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趋势为王耐心是唯一的财富

趋势为王耐心是唯一的财富

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趋势为王耐心是唯一的财富

03-11

$Coinbase Global, Inc.(COIN)$ 没跌到位

趋势为王耐心是唯一的财富

03-10

$特斯拉(TSLA)$ 跌到164再看看能不能止跌

趋势为王耐心是唯一的财富

01-28

谁会来吃大便💩？

市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票

趋势为王耐心是唯一的财富

2024-12-31

机构看好博通，我也看好博通

AI助推科技股狂潮！Palantir、英伟达、博通，谁能在2025年续写辉煌？

趋势为王耐心是唯一的财富

2024-12-27

$英伟达(NVDA)$ 30日线都过不去，连续几周了尝试突破都失败。很明显华尔街、资金不认可英伟达。垃圾东西！

趋势为王耐心是唯一的财富

2024-12-27

$SES AI Corp(SES)$ 开盘就冲，今天起码三倍起步

趋势为王耐心是唯一的财富

2024-12-27

$小米集团-W(01810)$ 牛市正在进行，不回头了

趋势为王耐心是唯一的财富

2024-12-25

AI的故事还没结束，继续疯！

还能再涨！分析师预计两大事件将助推英伟达股价再创新高

趋势为王耐心是唯一的财富

2024-12-20

$DIA 20250620 450.0 CALL$ 嘻嘻

趋势为王耐心是唯一的财富

2024-12-19

$Nukkleus(NUKK)$ 清仓

趋势为王耐心是唯一的财富

2024-12-19

$PainReform(PRFX)$ 盘中横盘调整，这股明天还要冲

趋势为王耐心是唯一的财富

2024-12-18

$Nukkleus(NUKK)$ 啊哈哈哈这是朕的江山

趋势为王耐心是唯一的财富

2024-12-18

$Nukkleus(NUKK)$ 涨一会就停牌....

