 33% higher than the stock’s recent price. Vinh was the seventh analyst to raise Nvidia’s target in July, according to FactSet, though the average price target remains at $130.92, below where Nvidia is currently trading. Expect more target increases in the future.</p><p style=\"text-align: start;\">Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit arecord highon Monday. </p><p>Among other chip makers, Advanced Micro Devices was down 0.8% and Intel was rising 0.4% in morning trading. Server makerSuper Micro Computer gained 3.0%. </p><p style=\"text-align: start;\">More signs of the huge amounts of money flowing into AI infrastructure came this week when privately held data center operator CyrusOne said Monday that it had secured a $7.9 billion line of credit to fund existing and future development projects in the U.S.</p><p style=\"text-align: start;\">CyrusOne’s data centers house its customers’ equipment, so it isn’t a direct customer of Nvidia. However, it’s another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center inventory grew by 24% during the first three months of 2024 from the same period a year earlier, according to commercial real estate company CBRE.</p><p style=\"text-align: start;\"></p><p></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","MU":"美光科技","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4512":"苹果概念","LU0238689110.USD":"贝莱德环球动力股票基金","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4549":"软银资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","AMD":"美国超微公司","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","INTC":"英特尔","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4566":"资本集团","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDA":"英伟达","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4550":"红杉资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4141":"半导体产品","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2450844011","content_text":"Nvidia stock was rising Tuesday as chip stocks looked set for another positive day. Bullish analysts and further signs of huge spending on infrastructure to support artificial-intelligence technology are likely helping shares move higher.Nvidia shares were up 3.7% at $132.89 in morning trading. The stock rose 1.9% on Monday. After a brief fall into correction territory late last month, Nvidia looks to be heading up again and threatening its record closing high of $135.58, once adjusted for its recent 10-for-1 stock split.Nvidia got another boost from Wall Street as KeyBanc analyst John Vinh raised his target price on the stock to $180 from $130, while keeping an Overweight rating on the stock. The new target is 33% higher than the stock’s recent price. Vinh was the seventh analyst to raise Nvidia’s target in July, according to FactSet, though the average price target remains at $130.92, below where Nvidia is currently trading. Expect more target increases in the future.Related stocks are also on a roll as chip manufacturer Taiwan Semiconductor Manufacturing hit arecord highon Monday. Among other chip makers, Advanced Micro Devices was down 0.8% and Intel was rising 0.4% in morning trading. Server makerSuper Micro Computer gained 3.0%. More signs of the huge amounts of money flowing into AI infrastructure came this week when privately held data center operator CyrusOne said Monday that it had secured a $7.9 billion line of credit to fund existing and future development projects in the U.S.CyrusOne’s data centers house its customers’ equipment, so it isn’t a direct customer of Nvidia. However, it’s another sign of the expectations that AI will continue to grow, boosting demand for chips and data center sites. In North America, data center inventory grew by 24% during the first three months of 2024 from the same period a year earlier, according to commercial real estate company CBRE.