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火火先生
05-13
分析师们正以两年来最快的速度上调当前季度的盈利预期,这表明美国企业利润下滑的最糟糕时期可能已经成为过去。 彭博资讯的数据显示,随着近90%的标准普尔500指数公司公布了本季度的财报,乐观的第一季度业绩推动华尔街提高了截至6月份的三个月利润预期。
Wall Street Is Sending a Bullish Signal for S&P 500 Earnings
火火先生
05-13
我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一 原来这个世界上不是就我一个人
英伟达股票何去何从?基金经理观点对比
火火先生
05-11
波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。 “AI 已经进入了物理世界。未来将是可生成的。”
对话NVIDIA英伟达:AI已照进现实
火火先生
05-11
AI的发展扔在持续
AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says
火火先生
05-09
在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有
美银喊话投资者:现在走人将错过夏季大涨!
火火先生
05-08
高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)
还能大涨22%!高盛力挺英伟达,前索罗斯副手却泼冷水
火火先生
05-07
见证一下
@期权小班长:对期权买方恶意最大的两周:5月拉锯战来了
火火先生
05-06
巨头投资芯片剧增,股价盘整仅仅是暂时的。
Nvidia's AI Dominance Evident As Tech Behemoths Keep Pumping Billions Into Chipmaker, Analysis Reveals
火火先生
05-04
长期经济发展依靠技术的进步。AI 很明显就是。
黄仁勋:AI是科技行业对社会提升的最大贡献
火火先生
05-04
确实太便宜了,尤其是那天才700多
Nvidia's Stock Is Still A Bargain
火火先生
05-02
这篇文章不错,转发给大家看看
英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄
火火先生
04-30
嗷。小老虎,嘿嘿
火火先生
04-30
700 800的股价对于英伟达来说简直是太便宜了。
Nvidia's Reversion Angle Became Steeper
火火先生
04-29
财富效应
Morgan Stanley Is Doubling Down on Nvidia Stock
火火先生
04-26
这篇文章不错,转发给大家看看
谷歌高管解读Q1财报:AI会为云业务带来拐点
火火先生
04-26
这篇文章不错,转发给大家看看
同样“豪赌”AI,为何Meta大跌,但微软、谷歌大涨?
火火先生
04-26
公司预言“科技行业正处于 Al 带来的巨大平台转变之中。”
谷歌史上首次分红,Q1营收、广告、云收入均提速,盘后涨15%至新高
火火先生
04-22
回调就是买入的好机会
大摩空头罕见为美股撑腰!科技巨头业绩将成“救世主”?
火火先生
04-20
再跌可就真出事了。
@主神级交易员鄧文:
$英伟达(NVDA)$
英伟达这760750差不多就是底部了,要是PCE证强,整个整个股市再跌,波动太大、很容易冲击美联储的路径,pass,从这个结果出发,PCE证伪比证强的概率大很多,如何真的错误、那么意外着后面就是鱼更大、证强会把所有的指标像弹簧一样压到极致、出现最极致的单边call点,而且还是大范围多板块的单边call点,出现这种情况、市场上的资金也填不了这个call点、即使美联储马上100%停止缩表,这个点会把货币市场和避险资金都吸干,财政赤字扩大或美联储再QE才能压住这个点,这种情况pass,
火火先生
04-20
$英伟达(NVDA)$
凉凉
去老虎APP查看更多动态
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that the worst of Corporate America’s profit slump may be firmly in the rear-view mi","content":"<html><head></head><body><p>Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view mirror.</p><p style=\"text-align: start;\">With nearly 90% of S&P 500 Index companies having reported for this earnings season, upbeat first-quarter results have pushed Wall Street to boost profit projections for the three months through June, Bloomberg Intelligence data show.</p><p style=\"text-align: start;\">A resilient economy and robust consumer demand are poised to support earnings growth for a third straight quarter, following three quarters of profit contraction. Two key groups with strong links to the economic cycle — energy and materials companies — have led the upward adjustments for profits, according to BI data.</p><p style=\"text-align: start;\">“This is a good sign for the direction of US stocks this year because it signals that more analysts are revising company estimates higher after realizing prior forecasts might be too pessimistic, helping to support operating margins,” said Wendy Soong, senior analyst at BI.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78ca2b928303487dbc437e6506a93590\" title=\"\" tg-width=\"666\" tg-height=\"346\"/></p><p style=\"text-align: start;\">The benchmark gauge for American equities is on track to post 7.1% earnings growth for the January-March period, topping analysts’ preseason estimates of 3.8%.</p><p>A closely watched indicator known as earnings-revision momentum — a gauge of upward-to-downward changes to expected per-share earnings over the next 12 months — has reached its highest level since September, BI data show. This indicates that more hikes to analysts’ forecasts are likely coming in the weeks ahead, according to BI’s Soong.</p><p style=\"text-align: start;\">It’s an encouraging prospect for a market that is brushing up against record highs even as the Federal Reserve signals it intends to keep interest rates higher for longer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4be85ca04f7f281c24b834c51f0c616e\" title=\"\" tg-width=\"655\" tg-height=\"346\"/></p><p></p><p>“This definitely is a positive sign because I want to invest in companies where estimates are going up since those stocks have favorable profit outlooks,” said Thomas Martin, senior portfolio manager at Globalt Investments, whose firm is snapping up shares of industrial companies that are tied to data-center infrastructure businesses.</p><p style=\"text-align: start;\">That said, the economic backdrop has shown some cracks of late, a potentially worrisome development for the profit outlook. US employers <u>scaled back hiring</u> in April and the unemployment rate unexpectedly rose.</p><p style=\"text-align: start;\">Of note, analysts’ earnings outlook for all of 2024 has barely budged even as they’ve raised second-quarter estimates. Wall Street sees companies in the S&P 500 earning around $245 per share in 2024, little changed from the projection a year ago, according to data compiled by Bloomberg Intelligence.</p><p style=\"text-align: start;\">The upshot is that analysts are hesitant to revise their outlooks for the second half of the year until more companies deliver profit guidance in the coming quarters, according to Soong. Roughly 25% of S&P 500 companies provide quarterly guidance. Some 80 have reported second-quarter EPS guidance, with revenue outlooks stagnating.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04111d7e57c400f92b22118648405775\" title=\"\" tg-width=\"667\" tg-height=\"368\"/></p><p>Historically, stocks react more to guidance than to results, and traders have punished companies that delivered weaker-than-expected forecasts.</p><p>For the current reporting period, the median stock has underperformed the S&P 500 by nearly 7% within a day of its results if the firm guided lower on EPS and sales — the worst showing going back to early 2020, BI data show.</p><p style=\"text-align: start;\">From <u>Home Depot Inc.</u> to <u>Walmart Inc.</u>, the biggest US retailers are about to grab the earnings spotlight next week, providing investors crucial insight into consumer strength, the trajectory of economic growth and corporate profitability. <u>Target Corp.</u> and <u>Lowe’s Cos.</u> report the following week, along with artificial-intelligence darling <u>Nvidia Corp.</u> — the last of the so-called Magnificent Seven companies to report — on May 22.</p><p style=\"text-align: start;\">“The trajectory for profits from here looks quite strong, though there’s growing consternation over whether consumers are starting to get stretched,” said Scott Ladner, chief investment officer at Horizon Investments, who is underweight consumer-staples shares. “I want to see if middle-income shoppers are changing their spending patterns since revenue growth hasn’t kept up pace with profit outlooks.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nWall Street Is Sending a Bullish Signal for S&P 500 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-11 20:55 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-05-11/wall-street-is-sending-a-bullish-signal-for-s-p-500-earnings?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-11/wall-street-is-sending-a-bullish-signal-for-s-p-500-earnings?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","WMT":"沃尔玛",".SPX":"S&P 500 Index","NVDA":"英伟达",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-11/wall-street-is-sending-a-bullish-signal-for-s-p-500-earnings?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127374901","content_text":"Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view mirror.With nearly 90% of S&P 500 Index companies having reported for this earnings season, upbeat first-quarter results have pushed Wall Street to boost profit projections for the three months through June, Bloomberg Intelligence data show.A resilient economy and robust consumer demand are poised to support earnings growth for a third straight quarter, following three quarters of profit contraction. Two key groups with strong links to the economic cycle — energy and materials companies — have led the upward adjustments for profits, according to BI data.“This is a good sign for the direction of US stocks this year because it signals that more analysts are revising company estimates higher after realizing prior forecasts might be too pessimistic, helping to support operating margins,” said Wendy Soong, senior analyst at BI.The benchmark gauge for American equities is on track to post 7.1% earnings growth for the January-March period, topping analysts’ preseason estimates of 3.8%.A closely watched indicator known as earnings-revision momentum — a gauge of upward-to-downward changes to expected per-share earnings over the next 12 months — has reached its highest level since September, BI data show. This indicates that more hikes to analysts’ forecasts are likely coming in the weeks ahead, according to BI’s Soong.It’s an encouraging prospect for a market that is brushing up against record highs even as the Federal Reserve signals it intends to keep interest rates higher for longer.“This definitely is a positive sign because I want to invest in companies where estimates are going up since those stocks have favorable profit outlooks,” said Thomas Martin, senior portfolio manager at Globalt Investments, whose firm is snapping up shares of industrial companies that are tied to data-center infrastructure businesses.That said, the economic backdrop has shown some cracks of late, a potentially worrisome development for the profit outlook. US employers scaled back hiring in April and the unemployment rate unexpectedly rose.Of note, analysts’ earnings outlook for all of 2024 has barely budged even as they’ve raised second-quarter estimates. Wall Street sees companies in the S&P 500 earning around $245 per share in 2024, little changed from the projection a year ago, according to data compiled by Bloomberg Intelligence.The upshot is that analysts are hesitant to revise their outlooks for the second half of the year until more companies deliver profit guidance in the coming quarters, according to Soong. Roughly 25% of S&P 500 companies provide quarterly guidance. Some 80 have reported second-quarter EPS guidance, with revenue outlooks stagnating.Historically, stocks react more to guidance than to results, and traders have punished companies that delivered weaker-than-expected forecasts.For the current reporting period, the median stock has underperformed the S&P 500 by nearly 7% within a day of its results if the firm guided lower on EPS and sales — the worst showing going back to early 2020, BI data show.From Home Depot Inc. to Walmart Inc., the biggest US retailers are about to grab the earnings spotlight next week, providing investors crucial insight into consumer strength, the trajectory of economic growth and corporate profitability. Target Corp. and Lowe’s Cos. report the following week, along with artificial-intelligence darling Nvidia Corp. — the last of the so-called Magnificent Seven companies to report — on May 22.“The trajectory for profits from here looks quite strong, though there’s growing consternation over whether consumers are starting to get stretched,” said Scott Ladner, chief investment officer at Horizon Investments, who is underweight consumer-staples shares. “I want to see if middle-income shoppers are changing their spending patterns since revenue growth hasn’t kept up pace with profit outlooks.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305436169064728,"gmtCreate":1715603969689,"gmtModify":1715603972149,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一 原来这个世界上不是就我一个人","listText":"我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一 原来这个世界上不是就我一个人","text":"我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一 原来这个世界上不是就我一个人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305436169064728","repostId":"2435348387","repostType":2,"repost":{"id":"2435348387","pubTimestamp":1715585743,"share":"https://www.laohu8.com/m/news/2435348387?lang=&edition=full","pubTime":"2024-05-13 15:35","market":"us","language":"zh","title":"英伟达股票何去何从?基金经理观点对比","url":"https://stock-news.laohu8.com/highlight/detail?id=2435348387","media":"金十数据","summary":"英伟达股票一路飙升,但现在是时候买入还是观望?两位基金经理分别提出了不同的看法。","content":"<html><body><p>在过去的一年里,芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.O)占据了各大媒体的头条,特别是在其股价在2023年飙升了惊人的240%之后。虽然该股上周表现平平,但今年迄今为止仍上涨了近80%。</p>\n<p>FactSet数据显示,大多数分析师仍然看好英伟达。在跟踪该股的59位分析师中,52位给予买入或增持评级,7位给予持有评级。分析师的平均目标股价为1004.89美元,潜在上涨空间接近12%。</p>\n<p>不过,英伟达股价的大幅上涨也引发了一些问题:尚未投资的人是应该现在买入该股,还是等待股价下跌。CNBC Pro采访了两位基金经理,他们的观点不尽相同。</p>\n<p>Alphinity投资管理公司的投资组合经理Trent Masters建议买入英伟达,尽管他承认“很难买入一只已经涨了很多的股票”。“我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一,因为买入一只已经涨了很多的股票,感觉就像是在犯错误。但我认为投资者必须客观地看待这些事情,”他说。“我们已经看到它的盈利增长了四倍,达到了每股29美元,这是我们以前从未见过的。</p>\n<p>Masters唯一担心的是,从长远来看,<strong>英伟达可能会失去一些市场份额,被AMD(AMD.O)等竞争对手抢走。</strong>不过,考虑到市场对英伟达系列产品的需求,该公司在GPU领域超过50%的强劲市场份额,以及该公司盈利的可持续性,他仍持乐观态度。</p>\n<p>Winthop投资管理公司的投资组合经理Adam Coons持不同观点。他承认英伟达是一家“伟大的公司”,在人工智能芯片制造商领域实际上处于“垄断”地位,但他一直在减持该股。我们一直持有英伟达的股票,但我们已经开始卖出,因为<strong>目前的估值太高了</strong>。他现在正等待英伟达的估值稍微“正常化”,然后再次增持。</p>\n<p>他用于评估的指标包括公司市盈率的正常化,以及增加更多“能够证明未来估值合理”的收入来源。例如,他希望未来五年的年化收入增长率接近50%,以证明股价的合理性。</p>\n<p>Coons说:“ 如果能做到这一点,我绝对会买入更多股票。我可能会超配,但我需要多一点安慰。即使我错过了一些上涨的机会,我也不介意再等等,以确保我为这只股票支付了合适的价格。”</p>\n<p>在2024财年,英伟达的总营收同比增长了265%。尽管减少了股票仓位,但Coons对英伟达仍持谨慎乐观态度。“长期来看,这绝对是一家你想拥有的公司或股票。我只是认为,<strong>短期内你需要谨慎对待一些较高的波动性</strong>,”Coons补充道。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n英伟达股票何去何从?基金经理观点对比\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-13 15:35 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=138578&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>在过去的一年里,芯片制造商英伟达(NVDA.O)占据了各大媒体的头条,特别是在其股价在2023年飙升了惊人的240%之后。虽然该股上周表现平平,但今年迄今为止仍上涨了近80%。\nFactSet数据显示,大多数分析师仍然看好英伟达。在跟踪该股的59位分析师中,52位给予买入或增持评级,7位给予持有评级。分析师的平均目标股价为1004.89美元,潜在上涨空间接近12%。\n不过,英伟达股价的大幅上涨也...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=138578&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://cdn-news.jin10.com/3d96cdf1-29b2-4c14-a349-8c06f2f6eb19.png/lite","relate_stocks":{"BK4550":"红杉资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","BK4503":"景林资产持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4141":"半导体产品","BK4581":"高盛持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=138578&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435348387","content_text":"在过去的一年里,芯片制造商英伟达(NVDA.O)占据了各大媒体的头条,特别是在其股价在2023年飙升了惊人的240%之后。虽然该股上周表现平平,但今年迄今为止仍上涨了近80%。\nFactSet数据显示,大多数分析师仍然看好英伟达。