趋势为王耐心是唯一的财富

2024-12-05

最赚钱的是英伟达

去老虎APP查看更多动态

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跌到164再看看能不能止跌[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412071276655032","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554857116975884","authorId":"3554857116975884","name":"一定要做趋势的朋友","avatar":"https://static.tigerbbs.com/b36eb74db7323ef12721deffe746bd18","crmLevel":7,"crmLevelSwitch":1,"idStr":"3554857116975884","authorIdStr":"3554857116975884"},"content":"耐心是唯一的财富，给你的标签点赞","text":"耐心是唯一的财富，给你的标签点赞","html":"耐心是唯一的财富，给你的标签点赞"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397406176145888,"gmtCreate":1738063084332,"gmtModify":1738063713704,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 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18:28","market":"sh","language":"zh","title":"市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1167334562","media":"老虎资讯综合","summary":"不少QDII基金开始清仓美股芯片股。","content":"<html><head></head><body><p>据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/452168a9c92ce0b345f51f922f67e16d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。</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>市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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18:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/452168a9c92ce0b345f51f922f67e16d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d687c19ac2457a7f511aedfd527f6425","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167334562","content_text":"据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387462479737040,"gmtCreate":1735625910188,"gmtModify":1735625911889,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"机构看好博通，我也看好博通","listText":"机构看好博通，我也看好博通","text":"机构看好博通，我也看好博通","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387462479737040","repostId":"1127466820","repostType":2,"repost":{"id":"1127466820","kind":"news","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":1735624800,"share":"https://www.laohu8.com/m/news/1127466820?lang=&edition=full","pubTime":"2024-12-31 14:00","market":"us","language":"zh","title":"AI助推科技股狂潮！Palantir、英伟达、博通，谁能在2025年续写辉煌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127466820","media":"老虎资讯综合","summary":"Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。","content":"<html><head></head><body><blockquote><p>Palantir、英伟达和博通是2024年标普500指数中表现最好的科技股票。这些预测者正在大胆地预测它们在2025年的前景。</p></blockquote><p>Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。</p><p>华尔街对这三家公司有许多不同的预测，但一种评估各种结果的方法是查看极端预测——即最看涨和最看跌的目标价，这可以帮助衡量机会和风险。</p><p>我们查看了FactSet调查中，分析师们对每只股票的最高和最低目标价格。这些预测者在热门科技股的前景上表现出了大胆的看法。</p><h3 id=\"id_476337052\">Palantir Technologies</h3><p><strong>当前股价及2024年迄今表现：77.18美元，涨幅349.5%</strong></p><p><strong>最高目标价：75美元</strong></p><p><strong>最低目标价：11美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2fd440ec41caaa9f84d297b6ee95ed8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年，软件公司Palantir的股价表现异常亮眼，超出了华尔街最乐观的预期。该公司将其人工智能平台出售给政府，并越来越多地向商业客户提供服务。</p><p>在FactSet调查的分析师中，Wedbush的Dan Ives一直是坚定的看涨者，支持Palantir继续从人工智能热潮中受益，最近将其目标价上调至75美元。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。</p><p>相反，RBC Capital Markets的Rishi Jaluria对Palantir的预测相对悲观，他将目标价定为11美元。他的预测基于2025年公司收入的企业价值与收入比为7倍，这一倍数远低于公司当前33倍的倍数。</p><p>对于Jaluria来说，问题在于“风险-回报比例不利”。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。</p><h3 id=\"id_280467917\">英伟达</h3><p><strong>当前股价及2024年迄今表现：137.49美元，涨幅177.63%</strong></p><p><strong>最高目标价：220美元</strong></p><p><strong>最低目标价：135美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca77aa7d769dce21b7217bbfe11447c\" tg-width=\"560\" tg-height=\"240\"/></p><p>华尔街最看好英伟达股票的分析师是Rosenblatt Securities的Hans Mosesmann，他将英伟达的目标价定为220美元。Mosesmann看好英伟达硬件的强劲销售，尤其是在人工智能数据中心的应用中，Blackwell芯片的需求远超供给。</p><p>虽然他指出，在Blackwell芯片的生产扩展过程中，毛利率可能在接下来的几个季度受到影响，但他并不太看重这一短期问题，而是把目光放在2027财年，届时公司应能克服供应限制。他的目标价基于公司2027年预期收益的44倍市盈率。</p><p>与此相反，最看空英伟达的分析师是D.A. Davidson的Gil Luria，他的目标价为135美元。他的悲观预期与他对整个科技行业的观点相关，他认为，像微软这样的客户最终会被迫削减对人工智能基础设施的投资。</p><p>“尽管短期内需求仍然强劲，但我们认为，随着客户开始审视人工智能计算的投资回报率，英伟达计算产品的需求下降是不可避免的，”Luria在一份研究报告中写道。