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资本投资营
2022-07-04
$NQ100指数主连 2209(NQmain)$
诱空结束,以此贴为证这里是大行情的起点!本周上12500!
资本投资营
2022-10-08
$NQ100指数主连 2212(NQmain)$
声明:考虑到近期部分蓝筹股利空频发,例如特斯拉和芯片股逆势领跌大盘,本人现已调出包含
$特斯拉(TSLA)$
$美国超微公司(AMD)$
还有英伟达全部仓位。 本人将继续看多美股,尤其是纳指和蓝筹科技股,但之后一段时间会陆续将此前持有的利空正股仓位调换至大盘etf,以降低利空超跌所带来的额外风险。 本人坚信年底纳指将重返13000点之上,并将继续保持满仓,黎明的曙光就在不远的未来,希望介时能够将你我一并点亮。 昨夜西风凋碧树,独上高楼,望尽天涯路。投资注定是孤独的,亏损注定是煎熬的,愿诸位虎友持优秀资产时能保持“衣带渐宽终不悔,为伊消得人憔悴”之决心,待风起牛回,暮然回首,那人就在灯火阑珊处。 盈亏自负,共勉。
资本投资营
2022-10-07
$NQ100指数主连 2212(NQmain)$
回调到位,全仓杀入
资本投资营
2021-11-11
$特斯拉(TSLA)$
明天涨回1200,已满仓1100call,共20张,预计盈利10万美元。
资本投资营
2022-08-05
$NQ100指数主连 2209(NQmain)$
发生了肾么事
资本投资营
2022-08-31
$NQ100指数主连 2209(NQmain)$
刚才把车也卖了,12400加仓做多!
资本投资营
2022-10-03
$NQ100指数主连 2212(NQmain)$
11000左右应该是未来十年的黄金底部了[得意]
资本投资营
2022-09-19
$NQ100指数主连 2212(NQmain)$
亏损有点煎熬,但是坚信大方向上涨没有变[开心]
资本投资营
2023-02-10
$特斯拉(TSLA)$
全仓做空特斯拉,今日跌五个点以上,全都是泡沫
资本投资营
2022-09-05
$纳斯达克(.IXIC)$
$NQ100指数主连 2209(NQmain)$
$标普500ETF(SPY)$
本周反弹确定性很大,聪明人已经提早加仓杀入![开心] [得意] [财迷]
资本投资营
2022-08-12
兄弟们免费给你们送钱了,现在就去卖房子,全仓现价买入特斯拉687梭哈,特斯拉6连阴今天必收阳线,市场简直就是在送钱!赶紧去贷款能贷多少算多少,全部买入特斯拉,白捡的钱不要白不要!
$特斯拉(TSLA)$
$NQ100指数主连 2209(NQmain)$
$纳斯达克(.IXIC)$
点赞和转发让更多的人看见!不谢!
资本投资营
2022-06-28
$NQ100指数主连 2209(NQmain)$
不要信什么看空的言论,今晚上12500,新一轮牛市从这里开始
资本投资营
2023-03-01
$特斯拉(TSLA)$
206全仓卖房做空,四月底跌落至150以下!
资本投资营
2022-08-03
$NQ100指数主连 2209(NQmain)$
下周14000,9月上15000,年底冲击20000
资本投资营
2022-06-17
$NQ100指数主连 2209(NQmain)$
不要慌1,11350就是今日高点,11300以上就是送钱随便空
资本投资营
2022-09-02
$NQ100指数2209(NQ2209)$
$纳斯达克(.IXIC)$
马上见证美联储的钞能量[开心] [财迷] [得意]
资本投资营
2022-08-29
$NQ100指数主连 2209(NQmain)$
继续诱空,全仓抄底,13000以下都是捡钱!