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324613784952920,"gmtCreate":1720280466923,"gmtModify":1720280469624,"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":"1.投机 2.信用的扩张 3.欺诈 4.投资者认为该资产的价格永远不会再下跌","listText":"1.投机 2.信用的扩张 3.欺诈 4.投资者认为该资产的价格永远不会再下跌","text":"1.投机 2.信用的扩张 3.欺诈 4.投资者认为该资产的价格永远不会再下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324613784952920","repostId":"2449246255","repostType":2,"repost":{"id":"2449246255","pubTimestamp":1720218600,"share":"https://www.laohu8.com/m/news/2449246255?lang=&edition=full","pubTime":"2024-07-06 06:30","market":"us","language":"en","title":"Is NVIDIA in a Bubble?","url":"https://stock-news.laohu8.com/highlight/detail?id=2449246255","media":"Zacks","summary":"(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now? - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?This week, she went solo to take another look at NVIDIA . Since she last covered NVIDIA on the podcast in the spring of 2024, the stock has continued to rally and hit another round of new all-time highs.Is this just a bull rally or is the stock now in a bubble?Tracey might also add the “barbecue test.” Is she being asked about a certain stock at summer barbeques by people who have never bought stocks before?NVIDIA’s fundamentals may be looking stretched but the company is still executing. Analysts are looking for earnings growth of 106% in Fiscal 2025 and another 25.7% in Fiscal 2026. And NVIDIA is still a Zacks Rank #1 as analysts have been raising estimates over the last 30 days.So, is NVIDIA in a bubble, or not?","content":"<html><body>\n<ul>\n<li>(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now?</li>\n<li>(5:15) - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?</li>\n<li>(18:30) - Episode Roundup: NVDA, BKNG, CMG</li>\n<li> Podcast@Zacks.com</li>\n</ul>\n<p>Welcome to Episode #407 of the Zacks Market Edge Podcast.</p>\n<p>Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.</p>\n<p>This week, she went solo to take another look at <strong>NVIDIA (</strong>NVDA<strong>)</strong>. Since she last covered NVIDIA on the podcast in the spring of 2024, the stock has continued to rally and hit another round of new all-time highs.</p>\n<p>Is this just a bull rally or is the stock now in a bubble?</p>\n<p><strong>Criteria of a Bubble</strong></p>\n<p>An asset bubble is not defined just the price of that asset rising and/or hitting new highs. If it were, we’d have bubbles every day. There are other criteria that need to be present for it to be considered a bubble. Those can include:</p>\n<p>1. Speculation</p>\n<p>2. Expansion of credit</p>\n<p>3. Fraud</p>\n<p>4. The belief, by investors, that the price of that asset will never fall again</p>\n<p>Tracey might also add the “barbecue test.” Is she being asked about a certain stock at summer barbeques by people who have never bought stocks before?</p>\n<p><strong>NVIDIA’s Fundamentals: Bull or Bubble?</strong></p>\n<p>NVIDIA’s fundamentals may be looking stretched but the company is still executing. Analysts are looking for earnings growth of 106% in Fiscal 2025 and another 25.7% in Fiscal 2026. And NVIDIA is still a Zacks Rank #1 (Strong Buy) as analysts have been raising estimates over the last 30 days.</p>\n<p>While NVIDIA’s forward P/E is 47.8, which obviously isn’t cheap, it has a PEG ratio of just 1.3. A PEG ratio under 1.0 indicates a company has both growth and value. A PEG ratio of 1.3 is still attractive.</p>\n<p>Shares of NVIDIA have soared 154% year-to-date.</p>\n<p>So, is NVIDIA in a bubble, or not?</p>\n<p>Find out the answer in this week’s video podcast.</p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>NVIDIA Corporation (NVDA) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Is NVIDIA in a 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\">\nIs NVIDIA in a Bubble?