$苹果(AAPL)$ $腾讯控股(00700)$ 刚收到绝密谈话内容,一般人我不告诉他:Martin: To be honest, we are planning to buy Apple stock.Cook: How come that weird idea?Martin: We took a stake in Tesla, Activision Blizzard, and quite a lot of American companies. We really can't help expanding. You know.Cook: What can we expect to be benifited from?Martin: Well, a much broder cooperation from each other standing on our open-platform philosophy. And good for your and our customers!Cook: Hum…sounds like…this is really aggressive thinking. Or a dream, haha. Pony: Tim, look, you put a billion into Didi. Why not t hink about taking a stake on us. That will be a new penetration, a new start into China market. Cook: Well, in terms of a mountain of cash on our hand, look like what you say is great picture.……(silent)Cook: Deal!
#巴菲特股东大会#$英伟达(NVDA)$ 盘后英伟达股价上涨14%,预示财报超预期。收入19.4亿,净利润5亿,研发费用4亿。下一季收入展望和本季度持平。我们来看一下,英伟达的财报揭示的几个重要数据:1、数据中心的收入首次升破4亿,同比增长186%,环比增长38%,是目前公司发展最快的业务。2、位于第二位速度的泰哥芯片业务是3.3亿,包括任天堂的新游戏机Switch的板载芯片以及汽车电子业务。同比增长108%,环比增长29%。结合汽车电子收入1.4亿,同比增长9%,环比增长24%,说明主要是任天堂的游戏机业务推动增长。3、IP授权为1.56亿,其中和intel的授权收入是4300万,比上季度的6600万下降。说明intel只占了无形资产授权的不到三分之一,除去intel,英伟达还能保留大部分IP的稳定收益。财报原文是license agreement with Intel was $43 million, reflecting the remaining revenue for this agreement.是不是预示下一季报就和intel的授权终止了?怎么对英伟达估值?很多朋友,可能对英伟达的估值非常困惑,英伟达连续三个季度收入停滞不前,下季度展望依旧停滞不前的情况下,股价经历了四级跳,从30到60到90到120元,究竟应该怎么估值?下面我试着来分析一下:估值一个企业,其实就是估值它的未来,那么,对英伟达的分析,从收入来看,对未来的展望,从近到远,是有四个发展层次的。第一层是显卡应用,包括游戏机和虚拟现实等,这个我在去年就有预测,整个生态还不成熟,没有用户体验舒适的爆款产品和应用,所以浮躁之后,会冲高回落,英伟达也不能例外,显卡的收入在逐季度回落,如果英伟达停留在这个层面,股价会停留在60美元。但是黄仁勋比我们要高瞻远瞩。第二层是智慧云,英伟达成功的实现了转型,把显卡的并