资本投资营
2022-08-02
$NQ100指数主连 2209(NQmain)$
安全降落,全仓梭哈[财迷] [财迷] [财迷]
资本投资营
2022-06-23
$特斯拉(TSLA)$
今天上800
资本投资营
2022-06-17
$特斯拉(TSLA)$
不要抱有幻想,下跌趋势中前一天大跌第二天大概率就是继续闷杀,坚定的做空,收盘620以下
去老虎APP查看更多动态
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05:29","market":"hk","language":"zh","title":"AI热潮意外给力!英伟达Q1收入优于预期,指引较预期高53%,盘后涨近30%创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2338316181","media":"华尔街见闻","summary":"一季度英伟达营收同比下降13%,降幅几乎为市场预期和四季度降幅的一半;AI芯片所在数据中心业务的营收创历史新高,保持10%以上同比增速,游戏业务继续下滑,但收入较预期高13%;二季度营收指引不降反增,同比增近33%。业绩电话会上英伟达称,锁定了数据中心芯片的大幅增长,众多云公司竞相部署AI芯片。更新中","content":"<html><head></head><body><blockquote>一季度<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>营收同比下降13%,降幅几乎为市场预期和四季度降幅的一半;AI芯片所在数据中心业务的营收创历史新高,保持10%以上同比增速,游戏业务继续下滑,但收入较预期高13%;二季度营收指引不降反增,同比增近33%。业绩电话会上英伟达称,众多云公司竞相部署AI芯片,其锁定了数据中心芯片的大幅增长,计划下半年大幅增加供应。</blockquote><p>人工智能(AI)的热潮比华尔街预料的更给力,AI底层算力龙头、芯片巨头英伟达过去一个季度得到AI芯片相关业务支持,总收入明显高于预期,本季度的收入指引远高于市场预期。</p><p style=\"text-align: justify;\">财报公布后,收跌约0.5%的英伟达股价在周三盘后迅速拉升,盘后涨幅此后超过20%。</p><p style=\"text-align: justify;\">业绩电话会上,英伟达向分析师表示,众多云公司竞相部署AI芯片。个人电脑(PC)的图形处理单元(GPU)终端需求一季度“稳固”。业绩增长正来自数据中心业务。公司锁定了数据中心芯片的大幅增长,计划下半年大幅增加供应。</p><p style=\"text-align: justify;\">业绩电话会期间,英伟达股价进一步上行,一度涨至390美元上方的历史最高水平,盘后涨幅超过28%、接近30%。</p><p style=\"text-align: justify;\">作为一站式解决方案的提供商,英伟达提供可以帮助AI产品训练大量文本、图像和视频的GPU,在AI大模型竞赛中掌握着供应算力的“命门”,由此成为今年AI概念热潮中的一大赢家。截至本周三收盘,股价年初以来累涨一倍以上。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fe12b98aa8308fd5692ab469d84ae02\" title=\"\" tg-width=\"1100\" tg-height=\"708\"/></p><h2 style=\"text-align: start;\">一季度营收同比降幅几乎为市场预期和四季度降幅的一半</h2><p style=\"text-align: justify;\">美东时间5月24日周三美股盘后,英伟达公布,在截至公历2023年4月30日的2024财年第一财季(下称一季度),营业收入虽然继续两位数同比下降,但降幅远低于市场预期,较前一季度的降幅明显缓和,每股收益(EPS)也大幅放缓降幅:</p><ul><li><p>一季度营业收入为71.92亿美元,高于公司指引区间63.7亿到66.3亿美元,较去年一季度同比下降13%,分析师预计同比下降21.5%至65.2亿美元,前一季度、即第四财季同比下降21%。</p></li><li><p>一季度非GAAP口径下调整后EPS为1.09美元,同比下降20%,分析师预期同比下降32.4%至0.92美元,前一季度同比下降33%。</p></li><li><p>一季度非GAAP口径下调整后毛利率为66.8%,符合公司指引66.5%(上下浮动50个基点),略高于分析师预期的66.6%,同比去年一季度下降0.3个百分点,环比四季度升0.7个百分点。</p></li></ul><h2 style=\"text-align: start;\">AI芯片所在的数据中心业务收入创历史新高 保持10%以上同比增速</h2><p style=\"text-align: justify;\">分业务看,英伟达的两大核心业务——数据中心和游戏的收入,包括AI显卡在内的数据中心业务收入创历史新高。游戏业务虽然继续受经济低迷打击,收入两位数下滑,但明显高于市场预期,和数据中心的收入都环比两位数猛增。</p><ul><li><p>一季度数据中心营收为42.8亿美元,同比增长14%,环比增长18%,较分析师预期的39.1亿美元高约9.5%, 四季度同比增长11% 。 </p></li><li><p>一季度游戏营收22.4亿美元,同比下降38%,环比增长22%,较分析师预期收入19.8亿美元高13.1%, 四季度同比下降46%。</p></li></ul><p style=\"text-align: justify;\">英伟达称,数据中心收入激增主要是由于,对使用基于Hopper和Ampere 架构GPU的生成式AI和大语言模型的需求不断增长。游戏业务下滑源于,宏观经济增长放缓造成的需求疲软,以及渠道库存的正常化道指出货下降。</p><p style=\"text-align: justify;\">此外,英伟达一季度的专业可视化业务收入同比下降53%至2.95亿美元,高于分析师预期的2.466亿美元,环比增长31%。英伟达认为,这块业务的同比下滑反映出渠道去库存影响,环比增长受到台式机和移动工作站GPU的需求增长推动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f0dcc2092279e62700741451c73deb7\" title=\"\" tg-width=\"640\" tg-height=\"355\"/></p><h2 style=\"text-align: start;\">二季度营收指引不降反增 同比猛增33%</h2><p style=\"text-align: justify;\">业绩指引方面,英伟达预计,本财年第二财季、即二季度,营收为110亿美元,正负浮动2%,相当于指引范围在107.8亿到112.2亿美元之间。这意味着,二季度将扭转收入连续三个季度同比下滑的势头。</p><p style=\"text-align: justify;\">以110亿美元计算,英伟达预期二季度营收将同比增长约32.7%,较分析师预期高53.2%。分析师预计二季度营收只有71.8亿美元,同比下降13.4%。</p><p style=\"text-align: justify;\">英伟达还预计,二季度非GAAP口径下的调整后毛利率为70%、上下浮动50个基点,即69.5%至70.5%,高于分析师预期的66.9%;二季度的营业费用料将为19亿美元,分析师预期18.2亿美元。</p><p style=\"text-align: justify;\">英伟达CEO黄仁勋在发布财报时提到了有关AI应用的广阔前景,称计算机行业正在同时经历两个转变——加速计算和生成式AI,企业竞相将生成式AI应用到各个产品、服务和业务流程中,全球万亿美元规模的已安装数据中心将从通用计算转变到加速计算。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI热潮意外给力!英伟达Q1收入优于预期,指引较预期高53%,盘后涨近30%创新高</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\">\nAI热潮意外给力!英伟达Q1收入优于预期,指引较预期高53%,盘后涨近30%创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-25 05:29 北京时间 <a href=https://wallstreetcn.com/articles/3689574><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一季度英伟达营收同比下降13%,降幅几乎为市场预期和四季度降幅的一半;AI芯片所在数据中心业务的营收创历史新高,保持10%以上同比增速,游戏业务继续下滑,但收入较预期高13%;二季度营收指引不降反增,同比增近33%。业绩电话会上英伟达称,众多云公司竞相部署AI芯片,其锁定了数据中心芯片的大幅增长,计划下半年大幅增加供应。人工智能(AI)的热潮比华尔街预料的更给力,AI底层算力龙头、芯片巨头英伟达...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689574\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d92346ffd3c1a2f793d4b246b7ec0ffd","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4503":"景林资产持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4549":"软银资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","NVDA":"英伟达","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4543":"AI","BK4527":"明星科技股","BK4141":"半导体产品"},"source_url":"https://wallstreetcn.com/articles/3689574","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2338316181","content_text":"一季度英伟达营收同比下降13%,降幅几乎为市场预期和四季度降幅的一半;AI芯片所在数据中心业务的营收创历史新高,保持10%以上同比增速,游戏业务继续下滑,但收入较预期高13%;二季度营收指引不降反增,同比增近33%。