在跟踪该股的59位分析师中,52位给予买入或增持评级,7位给予持有评级。分析师的平均目标股价为1004.89美元,潜在上涨空间接近12%。\n不过,英伟达股价的大幅上涨也引发了一些问题:尚未投资的人是应该现在买入该股,还是等待股价下跌。CNBC Pro采访了两位基金经理,他们的观点不尽相同。\nAlphinity投资管理公司的投资组合经理Trent Masters建议买入英伟达,尽管他承认“很难买入一只已经涨了很多的股票”。“我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一,因为买入一只已经涨了很多的股票,感觉就像是在犯错误。但我认为投资者必须客观地看待这些事情,”他说。“我们已经看到它的盈利增长了四倍,达到了每股29美元,这是我们以前从未见过的。\nMasters唯一担心的是,从长远来看,英伟达可能会失去一些市场份额,被AMD(AMD.O)等竞争对手抢走。不过,考虑到市场对英伟达系列产品的需求,该公司在GPU领域超过50%的强劲市场份额,以及该公司盈利的可持续性,他仍持乐观态度。\nWinthop投资管理公司的投资组合经理Adam Coons持不同观点。他承认英伟达是一家“伟大的公司”,在人工智能芯片制造商领域实际上处于“垄断”地位,但他一直在减持该股。我们一直持有英伟达的股票,但我们已经开始卖出,因为目前的估值太高了。他现在正等待英伟达的估值稍微“正常化”,然后再次增持。\n他用于评估的指标包括公司市盈率的正常化,以及增加更多“能够证明未来估值合理”的收入来源。例如,他希望未来五年的年化收入增长率接近50%,以证明股价的合理性。\nCoons说:“ 如果能做到这一点,我绝对会买入更多股票。我可能会超配,但我需要多一点安慰。即使我错过了一些上涨的机会,我也不介意再等等,以确保我为这只股票支付了合适的价格。”\n在2024财年,英伟达的总营收同比增长了265%。尽管减少了股票仓位,但Coons对英伟达仍持谨慎乐观态度。“长期来看,这绝对是一家你想拥有的公司或股票。我只是认为,短期内你需要谨慎对待一些较高的波动性,”Coons补充道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304701568061728,"gmtCreate":1715424667251,"gmtModify":1715424670271,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。 “AI 已经进入了物理世界。未来将是可生成的。”","listText":"波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。 “AI 已经进入了物理世界。未来将是可生成的。”","text":"波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。 “AI 已经进入了物理世界。未来将是可生成的。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304701568061728","repostId":"2434076380","repostType":2,"repost":{"id":"2434076380","pubTimestamp":1715303521,"share":"https://www.laohu8.com/m/news/2434076380?lang=&edition=full","pubTime":"2024-05-10 09:12","market":"us","language":"zh","title":"对话NVIDIA英伟达:AI已照进现实","url":"https://stock-news.laohu8.com/highlight/detail?id=2434076380","media":"蓝鲸财经","summary":"NVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。来听 NVIDIA 英伟达的专家们聊聊,如何将物理世界模拟和 AI 融合在一起。众所周知,NVIDIA 是靠图形学起家的。何展表示,不夸张地说,几乎每一位 NVIDIA 的员工都以此为傲。利用 NVIDIA 的底层技术,开发者们可以将现实世界中每一个真实存在物品,都极度逼真地渲染及模拟出来。","content":"<html><body><blockquote>\n<p>文|<span>MetaPost</span></p>\n</blockquote>\n<p>NVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。</p>\n<p>当下,全球范围内价值超过50万亿美金的行业正在竞相实现数字化,数字孪生技术正在赋能千行百业。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。每一栋建筑、每一个仓库、每一个工厂,都将实现 AI 化,并持续优化。新一代的数字孪生更需要使用数字化的技术、模拟世界的技术,来训练和测试 AI。</p>\n<p>生成式 AI 有望彻底改变它所触及的每一个行业,掌握技术是迎接挑战的关键。而我们想要的 AI 一定是值得信赖的、高性能的,这样级别的 AI,需要在一个遵守物理定律的数字孪生世界中进行模拟、验证和仿真。</p>\n<p>来听 NVIDIA <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的专家们聊聊,如何将物理世界模拟和 AI 融合在一起。</p>\n<h4>01、NVIDIA 的“三大灵魂”</h4>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786229974600.png\"/></p>\n<p>今年的 GTC 主题演讲上,黄仁勋说:“计算机图形学、物理学引擎模拟仿真和 AI 是 NVIDIA 的灵魂所在。”</p>\n<p>1、计算机图形学</p>\n<p>众所周知,NVIDIA 是靠图形学起家的。何展表示,不夸张地说,几乎每一位 NVIDIA 的员工都以此为傲。利用 NVIDIA 的底层技术,开发者们可以将现实世界中每一个真实存在物品,都极度逼真地渲染及模拟出来。</p>\n<p>2、 物理世界模拟技术</p>\n<p>有了可以以假乱真的计算机图形学技术,做出了好的数字资产,要真正赋能到应用,还缺一个要素——物理世界模拟技术。</p>\n<p>来看两个例子,一个是从宏观的世界去模拟,一个是在极其微小的粒子世界里做模拟技术,以赋能应用。</p>\n<p>通过 Omniverse 渲染引擎模拟粒子爆炸的实际情况,运用大量的计算去模拟真实的粒子分析,并且加速了很多倍,以呈现真实的效果。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786261995300.png\"/></p>\n<p>微观世界分子结构异常复杂的设计也需要模拟,且物理准确模拟非常重要。一个简单的例子,如果模拟精准度不够真实,那么我们今天的靶向药物治疗等方式,就都是无效的。</p>\n<p>3、 AI 技术</p>\n<p>过去几年,AI 技术的变革颠覆了众多行业。有了 AI 的加持,Omniverse 也带来了全新的功能和体验。</p>\n<p>怎样通过 AI 技术快速构建一座数字孪生工厂?首先用 2D 的 PDF 图纸,通过文字描述生成 3D 结构,用到的工具是 NVIDIA 的 DeepSearch,可以通过深度学习的方式检索出你想要的模型资产,并放置在数字孪生环境中。接着调用SA软件 BlenderGPT,通过文字生成工厂系统。再用 <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> 通过文字生成大理石地面。然后通过其他软件生成 GIS 数据,最终一个数字孪生工厂的 Demo 便完成了。</p>\n<p>这一过程较传统设计有了巨大的变化,无需操作其他软件,只需通过文字和 Omniverse 便完成了这样一个复杂的数字孪生制作过程。过去,如此复杂、专业的设计需要科班出身的设计师以及在工厂的实践经验才能完成。现在,NVIDIA 提供的技术和平台可以让每个用户,只需输入文字、会使用 Omniverse 的平台软件,就可以完成。</p>\n<p>这就是 AI 和 Omniverse 结合之后实现的全新设计流程。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786313696200.png\"/></p>\n<p>以上,NVIDIA 的三大灵魂,融合起来就是 Omniverse 。数据显示,Omniverse 由超过300万行的代码编写而成,在全球范围内已经集成和整合了超过240款工具软件。如今,Omniverse 的数字孪生几乎无处不在,涵盖汽车、制造、媒体、建筑、能源、科学运算仿真等等各行各业。</p>\n<h4>02、融合三大灵魂的 Omniverse能做什么?</h4>\n<p>“三大灵魂”全部融合在一起,能做什么?</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786355647300.png\"/></p>\n<p>全球气候模型 Earth-2,需要进行 3D 交互式的天气和季候数据的数字孪生模型,不仅要训练大量的数据,还要把它们数字化。在这个模型中,我们可以看气象的走向、大气河的流动,还能看到飓风,并且精确到1公里范围内,以帮助人类预测它的准确路径。充分应用了图形学、物理世界模拟仿真,以及 AI。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786390091900.png\"/></p>\n<p>能否用“三大灵魂”分析更多事呢?如何把这些技术融入到真实的企业应用环境中至关重要。</p>\n<p>比如,用 AMR 小车(自主移动<a href=\"https://laohu8.com/S/300024\">机器人</a>)眼中的数字孪生,同时还制作了大量“场站”数字孪生,以及工作人员视角下的数字孪生,这么多的数字孪生,通过 USD API,连接到 Omniverse Cloud 上,整合背后超强的算力,不断优化布局,来响应突发事件的管理,以及和 LLM 一系列的交互。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786420294500.png\"/></p>\n<p>每一个场站的布局背后都有很多的数字孪生模型,就像有一只无形的手在操作,这个手就是 AI Agents,辅助这个标点符号里每一个场站 ARM 小车最优的路径,这就是物理世界和数字世界交互的一个非常生动的例子。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786451768100.png\"/></p>\n<p>给一辆小车布一个最优路径尝试一下,再给它一个突发事件,看它如何实时调整路径。假设这边货架突然倒塌,它能否及时调整路径?可以看到,ARM 小车不但重新规划了自己的路径,路过时还对 AI Agents 说:“我感觉出现问题了,你赶紧去处理。”这个过程背后技术的复杂程度其实是非常高的,同时需要数字孪生模型、AI 和算力。</p>\n<p>而随着各行业竞相将自己重塑为软件驱动的科技公司,每个领域的生成式 AI 也都如雨后春笋般兴起,3D 数据正在实现互操作性,高级图形学以及从边缘到云的仿真计算能力的进步,都为各行业的物理流程数字化带来了全新机遇。</p>\n<h4>03、仿真工作流,加速 AI 训练</h4>\n<p>今年 GTC 上,Omniverse 带来的最大更新便是 Omniverse Cloud API,把 Omniverse 放到云端,提供一个应用程序编程接口 API,让开发人员可以将 Omniverse 最核心的技术直接集成到已有的应用层和工作流中。</p>\n<p>Omniverse 不仅可以帮助全球工业企业加速自动驾驶车辆、人形机器人、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>仓储、大规模智慧城市等工作流程,Omniverse Cloud API,更将为基于 AI 的数字孪生仿真工作流的训练、模拟,以及后阶段的部署带来全新加速。</p>\n<p>随着全球自动驾驶汽车和机器人需求的不断增加,AI 开发人员可能需要更多的传感器数据来进行训练、测试、验证这些 AI 的感知系统,而这些感知系统可以通过传感器模拟方式去实现一个合成数据的 1:1 数字孪生世界,在 Omniverse 构架的虚拟世界里进行训练、测试、仿真、验证等。这些合成数据都需要物理上非常精确的、符合物理定律的渲染。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786499761500.png\"/></p>\n<p>AI 是如何在虚拟世界中进行训练的?</p>\n<p>AI 和仿真最重要的是软件在环(SIL)和硬件在环(HIL)。将所有机器人、自动驾驶汽车、自主移动设备、传感器全部仿真放在 Omniverse 里,环境、场景都是实时渲染出来的,以实时喂料的方式喂给机器人的传感器,传感器看到的数据是假的,传感器本身也是虚拟出来的,汽车传感器看到的画面也是合成数据。把虚拟传感器捕捉到的数据,和汽车传感器得到的数据融合在一起,放在数字孪生里渲染,称之为 SIL。将 SIL 里训练好的模型,部署到硬件设备上,再做物理的路测或环境测试,叫做 HIL。做强化学习的时候,要确保学习环境是真实有效的,训练好的模型也是真实有效的,最后再到物理世界去部署。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786537758700.png\"/></p>\n<p>最终,机器人系统、AI 和 Omniverse 形成了技术闭环。</p>\n<h4>04、Omniverse 登录 Apple Vision Pro</h4>\n<p>全球最受瞩目的两家科技巨头携手,NVIDIA 与 Apple 一起,把 Omniverse 带到了 Apple Vision Pro 中去,将许多 3D 工作流尤其是工业环境下的数字孪生的工作流游戏化,打破了传统的工业工作流程。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786578125800.png\"/></p>\n<p>Omniverse 里的 GPU 是顶尖的 RTX GPU,三大核心点:</p>\n<p>1.传统着色的部分,可以用来做像素的渲染,确保画面是美轮美奂的;</p>\n<p>2.光线追踪加速,用包裹体便利的方式去做实时光线追踪,延迟更低,帧率更高,与用户的互动性也更强;</p>\n<p>3. Tensor,RTX GPU 里有针对张量运算的 tensor 运算,还可以加速 AI 的训练,如大模型、GenA、neural graphics、NeRF 等,都可以用 AI 去运算。</p>\n<p>在云端 Omniverse API 连接各种应用程序,基于 USD 或 OpenUSD 打通数字资产之间的连接和调用,再通过 RTX GPU 强大的算力和符合物理定律的实时光线追踪完成画面渲染,最后呈现在 Apple Vision Pro 用户眼前的就是真实的 3D 空间场景。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786616161500.png\"/></p>\n<p>Omniverse 强大的空间计算带来的全新工作流,使得设计师可以在 Apple Vision Pro 里实现沉浸式体验,以及人、产品、流程与物理空间之间的无缝互动。在 MR 里设计出的虚拟产品将与物理世界中的实际产品一模一样,所见即所得,想想都令人兴奋。</p>\n<h4>结语:</h4>\n<p>波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。</p>\n<p>“AI 已经进入了物理世界。未来将是可生成的。”</p>\n</body></html>","source":"lanjinger_stock","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>对话NVIDIA英伟达:AI已照进现实</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n对话NVIDIA英伟达:AI已照进现实\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-10 09:12 北京时间 <a href=https://www.lanjinger.com/d/231664><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|MetaPost\n\nNVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。\n当下,全球范围内价值超过50万亿美金的行业正在竞相实现数字化,数字孪生技术正在赋能千行百业。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。每一栋建筑、每一个仓库、每一个工厂,都将实现 AI 化,并持续优化。新一代...</p>\n\n<a href=\"https://www.lanjinger.com/d/231664\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4551":"寇图资本持仓","NVDA":"英伟达","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4141":"半导体产品","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Franklin US Opportunities A Acc SGD","BK4527":"明星科技股","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","BK4579":"人工智能","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC"},"source_url":"https://www.lanjinger.com/d/231664","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434076380","content_text":"文|MetaPost\n\nNVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。\n当下,全球范围内价值超过50万亿美金的行业正在竞相实现数字化,数字孪生技术正在赋能千行百业。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。每一栋建筑、每一个仓库、每一个工厂,都将实现 AI 化,并持续优化。新一代的数字孪生更需要使用数字化的技术、模拟世界的技术,来训练和测试 AI。\n生成式 AI 有望彻底改变它所触及的每一个行业,掌握技术是迎接挑战的关键。而我们想要的 AI 一定是值得信赖的、高性能的,这样级别的 AI,需要在一个遵守物理定律的数字孪生世界中进行模拟、验证和仿真。\n来听 NVIDIA 英伟达的专家们聊聊,如何将物理世界模拟和 AI 融合在一起。\n01、NVIDIA 的“三大灵魂”\n\n今年的 GTC 主题演讲上,黄仁勋说:“计算机图形学、物理学引擎模拟仿真和 AI 是 NVIDIA 的灵魂所在。”\n1、计算机图形学\n众所周知,NVIDIA 是靠图形学起家的。何展表示,不夸张地说,几乎每一位 NVIDIA 的员工都以此为傲。利用 NVIDIA 的底层技术,开发者们可以将现实世界中每一个真实存在物品,都极度逼真地渲染及模拟出来。\n2、 物理世界模拟技术\n有了可以以假乱真的计算机图形学技术,做出了好的数字资产,要真正赋能到应用,还缺一个要素——物理世界模拟技术。\n来看两个例子,一个是从宏观的世界去模拟,一个是在极其微小的粒子世界里做模拟技术,以赋能应用。\n通过 Omniverse 渲染引擎模拟粒子爆炸的实际情况,运用大量的计算去模拟真实的粒子分析,并且加速了很多倍,以呈现真实的效果。\n\n微观世界分子结构异常复杂的设计也需要模拟,且物理准确模拟非常重要。一个简单的例子,如果模拟精准度不够真实,那么我们今天的靶向药物治疗等方式,就都是无效的。\n3、 AI 技术\n过去几年,AI 技术的变革颠覆了众多行业。有了 AI 的加持,Omniverse 也带来了全新的功能和体验。\n怎样通过 AI 技术快速构建一座数字孪生工厂?首先用 2D 的 PDF 图纸,通过文字描述生成 3D 结构,用到的工具是 NVIDIA 的 DeepSearch,可以通过深度学习的方式检索出你想要的模型资产,并放置在数字孪生环境中。接着调用SA软件 BlenderGPT,通过文字生成工厂系统。再用 Adobe 通过文字生成大理石地面。然后通过其他软件生成 GIS 数据,最终一个数字孪生工厂的 Demo 便完成了。\n这一过程较传统设计有了巨大的变化,无需操作其他软件,只需通过文字和 Omniverse 便完成了这样一个复杂的数字孪生制作过程。过去,如此复杂、专业的设计需要科班出身的设计师以及在工厂的实践经验才能完成。现在,NVIDIA 提供的技术和平台可以让每个用户,只需输入文字、会使用 Omniverse 的平台软件,就可以完成。\n这就是 AI 和 Omniverse 结合之后实现的全新设计流程。\n\n以上,NVIDIA 的三大灵魂,融合起来就是 Omniverse 。数据显示,Omniverse 由超过300万行的代码编写而成,在全球范围内已经集成和整合了超过240款工具软件。如今,Omniverse 的数字孪生几乎无处不在,涵盖汽车、制造、媒体、建筑、能源、科学运算仿真等等各行各业。\n02、融合三大灵魂的 Omniverse能做什么?\n“三大灵魂”全部融合在一起,能做什么?\n\n全球气候模型 Earth-2,需要进行 3D 交互式的天气和季候数据的数字孪生模型,不仅要训练大量的数据,还要把它们数字化。在这个模型中,我们可以看气象的走向、大气河的流动,还能看到飓风,并且精确到1公里范围内,以帮助人类预测它的准确路径。充分应用了图形学、物理世界模拟仿真,以及 AI。\n\n能否用“三大灵魂”分析更多事呢?如何把这些技术融入到真实的企业应用环境中至关重要。\n比如,用 AMR 小车(自主移动机器人)眼中的数字孪生,同时还制作了大量“场站”数字孪生,以及工作人员视角下的数字孪生,这么多的数字孪生,通过 USD API,连接到 Omniverse Cloud 上,整合背后超强的算力,不断优化布局,来响应突发事件的管理,以及和 LLM 一系列的交互。\n\n每一个场站的布局背后都有很多的数字孪生模型,就像有一只无形的手在操作,这个手就是 AI Agents,辅助这个标点符号里每一个场站 ARM 小车最优的路径,这就是物理世界和数字世界交互的一个非常生动的例子。\n\n给一辆小车布一个最优路径尝试一下,再给它一个突发事件,看它如何实时调整路径。假设这边货架突然倒塌,它能否及时调整路径?可以看到,ARM 小车不但重新规划了自己的路径,路过时还对 AI Agents 说:“我感觉出现问题了,你赶紧去处理。”这个过程背后技术的复杂程度其实是非常高的,同时需要数字孪生模型、AI 和算力。\n而随着各行业竞相将自己重塑为软件驱动的科技公司,每个领域的生成式 AI 也都如雨后春笋般兴起,3D 数据正在实现互操作性,高级图形学以及从边缘到云的仿真计算能力的进步,都为各行业的物理流程数字化带来了全新机遇。\n03、仿真工作流,加速 AI 训练\n今年 GTC 上,Omniverse 带来的最大更新便是 Omniverse Cloud API,把 Omniverse 放到云端,提供一个应用程序编程接口 API,让开发人员可以将 Omniverse 最核心的技术直接集成到已有的应用层和工作流中。\nOmniverse 不仅可以帮助全球工业企业加速自动驾驶车辆、人形机器人、智能仓储、大规模智慧城市等工作流程,Omniverse Cloud API,更将为基于 AI 的数字孪生仿真工作流的训练、模拟,以及后阶段的部署带来全新加速。\n随着全球自动驾驶汽车和机器人需求的不断增加,AI 开发人员可能需要更多的传感器数据来进行训练、测试、验证这些 AI 的感知系统,而这些感知系统可以通过传感器模拟方式去实现一个合成数据的 1:1 数字孪生世界,在 Omniverse 构架的虚拟世界里进行训练、测试、仿真、验证等。这些合成数据都需要物理上非常精确的、符合物理定律的渲染。\n\nAI 是如何在虚拟世界中进行训练的?\nAI 和仿真最重要的是软件在环(SIL)和硬件在环(HIL)。将所有机器人、自动驾驶汽车、自主移动设备、传感器全部仿真放在 Omniverse 里,环境、场景都是实时渲染出来的,以实时喂料的方式喂给机器人的传感器,传感器看到的数据是假的,传感器本身也是虚拟出来的,汽车传感器看到的画面也是合成数据。把虚拟传感器捕捉到的数据,和汽车传感器得到的数据融合在一起,放在数字孪生里渲染,称之为 SIL。将 SIL 里训练好的模型,部署到硬件设备上,再做物理的路测或环境测试,叫做 HIL。做强化学习的时候,要确保学习环境是真实有效的,训练好的模型也是真实有效的,最后再到物理世界去部署。\n\n最终,机器人系统、AI 和 Omniverse 形成了技术闭环。\n04、Omniverse 登录 Apple Vision Pro\n全球最受瞩目的两家科技巨头携手,NVIDIA 与 Apple 一起,把 Omniverse 带到了 Apple Vision Pro 中去,将许多 3D 工作流尤其是工业环境下的数字孪生的工作流游戏化,打破了传统的工业工作流程。\n\nOmniverse 里的 GPU 是顶尖的 RTX GPU,三大核心点:\n1.传统着色的部分,可以用来做像素的渲染,确保画面是美轮美奂的;\n2.光线追踪加速,用包裹体便利的方式去做实时光线追踪,延迟更低,帧率更高,与用户的互动性也更强;\n3. Tensor,RTX GPU 里有针对张量运算的 tensor 运算,还可以加速 AI 的训练,如大模型、GenA、neural graphics、NeRF 等,都可以用 AI 去运算。\n在云端 Omniverse API 连接各种应用程序,基于 USD 或 OpenUSD 打通数字资产之间的连接和调用,再通过 RTX GPU 强大的算力和符合物理定律的实时光线追踪完成画面渲染,最后呈现在 Apple Vision Pro 用户眼前的就是真实的 3D 空间场景。\n\nOmniverse 强大的空间计算带来的全新工作流,使得设计师可以在 Apple Vision Pro 里实现沉浸式体验,以及人、产品、流程与物理空间之间的无缝互动。在 MR 里设计出的虚拟产品将与物理世界中的实际产品一模一样,所见即所得,想想都令人兴奋。\n结语:\n波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。\n“AI 已经进入了物理世界。未来将是可生成的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304693846511776,"gmtCreate":1715422658392,"gmtModify":1715422660460,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"AI的发展扔在持续","listText":"AI的发展扔在持续","text":"AI的发展扔在持续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304693846511776","repostId":"2434890439","repostType":2,"repost":{"id":"2434890439","pubTimestamp":1715380065,"share":"https://www.laohu8.com/m/news/2434890439?lang=&edition=full","pubTime":"2024-05-11 06:27","market":"us","language":"en","title":"AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2434890439","media":"Benzinga","summary":"The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world.The impressive results from tech giants such as Microsoft Corp. , Alphabet Inc. and Amazon.com Inc. underscored this transition, according to Daniel Ives, an equity analyst at Wedbush.These companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.The expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.Ives projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI softwar","content":"<html><body><img height=\"675\" src=\"https://s.yimg.com/uu/api/res/1.2/Dyr7k2To9xHsfD93Wy_v.Q--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/66a3862bdc788ba075430f63c9703b42\" width=\"1200\"/>\n<p>The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world. </p>\n<p>The impressive results from tech giants such as <strong>Microsoft Corp</strong>. (NYSE:MSFT), <strong>Alphabet</strong> <strong>Inc.</strong> (NASDAQ:GOOGL)(NASDAQ:GOOG) and <strong>Amazon.com Inc.</strong> (NASDAQ:AMZN) underscored this transition, according to <strong>Daniel Ives</strong>, an equity analyst at Wedbush.</p>\n<p>These companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.</p>\n<p>“The next phase of AI spending is now on the doorstep for the likes of <strong>Salesforce Inc. </strong>(NYSE:CRM), <strong><a href=\"https://laohu8.com/S/MDB\">MongoDB Inc.</a></strong> (NASDAQ:MDB), <strong>Oracle Corp.</strong> (NYSE:ORCL), <strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Inc.</strong> (NYSE:NOW), <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NYSE:PLTR), <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> Inc. </strong>(NYSE:SNOW) and many others,” Ives wrote.</p>\n<p>The expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.</p>\n<p>Other major players like <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.</strong> (NASDAQ:META) and<strong> Apple Inc.</strong> (NASDAQ:AAPL) are diving deep into AI, heralding a consumer AI cycle that promises significant spending in the coming years.