</p><h3 id=\"id_2070960878\">博通</h3><p><strong>当前股价及2024年迄今表现：235.58美元，涨幅111.05%</strong></p><p><strong>最高目标价：260美元</strong></p><p><strong>最低目标价：190美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52255a05a0f3362867a0fa0fac24704b\" tg-width=\"560\" tg-height=\"240\"/></p><p>博通凭借帮助大型科技公司设计定制处理器，成为了另一家人工智能芯片的热门股票。KeyBanc的John Vinh为博通股票设定了260美元的目标价，基于他对公司2026财年盈利的预期，按市盈率35倍来计算。</p><p>Vinh看好博通继续在定制人工智能芯片领域“领先地位”，并指出，该公司已经被更多大型客户选中，帮助他们开发下一代人工智能芯片。他认为这些新客户很可能是苹果和ChatGPT的开发者OpenAI，此外还有现有客户如谷歌母公司Alphabet、Meta平台和TikTok母公司字节跳动。</p><p>在更为悲观的一方，晨星的分析师William Kerwin给博通股票的公允价值估计为190美元。虽然Kerwin对该公司在人工智能领域的进展也印象深刻，但差异可能来源于较短期的视角，Kerwin为其2025财年盈利预测赋予了30倍的市盈率。</p><p>“要在今天购买博通的股票，我们认为投资者必须相信管理层对其可服务市场（SAM）中值或上端的预测，并期望Broadcom保持70%的市场份额，”Kerwin在他的最新研究报告中写道。</p><p><em>本文编译自 BARRON’S 《Palantir, Nvidia and Broadcom Stocks Are Hot. Wall Street’s Boldest Bets on Where They Go Next.》</em></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>AI助推科技股狂潮！Palantir、英伟达、博通，谁能在2025年续写辉煌？</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\">\nAI助推科技股狂潮！Palantir、英伟达、博通，谁能在2025年续写辉煌？\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\">2024-12-31 14:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Palantir、英伟达和博通是2024年标普500指数中表现最好的科技股票。这些预测者正在大胆地预测它们在2025年的前景。</p></blockquote><p>Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。</p><p>华尔街对这三家公司有许多不同的预测，但一种评估各种结果的方法是查看极端预测——即最看涨和最看跌的目标价，这可以帮助衡量机会和风险。</p><p>我们查看了FactSet调查中，分析师们对每只股票的最高和最低目标价格。这些预测者在热门科技股的前景上表现出了大胆的看法。</p><h3 id=\"id_476337052\">Palantir Technologies</h3><p><strong>当前股价及2024年迄今表现：77.18美元，涨幅349.5%</strong></p><p><strong>最高目标价：75美元</strong></p><p><strong>最低目标价：11美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2fd440ec41caaa9f84d297b6ee95ed8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年，软件公司Palantir的股价表现异常亮眼，超出了华尔街最乐观的预期。该公司将其人工智能平台出售给政府，并越来越多地向商业客户提供服务。</p><p>在FactSet调查的分析师中，Wedbush的Dan Ives一直是坚定的看涨者，支持Palantir继续从人工智能热潮中受益，最近将其目标价上调至75美元。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。</p><p>相反，RBC Capital Markets的Rishi Jaluria对Palantir的预测相对悲观，他将目标价定为11美元。他的预测基于2025年公司收入的企业价值与收入比为7倍，这一倍数远低于公司当前33倍的倍数。</p><p>对于Jaluria来说，问题在于“风险-回报比例不利”。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。</p><h3 id=\"id_280467917\">英伟达</h3><p><strong>当前股价及2024年迄今表现：137.49美元，涨幅177.63%</strong></p><p><strong>最高目标价：220美元</strong></p><p><strong>最低目标价：135美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca77aa7d769dce21b7217bbfe11447c\" tg-width=\"560\" tg-height=\"240\"/></p><p>华尔街最看好英伟达股票的分析师是Rosenblatt Securities的Hans Mosesmann，他将英伟达的目标价定为220美元。Mosesmann看好英伟达硬件的强劲销售，尤其是在人工智能数据中心的应用中，Blackwell芯片的需求远超供给。</p><p>虽然他指出，在Blackwell芯片的生产扩展过程中，毛利率可能在接下来的几个季度受到影响，但他并不太看重这一短期问题，而是把目光放在2027财年，届时公司应能克服供应限制。他的目标价基于公司2027年预期收益的44倍市盈率。</p><p>与此相反，最看空英伟达的分析师是D.A. Davidson的Gil Luria，他的目标价为135美元。他的悲观预期与他对整个科技行业的观点相关，他认为，像微软这样的客户最终会被迫削减对人工智能基础设施的投资。</p><p>“尽管短期内需求仍然强劲，但我们认为，随着客户开始审视人工智能计算的投资回报率，英伟达计算产品的需求下降是不可避免的，”Luria在一份研究报告中写道。</p><h3 id=\"id_2070960878\">博通</h3><p><strong>当前股价及2024年迄今表现：235.58美元，涨幅111.05%</strong></p><p><strong>最高目标价：260美元</strong></p><p><strong>最低目标价：190美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52255a05a0f3362867a0fa0fac24704b\" tg-width=\"560\" tg-height=\"240\"/></p><p>博通凭借帮助大型科技公司设计定制处理器，成为了另一家人工智能芯片的热门股票。KeyBanc的John Vinh为博通股票设定了260美元的目标价，基于他对公司2026财年盈利的预期，按市盈率35倍来计算。</p><p>Vinh看好博通继续在定制人工智能芯片领域“领先地位”，并指出，该公司已经被更多大型客户选中，帮助他们开发下一代人工智能芯片。他认为这些新客户很可能是苹果和ChatGPT的开发者OpenAI，此外还有现有客户如谷歌母公司Alphabet、Meta平台和TikTok母公司字节跳动。</p><p>在更为悲观的一方，晨星的分析师William Kerwin给博通股票的公允价值估计为190美元。虽然Kerwin对该公司在人工智能领域的进展也印象深刻，但差异可能来源于较短期的视角，Kerwin为其2025财年盈利预测赋予了30倍的市盈率。</p><p>“要在今天购买博通的股票，我们认为投资者必须相信管理层对其可服务市场（SAM）中值或上端的预测，并期望Broadcom保持70%的市场份额，”Kerwin在他的最新研究报告中写道。</p><p><em>本文编译自 BARRON’S 《Palantir, Nvidia and Broadcom Stocks Are Hot. Wall Street’s Boldest Bets on Where They Go Next.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"NVDA":"英伟达","AVGO":"博通","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127466820","content_text":"Palantir、英伟达和博通是2024年标普500指数中表现最好的科技股票。这些预测者正在大胆地预测它们在2025年的前景。Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。华尔街对这三家公司有许多不同的预测，但一种评估各种结果的方法是查看极端预测——即最看涨和最看跌的目标价，这可以帮助衡量机会和风险。我们查看了FactSet调查中，分析师们对每只股票的最高和最低目标价格。这些预测者在热门科技股的前景上表现出了大胆的看法。Palantir Technologies当前股价及2024年迄今表现：77.18美元，涨幅349.5%最高目标价：75美元最低目标价：11美元今年，软件公司Palantir的股价表现异常亮眼，超出了华尔街最乐观的预期。该公司将其人工智能平台出售给政府，并越来越多地向商业客户提供服务。在FactSet调查的分析师中，Wedbush的Dan Ives一直是坚定的看涨者，支持Palantir继续从人工智能热潮中受益，最近将其目标价上调至75美元。