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英伟达(NVDA)
215.77
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親愛的 瑞
·
06-03 21:55
$NVDA 20260605 240.0 CALL$
会不会有惊喜[得意]
$NVDA 20260605 240.0 CALL$ 会不会有惊喜[得意]
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灬虎虎生威 灬:
就英伟达这尿性估计没戏
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7
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3
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开城门迎闯王
·
06-03 22:08
最后一次分享了，有缘再见。
$迈威尔科技(MRVL)$
$老虎证券(TIGR)$
$特斯拉(TSLA)$
$英伟达(NVDA)$
最后一次分享了，有缘再见。$迈威尔科技(MRVL)$ $老虎证券(TIGR)$ $特斯拉(TSLA)$ $英伟达(NVDA)$
精彩
nuanliu暖:
兄弟去哪里？
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2
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7
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灬虎虎生威 灬
·
06-03 22:04
$NVDA 20260605 210.0 CALL$
昨天高点没跑完，今天倒亏了
$NVDA 20260605 210.0 CALL$ 昨天高点没跑完，今天倒亏了
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3
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1
编组 21备份 2
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roseking
·
06-03 22:33
$英伟达(NVDA)$
AI爆雷的话，黄皮子可能会人间蒸发。
$英伟达(NVDA)$ AI爆雷的话，黄皮子可能会人间蒸发。
精彩
摩根财团首席执行官:
他可以用英伟达卡挖矿 或者继续炒作元宇宙
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2
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1
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躺赢趋势
·
06-03 22:01
$英伟达(NVDA)$
买盘全无，每次都是趁利好和消息出货，达子现在都是A股劣质资金在做么
$英伟达(NVDA)$ 买盘全无，每次都是趁利好和消息出货，达子现在都是A股劣质资金在做么
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3
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黑眼圈太重了邓文
·
06-03 13:09
$特斯拉(TSLA)$
拿去lu
$纳斯达克(.IXIC)$
$英伟达(NVDA)$
$标普500(.SPX)$
$英特尔(INTC)$
$特斯拉(TSLA)$ 拿去lu$纳斯达克(.IXIC)$ $英伟达(NVDA)$ $标普500(.SPX)$ $英特尔(INTC)$
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2
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1
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roseking
·
06-03 21:40
$英伟达(NVDA)$
黄皮子越来越虚弱了了快撑不住了。希望能撑到那几个大家伙上市。
$英伟达(NVDA)$ 黄皮子越来越虚弱了了快撑不住了。希望能撑到那几个大家伙上市。
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2
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AaronHy
·
06-02 16:56
$英特尔(INTC)$
只打高端局 18a先进封装单挑台积电 Crescent island芯片抢
$英伟达(NVDA)$
ai算力市场…现在被英伟达+arm+台积电锤的股价抬不起头…减点仓位不是不看好英特尔，避其锋芒等后面有好的基本面在接回来。后面主要会看看
$NEBIUS(NBIS)$
$ARM Holdings(ARM)$
还有联想 戴尔 ibm nvts 迈威尔
$微软(MSFT)$
诺基亚 高通 amd等…
$英特尔(INTC)$ 只打高端局 18a先进封装单挑台积电 Crescent island芯片抢$英伟达(NVDA)$ ai算力市场…现在被英伟达+ar...