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 06:30 GMT+8 <a href=https://finance.yahoo.com/news/nvidia-bubble-223000337.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now?\n(5:15) - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?\n(18:30) - Episode Roundup: NVDA, BKNG, CMG\n ...</p>\n\n<a href=\"https://finance.yahoo.com/news/nvidia-bubble-223000337.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/pXM1demKWkcUam5GodRDIw--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/cbfcc2d36e5d5391b79e00de30b0354f","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4141":"半导体产品","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDA":"英伟达","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4549":"软银资本持仓","BK4529":"IDC概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0079474960.USD":"联博美国增长基金A","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4550":"红杉资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://finance.yahoo.com/news/nvidia-bubble-223000337.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2449246255","content_text":"(0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now?\n(5:15) - Breaking Down NVDIA’s Stock Performance: Will The Price Continue To Rise?\n(18:30) - Episode Roundup: NVDA, BKNG, CMG\n Podcast@Zacks.com\n\nWelcome to Episode #407 of the Zacks Market Edge Podcast.\nEvery week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.\nThis week, she went solo to take another look at NVIDIA (NVDA). Since she last covered NVIDIA on the podcast in the spring of 2024, the stock has continued to rally and hit another round of new all-time highs.\nIs this just a bull rally or is the stock now in a bubble?\nCriteria of a Bubble\nAn asset bubble is not defined just the price of that asset rising and/or hitting new highs. If it were, we’d have bubbles every day. There are other criteria that need to be present for it to be considered a bubble. Those can include:\n1. Speculation\n2. Expansion of credit\n3. Fraud\n4. The belief, by investors, that the price of that asset will never fall again\nTracey might also add the “barbecue test.” Is she being asked about a certain stock at summer barbeques by people who have never bought stocks before?\nNVIDIA’s Fundamentals: Bull or Bubble?\nNVIDIA’s fundamentals may be looking stretched but the company is still executing. Analysts are looking for earnings growth of 106% in Fiscal 2025 and another 25.7% in Fiscal 2026. And NVIDIA is still a Zacks Rank #1 (Strong Buy) as analysts have been raising estimates over the last 30 days.\nWhile NVIDIA’s forward P/E is 47.8, which obviously isn’t cheap, it has a PEG ratio of just 1.3. A PEG ratio under 1.0 indicates a company has both growth and value. A PEG ratio of 1.3 is still attractive.\nShares of NVIDIA have soared 154% year-to-date.\nSo, is NVIDIA in a bubble, or not?\nFind out the answer in this week’s video podcast.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324612073132280,"gmtCreate":1720280196361,"gmtModify":1720280198461,"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/324612073132280","repostId":"2449424689","repostType":2,"repost":{"id":"2449424689","pubTimestamp":1720221468,"share":"https://www.laohu8.com/m/news/2449424689?lang=&edition=full","pubTime":"2024-07-06 07:17","market":"us","language":"zh","title":"软银正计划借款100亿美元采购大量英伟达芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2449424689","media":"鞭牛士Bianews","summary":"据 The Information 周四报道,这一最新举措似乎是软银首席执行官孙正义更广泛计划的一部分,该计划旨在将软银定位为人工智能技术领域的领导者,为此,软银已开始与银行讨论借款事宜,为受人工智能需求推动的能源相关项目提供高达 100 亿美元的资金。相反,他把所有的希望都寄托在软银于 2016 年收购的英国芯片设计公司 Arm 身上。","content":"<html><body><p>鞭牛士报道,7月5日消息,据外电报道,专注于技术的日本投资者软银正在讨论寻找一种方法来确保大量<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的图形处理单元 (GPU),这对于人工智能 (AI) 开发至关重要。