</p>\n<p>Ives projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI software growth.”</p>\n<strong>Industry-Wide Impact and Consumer Trends</strong>\n<p>Ives highlighted <strong>Nvidia Corp.</strong> (NASDAQ:NVDA) and Microsoft as leaders in this burgeoning field, with their influence paving the way for a trillion-dollar spending spree over the next decade.</p>\n<p>Recent consumer surveys conducted by Wedbush show “broadly positive” trends for Internet-related groups, with expectations of strong digital advertising growth in 2024. </p>\n<p>“Our findings strongly support our expectations for accelerating e-commerce and digital advertising growth in 2024,” Ives said, pointing to bullish indicators for Alphabet, Meta Platforms and Amazon.</p>\n<strong>Microsoft’s ‘iPhone Moment’</strong>\n<p>Describing the current phase as Microsoft’s “iPhone moment,” Ives believed AI would significantly alter the cloud growth trajectory for the company in the coming years. “We see an acceleration of adoption for generative AI and Copilot activity,” he explained.</p>\n<p>This trend is boosting Azure cloud deal flow for Microsoft, with AI use cases “exploding across the enterprise landscape.” Ives estimated that for every $100 spent on Azure cloud services, there was an additional $35-$40 of AI spending.</p>\n<strong>Apple’s Foray into AI</strong>\n<p>Looking ahead, Ives was particularly excited about Apple’s upcoming <strong>Worldwide Developers Conference</strong> (WWDC), where he anticipates the unveiling of a comprehensive AI strategy.</p>\n<p>“We believe Apple is set to unveil its long-awaited AI strategy to its golden installed base and developer community at WWDC,” he said.</p>\n<p>This includes a new iPad lineup and the iPhone 16, which are expected to set new standards in AI technology.</p>\n<p>“The AI strategy at Apple will consist of an AI App Store that will be the foundational starting point for developers and AI apps,” Ives said.</p>\n<p>Read Now: <em>Utilities Notch 7th Straight Session Of Gains: ‘Potential Derivative Play To The AI Boom’</em></p>\n<p><em>Photo: Shutterstock</em></p>\n<p>\"ACTIVE INVESTORS' SECRET WEAPON\" Supercharge Your Stock Market Game with the #1 \"news & everything else\" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!</p>\n<p>Get the latest stock analysis from Benzinga?</p>\n<ul>\n<li>APPLE (AAPL): Free Stock Analysis Report</li>\n<li>TESLA (TSLA): Free Stock Analysis Report</li>\n</ul>\n<p>This article AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says originally appeared on Benzinga.com</p>\n<p><i>© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.</i></p></body></html>","source":"yahoofinance","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 Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says</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 Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-11 06:27 GMT+8 <a href=https://finance.yahoo.com/news/ai-revolution-doorstep-tidal-wave-222745714.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world. \nThe impressive results from tech giants such...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-revolution-doorstep-tidal-wave-222745714.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/1LuPifqeuqgkoy1pG3g4DA--~B/aD0yNzI7dz00ODQ7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/Benzinga/66a3862bdc788ba075430f63c9703b42","relate_stocks":{"CRM":"赛富时","PLTR":"Palantir Technologies Inc.","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","GOOG":"谷歌","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","META":"Meta Platforms","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","GOOGL":"谷歌A","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","MDB":"MongoDB Inc.","SQQQ":"纳指三倍做空ETF","LU1923622291.USD":"Natixis Thematics Safety R/A USD",".IXIC":"NASDAQ Composite","SNOW":"Snowflake","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251142724.SGD":"Fidelity America A-SGD","ORCL":"甲骨文","QID":"纳指两倍做空ETF","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","AAPL":"苹果","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","AMZN":"亚马逊","PSQ":"纳指反向ETF","NVDA":"英伟达","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","MSFT":"微软","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","TQQQ":"纳指三倍做多ETF","NOW":"ServiceNow"},"source_url":"https://finance.yahoo.com/news/ai-revolution-doorstep-tidal-wave-222745714.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2434890439","content_text":"The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world. \nThe impressive results from tech giants such as Microsoft Corp. (NYSE:MSFT), Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG) and Amazon.com Inc. (NASDAQ:AMZN) underscored this transition, according to Daniel Ives, an equity analyst at Wedbush.\nThese companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.\n“The next phase of AI spending is now on the doorstep for the likes of Salesforce Inc. (NYSE:CRM), MongoDB Inc. (NASDAQ:MDB), Oracle Corp. (NYSE:ORCL), ServiceNow Inc. (NYSE:NOW), Palantir Technologies Inc. (NYSE:PLTR), Snowflake Inc. (NYSE:SNOW) and many others,” Ives wrote.\nThe expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.\nOther major players like Meta Platforms Inc. (NASDAQ:META) and Apple Inc. (NASDAQ:AAPL) are diving deep into AI, heralding a consumer AI cycle that promises significant spending in the coming years.\nIves projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI software growth.”\nIndustry-Wide Impact and Consumer Trends\nIves highlighted Nvidia Corp. (NASDAQ:NVDA) and Microsoft as leaders in this burgeoning field, with their influence paving the way for a trillion-dollar spending spree over the next decade.\nRecent consumer surveys conducted by Wedbush show “broadly positive” trends for Internet-related groups, with expectations of strong digital advertising growth in 2024. \n“Our findings strongly support our expectations for accelerating e-commerce and digital advertising growth in 2024,” Ives said, pointing to bullish indicators for Alphabet, Meta Platforms and Amazon.\nMicrosoft’s ‘iPhone Moment’\nDescribing the current phase as Microsoft’s “iPhone moment,” Ives believed AI would significantly alter the cloud growth trajectory for the company in the coming years. “We see an acceleration of adoption for generative AI and Copilot activity,” he explained.\nThis trend is boosting Azure cloud deal flow for Microsoft, with AI use cases “exploding across the enterprise landscape.” Ives estimated that for every $100 spent on Azure cloud services, there was an additional $35-$40 of AI spending.\nApple’s Foray into AI\nLooking ahead, Ives was particularly excited about Apple’s upcoming Worldwide Developers Conference (WWDC), where he anticipates the unveiling of a comprehensive AI strategy.\n“We believe Apple is set to unveil its long-awaited AI strategy to its golden installed base and developer community at WWDC,” he said.\nThis includes a new iPad lineup and the iPhone 16, which are expected to set new standards in AI technology.\n“The AI strategy at Apple will consist of an AI App Store that will be the foundational starting point for developers and AI apps,” Ives said.\nRead Now: Utilities Notch 7th Straight Session Of Gains: ‘Potential Derivative Play To The AI Boom’\nPhoto: Shutterstock\n\"ACTIVE INVESTORS' SECRET WEAPON\" Supercharge Your Stock Market Game with the #1 \"news & everything else\" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!\nGet the latest stock analysis from Benzinga?\n\nAPPLE (AAPL): Free Stock Analysis Report\nTESLA (TSLA): Free Stock Analysis Report\n\nThis article AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says originally appeared on Benzinga.com\n© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303791004254368,"gmtCreate":1715187979687,"gmtModify":1715187981931,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","listText":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","text":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303791004254368","repostId":"2433072014","repostType":4,"repost":{"id":"2433072014","pubTimestamp":1715182200,"share":"https://www.laohu8.com/m/news/2433072014?lang=&edition=full","pubTime":"2024-05-08 23:30","market":"us","language":"zh","title":"美银喊话投资者:现在走人将错过夏季大涨!","url":"https://stock-news.laohu8.com/highlight/detail?id=2433072014","media":"金十数据","summary":"美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。","content":"<html><head></head><body><blockquote><p>美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。</p></blockquote><p>美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。</p><p>该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。</p><p>这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在5月初至10月底期间平均上涨0.8%,远低于11月1日至次年4月30日期间通常出现的7.3%的涨幅。</p><p>然而,萨特梅尔从不同的角度看待这些数据。他指出,<strong>6月至8月是<a href=\"https://laohu8.com/S/161125\">标普500</a>指数(SPX)自1928年以来第二强劲的三个月表现。</strong></p><p>美国银行的数据显示,在这三个月里,大盘指数有65%的时间都在上涨,平均回报率为3.2%。这可能表明,如果历史重演,市场可能会在今年夏天大幅上涨。</p><p>在萨特梅尔看来,有一个关键因素会让今年夏天的股市表现变得更好,那就是总统大选。<strong>在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%</strong>。</p><p>在萨特梅尔做出上述预测之际,市场正处于不确定时期。继2023年和今年第一季度强劲上涨之后,由于美联储何时开始降息的前景更加变幻莫测,美股4月大幅回调。</p><p>不过,美联储主席鲍威尔上周表示,尽管在抑制通胀方面进展甚微,使得政策制定者很难预测何时可以开始降息,但下一步行动不太可能是加息。这一言论部分缓解了市场的担忧。</p><p>此外,萨特梅尔指出,衡量市场中期动能的28周威廉指标(W%R)已回到超买区域。不过,他指出,目前处于超买状态的美股仍然应该被视为健康的。</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>美银喊话投资者:现在走人将错过夏季大涨!</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n美银喊话投资者:现在走人将错过夏季大涨!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 23:30 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=138271&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>美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=138271&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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=138271&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433072014","content_text":"美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在5月初至10月底期间平均上涨0.8%,远低于11月1日至次年4月30日期间通常出现的7.3%的涨幅。然而,萨特梅尔从不同的角度看待这些数据。他指出,6月至8月是标普500指数(SPX)自1928年以来第二强劲的三个月表现。美国银行的数据显示,在这三个月里,大盘指数有65%的时间都在上涨,平均回报率为3.2%。这可能表明,如果历史重演,市场可能会在今年夏天大幅上涨。在萨特梅尔看来,有一个关键因素会让今年夏天的股市表现变得更好,那就是总统大选。在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。在萨特梅尔做出上述预测之际,市场正处于不确定时期。继2023年和今年第一季度强劲上涨之后,由于美联储何时开始降息的前景更加变幻莫测,美股4月大幅回调。不过,美联储主席鲍威尔上周表示,尽管在抑制通胀方面进展甚微,使得政策制定者很难预测何时可以开始降息,但下一步行动不太可能是加息。这一言论部分缓解了市场的担忧。此外,萨特梅尔指出,衡量市场中期动能的28周威廉指标(W%R)已回到超买区域。不过,他指出,目前处于超买状态的美股仍然应该被视为健康的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303757901766752,"gmtCreate":1715179897146,"gmtModify":1715179899828,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)","listText":"高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)","text":"高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303757901766752","repostId":"2433001748","repostType":2,"repost":{"id":"2433001748","pubTimestamp":1715162072,"share":"https://www.laohu8.com/m/news/2433001748?lang=&edition=full","pubTime":"2024-05-08 17:54","market":"hk","language":"zh","title":"还能大涨22%!高盛力挺英伟达,前索罗斯副手却泼冷水","url":"https://stock-news.laohu8.com/highlight/detail?id=2433001748","media":"金十数据","summary":"受到近期科技巨头积极评论的鼓舞,高盛上调了英伟达目标价,但此前同样看好AI的传奇投资者德鲁肯米勒现在却退缩了.......","content":"<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>周二发布的报告显示,尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价今年迄今已上涨81%,但仍有很大上涨空间。</p>\n<p><strong>高盛将英伟达的目标价从1000美元上调至1100美元,这意味着该股将较当前水平再上涨22%。</strong></p>\n<p>高盛表示,考虑到英伟达增长速度之快以及未来几年这一增长趋势的持久性,与同行相比,英伟达的估值仍然相对有吸引力。</p>\n<p>高盛分析师Toshiya Hari表示: “我们认为每股收益上修将推动该股再次上涨,尤其考虑到目前英伟达的市盈率为35倍,比我们研究的股票组合仅溢价36%,而过去3年的溢价中位数为160%。”</p>\n<p>大型科技巨头最近的评论特别鼓舞了Hari,这些巨头在财报电话会议上表示,继2024年的投资增加之后,它们2025年将在人工智能(AI)基础设施上投入更多资金。</p>\n<p>根据高盛的预估,<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)</p>\n<figure><img src=\"https://cdn-news.jin10.com/a0b7c35f-b95b-4cd6-91c0-b19e02c4a15b.png\"/>\n<figcaption></figcaption>\n</figure>\n<p>这些投资应该能推动英伟达的收入和利润持续增长,尤其是在该公司下一代Blackwell AI芯片将于今年晚些时候发布的情况下。</p>\n<p>科技巨头近期的一些积极评论如下:</p>\n<blockquote>\n<p>1、<a href=\"https://laohu8.com/S/TSM\">台积电</a>重申对AI市场的近期和长期展望,预计服务器AI处理器收入将同比增长一倍以上。</p>\n<p>2、亚马逊和META等超级科技巨头明示或暗示,虽然2024年AI相关的资本投资的基数已经很高,但2025年仍将继续增加。</p>\n<p>3、一些AI超大规模企业和企业软件公司强调了AI货币化的早期迹象。</p>\n<p>4、AMD将其专注于AI的GPU芯片Mi300的2024年营收预期从35亿美元上调至40亿美元。</p>\n<p>5、受AI服务器需求增长的推动,<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>报告称,该公司收入增长强劲,且积压订单创下历史新高。</p>\n</blockquote>\n<p>Hari表示,尽管AMD的新芯片和大型科技公司的自研芯片开始侵蚀英伟达的GPU业务,但这还不足以击垮该公司。</p>\n<p>Hari称:“我们相信,鉴于英伟达在硬件和软件能力方面的竞争优势、数十年来建立的安装基础和生态系统、及其现在和未来几年的创新步伐,<strong>该公司在可预见的未来里仍将是事实上的行业标杆</strong>。”</p>\n<p>与此同时,一些投资者仍怀疑AI是否已经被过度炒作,其中不乏一些知名人士,比如<strong>对冲基金杜肯资本(Duquesne Capital)的创始人斯坦利·德鲁肯米勒</strong>(Stanley Druckenmiller)。</p>\n<p>这位亿万富翁投资者周二告诉CNBC,他<strong>减持了英伟达的股票,</strong>这不是因为他对这只热门股失去了信心,而是<strong>反映了他目前对AI投资的犹豫</strong>,因为目前对这一主题的热情已经有点过度了。</p>\n<p>德鲁肯米勒表示,<strong>该行业的进一步增长可能需要“4-5年后”,</strong> “因此,AI现在可能有点被高估了,但从长远来看并非如此。”</p>\n<p>英伟达已成为新兴AI技术的核心,大多数软件都由该公司的芯片运行。自2022年11月ChatGPT首次问世以来,英伟达的股价已飙升超过561%。</p>\n<p>德鲁肯米勒是华尔街上推动该公司股价上涨的重量级人物之一。他在去年6月份表示,英伟达股票至少值得持有几年。当时,他的言论与一群认为该公司估值过高的分析师意见相左。事实证明他是对的,该公司股价当时仅为目前900美元左右的一半。</p>\n<p>然而,德鲁肯米勒现在表示,“我们确实在3月底削减了英伟达持仓以及许多其他头寸”,并指出其股价在当月达到当前水平时就出现了回调。“我们只是需要休息一下,我们认识到的许多东西现在已经得到了市场的认可。”</p>\n<p>这位前索罗斯副手表示,<strong>AI仍然是未来几年投资的重点,因为它将产生类似于本世纪初互联网的影响</strong>。过去一年来,德鲁肯米勒还持有微软和Alphabet等AI大型股的头寸。</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>还能大涨22%!高盛力挺英伟达,前索罗斯副手却泼冷水</title>\n<style 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href=\"https://xnews.jin10.com/webapp/details.html?id=138250&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://cdn-news.jin10.com/a92f2806-35c6-4f75-9358-f0f629edc397.png/lite","relate_stocks":{"BK4548":"巴美列捷福持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4529":"IDC概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","IE00B1XK9C88.USD":"PINEBRIDGE 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SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4527":"明星科技股","BK4543":"AI","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4549":"软银资本持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=138250&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433001748","content_text":"高盛周二发布的报告显示,尽管英伟达股价今年迄今已上涨81%,但仍有很大上涨空间。\n高盛将英伟达的目标价从1000美元上调至1100美元,这意味着该股将较当前水平再上涨22%。\n高盛表示,考虑到英伟达增长速度之快以及未来几年这一增长趋势的持久性,与同行相比,英伟达的估值仍然相对有吸引力。\n高盛分析师Toshiya Hari表示: “我们认为每股收益上修将推动该股再次上涨,尤其考虑到目前英伟达的市盈率为35倍,比我们研究的股票组合仅溢价36%,而过去3年的溢价中位数为160%。”