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。相反，RBC Capital Markets的Rishi Jaluria对Palantir的预测相对悲观，他将目标价定为11美元。他的预测基于2025年公司收入的企业价值与收入比为7倍，这一倍数远低于公司当前33倍的倍数。对于Jaluria来说，问题在于“风险-回报比例不利”。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。英伟达当前股价及2024年迄今表现：137.49美元，涨幅177.63%最高目标价：220美元最低目标价：135美元华尔街最看好英伟达股票的分析师是Rosenblatt Securities的Hans Mosesmann，他将英伟达的目标价定为220美元。Mosesmann看好英伟达硬件的强劲销售，尤其是在人工智能数据中心的应用中，Blackwell芯片的需求远超供给。虽然他指出，在Blackwell芯片的生产扩展过程中，毛利率可能在接下来的几个季度受到影响，但他并不太看重这一短期问题，而是把目光放在2027财年，届时公司应能克服供应限制。他的目标价基于公司2027年预期收益的44倍市盈率。与此相反，最看空英伟达的分析师是D.A. Davidson的Gil Luria，他的目标价为135美元。他的悲观预期与他对整个科技行业的观点相关，他认为，像微软这样的客户最终会被迫削减对人工智能基础设施的投资。“尽管短期内需求仍然强劲，但我们认为，随着客户开始审视人工智能计算的投资回报率，英伟达计算产品的需求下降是不可避免的，”Luria在一份研究报告中写道。博通当前股价及2024年迄今表现：235.58美元，涨幅111.05%最高目标价：260美元最低目标价：190美元博通凭借帮助大型科技公司设计定制处理器，成为了另一家人工智能芯片的热门股票。KeyBanc的John Vinh为博通股票设定了260美元的目标价，基于他对公司2026财年盈利的预期，按市盈率35倍来计算。Vinh看好博通继续在定制人工智能芯片领域“领先地位”，并指出，该公司已经被更多大型客户选中，帮助他们开发下一代人工智能芯片。他认为这些新客户很可能是苹果和ChatGPT的开发者OpenAI，此外还有现有客户如谷歌母公司Alphabet、Meta平台和TikTok母公司字节跳动。在更为悲观的一方，晨星的分析师William Kerwin给博通股票的公允价值估计为190美元。虽然Kerwin对该公司在人工智能领域的进展也印象深刻，但差异可能来源于较短期的视角，Kerwin为其2025财年盈利预测赋予了30倍的市盈率。“要在今天购买博通的股票，我们认为投资者必须相信管理层对其可服务市场（SAM）中值或上端的预测，并期望Broadcom保持70%的市场份额，”Kerwin在他的最新研究报告中写道。本文编译自 BARRON’S 《Palantir, Nvidia and Broadcom Stocks Are Hot. Wall Street’s Boldest Bets on Where They Go Next.》","news_type":1},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386135361233448,"gmtCreate":1735316208970,"gmtModify":1735317669871,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 30日线都过不去，连续几周了尝试突破都失败。很明显华尔街、资金不认可英伟达。垃圾东西！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 30日线都过不去，连续几周了尝试突破都失败。很明显华尔街、资金不认可英伟达。垃圾东西！","text":"$英伟达(NVDA)$ 30日线都过不去，连续几周了尝试突破都失败。很明显华尔街、资金不认可英伟达。垃圾东西！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/386135361233448","isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"DONG CHAO","avatar":"https://static.tigerbbs.com/78b0cf9952be0876ca4a45608763d762","crmLevel":6,"crmLevelSwitch":1,"idStr":"3496384095022760","authorIdStr":"3496384095022760"},"content":"英伟达市值已经3万多亿，再上涨没那么快了。","text":"英伟达市值已经3万多亿，再上涨没那么快了。","html":"英伟达市值已经3万多亿，再上涨没那么快了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386039227744360,"gmtCreate":1735292733473,"gmtModify":1735551473807,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SES\">$SES AI Corp(SES)$</a> 开盘就冲，今天起码三倍起步","listText":"<a href=\"https://laohu8.com/S/SES\">$SES AI Corp(SES)$</a> 开盘就冲，今天起码三倍起步","text":"$SES AI Corp(SES)$ 开盘就冲，今天起码三倍起步","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/386039227744360","isVote":1,"tweetType":1,"viewCount":3238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4129945631240400","authorId":"4129945631240400","name":"独饮一瓢","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"4129945631240400","authorIdStr":"4129945631240400"},"content":"兄弟，还在否","text":"兄弟，还在否","html":"兄弟，还在否"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385998982570264,"gmtCreate":1735265654210,"gmtModify":1735265655809,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 牛市正在进行，不回头了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 牛市正在进行，不回头了","text":"$小米集团-W(01810)$ 牛市正在进行，不回头了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/385998982570264","isVote":1,"tweetType":1,"viewCount":2863,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442395379073559","authorId":"3442395379073559","name":"yuliu","avatar":"https://static.laohu8.com/c1f89d13d5d3dc286fb98eb868a61e92","crmLevel":1,"crmLevelSwitch":0,"idStr":"3442395379073559","authorIdStr":"3442395379073559"},"content":"长到100块也才2万亿 苹果都特么28万亿了 小米才这么点 至少要长到500块10万亿人民币","text":"长到100块也才2万亿 苹果都特么28万亿了 小米才这么点 至少要长到500块10万亿人民币","html":"长到100块也才2万亿 苹果都特么28万亿了 小米才这么点 至少要长到500块10万亿人民币"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385393854464008,"gmtCreate":1735118047521,"gmtModify":1735118049347,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"AI的故事还没结束，继续疯！","listText":"AI的故事还没结束，继续疯！","text":"AI的故事还没结束，继续疯！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385393854464008","repostId":"2494099556","repostType":2,"repost":{"id":"2494099556","kind":"highlight","pubTimestamp":1735106794,"share":"https://www.laohu8.com/m/news/2494099556?lang=&edition=full","pubTime":"2024-12-25 14:06","market":"us","language":"zh","title":"还能再涨！