英伟达股价飙升引发市场“狂热” 分析师担忧回调风险_老虎社区_美港股上老虎

英伟达股价飙升引发市场“狂热” 分析师担忧回调风险

金融界03-08

英伟达股价连续第六天上涨，有望再次刷新历史新高。然而，这一强劲的市场表现却引发了一位分析师的担忧。瑞穗证券（Mizuho）的分析师乔丹•克莱因（Jordan Klein）在周四上午的一份报告中表示，看到英伟达股价几乎每天都在创造新纪录，“感觉有点不健康”。他指出，这种势头不仅仅局限于英伟达，还涉及到其他所谓的“新”人工智能赢家，如博通公司（Broadcom Inc.）和Marvell ...

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韓子龍
·03-08
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Analysts worried about the risk of callback","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"英伟达股价连续第六天上涨，有望再次刷新历史新高。然而，这一强劲的市场表现却引发了一位分析师的担忧。瑞穗证券（Mizuho）的分析师乔丹•克莱因（Jordan Klein）在周四上午的一份报告中表示，看到英伟达股价几乎每天都在创造新纪录，“感觉有点不健康”。他指出，这种势头不仅仅局限于英伟达，还涉及到其他所谓的“新”人工智能赢家，如博通公司（Broadcom Inc.）和Marvell Technology Inc.等。克莱因认为，投资者似乎陷入了“纯粹的追逐模式”，他们纷纷抛售过去的赢家，转而增加对继续表现出强劲势头的人工智能芯片类股的敞口。这种市场行为导致半导体股价格不断走高，形成了一种“自我强化”的趋势。他警告说，这种疯狂的市场行为和卖方分析师不断提高半导体公司目标价的做法，让他回想起了1999年和2000年左右的科技行业泡沫。当时的市场情绪与现在非常相似，但结果却并不好。英伟达正在为本月晚些时候举行的年度GTC大会做准备，这可能是市场的“井喷”时刻。克莱因认为，在这一事件发生之前，管理人员不希望削减他们在英伟达的头寸。然而，他预计英伟达的管理团队在发布会上不会有太多惊喜。克莱因担心，一些投资者可能会在GTC大会后获利了结，导致英伟达股价出现回调。他表示，如果英伟达崩盘，他不确定哪只股票会介入支撑市场。与此同时，其他科技巨头如苹果、特斯拉、谷歌和Meta等似乎没有同样的上涨动力。此外，博通和Marvell等公司即将公布季度业绩。克莱因表示，这些公司的非人工智能业务正在下滑，使它们的前景变得模糊。然而，任何关于人工智能产品的更乐观的基调或财务指引都可能推动它们的股价飙升。总体而言，克莱因对半导体行业整体持“积极”看法，但他担心一些投资者可能过于狂热地追逐人工智能芯片类股，忽视了潜在的风险。\n\n\r\n            责任编辑：史文瑞","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":281853400100896,"gmtCreate":1709840247812,"gmtModify":1709840249703,"author":{"id":"3542188861039832","authorId":"3542188861039832","name":"韓子龍","avatar":"https://static.tigerbbs.com/579126b02fd3ef752df78cb7c99aea45","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3542188861039832","authorIdStr":"3542188861039832"},"htmlText":"还在上涨趋势","listText":"还在上涨趋势","text":"还在上涨趋势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281853400100896","repostId":2417271640,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}