\n大型科技巨头最近的评论特别鼓舞了Hari,这些巨头在财报电话会议上表示,继2024年的投资增加之后,它们2025年将在人工智能(AI)基础设施上投入更多资金。\n根据高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)\n\n\n\n这些投资应该能推动英伟达的收入和利润持续增长,尤其是在该公司下一代Blackwell AI芯片将于今年晚些时候发布的情况下。\n科技巨头近期的一些积极评论如下:\n\n1、台积电重申对AI市场的近期和长期展望,预计服务器AI处理器收入将同比增长一倍以上。\n2、亚马逊和META等超级科技巨头明示或暗示,虽然2024年AI相关的资本投资的基数已经很高,但2025年仍将继续增加。\n3、一些AI超大规模企业和企业软件公司强调了AI货币化的早期迹象。\n4、AMD将其专注于AI的GPU芯片Mi300的2024年营收预期从35亿美元上调至40亿美元。\n5、受AI服务器需求增长的推动,超微电脑报告称,该公司收入增长强劲,且积压订单创下历史新高。\n\nHari表示,尽管AMD的新芯片和大型科技公司的自研芯片开始侵蚀英伟达的GPU业务,但这还不足以击垮该公司。\nHari称:“我们相信,鉴于英伟达在硬件和软件能力方面的竞争优势、数十年来建立的安装基础和生态系统、及其现在和未来几年的创新步伐,该公司在可预见的未来里仍将是事实上的行业标杆。”\n与此同时,一些投资者仍怀疑AI是否已经被过度炒作,其中不乏一些知名人士,比如对冲基金杜肯资本(Duquesne Capital)的创始人斯坦利·德鲁肯米勒(Stanley Druckenmiller)。\n这位亿万富翁投资者周二告诉CNBC,他减持了英伟达的股票,这不是因为他对这只热门股失去了信心,而是反映了他目前对AI投资的犹豫,因为目前对这一主题的热情已经有点过度了。\n德鲁肯米勒表示,该行业的进一步增长可能需要“4-5年后”, “因此,AI现在可能有点被高估了,但从长远来看并非如此。”\n英伟达已成为新兴AI技术的核心,大多数软件都由该公司的芯片运行。自2022年11月ChatGPT首次问世以来,英伟达的股价已飙升超过561%。\n德鲁肯米勒是华尔街上推动该公司股价上涨的重量级人物之一。他在去年6月份表示,英伟达股票至少值得持有几年。当时,他的言论与一群认为该公司估值过高的分析师意见相左。事实证明他是对的,该公司股价当时仅为目前900美元左右的一半。\n然而,德鲁肯米勒现在表示,“我们确实在3月底削减了英伟达持仓以及许多其他头寸”,并指出其股价在当月达到当前水平时就出现了回调。“我们只是需要休息一下,我们认识到的许多东西现在已经得到了市场的认可。”\n这位前索罗斯副手表示,AI仍然是未来几年投资的重点,因为它将产生类似于本世纪初互联网的影响。过去一年来,德鲁肯米勒还持有微软和Alphabet等AI大型股的头寸。","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303384012214456,"gmtCreate":1715088616432,"gmtModify":1715088618324,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"见证一下","listText":"见证一下","text":"见证一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303384012214456","repostId":"302997432058008","repostType":1,"repost":{"id":302997432058008,"gmtCreate":1715009416434,"gmtModify":1715101516931,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"对期权买方恶意最大的两周:5月拉锯战来了","htmlText":"省流:506-517市场整体震荡为主:期权买方中期头寸(3个月到期)建议多roll一个月,对抗时间损耗;短期建议日内短线。期权卖方非常省心,无论是卖出看涨期权还是看跌期权,这段时间持仓都会非常舒适。517行情大概率继续延续震荡横盘,无法复现419。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周英伟达最大的阻力位在900美元和920美元 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20920.0%20CALL\">$NVDA 20240510 920.0 CALL$</a> 。所以周一股价哐哐上涨别高兴太早,920大概率触顶回调。下行最低回调位置不确定,反正天塌下来800扛着。sell put行权价选800是最保守的选择 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20800.0%20PUT\">$NVDA 20240510 800.0 PUT$</a> 。如果有钱接盘的话,我个人认为850美元或880美元的行权价位也可以考虑。为什么选择这个区间呢?因为下周五收盘很可能在850~880。顺便一说,517大概率无法复现419行情。因为5月17日的期权未平仓分布与本周类似,偏向于杀看涨期权。而看跌期权的未平仓量按行权价排序并不足以形成squeeze,跌也不会跌太多,因此股价很可能在某个区间内形成平衡。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 本周特斯拉股价的波动区间为180美元至185美元。你们有没有感觉这周一走势跟上周一有点类似?都是在开盘后先涨后跌。复盘一下上周,发现我白为市场空头操心了。事实证明做市商大部分站空头一方,他们上周割多头韭菜的操作真是太经","listText":"省流:506-517市场整体震荡为主:期权买方中期头寸(3个月到期)建议多roll一个月,对抗时间损耗;短期建议日内短线。期权卖方非常省心,无论是卖出看涨期权还是看跌期权,这段时间持仓都会非常舒适。517行情大概率继续延续震荡横盘,无法复现419。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周英伟达最大的阻力位在900美元和920美元 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20920.0%20CALL\">$NVDA 20240510 920.0 CALL$</a> 。所以周一股价哐哐上涨别高兴太早,920大概率触顶回调。下行最低回调位置不确定,反正天塌下来800扛着。sell put行权价选800是最保守的选择 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20800.0%20PUT\">$NVDA 20240510 800.0 PUT$</a> 。如果有钱接盘的话,我个人认为850美元或880美元的行权价位也可以考虑。为什么选择这个区间呢?因为下周五收盘很可能在850~880。顺便一说,517大概率无法复现419行情。因为5月17日的期权未平仓分布与本周类似,偏向于杀看涨期权。而看跌期权的未平仓量按行权价排序并不足以形成squeeze,跌也不会跌太多,因此股价很可能在某个区间内形成平衡。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 本周特斯拉股价的波动区间为180美元至185美元。你们有没有感觉这周一走势跟上周一有点类似?都是在开盘后先涨后跌。复盘一下上周,发现我白为市场空头操心了。事实证明做市商大部分站空头一方,他们上周割多头韭菜的操作真是太经","text":"省流:506-517市场整体震荡为主:期权买方中期头寸(3个月到期)建议多roll一个月,对抗时间损耗;短期建议日内短线。期权卖方非常省心,无论是卖出看涨期权还是看跌期权,这段时间持仓都会非常舒适。517行情大概率继续延续震荡横盘,无法复现419。 $英伟达(NVDA)$ 本周英伟达最大的阻力位在900美元和920美元 $NVDA 20240510 920.0 CALL$ 。所以周一股价哐哐上涨别高兴太早,920大概率触顶回调。下行最低回调位置不确定,反正天塌下来800扛着。sell put行权价选800是最保守的选择 $NVDA 20240510 800.0 PUT$ 。如果有钱接盘的话,我个人认为850美元或880美元的行权价位也可以考虑。为什么选择这个区间呢?因为下周五收盘很可能在850~880。顺便一说,517大概率无法复现419行情。因为5月17日的期权未平仓分布与本周类似,偏向于杀看涨期权。而看跌期权的未平仓量按行权价排序并不足以形成squeeze,跌也不会跌太多,因此股价很可能在某个区间内形成平衡。 $特斯拉(TSLA)$ 本周特斯拉股价的波动区间为180美元至185美元。你们有没有感觉这周一走势跟上周一有点类似?都是在开盘后先涨后跌。复盘一下上周,发现我白为市场空头操心了。事实证明做市商大部分站空头一方,他们上周割多头韭菜的操作真是太经","images":[{"img":"https://static.tigerbbs.com/9d8abc5bdcab0f9be92c40e3db9f6fa9","width":"2300","height":"152"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302997432058008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303050210095392,"gmtCreate":1714992955182,"gmtModify":1714992957069,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"巨头投资芯片剧增,股价盘整仅仅是暂时的。","listText":"巨头投资芯片剧增,股价盘整仅仅是暂时的。","text":"巨头投资芯片剧增,股价盘整仅仅是暂时的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303050210095392","repostId":"1194624866","repostType":2,"repost":{"id":"1194624866","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1714984789,"share":"https://www.laohu8.com/m/news/1194624866?lang=&edition=full","pubTime":"2024-05-06 16:39","market":"us","language":"en","title":"Nvidia's AI Dominance Evident As Tech Behemoths Keep Pumping Billions Into Chipmaker, Analysis Reveals","url":"https://stock-news.laohu8.com/highlight/detail?id=1194624866","media":"Benzinga","summary":"$NVIDIA Corp(NVDA)$ is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the in","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the increased capital expenditures of its major clients.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Mega-cap tech companies are making substantial investments in Nvidia’s AI technology. According to an analysis from Business Insider, Nvidia’s H100 GPU chip, priced at over $40,000, plays a crucial role in powering AI advancements like ChatGPT and Anthropic.</p><p style=\"text-align: start;\">Notably, Elon Musk announced on Tesla‘s earnings call that the company will double its H100 GPU chips by the end of the year. This expansion will further enhance Tesla’s Full Self-Driving software.</p><p style=\"text-align: start;\">“We’ve installed and commissioned, meaning they’re actually working, 35,000 H100 computers or GPUs,” Musk said last month. “Roughly 35,000 H100s are active, and we expect that to be probably 85,000 or thereabouts by the end of this year.”</p><p style=\"text-align: start;\">Meta Platforms has also increased its capex forecast for 2024, citing the buildout of its “infrastructure investments to support our AI roadmap.” The company has already purchased 850,000 H100 GPUs from Nvidia, with a retail value of approximately $30 billion.</p><p>Microsoft and Alphabet have similar plans, with Microsoft aiming to amass 1.8 million GPUs by the end of 2024, according to an internal document. Alphabet’s first-quarter CAPEX doubled from the prior year, driven primarily by investment in technical infrastructure.</p><p>Amazon didn’t provide specifics about its capital expenditure plans, but it did mention an anticipated increase in spending. “We anticipate our overall capital expenditures to meaningfully increase year-over-year in 2024, primarily driven by higher infrastructure capex to support growth in AWS, including generative AI,” said Amazon CFO Brian Olsavsky.</p><p style=\"text-align: start;\">In total, Microsoft, Alphabet, Meta, and Amazon are projected to allocate $205 billion towards capital expenditures this year, marking a 40% rise from 2023 figures as reported by UBS. A significant portion of these funds is expected to be directed toward Nvidia for its H100 and Blackwell AI chips.</p><p style=\"text-align: start;\">Recent earnings reports from Nvidia’s competitor, Advanced Micro Devices, Inc, indicate that Nvidia is capturing the majority of this market share, outpacing its rivals. AMD projected that its MI300 AI chip would generate around $4 billion in revenue for 2024, significantly less than Nvidia’s anticipated revenue of over $100 billion this year.</p><p style=\"text-align: start;\">In a similar vein, Intel Corp has introduced its Gaudi 3 AI chip as a competitor to Nvidia, but it forecasts sales of only $500 million for this year.</p><p style=\"text-align: start;\">Investors will need to wait until after the market closes on May 22 to find out Nvidia’s actual earnings results.</p><p style=\"text-align: start;\"><strong>Why It Matters</strong>: Despite the impending earnings report, Nvidia’s stock has been the subject of contrasting opinions among analysts and Reddit users. While analysts maintain a bullish stance, predicting a 31.50% potential upside, some Reddit users foresee a drop to $800.</p><p style=\"text-align: start;\">Amid this, Nvidia has been enhancing its experimental ChatRTX chatbot by adding more AI models for RTX GPU owners. This update includes Google’s Gemma, ChatGLM3, and OpenAI’s CLIP model, expanding the chatbot’s capabilities.</p><p style=\"text-align: start;\">Furthermore, Nvidia’s supplier SK Hynix is experiencing a surge in demand for its high-bandwidth memory chips, crucial for AI chipsets. The company’s HBM chips are already sold out for 2024 and are nearly sold out for 2025, reflecting the booming demand for AI services.</p><p style=\"text-align: start;\">Despite these positive developments, Nvidia’s stock has been on a roller coaster ride through early 2024, experiencing a 96% bull rally that halted at $974, leading to a 13% dip in value. The company is currently in a consolidation phase, with its stock price oscillating between $756 and $974.</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>Nvidia's AI Dominance Evident As Tech Behemoths Keep Pumping Billions Into Chipmaker, Analysis Reveals</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nNvidia's AI Dominance Evident As Tech Behemoths Keep Pumping Billions Into Chipmaker, Analysis Reveals\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-05-06 16:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the increased capital expenditures of its major clients.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Mega-cap tech companies are making substantial investments in Nvidia’s AI technology. According to an analysis from Business Insider, Nvidia’s H100 GPU chip, priced at over $40,000, plays a crucial role in powering AI advancements like ChatGPT and Anthropic.</p><p style=\"text-align: start;\">Notably, Elon Musk announced on Tesla‘s earnings call that the company will double its H100 GPU chips by the end of the year. This expansion will further enhance Tesla’s Full Self-Driving software.</p><p style=\"text-align: start;\">“We’ve installed and commissioned, meaning they’re actually working, 35,000 H100 computers or GPUs,” Musk said last month. “Roughly 35,000 H100s are active, and we expect that to be probably 85,000 or thereabouts by the end of this year.”</p><p style=\"text-align: start;\">Meta Platforms has also increased its capex forecast for 2024, citing the buildout of its “infrastructure investments to support our AI roadmap.” The company has already purchased 850,000 H100 GPUs from Nvidia, with a retail value of approximately $30 billion.</p><p>Microsoft and Alphabet have similar plans, with Microsoft aiming to amass 1.8 million GPUs by the end of 2024, according to an internal document. Alphabet’s first-quarter CAPEX doubled from the prior year, driven primarily by investment in technical infrastructure.</p><p>Amazon didn’t provide specifics about its capital expenditure plans, but it did mention an anticipated increase in spending. “We anticipate our overall capital expenditures to meaningfully increase year-over-year in 2024, primarily driven by higher infrastructure capex to support growth in AWS, including generative AI,” said Amazon CFO Brian Olsavsky.</p><p style=\"text-align: start;\">In total, Microsoft, Alphabet, Meta, and Amazon are projected to allocate $205 billion towards capital expenditures this year, marking a 40% rise from 2023 figures as reported by UBS. A significant portion of these funds is expected to be directed toward Nvidia for its H100 and Blackwell AI chips.</p><p style=\"text-align: start;\">Recent earnings reports from Nvidia’s competitor, Advanced Micro Devices, Inc, indicate that Nvidia is capturing the majority of this market share, outpacing its rivals. AMD projected that its MI300 AI chip would generate around $4 billion in revenue for 2024, significantly less than Nvidia’s anticipated revenue of over $100 billion this year.</p><p style=\"text-align: start;\">In a similar vein, Intel Corp has introduced its Gaudi 3 AI chip as a competitor to Nvidia, but it forecasts sales of only $500 million for this year.</p><p style=\"text-align: start;\">Investors will need to wait until after the market closes on May 22 to find out Nvidia’s actual earnings results.</p><p style=\"text-align: start;\"><strong>Why It Matters</strong>: Despite the impending earnings report, Nvidia’s stock has been the subject of contrasting opinions among analysts and Reddit users. While analysts maintain a bullish stance, predicting a 31.50% potential upside, some Reddit users foresee a drop to $800.</p><p style=\"text-align: start;\">Amid this, Nvidia has been enhancing its experimental ChatRTX chatbot by adding more AI models for RTX GPU owners. This update includes Google’s Gemma, ChatGLM3, and OpenAI’s CLIP model, expanding the chatbot’s capabilities.</p><p style=\"text-align: start;\">Furthermore, Nvidia’s supplier SK Hynix is experiencing a surge in demand for its high-bandwidth memory chips, crucial for AI chipsets. The company’s HBM chips are already sold out for 2024 and are nearly sold out for 2025, reflecting the booming demand for AI services.</p><p style=\"text-align: start;\">Despite these positive developments, Nvidia’s stock has been on a roller coaster ride through early 2024, experiencing a 96% bull rally that halted at $974, leading to a 13% dip in value. The company is currently in a consolidation phase, with its stock price oscillating between $756 and $974.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194624866","content_text":"NVIDIA Corp is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the increased capital expenditures of its major clients.What Happened: Mega-cap tech companies are making substantial investments in Nvidia’s AI technology. According to an analysis from Business Insider, Nvidia’s H100 GPU chip, priced at over $40,000, plays a crucial role in powering AI advancements like ChatGPT and Anthropic.Notably, Elon Musk announced on Tesla‘s earnings call that the company will double its H100 GPU chips by the end of the year. This expansion will further enhance Tesla’s Full Self-Driving software.