分析师预计两大事件将助推英伟达股价再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2494099556","media":"金十数据","summary":"分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。","content":"<html><head></head><body><blockquote><p>分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。</p></blockquote><p>今年是人工智能宠儿<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.O)股价创纪录的一年，而且其势头可能远未结束。尽管近期的下跌使其股价进入了修正区间，但分析师们仍然一边倒地看好这家芯片制造商的股票，预计随着公司人工智能芯片的需求继续超过供应，股价还会有更大的涨幅。</p><p><strong>绝大多数分析师都看好英伟达的上升潜力。</strong>在Visible Alpha追踪的21位股票分析师中，除一位分析师外，其他所有分析师都对该股持有“买入”或同等评级，平均目标价约为177美元，意味着较最新收盘价还有超过25%的上涨空间。</p><h2 id=\"id_709915681\">销售额和股价均创历史新高</h2><p>英伟达首席执行官黄仁勋（Jensen Huang）上个月对投资者表示：“人工智能时代已经来临，而且规模庞大、种类繁多。”随着计算规模的“指数级”增长，英伟达将从中受益。人工智能需求的蓬勃发展使英伟达用于支持人工智能发展的芯片的销售额和公司股价在今年创下历史新高，2024年股价上涨了一倍多。英伟达是目前仅有的三家市值超过3万亿美元的公司之一。</p><p>上个月，公司公布的第三财季季度收入达到351亿美元，创历史新高，数据中心收入同比增长一倍多。在公司的财报电话会议上，高管们表示，他们看到了对公司下一代Blackwell AI系统“惊人的”需求，黄仁勋称该系统“完全改变了行业的游戏规则”。</p><h2 id=\"id_3966623768\">两大事件可能成为上涨催化剂</h2><p>花旗告诉客户，<strong>下一个提振该英伟达股价的大事件可能会在下个月发生——首席执行官黄仁勋将于1月6日在消费电子展（CES）上发表主题演讲</strong>。</p><p>花旗分析师表示，预计黄仁勋可能会在会上宣布更高的Blackwell销售预期，并强调企业和工业对<a href=\"https://laohu8.com/S/300024\">机器人</a>需求不断增长所带来的增长机会。据The Verge报道，预计英伟达还将推出新的显卡，并可能发布其他产品。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师指出，<strong>英伟达还将在3月份举行下届年度GPU技术大会（GTC）</strong>。 在今年的GTC上，英伟达发布了Blackwell平台，宣布扩大与行业领导者的合作关系等。公司第四财季财报预计也将于2月发布。</p><p>黄仁勋此前曾表示，公司计划每年发布一个新的芯片系列，因此公司可能会在未来几个月内提供更多有关Blackwell后继产品Rubin的细节，预计该产品将于2026年发布。</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>还能再涨！分析师预计两大事件将助推英伟达股价再创新高</title>\n<style 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href=\"https://xnews.jin10.com/webapp/details.html?id=157022&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/67a9390c71fdb7dbc47ece451f2b410d","relate_stocks":{"NVDS":"Tradr 1.5X Short NVDA Daily ETF","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","NVDU":"Direxion Daily NVDA Bull 2X Shares","BK4554":"元宇宙及AR概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET 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Verge报道，预计英伟达还将推出新的显卡，并可能发布其他产品。高盛分析师指出，英伟达还将在3月份举行下届年度GPU技术大会（GTC）。 在今年的GTC上，英伟达发布了Blackwell平台，宣布扩大与行业领导者的合作关系等。公司第四财季财报预计也将于2月发布。黄仁勋此前曾表示，公司计划每年发布一个新的芯片系列，因此公司可能会在未来几个月内提供更多有关Blackwell后继产品Rubin的细节，预计该产品将于2026年发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383754020524056,"gmtCreate":1734720243998,"gmtModify":1734726597722,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/DIA 20250620 450.0 CALL\">$DIA 20250620 450.0 CALL$</a> 嘻嘻","listText":"<a href=\"https://laohu8.com/OPT/DIA 20250620 450.0 CALL\">$DIA 20250620 450.0 CALL$</a> 嘻嘻","text":"$DIA 20250620 450.0 CALL$ 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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市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票\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\">2025-01-28 18:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/452168a9c92ce0b345f51f922f67e16d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d687c19ac2457a7f511aedfd527f6425","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167334562","content_text":"据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412071276655032,"gmtCreate":1741624026213,"gmtModify":1741624027622,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 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跌到164再看看能不能止跌[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412071276655032","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554857116975884","authorId":"3554857116975884","name":"一定要做趋势的朋友","avatar":"https://static.tigerbbs.com/b36eb74db7323ef12721deffe746bd18","crmLevel":7,"crmLevelSwitch":1,"idStr":"3554857116975884","authorIdStr":"3554857116975884"},"content":"耐心是唯一的财富，给你的标签点赞","text":"耐心是唯一的财富，给你的标签点赞","html":"耐心是唯一的财富，给你的标签点赞"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385998982570264,"gmtCreate":1735265654210,"gmtModify":1735265655809,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 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盘中横盘调整，这股明天还要冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383353986273744","isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387462479737040,"gmtCreate":1735625910188,"gmtModify":1735625911889,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 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14:00","market":"us","language":"zh","title":"AI助推科技股狂潮！