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2023-07-18

想想这个也知道，这东西肯定是看热闹的

抱歉，原内容已删除

2023-07-14

$维珍银河(SPCE)$ 希望维珍可以抓住机会提升几百个点亏麻了[流泪] [流泪]

2023-07-14

$恒生指数(HSI)$ 看这一步绝对是可以涨的，一般亏不了可以跌差不多了

去老虎APP查看更多动态

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09:13","market":"us","language":"zh","title":"今年涨超200%依然有“性价比”！花旗看好英伟达垄断AI芯片，股价600美元不是梦","url":"https://stock-news.laohu8.com/highlight/detail?id=1149207418","media":"华尔街见闻","summary":"周一，英伟达的股价上涨2.18%，花旗在其研究报告中重申了对英伟达的“买入”评级，将目标价从420美元上调至520美元。在40倍市盈率的“牛市”假设下，他预计英伟达的目标价将达到600美元。由于其在GPU方面的专长，英伟达已成为无可争议的 AI 芯片领导者，今年以来股价已上涨超过200%。Malik将其对英伟达2024财年、2025财年和2026财年的每股收益预期分别上调了6%、38%和30%。目前分析师普遍预计，英伟达上季每股收益为2.06美元，营收为110.4亿美元。","content":"<html><head></head><body><blockquote><strong>花旗分析师：英伟达将继续占领90%AI加速器份额，AMD等竞争对手“需要多代”优化才能与之匹敌。</strong></blockquote><p style=\"text-align: justify;\">作为此轮AI热潮最大的受益者，英伟达今年股价已经翻了两倍，但有分析师认为GPU需求依然高涨，英伟达股价仍有很大增长空间。</p><p style=\"text-align: justify;\">周一，英伟达的股价上涨2.18%，花旗在其研究报告中重申了对英伟达的“买入”评级，将目标价从420美元上调至520美元。</p><p style=\"text-align: justify;\">花旗分析师Atif Malik表示，<strong>这一预测是基于英伟达有“多个”（multiple）价值20亿以上新数据中心订单、需求继续上升的情况，他预测英伟达市盈率将达到35倍。</strong></p><p style=\"text-align: justify;\">在40倍市盈率的“牛市”假设下，<strong>他预计英伟达的目标价将达到600美元。</strong></p><p style=\"text-align: justify;\">花旗表示，该行对于英伟达的股票模型有三个关键驱动因素包括：</p><ol><li><p>不断增长的 GPU 需求。</p></li><li><p>对数据中心中定制 ASIC 和 AMD GPU 竞争的更深层次理解。</p></li><li><p>上周末花旗内部多个部门发布的关于生成式AI影响的报告。</p></li></ol><p style=\"text-align: justify;\">由于其在GPU方面的专长，英伟达已成为无可争议的 AI 芯片领导者，今年以来股价已上涨超过200%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a1f4cf393b21e60846abc1fbd2e90fe\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">然而，竞争对手如AMD也正试图利用这一数十亿美元的机会，为寻求潜在替代品的客户提供芯片。</p><p style=\"text-align: justify;\">根据花旗集团的说法，<strong>基于英伟达在优化GPU计算软件、网络产品组合和卓越硬件方面的优势，英伟达的主导地位将继续保持。</strong></p><p style=\"text-align: justify;\">Malik认为，英伟达拥有着“与AMD相比更强大的、在AI性能方面的实质性优势”，<strong>这将帮助英伟达GPU保持90%左右的AI加速器市场份额，该市场预计将在2027年达到 1500 亿美元：</strong></p><blockquote>对我们来说，很明显，人工智能加速器市场必然会以惊人的速度增长。而英伟达似乎准备继续在竞争中占据主导地位，因为它主导了这个市场。</blockquote><blockquote>Meta的PyTorch 2.0机器学习框架可以帮助AMD缩小其软件与英伟达之间的差距，但英伟达通过其软件框架CUDA和神经网络库cuDNN在GPU优化方面积累了多年的经验，可<strong>能需要多代竞争对手的GPU和软件改进才能与之匹敌。</strong></blockquote><blockquote>我们继续看好今年英伟达数据中心销售的年同比增长。</blockquote><p style=\"text-align: justify;\">Malik将其对英伟达2024财年、2025财年和2026财年的每股收益预期分别上调了6%、38%和30%。