“We’ve installed and commissioned, meaning they’re actually working, 35,000 H100 computers or GPUs,” Musk said last month. “Roughly 35,000 H100s are active, and we expect that to be probably 85,000 or thereabouts by the end of this year.”Meta Platforms has also increased its capex forecast for 2024, citing the buildout of its “infrastructure investments to support our AI roadmap.” The company has already purchased 850,000 H100 GPUs from Nvidia, with a retail value of approximately $30 billion.Microsoft and Alphabet have similar plans, with Microsoft aiming to amass 1.8 million GPUs by the end of 2024, according to an internal document. Alphabet’s first-quarter CAPEX doubled from the prior year, driven primarily by investment in technical infrastructure.Amazon didn’t provide specifics about its capital expenditure plans, but it did mention an anticipated increase in spending. “We anticipate our overall capital expenditures to meaningfully increase year-over-year in 2024, primarily driven by higher infrastructure capex to support growth in AWS, including generative AI,” said Amazon CFO Brian Olsavsky.In total, Microsoft, Alphabet, Meta, and Amazon are projected to allocate $205 billion towards capital expenditures this year, marking a 40% rise from 2023 figures as reported by UBS. A significant portion of these funds is expected to be directed toward Nvidia for its H100 and Blackwell AI chips.Recent earnings reports from Nvidia’s competitor, Advanced Micro Devices, Inc, indicate that Nvidia is capturing the majority of this market share, outpacing its rivals. AMD projected that its MI300 AI chip would generate around $4 billion in revenue for 2024, significantly less than Nvidia’s anticipated revenue of over $100 billion this year.In a similar vein, Intel Corp has introduced its Gaudi 3 AI chip as a competitor to Nvidia, but it forecasts sales of only $500 million for this year.Investors will need to wait until after the market closes on May 22 to find out Nvidia’s actual earnings results.Why It Matters: Despite the impending earnings report, Nvidia’s stock has been the subject of contrasting opinions among analysts and Reddit users. While analysts maintain a bullish stance, predicting a 31.50% potential upside, some Reddit users foresee a drop to $800.Amid this, Nvidia has been enhancing its experimental ChatRTX chatbot by adding more AI models for RTX GPU owners. This update includes Google’s Gemma, ChatGLM3, and OpenAI’s CLIP model, expanding the chatbot’s capabilities.Furthermore, Nvidia’s supplier SK Hynix is experiencing a surge in demand for its high-bandwidth memory chips, crucial for AI chipsets. The company’s HBM chips are already sold out for 2024 and are nearly sold out for 2025, reflecting the booming demand for AI services.Despite these positive developments, Nvidia’s stock has been on a roller coaster ride through early 2024, experiencing a 96% bull rally that halted at $974, leading to a 13% dip in value. The company is currently in a consolidation phase, with its stock price oscillating between $756 and $974.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302340789936392,"gmtCreate":1714819756863,"gmtModify":1714819759138,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"长期经济发展依靠技术的进步。AI 很明显就是。","listText":"长期经济发展依靠技术的进步。AI 很明显就是。","text":"长期经济发展依靠技术的进步。AI 很明显就是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302340789936392","repostId":"2432168723","repostType":2,"repost":{"id":"2432168723","pubTimestamp":1714783240,"share":"https://www.laohu8.com/m/news/2432168723?lang=&edition=full","pubTime":"2024-05-04 08:40","market":"us","language":"zh","title":"黄仁勋:AI是科技行业对社会提升的最大贡献","url":"https://stock-news.laohu8.com/highlight/detail?id=2432168723","media":"钛媒体","summary":"黄仁勋表示,AI 是科技行业对社会提升的最大贡献。“我相信,AI 是科技行业对社会进步的最大贡献,让所有被落后的人得到越级提升,”黄仁勋强调,AI 有望推动全球数十亿人迎来一场新的“数字革命”。黄仁勋指出,毫无疑问,AI 技术改变教育、将改变人们的学习方式。黄仁勋表示,AI 技术的提升,让所有因缺乏对计算理解而被抛在后面的人的能力得到提升,AI 技术对社会的影响是“非凡”的。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/res/2024/CB084A95BCEC4D8CEC46931AB495BB0D98397C1D_size154_w1900_h950.jpg\"/></p><p><strong>5月3日消息,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋近期在美国俄勒冈州立大学(Oregon State University,OSU)做了一场对话活动。</strong></p><p>俄勒冈州立大学于今年4月中旬宣布,占地 150,000 平方英尺、耗资 2.13 亿美元的新的研究综合体(实验设施)破土动工,预计将于2026年正式开业。</p><p><strong>而在这座新的研究设施中,黄仁勋和他的妻子Lori(黄氏夫妇)为此捐赠了5000万美元进行支持。</strong></p><p>英伟达表示,该综合体将利用美国最强大的NVIDIA超级计算机之一,汇集教师和学生,共同解决未来世界在气候科学、清洁能源和水资源等领域面临的关键挑战。</p><p>英伟达强调,这次在俄勒冈州举行的活动,凸显了黄氏夫妇对教育的承诺,并反映这对夫妇与两人相识的俄勒冈州深厚的个人联系。而这笔5000万美元的捐赠,将增加俄勒冈州对俄勒冈州及其他地区半导体和科技行业的支持。</p><p><img src=\"https://x0.ifengimg.com/res/2024/29051DF95B09E56298ADCFC4400DA9F2DD675E31_size1503_w2048_h1365.png\"/></p><p><strong>奠基仪式结束后,黄仁勋与俄勒冈州立大学校长贾亚蒂·穆尔蒂(Jayathi Murthy)进行了一场对话。</strong></p><p><strong>黄仁勋表示,AI 是科技行业对社会提升的最大贡献。我们正处于新工业革命的开端,且这个时期当中我们正在大量创造 AI 应用。</strong></p><p>“我相信,AI 是科技行业对社会进步的最大贡献,让所有被落后的人得到越级提升,”黄仁勋强调,AI 有望推动全球数十亿人迎来一场新的“数字革命”。</p><p><strong>10年间,英伟达GPU让计算能力提升100万倍</strong></p><p>31年前的1993年,怀着PC有朝一日会成为畅享游戏和多媒体的消费级设备的信念,黄仁勋、Chris Malachowsky 和Curtis Priem 共同创立了NVIDIA(英伟达)。</p><p>当时,市场上有20多家图形芯片公司,三年后这个数字飙升至70家。</p><p>黄仁勋和他的英伟达开创了一种新的计算方式——“加速计算”,即使用正确的算力工具来完成正确的工作。当时他发现,无论是科学,还是GPU、AI、<a href=\"https://laohu8.com/S/300024\">机器人</a>等技术,其中5%的代码消耗了高达99.9%的时间进行运行,需要计算能力的提升。</p><p>黄仁勋坦言,在过去十年左右的时间里,英伟达GPU有效降低了计算(边际)成本。GPU以及CUDA共同形成的“英伟达”生态,在过去10年中将 AI 处理性能提高了不低于100万倍,超过了摩尔定律预期。</p><p>“我们通过提出新处理器、新系统、新互连、新框架和算法,并与数据科学家、AI 研究人员合作开发新模型,在整个跨度中,我们已经使大型语言模型的处理速度提高了一百万倍。”黄仁勋表示。</p><p><img src=\"https://x0.ifengimg.com/res/2024/09074315CB3CFAB3CC2AFF74D07F87D8C8D40358_size2820_w3840_h2160.png\"/></p><p><strong>黄仁勋认为,计算机是我们所做的几乎所有事情的基础,也是几乎所有科学领域的重要工具,所以成本和计算性能规模上升100万倍,已经改变了一切。</strong></p><p>黄仁勋指出,“我们把边际成本下降了100万倍,或者相反,如果完成某件事的速度提高了100万倍,或者问题的规模提高了100万倍,你做事情的方式就会完全改变。事实上,我们观察到,利用 AI,它(加速计算)将彻底改变这个行业,计算将以完全不同的方式进行,软件编程将彻底革新。”</p><p>黄仁勋预测,有望在未来十年,英伟达将再次提升 AI 计算处理性能高达100万倍。同时,未来可能会有100万倍与现有ChatGPT一样的 AI 模型出现,这些模型将具有更强大的语言理解和生成能力,甚至可能创造出新语言。</p><p>黄仁勋强调,有了加速计算和生成式 AI,现在,一大堆有趣的行业将被彻底改变,一大堆新的应用程序将被创造出来。</p><p>“比如气候科学问题,对计算机来说很难解决、很棘手,但对我们来说很容易;再比如机器人技术,有了它(加速计算)可降低成本,改变了我们所知道的行业,它开启了一大堆新的机会。”黄仁勋称。</p><p><strong>数据是未来 AI 发展的核心</strong></p><p>黄仁勋认为,对于大学来说,如果现在学习计算机科学的基础,首先要看“数据”。因为未来计算机科学最重要的事情之一,可能就是数据。</p><p>“数据的整个概念,数据的整个领域,有一大堆简单的数据可以做。事实证明,计算机视觉是所有数据中最简单的。即使 AI 能够达到计算机视觉的超人水平,甚至现在对除法的理解达到超人水平,坦率地说,这一突破只是冰山一角。这是很容易的事。”黄仁勋称。</p><p>黄仁勋举了个例子,目前最困难的计算机科学问题是“生物学”,因为这是一个多尺度、不断变化的领域,它具有多样化角度,计算机需要解决的是一个“长期存在的纵向问题”,需要大量更贴近生物体的数据进行研究。</p><p>“所以数据有时是稀疏的。有时一个因果关系的发生需要很长时间。正如你提到的,有时数据并不存在于一个地方。数据有相关的主权属性。可能有保密属性。也许没有机构拥有所有的数据。也许有些机构有,但这种规模、这种分辨率或这种模态的数据在另一个研究机构中有不同的模态。也许它是纵向的。数据空间真的很大,而且非常复杂。比如联邦学习技术,有点类似于我们从自己的信息来源学习,然后聚在一起辩论、合作、讨论、结合知识等。因此,AI 也有这类概念,将通过自我反思为数据合成数据的生成创造条件,基本上,AI 会对未来做出预测,生成一些信息,对其进行反思,这就是我们所做的,这完善了你学习的自我完善、自我学习、反思,来回传递信息和进行辩论,所有不同的社会学习方式,在 AI 的未来以及人们对数据的思考方式中,都将以某种形式表现出来。”黄仁勋称。</p><p>因此,研究 AI 数据是未来很多学生应该要学习的重要方向,而且对于很多计算机科学家来说,这将是一个非常适合研究的领域。</p><p>黄仁勋强调,数据是一把“双刃剑”,有利也有害,因此,我们需要确保其有正确价值观的数据,需要用强化学习手段将数据精准化,从而减少自动驾驶汽车或机器人的情境中产生“幻觉”(错误判断)。</p><p><strong>“这是一个真正有价值和富有成果的研究领域。”黄仁勋称。</strong></p><p><strong>AI 将改变教育、工作和社会</strong></p><p><strong>黄仁勋认为,AI 是科技行业对社会提升做出的最大贡献。</strong></p><p>“它将缩小技术差距,弥合经济鸿沟,使那些过去被认为‘落后’的人能够赶上,而且它将使竞争环境变得公平。”黄仁勋表示。</p><p><img src=\"https://x0.ifengimg.com/res/2024/6753A2E7FD8E93CEB324BD0C15DBB30198F13045_size4679_w3840_h2160.png\"/></p><p>黄仁勋举了个例子。在OpenAI ChatGPT出现之前,计算机是由像工程师(我们这样的人)编程的,我们知道像 C++这样的东西,但大约0.1%的人类不会 C++,而几乎所有会 C++的人都过着相当不错的生活,因为编程太难了。但未来,有了ChatGPT,一夜之间有 1 亿人使用了它。现在几乎每个人都可以给计算机自动编程。</p><p>“所以你现在只需要学习如何提示,如何告诉计算机你想要什么,计算机就会理解你的意图。想出一个计划,问你这个计划是否好。你可以完善这个计划。你可以在这个计划上迭代,然后去执行它。也许它会为你做一些研究。在你写论文之前,你需要了解特定辩论中各方的优缺点。”黄仁勋指出,这些例子说明以前的技术对他们来说是不可用的。但现在,由于人类随时可以使用 AI,它促使我们已经创造了公平的竞争环境。</p><p><strong>黄仁勋强调,“我认为这可能是最伟大的成就之一。”而未来,AI将改变教育、改变课程。</strong></p><p>“我敢肯定,将来你会参加考试,而这些考试甚至可能不需要你来课堂参加。但这些测试可能需要你与 AI 一起进行学习、工作、考试。”黄仁勋指出<strong>,毫无疑问,AI 技术改变教育、将改变人们的学习方式。同时,甚至也许是第一次,计算机技术可应用于环境科学中一些真正有影响力的领域,使得大量计算机科学家从中受益。</strong></p><p>黄仁勋表示,<strong>AI 技术的提升,让所有因缺乏对计算理解而被抛在后面的人的能力得到提升,AI 技术对社会的影响是“非凡”的。</strong></p><p>未来,AI 可能会被注入到几乎所有的产品中,从医疗成像产品到运输产品、制造机械手等。但同时,AI 也面临偏见、幻觉或虚假信息等社会伦理话题。</p><p><strong>对此,</strong>黄仁勋认为,人类应当遵守 AI 技术合规,保证产品安全。同时,不管是美国农业部、美国联邦航空局或NITSA,所有不同的机构都需要参与AI,以确保新的政策落实到位,或政策需要加强,并考虑 AI 在每一个产品中的能力和潜力,从而能够在每个领域中维护社会安全。</p><p>黄仁勋坦言,AI 将会为研究作出贡献,有助于基础研究,并有助于在未来编纂成一个信息系统。</p><p>“AI 将成为你获取和深化知识的合作者,而且 AI 永远不会被带走,永远不会取代你所拥有的基本领域知识、深层知识。这是非常重要的,我认为大学可以在其中发挥关键作用。”黄仁勋称。</p><p><strong>针对人形机器人的未来前景,</strong>黄仁勋认为,AI 技术确实鼓舞了整个机器人行业。现在,你可以看到机器人技术的创新几乎无处不在。未来十年,AI 将推动人形机器人技术规模化应用。</p><p>黄仁勋强调,<strong>我们正处于一场“新的工业革命”的开端。</strong>而这场新的世界革命当中,GPU和加速计算促进了“电力”产业,输出的是一大堆浮点数——Token,而这些Token本质上是 AI。</p><p>“这次工业革命将促进大规模的制造业和智能化。毫无疑问,AI(智力)是人类所知的最有价值的资源。所以,AI 对每个行业的影响都是非常深远的。这是一个<a href=\"https://laohu8.com/S/600628\">新世界</a>的开始,也是学校当中的最好时光。整个世界正在你面前发生变化,新的技术、新的能力、新的工具、新的学习方式都已经到来。”黄仁勋称。</p></body></html>","source":"fenghuang_stock","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\" 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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黄仁勋:AI是科技行业对社会提升的最大贡献\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-04 08:40 北京时间 <a href=https://tech.ifeng.com/c/8ZIu1sU4wij><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月3日消息,英伟达CEO黄仁勋近期在美国俄勒冈州立大学(Oregon State University,OSU)做了一场对话活动。俄勒冈州立大学于今年4月中旬宣布,占地 150,000 平方英尺、耗资 2.13 亿美元的新的研究综合体(实验设施)破土动工,预计将于2026年正式开业。而在这座新的研究设施中,黄仁勋和他的妻子Lori(黄氏夫妇)为此捐赠了5000万美元进行支持。英伟达表示,该综合体...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ZIu1sU4wij\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","BK4529":"IDC概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) 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亿美元的新的研究综合体(实验设施)破土动工,预计将于2026年正式开业。而在这座新的研究设施中,黄仁勋和他的妻子Lori(黄氏夫妇)为此捐赠了5000万美元进行支持。英伟达表示,该综合体将利用美国最强大的NVIDIA超级计算机之一,汇集教师和学生,共同解决未来世界在气候科学、清洁能源和水资源等领域面临的关键挑战。英伟达强调,这次在俄勒冈州举行的活动,凸显了黄氏夫妇对教育的承诺,并反映这对夫妇与两人相识的俄勒冈州深厚的个人联系。而这笔5000万美元的捐赠,将增加俄勒冈州对俄勒冈州及其他地区半导体和科技行业的支持。奠基仪式结束后,黄仁勋与俄勒冈州立大学校长贾亚蒂·穆尔蒂(Jayathi Murthy)进行了一场对话。黄仁勋表示,AI 是科技行业对社会提升的最大贡献。我们正处于新工业革命的开端,且这个时期当中我们正在大量创造 AI 应用。“我相信,AI 是科技行业对社会进步的最大贡献,让所有被落后的人得到越级提升,”黄仁勋强调,AI 有望推动全球数十亿人迎来一场新的“数字革命”。10年间,英伟达GPU让计算能力提升100万倍31年前的1993年,怀着PC有朝一日会成为畅享游戏和多媒体的消费级设备的信念,黄仁勋、Chris Malachowsky 和Curtis Priem 共同创立了NVIDIA(英伟达)。当时,市场上有20多家图形芯片公司,三年后这个数字飙升至70家。黄仁勋和他的英伟达开创了一种新的计算方式——“加速计算”,即使用正确的算力工具来完成正确的工作。当时他发现,无论是科学,还是GPU、AI、机器人等技术,其中5%的代码消耗了高达99.9%的时间进行运行,需要计算能力的提升。黄仁勋坦言,在过去十年左右的时间里,英伟达GPU有效降低了计算(边际)成本。GPU以及CUDA共同形成的“英伟达”生态,在过去10年中将 AI 处理性能提高了不低于100万倍,超过了摩尔定律预期。“我们通过提出新处理器、新系统、新互连、新框架和算法,并与数据科学家、AI 研究人员合作开发新模型,在整个跨度中,我们已经使大型语言模型的处理速度提高了一百万倍。”黄仁勋表示。黄仁勋认为,计算机是我们所做的几乎所有事情的基础,也是几乎所有科学领域的重要工具,所以成本和计算性能规模上升100万倍,已经改变了一切。黄仁勋指出,“我们把边际成本下降了100万倍,或者相反,如果完成某件事的速度提高了100万倍,或者问题的规模提高了100万倍,你做事情的方式就会完全改变。事实上,我们观察到,利用 AI,它(加速计算)将彻底改变这个行业,计算将以完全不同的方式进行,软件编程将彻底革新。”黄仁勋预测,有望在未来十年,英伟达将再次提升 AI 计算处理性能高达100万倍。同时,未来可能会有100万倍与现有ChatGPT一样的 AI 模型出现,这些模型将具有更强大的语言理解和生成能力,甚至可能创造出新语言。黄仁勋强调,有了加速计算和生成式 AI,现在,一大堆有趣的行业将被彻底改变,一大堆新的应用程序将被创造出来。“比如气候科学问题,对计算机来说很难解决、很棘手,但对我们来说很容易;再比如机器人技术,有了它(加速计算)可降低成本,改变了我们所知道的行业,它开启了一大堆新的机会。”黄仁勋称。数据是未来 AI 发展的核心黄仁勋认为,对于大学来说,如果现在学习计算机科学的基础,首先要看“数据”。因为未来计算机科学最重要的事情之一,可能就是数据。“数据的整个概念,数据的整个领域,有一大堆简单的数据可以做。事实证明,计算机视觉是所有数据中最简单的。即使 AI 能够达到计算机视觉的超人水平,甚至现在对除法的理解达到超人水平,坦率地说,这一突破只是冰山一角。这是很容易的事。”黄仁勋称。黄仁勋举了个例子,目前最困难的计算机科学问题是“生物学”,因为这是一个多尺度、不断变化的领域,它具有多样化角度,计算机需要解决的是一个“长期存在的纵向问题”,需要大量更贴近生物体的数据进行研究。“所以数据有时是稀疏的。有时一个因果关系的发生需要很长时间。正如你提到的,有时数据并不存在于一个地方。数据有相关的主权属性。可能有保密属性。也许没有机构拥有所有的数据。也许有些机构有,但这种规模、这种分辨率或这种模态的数据在另一个研究机构中有不同的模态。也许它是纵向的。数据空间真的很大,而且非常复杂。比如联邦学习技术,有点类似于我们从自己的信息来源学习,然后聚在一起辩论、合作、讨论、结合知识等。因此,AI 也有这类概念,将通过自我反思为数据合成数据的生成创造条件,基本上,AI 会对未来做出预测,生成一些信息,对其进行反思,这就是我们所做的,这完善了你学习的自我完善、自我学习、反思,来回传递信息和进行辩论,所有不同的社会学习方式,在 AI 的未来以及人们对数据的思考方式中,都将以某种形式表现出来。”黄仁勋称。因此,研究 AI 数据是未来很多学生应该要学习的重要方向,而且对于很多计算机科学家来说,这将是一个非常适合研究的领域。黄仁勋强调,数据是一把“双刃剑”,有利也有害,因此,我们需要确保其有正确价值观的数据,需要用强化学习手段将数据精准化,从而减少自动驾驶汽车或机器人的情境中产生“幻觉”(错误判断)。“这是一个真正有价值和富有成果的研究领域。”黄仁勋称。AI 将改变教育、工作和社会黄仁勋认为,AI 是科技行业对社会提升做出的最大贡献。“它将缩小技术差距,弥合经济鸿沟,使那些过去被认为‘落后’的人能够赶上,而且它将使竞争环境变得公平。”黄仁勋表示。黄仁勋举了个例子。在OpenAI ChatGPT出现之前,计算机是由像工程师(我们这样的人)编程的,我们知道像 C++这样的东西,但大约0.1%的人类不会 C++,而几乎所有会 C++的人都过着相当不错的生活,因为编程太难了。但未来,有了ChatGPT,一夜之间有 1 亿人使用了它。现在几乎每个人都可以给计算机自动编程。“所以你现在只需要学习如何提示,如何告诉计算机你想要什么,计算机就会理解你的意图。想出一个计划,问你这个计划是否好。你可以完善这个计划。你可以在这个计划上迭代,然后去执行它。也许它会为你做一些研究。在你写论文之前,你需要了解特定辩论中各方的优缺点。”黄仁勋指出,这些例子说明以前的技术对他们来说是不可用的。但现在,由于人类随时可以使用 AI,它促使我们已经创造了公平的竞争环境。黄仁勋强调,“我认为这可能是最伟大的成就之一。”而未来,AI将改变教育、改变课程。“我敢肯定,将来你会参加考试,而这些考试甚至可能不需要你来课堂参加。但这些测试可能需要你与 AI 一起进行学习、工作、考试。”黄仁勋指出,毫无疑问,AI 技术改变教育、将改变人们的学习方式。同时,甚至也许是第一次,计算机技术可应用于环境科学中一些真正有影响力的领域,使得大量计算机科学家从中受益。黄仁勋表示,AI 技术的提升,让所有因缺乏对计算理解而被抛在后面的人的能力得到提升,AI 技术对社会的影响是“非凡”的。未来,AI 可能会被注入到几乎所有的产品中,从医疗成像产品到运输产品、制造机械手等。但同时,AI 也面临偏见、幻觉或虚假信息等社会伦理话题。对此,黄仁勋认为,人类应当遵守 AI 技术合规,保证产品安全。同时,不管是美国农业部、美国联邦航空局或NITSA,所有不同的机构都需要参与AI,以确保新的政策落实到位,或政策需要加强,并考虑 AI 在每一个产品中的能力和潜力,从而能够在每个领域中维护社会安全。黄仁勋坦言,AI 将会为研究作出贡献,有助于基础研究,并有助于在未来编纂成一个信息系统。“AI 将成为你获取和深化知识的合作者,而且 AI 永远不会被带走,永远不会取代你所拥有的基本领域知识、深层知识。这是非常重要的,我认为大学可以在其中发挥关键作用。”黄仁勋称。针对人形机器人的未来前景,黄仁勋认为,AI 技术确实鼓舞了整个机器人行业。现在,你可以看到机器人技术的创新几乎无处不在。未来十年,AI 将推动人形机器人技术规模化应用。黄仁勋强调,我们正处于一场“新的工业革命”的开端。而这场新的世界革命当中,GPU和加速计算促进了“电力”产业,输出的是一大堆浮点数——Token,而这些Token本质上是 AI。“这次工业革命将促进大规模的制造业和智能化。毫无疑问,AI(智力)是人类所知的最有价值的资源。所以,AI 对每个行业的影响都是非常深远的。这是一个新世界的开始,也是学校当中的最好时光。整个世界正在你面前发生变化,新的技术、新的能力、新的工具、新的学习方式都已经到来。”黄仁勋称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302072642457824,"gmtCreate":1714754350137,"gmtModify":1714754354288,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"确实太便宜了,尤其是那天才700多","listText":"确实太便宜了,尤其是那天才700多","text":"确实太便宜了,尤其是那天才700多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302072642457824","repostId":"2432938772","repostType":2,"repost":{"id":"2432938772","pubTimestamp":1714725376,"share":"https://www.laohu8.com/m/news/2432938772?lang=&edition=full","pubTime":"2024-05-03 16:36","market":"sg","language":"en","title":"Nvidia's Stock Is Still A Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=2432938772","media":"seekingalpha","summary":"My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.Nvidia Corporation delivered strong fiscal Q4 financial resul","content":"<html><head></head><body><ul style=\"\"><li><p>My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.</p></li><li><p>Nvidia Corporation delivered strong fiscal Q4 financial results with revenue growth of 265% YoY and a significant EPS improvement.</p></li><li><p>The company's investments in R&D, dominance in the GPU space, and new Blackwell platform position it well for future growth.</p></li><li><p>My valuation analysis suggests that Nvidia stock is 34% undervalued.