Palantir、英伟达、博通，谁能在2025年续写辉煌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127466820","media":"老虎资讯综合","summary":"Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。","content":"<html><head></head><body><blockquote><p>Palantir、英伟达和博通是2024年标普500指数中表现最好的科技股票。这些预测者正在大胆地预测它们在2025年的前景。</p></blockquote><p>Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。</p><p>华尔街对这三家公司有许多不同的预测，但一种评估各种结果的方法是查看极端预测——即最看涨和最看跌的目标价，这可以帮助衡量机会和风险。</p><p>我们查看了FactSet调查中，分析师们对每只股票的最高和最低目标价格。这些预测者在热门科技股的前景上表现出了大胆的看法。</p><h3 id=\"id_476337052\">Palantir Technologies</h3><p><strong>当前股价及2024年迄今表现：77.18美元，涨幅349.5%</strong></p><p><strong>最高目标价：75美元</strong></p><p><strong>最低目标价：11美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2fd440ec41caaa9f84d297b6ee95ed8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年，软件公司Palantir的股价表现异常亮眼，超出了华尔街最乐观的预期。该公司将其人工智能平台出售给政府，并越来越多地向商业客户提供服务。</p><p>在FactSet调查的分析师中，Wedbush的Dan Ives一直是坚定的看涨者，支持Palantir继续从人工智能热潮中受益，最近将其目标价上调至75美元。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。</p><p>相反，RBC Capital Markets的Rishi Jaluria对Palantir的预测相对悲观，他将目标价定为11美元。他的预测基于2025年公司收入的企业价值与收入比为7倍，这一倍数远低于公司当前33倍的倍数。</p><p>对于Jaluria来说，问题在于“风险-回报比例不利”。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。</p><h3 id=\"id_280467917\">英伟达</h3><p><strong>当前股价及2024年迄今表现：137.49美元，涨幅177.63%</strong></p><p><strong>最高目标价：220美元</strong></p><p><strong>最低目标价：135美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca77aa7d769dce21b7217bbfe11447c\" tg-width=\"560\" tg-height=\"240\"/></p><p>华尔街最看好英伟达股票的分析师是Rosenblatt Securities的Hans Mosesmann，他将英伟达的目标价定为220美元。Mosesmann看好英伟达硬件的强劲销售，尤其是在人工智能数据中心的应用中，Blackwell芯片的需求远超供给。</p><p>虽然他指出，在Blackwell芯片的生产扩展过程中，毛利率可能在接下来的几个季度受到影响，但他并不太看重这一短期问题，而是把目光放在2027财年，届时公司应能克服供应限制。他的目标价基于公司2027年预期收益的44倍市盈率。</p><p>与此相反，最看空英伟达的分析师是D.A. Davidson的Gil Luria，他的目标价为135美元。他的悲观预期与他对整个科技行业的观点相关，他认为，像微软这样的客户最终会被迫削减对人工智能基础设施的投资。</p><p>“尽管短期内需求仍然强劲，但我们认为，随着客户开始审视人工智能计算的投资回报率，英伟达计算产品的需求下降是不可避免的，”Luria在一份研究报告中写道。</p><h3 id=\"id_2070960878\">博通</h3><p><strong>当前股价及2024年迄今表现：235.58美元，涨幅111.05%</strong></p><p><strong>最高目标价：260美元</strong></p><p><strong>最低目标价：190美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52255a05a0f3362867a0fa0fac24704b\" tg-width=\"560\" tg-height=\"240\"/></p><p>博通凭借帮助大型科技公司设计定制处理器，成为了另一家人工智能芯片的热门股票。KeyBanc的John Vinh为博通股票设定了260美元的目标价，基于他对公司2026财年盈利的预期，按市盈率35倍来计算。</p><p>Vinh看好博通继续在定制人工智能芯片领域“领先地位”，并指出，该公司已经被更多大型客户选中，帮助他们开发下一代人工智能芯片。他认为这些新客户很可能是苹果和ChatGPT的开发者OpenAI，此外还有现有客户如谷歌母公司Alphabet、Meta平台和TikTok母公司字节跳动。</p><p>在更为悲观的一方，晨星的分析师William Kerwin给博通股票的公允价值估计为190美元。虽然Kerwin对该公司在人工智能领域的进展也印象深刻，但差异可能来源于较短期的视角，Kerwin为其2025财年盈利预测赋予了30倍的市盈率。</p><p>“要在今天购买博通的股票，我们认为投资者必须相信管理层对其可服务市场（SAM）中值或上端的预测，并期望Broadcom保持70%的市场份额，”Kerwin在他的最新研究报告中写道。</p><p><em>本文编译自 BARRON’S 《Palantir, Nvidia and Broadcom Stocks Are Hot. Wall Street’s Boldest Bets on Where They Go Next.》</em></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>AI助推科技股狂潮！Palantir、英伟达、博通，谁能在2025年续写辉煌？</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\">\nAI助推科技股狂潮！Palantir、英伟达、博通，谁能在2025年续写辉煌？\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\">2024-12-31 14:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Palantir、英伟达和博通是2024年标普500指数中表现最好的科技股票。这些预测者正在大胆地预测它们在2025年的前景。</p></blockquote><p>Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。</p><p>华尔街对这三家公司有许多不同的预测，但一种评估各种结果的方法是查看极端预测——即最看涨和最看跌的目标价，这可以帮助衡量机会和风险。</p><p>我们查看了FactSet调查中，分析师们对每只股票的最高和最低目标价格。这些预测者在热门科技股的前景上表现出了大胆的看法。</p><h3 id=\"id_476337052\">Palantir Technologies</h3><p><strong>当前股价及2024年迄今表现：77.18美元，涨幅349.5%</strong></p><p><strong>最高目标价：75美元</strong></p><p><strong>最低目标价：11美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2fd440ec41caaa9f84d297b6ee95ed8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年，软件公司Palantir的股价表现异常亮眼，超出了华尔街最乐观的预期。该公司将其人工智能平台出售给政府，并越来越多地向商业客户提供服务。</p><p>在FactSet调查的分析师中，Wedbush的Dan Ives一直是坚定的看涨者，支持Palantir继续从人工智能热潮中受益，最近将其目标价上调至75美元。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。