“AI风向标”！英伟达GTC大会重磅来袭，华尔街乐观情绪高涨_老虎社区_美港股上老虎

“AI风向标”！英伟达GTC大会重磅来袭，华尔街乐观情绪高涨

智通财经03-18

周一，被视为“人工智能(AI)风向标”的英伟达GTC大会将在圣何塞会议中心拉开帷幕，首席执行官黄仁勋将于美东时间下午4点发表主题演讲。市场预期英伟达将推出下一代Blackwell GPU架构、基于Blackwell打造的新款B100 GPU。市场还关注该公司CUDA软件的更新，以及面向中国市场的芯片。黄仁勋在活动前的新闻发布会上表示：“GTC已经成为世界上最重要的人工智能会议，因为整个生态系统都在...

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B100人工智能芯片和架构的细节和定价上，因为这代表着人工智能行业展望未来的又一个先锋时刻。”其他华尔街公司对英伟达GTC大会感到兴奋。汇丰银行在活动前将英伟达目标价从888美元上调至1050美元。汇丰银行表示，它对该公司的人工智能产品路线图感到“鼓舞”，因为英伟达希望超越GPU，“拥有整个价值链”。B100是英伟达的下一代GPU，有可能由半导体代工巨头台积电(TSM.US)制造。除了B100的定价细节，英伟达还可能提供内存使用、官方发布日期和其他规格等信息。美光上个月表示，已开始量产其高带宽存储半导体HBM3E，用于英伟达最新的人工智能芯片。虽然最近几周有所回落，但英伟达股价今年迄今仍上涨了77%。分析师目前预计，英伟达2024年每股收益同比增幅将超过90%，而营收预计将飙升81%，达到1100亿美元以上。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":285740050616488,"gmtCreate":1710779125116,"gmtModify":1710779416070,"author":{"id":"3579077582877736","authorId":"3579077582877736","name":"送你上火星","avatar":"https://static.tigerbbs.com/110f48fbca53283b7b8120f5063f56c7","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285740050616488","repostId":2420714204,"repostType":2,"repost":{"id":"2420714204","pubTimestamp":1710773761,"share":"https://www.laohu8.com/m/news/2420714204?lang=&edition=full","pubTime":"2024-03-18 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B100人工智能芯片和架构的细节和定价上，因为这代表着人工智能行业展望未来的又一个先锋时刻。”</p><p>其他华尔街公司对英伟达GTC大会感到兴奋。汇丰银行在活动前将英伟达目标价从888美元上调至1050美元。汇丰银行表示，它对该公司的人工智能产品路线图感到“鼓舞”，因为英伟达希望超越GPU，“拥有整个价值链”。</p><p>B100是英伟达的下一代GPU，有可能由半导体代工巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)制造。</p><p>除了B100的定价细节，英伟达还可能提供内存使用、官方发布日期和其他规格等信息。</p><p>美光上个月表示，已开始量产其高带宽存储半导体HBM3E，用于英伟达最新的人工智能芯片。</p><p>虽然最近几周有所回落，但英伟达股价今年迄今仍上涨了77%。分析师目前预计，英伟达2024年每股收益同比增幅将超过90%，而营收预计将飙升81%，达到1100亿美元以上。</p></body></html>","source":"stock_zhitongcaijing","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风向标”！英伟达GTC大会重磅来袭，华尔街乐观情绪高涨</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“AI风向标”！英伟达GTC大会重磅来袭，华尔街乐观情绪高涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 22:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1088053.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一，被视为“人工智能(AI)风向标”的英伟达GTC大会将在圣何塞会议中心拉开帷幕，首席执行官黄仁勋将于美东时间下午4点发表主题演讲。市场预期英伟达将推出下一代Blackwell GPU架构、基于Blackwell打造的新款B100 GPU。市场还关注该公司CUDA软件的更新，以及面向中国市场的芯片。黄仁勋在活动前的新闻发布会上表示：“GTC已经成为世界上最重要的人工智能会议，因为整个生态系统都在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1088053.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff8b9c02c428172b609b398a0c192796","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4588":"碎股","NVDA":"英伟达","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) 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GPU架构、基于Blackwell打造的新款B100 GPU。市场还关注该公司CUDA软件的更新，以及面向中国市场的芯片。黄仁勋在活动前的新闻发布会上表示：“GTC已经成为世界上最重要的人工智能会议，因为整个生态系统都在那里分享知识和推进最先进的技术。”虽然这次活动面向的是开发者和合作伙伴，但华尔街最关注英伟达最新的GPU产品——Blackwell的最新进展。Wedbush Securities分析师Dan Ives表示：“所有华尔街的目光都将集中在新的Blackwell B100人工智能芯片和架构的细节和定价上，因为这代表着人工智能行业展望未来的又一个先锋时刻。”其他华尔街公司对英伟达GTC大会感到兴奋。汇丰银行在活动前将英伟达目标价从888美元上调至1050美元。汇丰银行表示，它对该公司的人工智能产品路线图感到“鼓舞”，因为英伟达希望超越GPU，“拥有整个价值链”。B100是英伟达的下一代GPU，有可能由半导体代工巨头台积电(TSM.US)制造。除了B100的定价细节，英伟达还可能提供内存使用、官方发布日期和其他规格等信息。美光上个月表示，已开始量产其高带宽存储半导体HBM3E，用于英伟达最新的人工智能芯片。虽然最近几周有所回落，但英伟达股价今年迄今仍上涨了77%。分析师目前预计，英伟达2024年每股收益同比增幅将超过90%，而营收预计将飙升81%，达到1100亿美元以上。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}