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d7e81430a23f507240bd84ff63a6b47f\" tg-width=\"750\" tg-height=\"501\"/></p><h2 id=\"id_2318240004\">Introduction</h2><p>I shared a thesis about <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) in early February 2024 with a "Strong Buy" rating. It appears that my optimism was justified because the stock has appreciated by 18% since February 7, while the S&P 500 (SP500) was flat. Today I want to share my insights about recent developments around NVDA from the fundamental analysis perspective.</p><p>The demand for GPUs, where Nvidia dominates, appears to be still robust. Nvidia continues investing heavily in innovation, which will likely help the company maintain its position at the forefront of the AI revolution. My discounted cash flow ("DCF") analysis suggests that the stock is still attractively valued, and I am inclined to reiterate a "Strong Buy" rating for NVDA.</p><h2 id=\"id_1894675798\">Fundamental analysis</h2><p>NVDA delivered another staggering quarter on February 21 with a $1.5 billion revenue beat against consensus estimates. The positive EPS surprise has also been wide from the company. Revenue grew by 265% YoY and the non-GAAP EPS skyrocketed from $0.88 to $5.16. The EPS profile improvement was achieved thanks to a massive operating leverage as NVIDIA's profitability ratios demonstrated strong improvements shown below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1aea2493fa937e395a12febf931ebac\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p></p><p>The company continues capitalizing on its dominance in the GPU space, where NVDA holds an 80% market share. The demand for GPUs is still robust as software companies continue their artificial intelligence ("AI") battle. For example, a couple of weeks ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META) introduced its Llama 3 large language model ("LLM"). This model was trained on Nvidia's H100 Tensor Core GPU's.</p><p>Another big positive sign is that Nvidia does not only provide hardware for Meta's LLM, but provides a comprehensive solution which also includes software and libraries. The fact that Nvidia partners with giants like META as an ecosystem, and not just a hardware provider, makes META's switching costs much higher and provides NVDA with a moat.</p><p>However, Nvidia does not only aim LLMs, but also has a solid footprint in a domain called "real-world AI." During the latest Tesla, Inc. (TSLA) earnings call, Elon Musk shared insights which seem very beneficial for NVDA. He said that his company plans to become the third-largest Nvidia customer because his AI initiatives like autonomous driving ("FSD") and Robotaxi require loads of computing capacity.</p><p>Tesla might ultimately deploy 85,000 Nvidia H100 chips by the end of 2024 to train its AI models. This acknowledgement from the world's largest EV company and the most technologically advanced automotive manufacturer is an obvious indication of Nvidia's dominance from the technological perspective.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58646a04cc37d3532b7ce4abdfdb1918\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p></p><p>These are massive positive news for NVIDIA which happened just within the last two weeks, indicate that the momentum in AI is still robust. What is most important is that Nvidia likely remains at the forefront of this secular shift. According to wccftech.com, Advanced Micro Devices, Inc. (AMD) increased its GPU market share in Q4 2023 by two percentage points at Nvidia's expense. However, as the gap between these two companies' investments in R&D is widening and the difference amounts to billions of dollars, I think that AMD has a limited potential to further expand its market share against NVDA. Furthermore, I have confidence in Nvidia's positioning against AMD not only due to higher R&D spending, but also due to the visionary talent of the company's management.</p><p>In my previous thesis, I have underlined that Nvidia CEO Jensen Huang and his team have been disrupting the GPU industry for more than the last three decades, and this year's GTC 2024 event has increased my confidence that Nvidia will continue disrupting the way the digital world works. This is crucial because Nvidia does not want to only compete in current markets, but create new markets, "Blue Oceans" as it is called in one famous book.</p><p>I am not an AI chips expert, but the new Blackwell platform, which was presented during GTC 2024, appears to mark a significant leap in computing. According to amax.com, this solution is multiple times more powerful than the company's legacy products and performs with much more efficient energy consumption, which will likely lead to lower cost of ownership for data centers. Blackwell's technological superiority is also highlighted by Alex McFarland, an AI expert, who said that Nvidia is setting new industry standards in the realm of AI processing with the company's new platform.</p><p>To summarize, Nvidia remains at the forefront of the AI innovation, and its recent release of a disrupting Blackwell architecture appears to be a new standard for the AI solutions industry. The company's investments in R&D outweigh its closest GPU competitor, AMD, by billions of dollars, which likely helps the company to sustain its dominance in the space. I think that having a dominant position in the emerging industry will enable Nvidia to sustain its stellar pricing power, which will ultimately result in expanding profitability for longer.</p><h2 id=\"id_4270985223\">Valuation analysis</h2><p>Despite almost a 10% decline in the stock price over the last month, NVDA still has a strong Quant Momentum rating. After the last 12 months' 187% rally, the company's market cap reached $2.13 trillion, and currently NVDA is the third largest U.S. company by market cap after Microsoft Corporation (MSFT) and Apple Inc. (AAPL).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8e312238b183ec5f9802625d8e4090f\" tg-width=\"640\" tg-height=\"271\"/></p><p>SA</p><p></p><p>Some investors and experts consider NVDA to be substantially overvalued, but I do not think so. First, let me show you how NVDA's forward valuation ratios look against other prominent semiconductor names. The company's forward non-GAAP P/E ratios look in line with Broadcom Inc. (AVGO) and AMD, and the non-GAAP PEG is also sound.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10d5829567c2ecadfa5467ac777c4041\" tg-width=\"640\" tg-height=\"265\"/></p><p>SA</p><p></p><p>Of course, Nvidia's TTM metrics are substantially higher than all rivals. Nvidia's all valuation ratios are also sky-high compared to QUALCOMM Incorporated (QCOM) and Intel Corporation (INTC). However, TTM ratios give us a rear-mirror view, and investing in assets is all about their future potential to deliver growth and profitability. From the perspective of growth, none of the above-mentioned rivals are anywhere close to Nvidia. Therefore, I think that Nvidia's high TTM metrics are justified, which we see from sound long-term forward metrics.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c154dc44ccf25364fc2e9476d626dfad\" tg-width=\"640\" tg-height=\"291\"/></p><p>SA</p><p></p><p>Now I must figure out my target price for NVDA, which I will do with the help of the discounted cash flow ("DCF") model. Future cash flows will be discounted with a 9.5% WACC. Due to the positive factors for NVDA's long-term prospects which I share in "Fundamental analysis," I reiterate my aggressive 7% constant growth rate assumption which I used last time for the terminal value ('TV') calculation. From the revenue perspective, I rely on consensus estimates for the base FY 2025 and project a 22.5% CAGR for the next five years. I use a 32.61% TTM levered FCF margin and expect NVDA to be effective in exercising its pricing power, which will help in expanding its FCF margin by 100 basis points yearly. According to Seeking Alpha, there are 2.46 billion outstanding NVDA shares.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf37f9eef5f588bc7448a5e7aea02e38\" tg-width=\"640\" tg-height=\"308\"/></p><p>Calculated by the author</p><p></p><p>My DCF model suggest that NVDA's shares are 34% undervalued and the target price for the next twelve months is $1,114. That said, the stock is still very attractively valued. I see it both from the multiples and DCF points of view.</p><h2 id=\"id_82840341\">Mitigating factors</h2><p>Recent developments around other big semiconductor names suggest that investor sentiment around semiconductors is cooling down. AMD's stock saw a notable recent sell-off, even after a solid Q1 earnings release with decent guidance on April 30. Intel also reported recently, and the stock suffered a sell-off, but INTC's report was indeed weaker than Wall Street analysts expected. While competitors' struggles might be good for Nvidia from the strategic point of view, as a leading semiconductor company in the world, NVDA's share price is vulnerable to the overall sentiment around the semiconductor industry. This might be a short-term headwind for the share price, and investors should be aware of it.</p><p>The American technology sector is full of bright and ambitious, visionary leaders. Not all of them like the monopoly of Nvidia in the GPU market, and I believe that Nvidia's success is a good role model for the new generation of visionary CEOs. For example, Sam Altman from OpenAI wants to build his alternative to Nvidia in GPUs and reshape the industry. While his initiative apparently does not look like an overnight venture, I think that even potential positive headlines regarding Mr. Altman's initiatives developing in this direction might be absorbed by the market as a mounting threat to Nvidia's long-term prospects which will likely undermine the stock price.</p><p>There is a great deal of geopolitical uncertainty not only caused by the complex relationships between China and the U.S., but also due to the historical tensions between China and Taiwan. This factor is crucial because Nvidia outsources its manufacturing to the Taiwan Semiconductor Manufacturing Company Limited (TSM) and the supply chain heavily depends on the stability of TSM's operations. I agree that the probability of an armed conflict between China and Taiwan is extremely low, but recent years taught us that even non-military measures like economic sanctions might substantially disrupt business operations. I think that this risk should also be weighted by investors before they decide to opt into NVDA.</p><h2 id=\"id_3708720205\">Conclusion</h2><p>Nvidia is likely to remain the dominant force in the emerging advanced chips industry, thanks to its heavy investments in R&D and the visionary talent of its management. The demand for the most powerful GPUs appears to remain strong for longer, which is a big tailwind for NVDA. I think that NVDA is still a "Strong Buy," also because of its still attractive valuation.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>Nvidia's Stock Is Still A Bargain</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nNvidia's Stock Is Still A Bargain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-03 16:36 GMT+8 <a href=https://seekingalpha.com/article/4688568-nvidia-stock-still-a-bargain><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.Nvidia Corporation delivered strong fiscal Q4 financial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4688568-nvidia-stock-still-a-bargain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4688568-nvidia-stock-still-a-bargain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2432938772","content_text":"My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.Nvidia Corporation delivered strong fiscal Q4 financial results with revenue growth of 265% YoY and a significant EPS improvement.The company's investments in R&D, dominance in the GPU space, and new Blackwell platform position it well for future growth.My valuation analysis suggests that Nvidia stock is 34% undervalued.IntroductionI shared a thesis about NVIDIA Corporation (NASDAQ:NVDA) in early February 2024 with a \"Strong Buy\" rating. It appears that my optimism was justified because the stock has appreciated by 18% since February 7, while the S&P 500 (SP500) was flat. Today I want to share my insights about recent developments around NVDA from the fundamental analysis perspective.The demand for GPUs, where Nvidia dominates, appears to be still robust. Nvidia continues investing heavily in innovation, which will likely help the company maintain its position at the forefront of the AI revolution. My discounted cash flow (\"DCF\") analysis suggests that the stock is still attractively valued, and I am inclined to reiterate a \"Strong Buy\" rating for NVDA.Fundamental analysisNVDA delivered another staggering quarter on February 21 with a $1.5 billion revenue beat against consensus estimates. The positive EPS surprise has also been wide from the company. Revenue grew by 265% YoY and the non-GAAP EPS skyrocketed from $0.88 to $5.16. The EPS profile improvement was achieved thanks to a massive operating leverage as NVIDIA's profitability ratios demonstrated strong improvements shown below.Data by YChartsThe company continues capitalizing on its dominance in the GPU space, where NVDA holds an 80% market share. The demand for GPUs is still robust as software companies continue their artificial intelligence (\"AI\") battle. For example, a couple of weeks ago, Meta Platforms, Inc. (META) introduced its Llama 3 large language model (\"LLM\"). This model was trained on Nvidia's H100 Tensor Core GPU's.Another big positive sign is that Nvidia does not only provide hardware for Meta's LLM, but provides a comprehensive solution which also includes software and libraries. The fact that Nvidia partners with giants like META as an ecosystem, and not just a hardware provider, makes META's switching costs much higher and provides NVDA with a moat.However, Nvidia does not only aim LLMs, but also has a solid footprint in a domain called \"real-world AI.