</p><p>据 The Information 周四报道,这一最新举措似乎是软银首席执行官孙正义更广泛计划的一部分,该计划旨在将软银定位为人工智能技术领域的领导者,为此,软银已开始与银行讨论借款事宜,为受人工智能需求推动的能源相关项目提供高达 100 亿美元的资金。</p><p>软银是<a href=\"https://laohu8.com/S/00700\">腾讯</a>、T Mobile、10x Genomics(纳斯达克股票代码: TXG )和 Automation Anywhere 等公司的支持者,它可能会考虑创建一家特殊目的公司,用借来的资金购买 GPU,然后将 GPU 租赁给软银,从而使该公司无需承担资产负债表上的债务。</p><p>正在进行的讨论表明软银有意增加其在人工智能基础设施方面的投资。其计划获得 Nvidia (NASDAQ: NVDA ) GPU,这表明这些芯片在推进人工智能技术方面的重要性日益增加,尤其是在处理复杂的人工智能算法方面。</p><p>与此同时,软银也在研究能源投资,以满足人工智能数据中心的电力需求。他们正在考虑可再生能源和核技术的创新,以确保这些中心有足够的电力供应。</p><p>相反,孙正义迄今仍回避投资生成式人工智能公司,而这些公司最近已成为各地区投资者的宠儿。据 The Information 报道,他甚至阻止软银愿景基金投资总部位于巴黎的开源模型开发商 Mistral。</p><p>相反,他把所有的希望都寄托在软银于 2016 年收购的英国芯片设计公司 Arm 身上。孙正义将 Arm 视为其 AI 雄心的核心,其设计对未来 AI 芯片的发展至关重要。Arm 最近的 IPO 及其不断增长的市值巩固了软银在 AI 硬件领域的地位。</p></body></html>","source":"ifeng_tech","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>软银正计划借款100亿美元采购大量英伟达芯片</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4581":"高盛持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","NVDA":"英伟达","LU0079474960.USD":"联博美国增长基金A","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A 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等公司的支持者,它可能会考虑创建一家特殊目的公司,用借来的资金购买 GPU,然后将 GPU 租赁给软银,从而使该公司无需承担资产负债表上的债务。正在进行的讨论表明软银有意增加其在人工智能基础设施方面的投资。其计划获得 Nvidia (NASDAQ: NVDA ) GPU,这表明这些芯片在推进人工智能技术方面的重要性日益增加,尤其是在处理复杂的人工智能算法方面。与此同时,软银也在研究能源投资,以满足人工智能数据中心的电力需求。他们正在考虑可再生能源和核技术的创新,以确保这些中心有足够的电力供应。相反,孙正义迄今仍回避投资生成式人工智能公司,而这些公司最近已成为各地区投资者的宠儿。据 The Information 报道,他甚至阻止软银愿景基金投资总部位于巴黎的开源模型开发商 Mistral。相反,他把所有的希望都寄托在软银于 2016 年收购的英国芯片设计公司 Arm 身上。孙正义将 Arm 视为其 AI 雄心的核心,其设计对未来 AI 芯片的发展至关重要。Arm 最近的 IPO 及其不断增长的市值巩固了软银在 AI 硬件领域的地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324205365465336,"gmtCreate":1720180902497,"gmtModify":1720184515459,"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":"诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。 英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","listText":"诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。 英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","text":"诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。 英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324205365465336","repostId":"1120295572","repostType":2,"repost":{"id":"1120295572","pubTimestamp":1720141258,"share":"https://www.laohu8.com/m/news/1120295572?lang=&edition=full","pubTime":"2024-07-05 09:00","market":"us","language":"zh","title":"英伟达今年已经涨了一倍多,该卖了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1120295572","media":"巴伦中文","summary":"投资者应该继续持有。","content":"<html><head></head><body><blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>拥有多年上涨的机会,投资者应该继续持有。</p></blockquote><p style=\"text-align: justify;\">英伟达(NVDA)今年目前为止上涨了148%,是标普500指数中表现第二好的股票,涨幅仅次于上涨了188%的<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>(SMCI)。</p><p style=\"text-align: justify;\">投资者都在思考一个问题:现在应该卖出吗?</p><p style=\"text-align: justify;\">在什么时候卖出股票这个问题上,我经常借鉴杰夫·维尼克(Jeff Vinik)的投资智慧,他曾是一名对冲基金经理,也是富达(Fidelity)的前投资组合经理。维尼克曾在采访中说,当基本面恶化、估值过高或者找到更好的投资机会时,他就会卖出股票。</p><p style=\"text-align: justify;\">这些规则似乎都不适用于如今的英伟达。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb0435fc6d7e6c7ccc33a27601ae1510\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"719\"/></p><p style=\"text-align: justify;\">在过去的几个月里,人工智能热潮背后的基本面变得更好了。今年5月,英伟达公布第一财季营收同比增长262%,利润同比增长461%。</p><p style=\"text-align: justify;\">根据FactSet的数据,英伟达按2025年预期盈利计算的市盈率约为35倍,鉴于预计英伟达在这段时期内的营收有望增长37%,这样的估值不算高得离谱。</p><p style=\"text-align: justify;\">与此同时,行业背景也在不断改善。上周,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(JP Morgan)公布了对166位企业首席信息官(CIO)的调查结果,他们每年负责1230亿美元的企业技术支出。调查显示,未来三年,生成式人工智能硬件支出每年可能增长40%以上,2027年这项支出占IT预算的比例将从今年的5%上升至14.5%。</p><p style=\"text-align: justify;\">Piper Sandler最近也发布了一份针对企业CIO的调查报告,报告显示,近一半的企业在过去一年中从人工智能测试阶段转向了实施阶段。