</p><p style=\"text-align: justify;\">目前分析师普遍预计，英伟达上季每股收益为2.06美元，营收为110.4亿美元。</p></body></html>","source":"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>今年涨超200%依然有“性价比”！花旗看好英伟达垄断AI芯片，股价600美元不是梦</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今年涨超200%依然有“性价比”！花旗看好英伟达垄断AI芯片，股价600美元不是梦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-18 09:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3693468><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗分析师：英伟达将继续占领90%AI加速器份额，AMD等竞争对手“需要多代”优化才能与之匹敌。作为此轮AI热潮最大的受益者，英伟达今年股价已经翻了两倍，但有分析师认为GPU需求依然高涨，英伟达股价仍有很大增长空间。周一，英伟达的股价上涨2.18%，花旗在其研究报告中重申了对英伟达的“买入”评级，将目标价从420美元上调至520美元。花旗分析师Atif Malik表示，这一预测是基于英伟达有“多个...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3693468\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3693468","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149207418","content_text":"花旗分析师：英伟达将继续占领90%AI加速器份额，AMD等竞争对手“需要多代”优化才能与之匹敌。作为此轮AI热潮最大的受益者，英伟达今年股价已经翻了两倍，但有分析师认为GPU需求依然高涨，英伟达股价仍有很大增长空间。周一，英伟达的股价上涨2.18%，花旗在其研究报告中重申了对英伟达的“买入”评级，将目标价从420美元上调至520美元。花旗分析师Atif Malik表示，这一预测是基于英伟达有“多个”（multiple）价值20亿以上新数据中心订单、需求继续上升的情况，他预测英伟达市盈率将达到35倍。在40倍市盈率的“牛市”假设下，他预计英伟达的目标价将达到600美元。花旗表示，该行对于英伟达的股票模型有三个关键驱动因素包括：不断增长的 GPU 需求。对数据中心中定制 ASIC 和 AMD GPU 竞争的更深层次理解。上周末花旗内部多个部门发布的关于生成式AI影响的报告。由于其在GPU方面的专长，英伟达已成为无可争议的 AI 芯片领导者，今年以来股价已上涨超过200%。然而，竞争对手如AMD也正试图利用这一数十亿美元的机会，为寻求潜在替代品的客户提供芯片。根据花旗集团的说法，基于英伟达在优化GPU计算软件、网络产品组合和卓越硬件方面的优势，英伟达的主导地位将继续保持。Malik认为，英伟达拥有着“与AMD相比更强大的、在AI性能方面的实质性优势”，这将帮助英伟达GPU保持90%左右的AI加速器市场份额，该市场预计将在2027年达到 1500 亿美元：对我们来说，很明显，人工智能加速器市场必然会以惊人的速度增长。而英伟达似乎准备继续在竞争中占据主导地位，因为它主导了这个市场。Meta的PyTorch 2.0机器学习框架可以帮助AMD缩小其软件与英伟达之间的差距，但英伟达通过其软件框架CUDA和神经网络库cuDNN在GPU优化方面积累了多年的经验，可能需要多代竞争对手的GPU和软件改进才能与之匹敌。我们继续看好今年英伟达数据中心销售的年同比增长。Malik将其对英伟达2024财年、2025财年和2026财年的每股收益预期分别上调了6%、38%和30%。目前分析师普遍预计，英伟达上季每股收益为2.06美元，营收为110.4亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197729081966832,"gmtCreate":1689303489866,"gmtModify":1689303709511,"author":{"id":"4139643315140580","authorId":"4139643315140580","name":"tanmu","avatar":"https://static.tigerbbs.com/c4c938e29d6018f3e19c47fbd97ba98a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a>看这一步绝对是可以涨的，一般亏不了可以跌差不多了","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a>看这一步绝对是可以涨的，一般亏不了可以跌差不多了","text":"$恒生指数(HSI)$ 看这一步绝对是可以涨的，一般亏不了可以跌差不多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197729081966832","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}