\" During the latest Tesla, Inc. (TSLA) earnings call, Elon Musk shared insights which seem very beneficial for NVDA. He said that his company plans to become the third-largest Nvidia customer because his AI initiatives like autonomous driving (\"FSD\") and Robotaxi require loads of computing capacity.Tesla might ultimately deploy 85,000 Nvidia H100 chips by the end of 2024 to train its AI models. This acknowledgement from the world's largest EV company and the most technologically advanced automotive manufacturer is an obvious indication of Nvidia's dominance from the technological perspective.Data by YChartsThese are massive positive news for NVIDIA which happened just within the last two weeks, indicate that the momentum in AI is still robust. What is most important is that Nvidia likely remains at the forefront of this secular shift. According to wccftech.com, Advanced Micro Devices, Inc. (AMD) increased its GPU market share in Q4 2023 by two percentage points at Nvidia's expense. However, as the gap between these two companies' investments in R&D is widening and the difference amounts to billions of dollars, I think that AMD has a limited potential to further expand its market share against NVDA. Furthermore, I have confidence in Nvidia's positioning against AMD not only due to higher R&D spending, but also due to the visionary talent of the company's management.In my previous thesis, I have underlined that Nvidia CEO Jensen Huang and his team have been disrupting the GPU industry for more than the last three decades, and this year's GTC 2024 event has increased my confidence that Nvidia will continue disrupting the way the digital world works. This is crucial because Nvidia does not want to only compete in current markets, but create new markets, \"Blue Oceans\" as it is called in one famous book.I am not an AI chips expert, but the new Blackwell platform, which was presented during GTC 2024, appears to mark a significant leap in computing. According to amax.com, this solution is multiple times more powerful than the company's legacy products and performs with much more efficient energy consumption, which will likely lead to lower cost of ownership for data centers. Blackwell's technological superiority is also highlighted by Alex McFarland, an AI expert, who said that Nvidia is setting new industry standards in the realm of AI processing with the company's new platform.To summarize, Nvidia remains at the forefront of the AI innovation, and its recent release of a disrupting Blackwell architecture appears to be a new standard for the AI solutions industry. The company's investments in R&D outweigh its closest GPU competitor, AMD, by billions of dollars, which likely helps the company to sustain its dominance in the space. I think that having a dominant position in the emerging industry will enable Nvidia to sustain its stellar pricing power, which will ultimately result in expanding profitability for longer.Valuation analysisDespite almost a 10% decline in the stock price over the last month, NVDA still has a strong Quant Momentum rating. After the last 12 months' 187% rally, the company's market cap reached $2.13 trillion, and currently NVDA is the third largest U.S. company by market cap after Microsoft Corporation (MSFT) and Apple Inc. (AAPL).SASome investors and experts consider NVDA to be substantially overvalued, but I do not think so. First, let me show you how NVDA's forward valuation ratios look against other prominent semiconductor names. The company's forward non-GAAP P/E ratios look in line with Broadcom Inc. (AVGO) and AMD, and the non-GAAP PEG is also sound.SAOf course, Nvidia's TTM metrics are substantially higher than all rivals. Nvidia's all valuation ratios are also sky-high compared to QUALCOMM Incorporated (QCOM) and Intel Corporation (INTC). However, TTM ratios give us a rear-mirror view, and investing in assets is all about their future potential to deliver growth and profitability. From the perspective of growth, none of the above-mentioned rivals are anywhere close to Nvidia. Therefore, I think that Nvidia's high TTM metrics are justified, which we see from sound long-term forward metrics.SANow I must figure out my target price for NVDA, which I will do with the help of the discounted cash flow (\"DCF\") model. Future cash flows will be discounted with a 9.5% WACC. Due to the positive factors for NVDA's long-term prospects which I share in \"Fundamental analysis,\" I reiterate my aggressive 7% constant growth rate assumption which I used last time for the terminal value ('TV') calculation. From the revenue perspective, I rely on consensus estimates for the base FY 2025 and project a 22.5% CAGR for the next five years. I use a 32.61% TTM levered FCF margin and expect NVDA to be effective in exercising its pricing power, which will help in expanding its FCF margin by 100 basis points yearly. According to Seeking Alpha, there are 2.46 billion outstanding NVDA shares.Calculated by the authorMy DCF model suggest that NVDA's shares are 34% undervalued and the target price for the next twelve months is $1,114. That said, the stock is still very attractively valued. I see it both from the multiples and DCF points of view.Mitigating factorsRecent developments around other big semiconductor names suggest that investor sentiment around semiconductors is cooling down. AMD's stock saw a notable recent sell-off, even after a solid Q1 earnings release with decent guidance on April 30. Intel also reported recently, and the stock suffered a sell-off, but INTC's report was indeed weaker than Wall Street analysts expected. While competitors' struggles might be good for Nvidia from the strategic point of view, as a leading semiconductor company in the world, NVDA's share price is vulnerable to the overall sentiment around the semiconductor industry. This might be a short-term headwind for the share price, and investors should be aware of it.The American technology sector is full of bright and ambitious, visionary leaders. Not all of them like the monopoly of Nvidia in the GPU market, and I believe that Nvidia's success is a good role model for the new generation of visionary CEOs. For example, Sam Altman from OpenAI wants to build his alternative to Nvidia in GPUs and reshape the industry. While his initiative apparently does not look like an overnight venture, I think that even potential positive headlines regarding Mr. Altman's initiatives developing in this direction might be absorbed by the market as a mounting threat to Nvidia's long-term prospects which will likely undermine the stock price.There is a great deal of geopolitical uncertainty not only caused by the complex relationships between China and the U.S., but also due to the historical tensions between China and Taiwan. This factor is crucial because Nvidia outsources its manufacturing to the Taiwan Semiconductor Manufacturing Company Limited (TSM) and the supply chain heavily depends on the stability of TSM's operations. I agree that the probability of an armed conflict between China and Taiwan is extremely low, but recent years taught us that even non-military measures like economic sanctions might substantially disrupt business operations. I think that this risk should also be weighted by investors before they decide to opt into NVDA.ConclusionNvidia is likely to remain the dominant force in the emerging advanced chips industry, thanks to its heavy investments in R&D and the visionary talent of its management. The demand for the most powerful GPUs appears to remain strong for longer, which is a big tailwind for NVDA. I think that NVDA is still a \"Strong Buy,\" also because of its still attractive valuation.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301686235521288,"gmtCreate":1714659953540,"gmtModify":1714659955326,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"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/301686235521288","repostId":"2432010196","repostType":2,"repost":{"id":"2432010196","pubTimestamp":1714657740,"share":"https://www.laohu8.com/m/news/2432010196?lang=&edition=full","pubTime":"2024-05-02 21:49","market":"sg","language":"zh","title":"英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2432010196","media":"环球市场播报","summary":"北京时间2日晚,英伟达供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工智能的繁荣推动了对这些芯片的需求。\n\n 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。\n 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。\n SK海力士股价周四下跌0.4%。\n\n股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","content":"<html><body><div>\n<p> 北京时间2日晚,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的繁荣推动了对这些芯片的需求。</p>\n<div><img src=\"https://n.sinaimg.cn/tech/transform/60/w550h310/20240502/fb23-08eeaf35564a5e4a3d3178d2faaafb72.jpg\"/><span></span></div>\n<p> 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。</p>\n<p> 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。</p>\n<p> SK海力士股价周四下跌0.4%。</p>\n<div>\n<span>股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>></span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:张俊 SF065</p>\n</div></body></html>","source":"sina","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>英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-02 21:49 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-05-02/doc-inatwaav7243646.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2日晚,英伟达供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工智能的繁荣推动了对这些芯片的需求。\n\n 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。\n 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。\n SK海力士股价周四下跌0.4%。\n\n股市回暖,抄底炒股先开户!智能定投、条件...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-05-02/doc-inatwaav7243646.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4550":"红杉资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) 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USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","BK4585":"ETF&股票定投概念","LU0109392836.USD":"富兰克林科技股A","BK4567":"ESG概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4587":"ChatGPT概念","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0080751232.USD":"富达环球多元动力基金A","BK4543":"AI"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-05-02/doc-inatwaav7243646.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2432010196","content_text":"北京时间2日晚,英伟达供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工智能的繁荣推动了对这些芯片的需求。\n\n 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。\n 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。\n SK海力士股价周四下跌0.4%。\n\n股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300869559676992,"gmtCreate":1714460563755,"gmtModify":1714460568307,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"嗷。小老虎,嘿嘿","listText":"嗷。小老虎,嘿嘿","text":"嗷。小老虎,嘿嘿","images":[{"img":"https://static.tigerbbs.com/5a4556a90b9a583ee3e6857f4211ebf6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300869559676992","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300846139490616,"gmtCreate":1714454986411,"gmtModify":1714454988332,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"700 800的股价对于英伟达来说简直是太便宜了。","listText":"700 800的股价对于英伟达来说简直是太便宜了。","text":"700 800的股价对于英伟达来说简直是太便宜了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300846139490616","repostId":"2431899995","repostType":2,"repost":{"id":"2431899995","pubTimestamp":1714460400,"share":"https://www.laohu8.com/m/news/2431899995?lang=&edition=full","pubTime":"2024-04-30 15:00","market":"us","language":"en","title":"Nvidia's Reversion Angle Became Steeper","url":"https://stock-news.laohu8.com/highlight/detail?id=2431899995","media":"Seeking Alpha","summary":"Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.</p></li><li><p>The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s upcoming leading-edge Blackwell architecture.</p></li><li><p>The valuation of Nvidia suggests up to 15% upside potential, leaving behind all the concerns discussed in the article.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6144f6f01bec9d39bca22c82ac595a7e\" alt=\"BING-JHEN HONG\" title=\"BING-JHEN HONG\" tg-width=\"750\" tg-height=\"500\"/><span>BING-JHEN HONG</span></p><p>I am still bullish on NVDA, and in my view, its share price ("SP") could appreciate further by up to 15%, especially with the launch of the new generation Blackwell architecture. In this piece, I will go through the growth potential in data centers and gaming segments and try to present that Nvidia is more than reasonably valued when looking at peers’ comparisons, historical levels, and earnings growth.</p><h2 id=\"id_4099191491\">Growth prospects in this valuation</h2><p>Nvidia has become the main beneficiary of the hype around artificial intelligence, as the stock has appreciated 418% since the launch of Cath GPT. Amid the rapid development of AI technology, which requires a whole new level of HPC for model training/inference, the company saw a significant uptick in demand for GPU-based solutions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d2b994873639b6392c06bde477cfbe6\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"490\"/><span>Data by YCharts</span></p><p>In addition to the record financials, NVDA reached record valuations, which were unsustainable for those who called it a bubble. However, the stock took a setback recently with a number of concerns behind that, including the pushed back Fed’s interest rate cuts, the disappointing order book from ASML Holding (ASML), and the lack of indication from Super Micro Computer (SMCI) about its March quarter financials.</p><p>Looking at the valuation, we can notice that Nvidia is still trading at prominently higher levels compared to its peers' EV/Sales and P/E ratios. However, in the case of NVDA stock, the direct comparison is not quite reasonable without considering the growth prospects.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/888456a02ab29871103f61ff6e11a32f\" alt=\"Ratio analysis (Seeking Alpha)\" title=\"Ratio analysis (Seeking Alpha)\" tg-width=\"640\" tg-height=\"180\"/><span>Ratio analysis (Seeking Alpha)</span></p><p>The company is a clear leader in the GPU accelerator segment of the data center market, taking at least 80% up to 97% of it, according to some reports. And to gain some clues about the market dimension, let’s recall AMD’s projection of a $45 billion AI chip total addressable market, or TAM. Given the data center systems spending for 2023, it indicates up to 19% of the overall spending for the year. Moreover, AMD forecasted $400 billion TAM in 2027, citing a substantial increase in AI chip demand.