</p><p>相反，RBC Capital Markets的Rishi Jaluria对Palantir的预测相对悲观，他将目标价定为11美元。他的预测基于2025年公司收入的企业价值与收入比为7倍，这一倍数远低于公司当前33倍的倍数。</p><p>对于Jaluria来说，问题在于“风险-回报比例不利”。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。</p><h3 id=\"id_280467917\">英伟达</h3><p><strong>当前股价及2024年迄今表现：137.49美元，涨幅177.63%</strong></p><p><strong>最高目标价：220美元</strong></p><p><strong>最低目标价：135美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ca77aa7d769dce21b7217bbfe11447c\" tg-width=\"560\" tg-height=\"240\"/></p><p>华尔街最看好英伟达股票的分析师是Rosenblatt Securities的Hans Mosesmann，他将英伟达的目标价定为220美元。Mosesmann看好英伟达硬件的强劲销售，尤其是在人工智能数据中心的应用中，Blackwell芯片的需求远超供给。</p><p>虽然他指出，在Blackwell芯片的生产扩展过程中，毛利率可能在接下来的几个季度受到影响，但他并不太看重这一短期问题，而是把目光放在2027财年，届时公司应能克服供应限制。他的目标价基于公司2027年预期收益的44倍市盈率。</p><p>与此相反，最看空英伟达的分析师是D.A. Davidson的Gil Luria，他的目标价为135美元。他的悲观预期与他对整个科技行业的观点相关，他认为，像微软这样的客户最终会被迫削减对人工智能基础设施的投资。</p><p>“尽管短期内需求仍然强劲，但我们认为，随着客户开始审视人工智能计算的投资回报率，英伟达计算产品的需求下降是不可避免的，”Luria在一份研究报告中写道。</p><h3 id=\"id_2070960878\">博通</h3><p><strong>当前股价及2024年迄今表现：235.58美元，涨幅111.05%</strong></p><p><strong>最高目标价：260美元</strong></p><p><strong>最低目标价：190美元</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52255a05a0f3362867a0fa0fac24704b\" tg-width=\"560\" tg-height=\"240\"/></p><p>博通凭借帮助大型科技公司设计定制处理器，成为了另一家人工智能芯片的热门股票。KeyBanc的John Vinh为博通股票设定了260美元的目标价，基于他对公司2026财年盈利的预期，按市盈率35倍来计算。</p><p>Vinh看好博通继续在定制人工智能芯片领域“领先地位”，并指出，该公司已经被更多大型客户选中，帮助他们开发下一代人工智能芯片。他认为这些新客户很可能是苹果和ChatGPT的开发者OpenAI，此外还有现有客户如谷歌母公司Alphabet、Meta平台和TikTok母公司字节跳动。</p><p>在更为悲观的一方，晨星的分析师William Kerwin给博通股票的公允价值估计为190美元。虽然Kerwin对该公司在人工智能领域的进展也印象深刻，但差异可能来源于较短期的视角，Kerwin为其2025财年盈利预测赋予了30倍的市盈率。</p><p>“要在今天购买博通的股票，我们认为投资者必须相信管理层对其可服务市场（SAM）中值或上端的预测，并期望Broadcom保持70%的市场份额，”Kerwin在他的最新研究报告中写道。</p><p><em>本文编译自 BARRON’S 《Palantir, Nvidia and Broadcom Stocks Are Hot. Wall Street’s Boldest Bets on Where They Go Next.》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"NVDA":"英伟达","AVGO":"博通","PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127466820","content_text":"Palantir、英伟达和博通是2024年标普500指数中表现最好的科技股票。这些预测者正在大胆地预测它们在2025年的前景。Palantir、英伟达和博通是今年标普500指数中表现最好的科技公司。现在的问题是，它们能否在2025年再次创造辉煌。华尔街对这三家公司有许多不同的预测，但一种评估各种结果的方法是查看极端预测——即最看涨和最看跌的目标价，这可以帮助衡量机会和风险。我们查看了FactSet调查中，分析师们对每只股票的最高和最低目标价格。这些预测者在热门科技股的前景上表现出了大胆的看法。Palantir Technologies当前股价及2024年迄今表现：77.18美元，涨幅349.5%最高目标价：75美元最低目标价：11美元今年，软件公司Palantir的股价表现异常亮眼，超出了华尔街最乐观的预期。该公司将其人工智能平台出售给政府，并越来越多地向商业客户提供服务。在FactSet调查的分析师中，Wedbush的Dan Ives一直是坚定的看涨者，支持Palantir继续从人工智能热潮中受益，最近将其目标价上调至75美元。虽然这一目标价低于其周五早盘的交易价格，但Ives并未预测股价会崩盘，因为他认为，Palantir可以效仿软件和云计算公司Oracle，在人工智能时代取得成功。相反，RBC Capital Markets的Rishi Jaluria对Palantir的预测相对悲观，他将目标价定为11美元。他的预测基于2025年公司收入的企业价值与收入比为7倍，这一倍数远低于公司当前33倍的倍数。对于Jaluria来说，问题在于“风险-回报比例不利”。他在最新的研究报告中指出，Palantir最近一个季度的业绩增长主要依赖于政府合同，而这些合同受特定交易时机的影响，而商业增长则放缓了。英伟达当前股价及2024年迄今表现：137.49美元，涨幅177.63%最高目标价：220美元最低目标价：135美元华尔街最看好英伟达股票的分析师是Rosenblatt Securities的Hans Mosesmann，他将英伟达的目标价定为220美元。Mosesmann看好英伟达硬件的强劲销售，尤其是在人工智能数据中心的应用中，Blackwell芯片的需求远超供给。虽然他指出，在Blackwell芯片的生产扩展过程中，毛利率可能在接下来的几个季度受到影响，但他并不太看重这一短期问题，而是把目光放在2027财年，届时公司应能克服供应限制。他的目标价基于公司2027年预期收益的44倍市盈率。与此相反，最看空英伟达的分析师是D.A. Davidson的Gil Luria，他的目标价为135美元。他的悲观预期与他对整个科技行业的观点相关，他认为，像微软这样的客户最终会被迫削减对人工智能基础设施的投资。“尽管短期内需求仍然强劲，但我们认为，随着客户开始审视人工智能计算的投资回报率，英伟达计算产品的需求下降是不可避免的，”Luria在一份研究报告中写道。博通当前股价及2024年迄今表现：235.58美元，涨幅111.05%最高目标价：260美元最低目标价：190美元博通凭借帮助大型科技公司设计定制处理器，成为了另一家人工智能芯片的热门股票。KeyBanc的John Vinh为博通股票设定了260美元的目标价，基于他对公司2026财年盈利的预期，按市盈率35倍来计算。Vinh看好博通继续在定制人工智能芯片领域“领先地位”，并指出，该公司已经被更多大型客户选中，帮助他们开发下一代人工智能芯片。他认为这些新客户很可能是苹果和ChatGPT的开发者OpenAI，此外还有现有客户如谷歌母公司Alphabet、Meta平台和TikTok母公司字节跳动。在更为悲观的一方，晨星的分析师William Kerwin给博通股票的公允价值估计为190美元。虽然Kerwin对该公司在人工智能领域的进展也印象深刻，但差异可能来源于较短期的视角，Kerwin为其2025财年盈利预测赋予了30倍的市盈率。“要在今天购买博通的股票，我们认为投资者必须相信管理层对其可服务市场（SAM）中值或上端的预测，并期望Broadcom保持70%的市场份额，”Kerwin在他的最新研究报告中写道。本文编译自 BARRON’S 《Palantir, Nvidia and Broadcom Stocks Are Hot. Wall Street’s Boldest Bets on Where They Go Next.》","news_type":1},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":385393854464008,"gmtCreate":1735118047521,"gmtModify":1735118049347,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"AI的故事还没结束，继续疯！","listText":"AI的故事还没结束，继续疯！","text":"AI的故事还没结束，继续疯！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385393854464008","repostId":"2494099556","repostType":2,"repost":{"id":"2494099556","kind":"highlight","pubTimestamp":1735106794,"share":"https://www.laohu8.com/m/news/2494099556?lang=&edition=full","pubTime":"2024-12-25 14:06","market":"us","language":"zh","title":"还能再涨！