精彩
兔司机不开车:
谢谢越哥，和戴尔类似的可以看看HPE慧与，它是从惠普拆出来专门搞企业级硬件业务的，财报非常不错
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19
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30
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聊投资的Vivian
·
06-03 15:35
AI基础设施超级周期，不是泡沫是地基
昨天美股AI基础设施链条全线爆发，黄老板随口一句话让Marvell单日飙32%，今天还要关注一下Broadcom的财报，这份财报将决定接下来整个AI硬件的定价逻辑。 昨日核心事件 昨天美股继续创历史新高。标普500收于7604点，首次突破7600整数关口，涨幅0.05%，虽然幅度不大，但意义不小。 个股层面，主角不是英伟达，而是Marvell，Marvell今年到昨天收盘已经累计涨了141%，比英伟达还猛。 Broadcom也受益，昨天盘中涨了5%，市场在为今晚的财报提前定价。HPE同日大涨19%，原因是公司上调了AI相关业务指引，说白了，AI服务器的需求比市场预期更强。 有意思的是，谷歌昨天跌了将近4%——原因是宣布了800亿美元的股票增发计划，用来投AI扩张（其中包括从巴菲特那边拿了100亿）。市场的反应很直接：稀释股权，短期利空，这还体现了一点，AI军备竞赛的烧钱速度比任何人预期都快。 为什么关注Broadcom财报？ 因为Broadcom不是做AI应用的，它是做AI"地基"的。它的核心产品是定制AI芯片（XPU）和高速网络连接芯片，服务的客户是谷歌、Meta、字节跳动这样的超大规模云厂商。 上个季度Broadcom的AI营收达到84亿美元，同比增长106%。这个数字已经很夸张了，但市场的预期是这季度能不能继续加速。公司自己给的指引是本季度AI芯片营收107亿美元，同比增长140%。 这里有个很反直觉的逻辑：Broadcom的股价今年已经在高位了，如果财报符合预期，可能引发"利好出尽"的抛售；只有超预期才能继续推动股价。今晚财报关注点也给大家总结下： AI营收 下季度的指引 定制芯片新客户 整个AI硬件链条，包括英伟达、Marvell、Lam Research，今晚都在等这个答案。 以上内容仅代表个人观点，不构成投资建议。给Vivian点个关注，祝大家都涨，卖的都跌～
AI基础设施超级周期，不是泡沫是地基
精彩
maroketo:
博通这次要是指引顶不住，英伟达估值也得跟着晃
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2
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如梦初醒78
·
06-03 13:21
$英伟达(NVDA)$
不能继续上去吗？
$英伟达(NVDA)$不能继续上去吗？
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1
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公司概况
公司名称
英伟达
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.nvidia.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
英伟达公司于1993年4月在加利福尼亚州注册成立，并于1998年4月在特拉华州重新注册成立。公司开创了加速计算的先河，帮助解决最具挑战性的计算问题。公司的两个主营业务——GPU和Tegra处理器——基于一个单一的底层架构。英伟达有一个平台战略，汇集硬件、系统软件、可编程算法、库、系统和服务，为服务的市场创造独特的价值。
05-27
关联方拟减持公告
Form 144 | NVIDIA董事 Dabiri John 拟减持625股，总价约13.38万美元
Form 144 | NVIDIA董事 Dabiri John 拟减持625股，总价约13.38万美元
05-20
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
05-20
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
05-08
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
04-28
超过5%披露
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
Form SCHEDULE 13G - Statement of Beneficial Ownership by Certain Investors
04-27
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
03-20
关联方拟减持公告
Form 144 | NVIDIA董事 Mark Stevens 拟减持170万股，总价约3.04亿美元
Form 144 | NVIDIA董事 Mark Stevens 拟减持170万股，总价约3.04亿美元
03-20
关联方拟减持公告
Form 144 | NVIDIA CFO Colette Kress 拟减持62,650股，市值约1,081万美元
Form 144 | NVIDIA CFO Colette Kress 拟减持62,650股，市值约1,081万美元
03-20
关联方拟减持公告
Form 144 | NVIDIA高管Donald Robertson拟减持5396股，总价约96.35万美元
Form 144 | NVIDIA高管Donald Robertson拟减持5396股，总价约96.35万美元
03-19
关联方拟减持公告
Form 144 | NVIDIA董事Aarti S. Shah拟减持19000股，总价约335.75万美元
Form 144 | NVIDIA董事Aarti S. Shah拟减持19000股，总价约335.75万美元
03-18
关联方拟减持公告
Form 144 | NVIDIA高管Puri Ajay K拟减持30万股，总价约5468万美元
Form 144 | NVIDIA高管Puri Ajay K拟减持30万股，总价约5468万美元
03-13
关联方拟减持公告
Form 144 | NVIDIA董事 Dabiri John 拟减持3004股，总价约55.5万美元
Form 144 | NVIDIA董事 Dabiri John 拟减持3004股，总价约55.5万美元
03-10
关联方拟减持公告
Form 144 | NVIDIA 高管 Ajay Puri 拟减持30万股，总价约5476万美元
Form 144 | NVIDIA 高管 Ajay Puri 拟减持30万股，总价约5476万美元
03-06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-25
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
分时
5日
日
周
月
数据加载中...
最高
222.82
今开
221.69
量比
0.87
最低
214.58
昨收
222.82
换手率
0.40%
热议股票
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