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福田梅花鹿
06-21
你加到多少了?
离场还是加码?英伟达让投资者进退两难
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Davidson的分析师Gil Luria表示,英伟达拥有“真正革命性”的产品,并实现了“前所未有的增长”。然而,他对该股的评级为“中性”,目标价为90美元,相比之下,该股周四收于130.78美元。</p>\n<p>展望未来几年,Luria表示,他怀疑<strong>英伟达的客户是否能花费足够多的资金</strong>来推动支撑公司估值的华尔街收益预期。Luria说:“对英伟达的谨慎来自长期前景。这种表现很难保持。”</p>\n<p>亿万富翁投资者Stanley Druckenmiller上个月表示,他在2024年减少了对英伟达的大规模押注,“<strong>AI现在可能有点被高估了</strong>,但从长远来看被低估了。”</p>\n<p>Horizon Investment Services的Carlson认为英伟达是“买入”评级,但由于其股票相对昂贵的估值,它不会被纳入Horizon大约30只股票的投资组合。</p>\n<p>其他担忧包括竞争对英伟达市场领先地位的潜在侵蚀。科技巨头微软、<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.O)以及Alphabet旗下的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOG.O)正在竞相构建AI计算能力,并将其技术加入产品和服务中。</p>\n<p>Morningstar的分析师给出的目标价为105美元,他们表示,像<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.O)、微软和Meta Platforms这样的<strong>领先供应商最终会寻求减少对英伟达的依赖并实现供应商</strong><strong>多元化。</strong></p>\n<p>Morningstar的分析师Brian Colello本月写道:“英伟达今天主导着AI领域,如果在未来十年能保持这一领先地位,公司的盈利能力将无可限量。然而,<strong>任何替代品开发成功的迹象都可能显著限制英伟达的上行空间。</strong>”</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>离场还是加码?英伟达让投资者进退两难</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离场还是加码?英伟达让投资者进退两难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 20:16 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=141698&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>本周,英伟达(NVDA.O) 凭借自2022年10月以来股价超过1000%的涨幅,一度成为美股市值最大的公司。过去12个月里,其股价上涨了206%。\n英伟达的多头们认为,更大的涨幅还在后头。作为支持人工智能应用的主导芯片供应商,这家公司在大规模技术转型中处于领先地位,预计本财年营收将翻一番至1200亿美元,并在下一年达到1600亿美元。相比之下,微软(MSFT.O)本财年的收入预期增长约16%。\n...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=141698&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://cdn-news.jin10.com/a99790d5-eef0-4b15-a17d-84ccc2500ec2.png/lite","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","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","BK4543":"AI","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","BK4588":"碎股","BK4550":"红杉资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NVDA":"英伟达","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4551":"寇图资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=141698&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445759089","content_text":"本周,英伟达(NVDA.O) 凭借自2022年10月以来股价超过1000%的涨幅,一度成为美股市值最大的公司。过去12个月里,其股价上涨了206%。\n英伟达的多头们认为,更大的涨幅还在后头。作为支持人工智能应用的主导芯片供应商,这家公司在大规模技术转型中处于领先地位,预计本财年营收将翻一番至1200亿美元,并在下一年达到1600亿美元。相比之下,微软(MSFT.O)本财年的收入预期增长约16%。\n英伟达股票的惊人表现吸引了害怕错过更多收益(FOMO)的投资者。这也使得英伟达的股票估值更高,其预期市盈率今年已增长了80%。这可能使该公司股票在遭遇坏消息时更容易急剧回撤。\nHorizon Investment Services的首席执行官Chuck Carlson表示:“它过去的表现不应该影响当下的投资决策。但在像英伟达这样的股票上,很难不让这一点成为投资决策中的一个因素,因为它让你有一种追逐股价的感觉。”\n到目前为止,英伟达的股价走势奖励了看涨者,惩罚了怀疑者。2024年以来,该股上涨了164%,市值飙升至3.2万亿美元以上,本周曾短暂超过微软和苹果(AAPL.O)。\n乐观的投资者指出,英伟达在AI芯片领域的主导地位是他们看好的关键原因。英伟达芯片的高性能使其在AI数据中心难以被替代。此外,其专有软件框架是开发者用于编程AI处理器的工具,巩固了英伟达的领先地位。\nSpear Invest的创始人兼首席投资官Ivana Delevska依然看好英伟达的前景,因为她预计其盈利将超过华尔街分析师的预测。英伟达是Spear Alpha ETF的头号持仓,占比接近14%。\nDelevska说:“如果股价像这样上涨,而收益却没有真正变化,那我们会非常担心。”但是,“目前来看,它的收益支撑相当稳固。”\n实际上,根据LSEG Datastream的数据,即便从年初的25增长到现在,英伟达的预期市盈率约为45,仅略高于其五年平均市盈率41。与此同时,这一估值较一年前的84有所下降。\nPlumb Funds的总裁Tom Plumb表示,他认为英伟达芯片在AI之外的机会被低估了。该公司持有英伟达股票超过七年,它是旗下两只基金的最大持仓。Plumb说:“我指的是数据和获取数据的途径。他们拥有最快、最智能的芯片。”\n然而,其他人对英伟达未来实现惊人收益的前景持谨慎态度。\nD.A. Davidson的分析师Gil Luria表示,英伟达拥有“真正革命性”的产品,并实现了“前所未有的增长”。然而,他对该股的评级为“中性”,目标价为90美元,相比之下,该股周四收于130.78美元。\n展望未来几年,Luria表示,他怀疑英伟达的客户是否能花费足够多的资金来推动支撑公司估值的华尔街收益预期。Luria说:“对英伟达的谨慎来自长期前景。这种表现很难保持。”\n亿万富翁投资者Stanley Druckenmiller上个月表示,他在2024年减少了对英伟达的大规模押注,“AI现在可能有点被高估了,但从长远来看被低估了。”\nHorizon Investment Services的Carlson认为英伟达是“买入”评级,但由于其股票相对昂贵的估值,它不会被纳入Horizon大约30只股票的投资组合。\n其他担忧包括竞争对英伟达市场领先地位的潜在侵蚀。科技巨头微软、Meta Platforms(META.O)以及Alphabet旗下的谷歌(GOOG.O)正在竞相构建AI计算能力,并将其技术加入产品和服务中。\nMorningstar的分析师给出的目标价为105美元,他们表示,像亚马逊(AMZN.O)、微软和Meta Platforms这样的领先供应商最终会寻求减少对英伟达的依赖并实现供应商多元化。\nMorningstar的分析师Brian Colello本月写道:“英伟达今天主导着AI领域,如果在未来十年能保持这一领先地位,公司的盈利能力将无可限量。然而,任何替代品开发成功的迹象都可能显著限制英伟达的上行空间。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":319276562899000,"gmtCreate":1718978402957,"gmtModify":1718978589022,"author":{"id":"4181876303414342","authorId":"4181876303414342","authorIdStr":"4181876303414342","name":"福田梅花鹿","avatar":"https://static.tigerbbs.com/5f3c304466dbc75a597a16a89b774da0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"你加到多少了?","listText":"你加到多少了?","text":"你加到多少了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319276562899000","repostId":"2445759089","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}