</p><p style=\"text-align: justify;\">人们花了大量时间讨论人工智能会不会导致人类的末日这个话题,但真正的支出集中在更简单、争议更少的目标上:让企业变得更有效率。企业在英伟达图形处理器上的大部分支出是为了从非结构化数据池中获得洞察力和分析。</p><p style=\"text-align: justify;\">目前企业正在重新设计自己的计算基础设施,从传统信息和文件检索模型转向新的生成式人工智能方法,即根据需求生成答案和见解。在竞争激烈的环境中,企业别无选择,只能采取这样的举措。</p><p style=\"text-align: justify;\">投资者推高了英伟达的股价,但他们可能仍未充分认识到这个机会。这是Coatue Management创始人菲利普·拉丰(Philippe Laffont)上周在彭博举办的一个投资活动上提出的核心观点。</p><p style=\"text-align: justify;\">拉丰指出,自个人电脑发明以来,大约有100万亿美元(以今天的美元计算)投资于CPU基础设施,随着时间的推移,所有这些都需要被专注于GPU的设备所取代,未来还会有数万亿美元的支出。</p><p style=\"text-align: justify;\">Coatue Management一直是英伟达的大投资者。该公司最近披露的13F文件显示,截至3月31日,该公司持有的英伟达股份价值12.5亿美元。Coatue Management的发言人没有透露最新持仓情况。</p><p style=\"text-align: justify;\">就连英伟达多头可能也想知道,现在是不是到了削减头寸的时候了。这是投资中最难做的决定。</p><p style=\"text-align: justify;\">拉丰对此也有一些建议,他告诫投资者“不要犯傻”。</p><p style=\"text-align: justify;\">拉丰说:“斯坦利·德鲁肯米勒(Stanley Druckenmiller)曾经告诉我,他120%的钱是在那些最容易理解的投资标的上赚的,20%的钱亏在其他地方,我觉得真的是这样,到目前为止,我犯过的最大错误就是过早卖出股票。”</p><p style=\"text-align: justify;\">拉丰说,Coatue Management错过了<a href=\"https://laohu8.com/S/00700\">腾讯</a>200亿美元的额外收益,因为该公司在20年前过早卖出了股票。</p><p style=\"text-align: justify;\">诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)仍然经历了大幅上涨的十年。</p><p style=\"text-align: justify;\">英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。</p></body></html>","source":"lsy1718164085300","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达今年已经涨了一倍多,该卖了吗?</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英伟达今年已经涨了一倍多,该卖了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-05 09:00 北京时间 <a href=https://mp.weixin.qq.com/s/HOfEeTFVB4ckBAt2758wHQ><strong>巴伦中文</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达拥有多年上涨的机会,投资者应该继续持有。英伟达(NVDA)今年目前为止上涨了148%,是标普500指数中表现第二好的股票,涨幅仅次于上涨了188%的超微电脑(SMCI)。投资者都在思考一个问题:现在应该卖出吗?在什么时候卖出股票这个问题上,我经常借鉴杰夫·维尼克(Jeff Vinik)的投资智慧,他曾是一名对冲基金经理,也是富达(Fidelity)的前投资组合经理。维尼克曾在采访中说,当...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HOfEeTFVB4ckBAt2758wHQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/HOfEeTFVB4ckBAt2758wHQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120295572","content_text":"英伟达拥有多年上涨的机会,投资者应该继续持有。英伟达(NVDA)今年目前为止上涨了148%,是标普500指数中表现第二好的股票,涨幅仅次于上涨了188%的超微电脑(SMCI)。投资者都在思考一个问题:现在应该卖出吗?在什么时候卖出股票这个问题上,我经常借鉴杰夫·维尼克(Jeff Vinik)的投资智慧,他曾是一名对冲基金经理,也是富达(Fidelity)的前投资组合经理。维尼克曾在采访中说,当基本面恶化、估值过高或者找到更好的投资机会时,他就会卖出股票。这些规则似乎都不适用于如今的英伟达。在过去的几个月里,人工智能热潮背后的基本面变得更好了。今年5月,英伟达公布第一财季营收同比增长262%,利润同比增长461%。根据FactSet的数据,英伟达按2025年预期盈利计算的市盈率约为35倍,鉴于预计英伟达在这段时期内的营收有望增长37%,这样的估值不算高得离谱。与此同时,行业背景也在不断改善。上周,摩根大通(JP Morgan)公布了对166位企业首席信息官(CIO)的调查结果,他们每年负责1230亿美元的企业技术支出。调查显示,未来三年,生成式人工智能硬件支出每年可能增长40%以上,2027年这项支出占IT预算的比例将从今年的5%上升至14.5%。Piper Sandler最近也发布了一份针对企业CIO的调查报告,报告显示,近一半的企业在过去一年中从人工智能测试阶段转向了实施阶段。人们花了大量时间讨论人工智能会不会导致人类的末日这个话题,但真正的支出集中在更简单、争议更少的目标上:让企业变得更有效率。企业在英伟达图形处理器上的大部分支出是为了从非结构化数据池中获得洞察力和分析。目前企业正在重新设计自己的计算基础设施,从传统信息和文件检索模型转向新的生成式人工智能方法,即根据需求生成答案和见解。在竞争激烈的环境中,企业别无选择,只能采取这样的举措。投资者推高了英伟达的股价,但他们可能仍未充分认识到这个机会。这是Coatue Management创始人菲利普·拉丰(Philippe Laffont)上周在彭博举办的一个投资活动上提出的核心观点。拉丰指出,自个人电脑发明以来,大约有100万亿美元(以今天的美元计算)投资于CPU基础设施,随着时间的推移,所有这些都需要被专注于GPU的设备所取代,未来还会有数万亿美元的支出。Coatue Management一直是英伟达的大投资者。该公司最近披露的13F文件显示,截至3月31日,该公司持有的英伟达股份价值12.5亿美元。Coatue Management的发言人没有透露最新持仓情况。就连英伟达多头可能也想知道,现在是不是到了削减头寸的时候了。这是投资中最难做的决定。拉丰对此也有一些建议,他告诫投资者“不要犯傻”。拉丰说:“斯坦利·德鲁肯米勒(Stanley Druckenmiller)曾经告诉我,他120%的钱是在那些最容易理解的投资标的上赚的,20%的钱亏在其他地方,我觉得真的是这样,到目前为止,我犯过的最大错误就是过早卖出股票。”拉丰说,Coatue Management错过了腾讯200亿美元的额外收益,因为该公司在20年前过早卖出了股票。诚然,人工智能领域的机会不再是一个秘密,但这并不意味着英伟达的涨势已经结束。拉丰仍然看涨英伟达,他举了一个例子:iPhone在科技领域占据主导地位后,苹果(AAPL)仍然经历了大幅上涨的十年。英伟达也拥有类似的多年机遇,在这些事实发生变化或估值变得离谱之前,投资者最好“不要犯傻”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":349,"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":{".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF"},"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":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}