业绩电话会上英伟达称,众多云公司竞相部署AI芯片,其锁定了数据中心芯片的大幅增长,计划下半年大幅增加供应。人工智能(AI)的热潮比华尔街预料的更给力,AI底层算力龙头、芯片巨头英伟达过去一个季度得到AI芯片相关业务支持,总收入明显高于预期,本季度的收入指引远高于市场预期。财报公布后,收跌约0.5%的英伟达股价在周三盘后迅速拉升,盘后涨幅此后超过20%。业绩电话会上,英伟达向分析师表示,众多云公司竞相部署AI芯片。个人电脑(PC)的图形处理单元(GPU)终端需求一季度“稳固”。业绩增长正来自数据中心业务。公司锁定了数据中心芯片的大幅增长,计划下半年大幅增加供应。业绩电话会期间,英伟达股价进一步上行,一度涨至390美元上方的历史最高水平,盘后涨幅超过28%、接近30%。作为一站式解决方案的提供商,英伟达提供可以帮助AI产品训练大量文本、图像和视频的GPU,在AI大模型竞赛中掌握着供应算力的“命门”,由此成为今年AI概念热潮中的一大赢家。截至本周三收盘,股价年初以来累涨一倍以上。一季度营收同比降幅几乎为市场预期和四季度降幅的一半美东时间5月24日周三美股盘后,英伟达公布,在截至公历2023年4月30日的2024财年第一财季(下称一季度),营业收入虽然继续两位数同比下降,但降幅远低于市场预期,较前一季度的降幅明显缓和,每股收益(EPS)也大幅放缓降幅:一季度营业收入为71.92亿美元,高于公司指引区间63.7亿到66.3亿美元,较去年一季度同比下降13%,分析师预计同比下降21.5%至65.2亿美元,前一季度、即第四财季同比下降21%。一季度非GAAP口径下调整后EPS为1.09美元,同比下降20%,分析师预期同比下降32.4%至0.92美元,前一季度同比下降33%。一季度非GAAP口径下调整后毛利率为66.8%,符合公司指引66.5%(上下浮动50个基点),略高于分析师预期的66.6%,同比去年一季度下降0.3个百分点,环比四季度升0.7个百分点。AI芯片所在的数据中心业务收入创历史新高 保持10%以上同比增速分业务看,英伟达的两大核心业务——数据中心和游戏的收入,包括AI显卡在内的数据中心业务收入创历史新高。游戏业务虽然继续受经济低迷打击,收入两位数下滑,但明显高于市场预期,和数据中心的收入都环比两位数猛增。一季度数据中心营收为42.8亿美元,同比增长14%,环比增长18%,较分析师预期的39.1亿美元高约9.5%, 四季度同比增长11% 。 一季度游戏营收22.4亿美元,同比下降38%,环比增长22%,较分析师预期收入19.8亿美元高13.1%, 四季度同比下降46%。英伟达称,数据中心收入激增主要是由于,对使用基于Hopper和Ampere 架构GPU的生成式AI和大语言模型的需求不断增长。游戏业务下滑源于,宏观经济增长放缓造成的需求疲软,以及渠道库存的正常化道指出货下降。此外,英伟达一季度的专业可视化业务收入同比下降53%至2.95亿美元,高于分析师预期的2.466亿美元,环比增长31%。英伟达认为,这块业务的同比下滑反映出渠道去库存影响,环比增长受到台式机和移动工作站GPU的需求增长推动。二季度营收指引不降反增 同比猛增33%业绩指引方面,英伟达预计,本财年第二财季、即二季度,营收为110亿美元,正负浮动2%,相当于指引范围在107.8亿到112.2亿美元之间。这意味着,二季度将扭转收入连续三个季度同比下滑的势头。以110亿美元计算,英伟达预期二季度营收将同比增长约32.7%,较分析师预期高53.2%。分析师预计二季度营收只有71.8亿美元,同比下降13.4%。英伟达还预计,二季度非GAAP口径下的调整后毛利率为70%、上下浮动50个基点,即69.5%至70.5%,高于分析师预期的66.9%;二季度的营业费用料将为19亿美元,分析师预期18.2亿美元。英伟达CEO黄仁勋在发布财报时提到了有关AI应用的广阔前景,称计算机行业正在同时经历两个转变——加速计算和生成式AI,企业竞相将生成式AI应用到各个产品、服务和业务流程中,全球万亿美元规模的已安装数据中心将从通用计算转变到加速计算。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656618511,"gmtCreate":1683645000733,"gmtModify":1683645002147,"author":{"id":"4089192897492490","authorId":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/4728314479e5fcfbadd7a00d8c61c7c7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089192897492490","idStr":"4089192897492490"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>卖房子做空!历史高点已现!","listText":"<a 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