分析师预计两大事件将助推英伟达股价再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2494099556","media":"金十数据","summary":"分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。","content":"<html><head></head><body><blockquote><p>分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。</p></blockquote><p>今年是人工智能宠儿<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.O)股价创纪录的一年，而且其势头可能远未结束。尽管近期的下跌使其股价进入了修正区间，但分析师们仍然一边倒地看好这家芯片制造商的股票，预计随着公司人工智能芯片的需求继续超过供应，股价还会有更大的涨幅。</p><p><strong>绝大多数分析师都看好英伟达的上升潜力。</strong>在Visible Alpha追踪的21位股票分析师中，除一位分析师外，其他所有分析师都对该股持有“买入”或同等评级，平均目标价约为177美元，意味着较最新收盘价还有超过25%的上涨空间。</p><h2 id=\"id_709915681\">销售额和股价均创历史新高</h2><p>英伟达首席执行官黄仁勋（Jensen Huang）上个月对投资者表示：“人工智能时代已经来临，而且规模庞大、种类繁多。”随着计算规模的“指数级”增长，英伟达将从中受益。人工智能需求的蓬勃发展使英伟达用于支持人工智能发展的芯片的销售额和公司股价在今年创下历史新高，2024年股价上涨了一倍多。英伟达是目前仅有的三家市值超过3万亿美元的公司之一。</p><p>上个月，公司公布的第三财季季度收入达到351亿美元，创历史新高，数据中心收入同比增长一倍多。在公司的财报电话会议上，高管们表示，他们看到了对公司下一代Blackwell AI系统“惊人的”需求，黄仁勋称该系统“完全改变了行业的游戏规则”。</p><h2 id=\"id_3966623768\">两大事件可能成为上涨催化剂</h2><p>花旗告诉客户，<strong>下一个提振该英伟达股价的大事件可能会在下个月发生——首席执行官黄仁勋将于1月6日在消费电子展（CES）上发表主题演讲</strong>。</p><p>花旗分析师表示，预计黄仁勋可能会在会上宣布更高的Blackwell销售预期，并强调企业和工业对<a href=\"https://laohu8.com/S/300024\">机器人</a>需求不断增长所带来的增长机会。据The Verge报道，预计英伟达还将推出新的显卡，并可能发布其他产品。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师指出，<strong>英伟达还将在3月份举行下届年度GPU技术大会（GTC）</strong>。 在今年的GTC上，英伟达发布了Blackwell平台，宣布扩大与行业领导者的合作关系等。公司第四财季财报预计也将于2月发布。</p><p>黄仁勋此前曾表示，公司计划每年发布一个新的芯片系列，因此公司可能会在未来几个月内提供更多有关Blackwell后继产品Rubin的细节，预计该产品将于2026年发布。</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>还能再涨！分析师预计两大事件将助推英伟达股价再创新高</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\">\n还能再涨！分析师预计两大事件将助推英伟达股价再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-25 14:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=157022&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>分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。今年是人工智能宠儿英伟达(NVDA.O)股价创纪录的一年，而且其势头可能远未结束。尽管近期的下跌使其股价进入了修正区间，但分析师们仍然一边倒地看好这家芯片制造商的股票，预计随着公司人工智能芯片的需求继续超过供应，股价还会有更大的涨幅。绝大多数分析师都看好英伟达的上升潜力。在Visible Alpha追踪的21位股票...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=157022&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/67a9390c71fdb7dbc47ece451f2b410d","relate_stocks":{"NVDS":"Tradr 1.5X Short NVDA Daily ETF","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","NVDU":"Direxion Daily NVDA Bull 2X Shares","BK4554":"元宇宙及AR概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET 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USD"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=157022&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494099556","content_text":"分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。今年是人工智能宠儿英伟达(NVDA.O)股价创纪录的一年，而且其势头可能远未结束。尽管近期的下跌使其股价进入了修正区间，但分析师们仍然一边倒地看好这家芯片制造商的股票，预计随着公司人工智能芯片的需求继续超过供应，股价还会有更大的涨幅。绝大多数分析师都看好英伟达的上升潜力。在Visible Alpha追踪的21位股票分析师中，除一位分析师外，其他所有分析师都对该股持有“买入”或同等评级，平均目标价约为177美元，意味着较最新收盘价还有超过25%的上涨空间。销售额和股价均创历史新高英伟达首席执行官黄仁勋（Jensen Huang）上个月对投资者表示：“人工智能时代已经来临，而且规模庞大、种类繁多。”随着计算规模的“指数级”增长，英伟达将从中受益。人工智能需求的蓬勃发展使英伟达用于支持人工智能发展的芯片的销售额和公司股价在今年创下历史新高，2024年股价上涨了一倍多。英伟达是目前仅有的三家市值超过3万亿美元的公司之一。上个月，公司公布的第三财季季度收入达到351亿美元，创历史新高，数据中心收入同比增长一倍多。在公司的财报电话会议上，高管们表示，他们看到了对公司下一代Blackwell AI系统“惊人的”需求，黄仁勋称该系统“完全改变了行业的游戏规则”。两大事件可能成为上涨催化剂花旗告诉客户，下一个提振该英伟达股价的大事件可能会在下个月发生——首席执行官黄仁勋将于1月6日在消费电子展（CES）上发表主题演讲。花旗分析师表示，预计黄仁勋可能会在会上宣布更高的Blackwell销售预期，并强调企业和工业对机器人需求不断增长所带来的增长机会。据The Verge报道，预计英伟达还将推出新的显卡，并可能发布其他产品。高盛分析师指出，英伟达还将在3月份举行下届年度GPU技术大会（GTC）。 在今年的GTC上，英伟达发布了Blackwell平台，宣布扩大与行业领导者的合作关系等。公司第四财季财报预计也将于2月发布。黄仁勋此前曾表示，公司计划每年发布一个新的芯片系列，因此公司可能会在未来几个月内提供更多有关Blackwell后继产品Rubin的细节，预计该产品将于2026年发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383754020524056,"gmtCreate":1734720243998,"gmtModify":1734726597722,"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192933893656252","authorIdStr":"4192933893656252"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/DIA 20250620 450.0 CALL\">$DIA 20250620 450.0 CALL$</a> 嘻嘻","listText":"<a href=\"https://laohu8.com/OPT/DIA 20250620 450.0 CALL\">$DIA 20250620 450.0 CALL$</a> 嘻嘻","text":"$DIA 20250620 450.0 CALL$ 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