</p><p>Given the above-mentioned numbers, a rough calculation points to around $40 billion in revenue from AI chips for Nvidia in 2023. And if we suppose that the company could retain at least 80% market share, it suggests up to $320 million in revenue by 2027, or 68% CAGR. Quite a bull case, isn’t it? Meanwhile, the analysts from BofA estimated TAM of about $180 billion, which implies a 38% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/54d7fb81aeeff1dcfa21668d0dd45b15\" alt=\"Analyst’s growth expectations (Seeking Alpha)\" title=\"Analyst’s growth expectations (Seeking Alpha)\" tg-width=\"597\" tg-height=\"160\"/><span>Analyst’s growth expectations (Seeking Alpha)</span></p><p>The latter growth rate seems reasonable for me, and it’s broadly in line with the analyst’s growth expectations. Meanwhile, the competition is also evolving. Advanced Micro Devices, Inc. (AMD) started shipping its new Instinct MI300X GPU recently, which could challenge Nvidia’s H100 in memory-intensive tasks like large scene rendering and simulation, while the latter has been in production for a year and excels in AI-enhanced workflows and ray-traced rendering performance. Intel (INTC) in turn, is expected to launch Gaudi 3 latter this year with 50% faster performance than H100 when it comes to certain language models. However, Nvidia remains in a strong market position, as the H200 chip should basically hit the market any day now, while the next-generation Blackwell architecture is set to launch later in 2024.</p><p>Another issue that should be discussed is the recent supply constraints for the Hooper architecture, which remains in strong demand, according to the management’s comments. Although the supply picture is reportedly improving, it has become a major bottleneck for technology companies and AI researchers who have to compete for AI chips. As a result, some hyperscalers started to seek in-house AI-accelerator solutions. In particular, Alphabet (GOOGL) is known for its own Cloud TPU (tensor processing unit), Amazon (AMZN) produces Trainium chips, International Business Machines (<a href=\"https://laohu8.com/S/IBM\">IBM</a>) has AIU (artificial intelligence unit), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) utilizes MTIA (Meta Training and Inference Accelerator) internally, while Microsoft Corp. (MSFT) launched Maia AI accelerator last year.</p><p>Large cloud providers accounted for more than half of Nvidia’s data center revenue, and fears that they could start displacing Nvidia’s products for their in-house solutions are irrelevant in my view. Especially when there are a number of serverless GPU providers that could offer a distinct top-tier multi-GPU combination. And with the expected round of new GPU offerings hitting the market soon, I believe that hyperscalers will continue opting for Nvidia GPUs to retain dominance in the cloud market.</p><p>Concerning the management’s comments that the inference reached more than 40% of the company’s business, and given the price tag of Nvidia’s data center GPUs (Hopper is estimated to cost between $25-40k) and the estimated performance of the alternative GPUs, it undeniably raised concerns about the inference part of business. However, model training is a continuous process that should be run consistently due to the rising sophistication, upgrades, and bug elimination. So, the more data is generated through the inference, the more data should be processed by the model, and the more powerful GPU solutions are required.</p><p>Another strong growth factor for Nvidia is that it remains the leader in the gaming market. The company reported solid consumer demand for gaming hardware during the holiday season, during which I also became an RTX 40 series user, retiring my old GTX card. With the new DLSS technology, Nvidia could dominate the market further since even budget gamers can now opt for the RTX 4050 card and enjoy Cyberpunk 2077 on ultra-settings with enabled Ray Tracing. At the same time, the demand for senior 40 series cards could be encouraged by the rapid proliferation of VR devices and high-resolution monitors. The entry level for which could be the RTX 4070 SUPER, which was recently released, and is the best overall GPU right now. Moreover, the market for AIB discrete GPUs is improving following the COVID device refresh cycle. The latest surveys revealed that graphics card shipments increased by 32% YoY in Q4’23 to 9.5 million units, making an increase for three quarters in a row.</p><h2 id=\"id_1799736774\">Reversion angle</h2><p>Since my last article, the valuation of NVDA has normalized significantly. The forward P/E ratio declined from 59.2x to 35.1x, something that consensus previously expected to happen in Jan 2026 fiscal year. Last time, I mentioned that a 30% growth reversion angle could bring the valuation ratio down to the low 20x in FY2028. However, from the current point of view, this could happen much earlier, as the reversion angle sharpened significantly.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd1c5098d28d84d86fa95e87cd44f74e\" alt=\"Valuation of NVDA; P/E left; EPS right (prepared by author)\" title=\"Valuation of NVDA; P/E left; EPS right (prepared by author)\" tg-width=\"640\" tg-height=\"365\"/><span>Valuation of NVDA; P/E left; EPS right (prepared by author)</span></p><p>The chart above clearly delineates this pattern, as the green line (earnings per share) has climbed significantly, thanks to the accelerated growth of data center segment performance. This brought the company’s P/E ratio down substantially, which is now below the violet line, which in turn indicates median 3Y P/E at 40.5x. The two dotted lines represent one standard deviation above and below the median, and we can see that NVDA’s valuation has been hanging around the lower line over the last 6 months. We can also notice that there is a prominent way for multiple expansion towards the median line, which implies a 15.5% upside to $1 013 share price.</p><p>Before transitioning to the comparison with peers, I would like to clear up the doubts that NVDA has climbed to unsustainable levels.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8b4b8d129c78b1a55e239d6ecd5e4cf2\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><p>Over the last three years, NVDA’s SP has appreciated by 485%, especially since the launch of ChatGPT. However, the earnings growth followed suit, up by 463% for the same period, thus justifying the company’s valuation from the EPS growth perspective.</p><p>Now, compared to AMD, Intel, Broadcom (AVGO) and Qualcomm (QCOM), let’s see how Nvidia is ranking while incorporating future growth expectations.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e17079ca097c546321df5552696e987\" alt=\"EPS growth and P/E scatter (prepared by author )\" title=\"EPS growth and P/E scatter (prepared by author )\" tg-width=\"640\" tg-height=\"324\"/><span>EPS growth and P/E scatter (prepared by author )</span></p><p>Clearly below the trend line, suggesting that the company’s 90%+ earnings growth estimate more than justifies the fwd P/E level of 35.1x. Moreover, it means that to bring the company’s valuation in line with the trend line, NVDA's stock price should appreciate at least to the $954 level, or by 8.8%.</p><p>Finally, I would like to discuss the chart blow in order not to find ourselves in an insidious growth trap. Nvidia reported 5x YoY growth in compute revenue and 3x YoY growth in networking sales, and overall, a 409% YoY surge in data center LOB revenue.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61726597e0ceb745e1623efb304f433b\" alt=\"Data center revenue (company presentation)\" title=\"Data center revenue (company presentation)\" tg-width=\"441\" tg-height=\"293\"/><span>Data center revenue (company presentation)</span></p><p>Previously, we mentioned that the segment has the potential for up to 38% CAGR over the medium term. But investors may not like to see such low numbers. The recent growth pattern from the chart is due to the low base effect from a year ago, and my point is that market participants should be satisfied even with up to 10% sequential quarterly growth in the data center revenue. Certainly, at some point, NVDA will come down to such rates due to the accelerated growth last year. And given that Nvidia has a leading market share in AI accelerators, we can easily gain insight into the data center cycle because such advanced and expensive GPUs are not usually going through the channel but are sold directly to customers. This means one-for-one impact, bypassing channel inventory, and less volatile market trends compared to gaming, for example. As a result, it’s not likely that we could witness a significant decline in sales, in my view, and the concerns may be raised only in the case of two or three quarters of sequential decrease in data center sales.</p><h2 id=\"id_812255582\">Risk factors</h2><p>The tight monetary policy continues to put pressure on technology budgets. Nvidia is currently a leader in the AI chip market for data centers, while potential supply chain issues could result in stronger adoption of rivals’ products. Risks are also related to further tightening of the U.S. export restrictions in relation to China, which still remains a significant market for Nvidia. In addition, the company has risen strongly over the past year due to the optimistic forecast and positive trends in the AI market. If these trends are compromised by further deterioration of the global economic situation, investors may find themselves disappointed.</p><h2 id=\"id_421798531\">Investment conclusion</h2><p>I am keeping my bullish call on Nvidia since the company delivered much stronger earnings than my previous piece suggested. NVDA is trading at a more than reasonable valuation, as evidenced by peers’ comparisons and EPS growth, offering up to 15% additional upside at current levels.</p><p>I believe that Nvidia will remain in the leading positions for the AI-accelerator solutions, leaving behind all the concerns we mentioned above. At this point, the competition could offer alternatives to Hopper architecture, leaving Nvidia with the potential to skim the cream from the data center’s GPU market with the upcoming next-generation Blackwell chips. With this in mind, I believe that the company could maintain closer to mid-double-digit growth numbers in data center revenue, especially once hyperscalers and other cloud GPU providers start deploying leading-edge AI hardware to handle more demanding models.</p></body></html>","source":"seekingalpha","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>Nvidia's Reversion Angle Became Steeper</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\">\nNvidia's Reversion Angle Became Steeper\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 15:00 GMT+8 <a href=https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s...</p>\n\n<a href=\"https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4147":"半导体设备","BK4576":"AR","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","NVDA":"英伟达","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4077":"互动媒体与服务","BK4141":"半导体产品","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4512":"苹果概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4514":"搜索引擎","LU0557290698.USD":"施罗德环球可持续增长基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4516":"特朗普概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4515":"5G概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://seekingalpha.com/article/4687220-nvidia-reversion-angle-became-steeper","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2431899995","content_text":"Nvidia Corporation has sharpened the growth reversion angle that I mentioned last time significantly.The market demand profile for AI accelerators is expected to be solid, which could benefit Nvidia’s upcoming leading-edge Blackwell architecture.The valuation of Nvidia suggests up to 15% upside potential, leaving behind all the concerns discussed in the article.BING-JHEN HONGI am still bullish on NVDA, and in my view, its share price (\"SP\") could appreciate further by up to 15%, especially with the launch of the new generation Blackwell architecture. In this piece, I will go through the growth potential in data centers and gaming segments and try to present that Nvidia is more than reasonably valued when looking at peers’ comparisons, historical levels, and earnings growth.Growth prospects in this valuationNvidia has become the main beneficiary of the hype around artificial intelligence, as the stock has appreciated 418% since the launch of Cath GPT. Amid the rapid development of AI technology, which requires a whole new level of HPC for model training/inference, the company saw a significant uptick in demand for GPU-based solutions.Data by YChartsIn addition to the record financials, NVDA reached record valuations, which were unsustainable for those who called it a bubble. However, the stock took a setback recently with a number of concerns behind that, including the pushed back Fed’s interest rate cuts, the disappointing order book from ASML Holding (ASML), and the lack of indication from Super Micro Computer (SMCI) about its March quarter financials.Looking at the valuation, we can notice that Nvidia is still trading at prominently higher levels compared to its peers' EV/Sales and P/E ratios. However, in the case of NVDA stock, the direct comparison is not quite reasonable without considering the growth prospects.Ratio analysis (Seeking Alpha)The company is a clear leader in the GPU accelerator segment of the data center market, taking at least 80% up to 97% of it, according to some reports. And to gain some clues about the market dimension, let’s recall AMD’s projection of a $45 billion AI chip total addressable market, or TAM. Given the data center systems spending for 2023, it indicates up to 19% of the overall spending for the year. Moreover, AMD forecasted $400 billion TAM in 2027, citing a substantial increase in AI chip demand.Given the above-mentioned numbers, a rough calculation points to around $40 billion in revenue from AI chips for Nvidia in 2023. And if we suppose that the company could retain at least 80% market share, it suggests up to $320 million in revenue by 2027, or 68% CAGR. Quite a bull case, isn’t it? Meanwhile, the analysts from BofA estimated TAM of about $180 billion, which implies a 38% CAGR.Analyst’s growth expectations (Seeking Alpha)The latter growth rate seems reasonable for me, and it’s broadly in line with the analyst’s growth expectations. Meanwhile, the competition is also evolving. Advanced Micro Devices, Inc. (AMD) started shipping its new Instinct MI300X GPU recently, which could challenge Nvidia’s H100 in memory-intensive tasks like large scene rendering and simulation, while the latter has been in production for a year and excels in AI-enhanced workflows and ray-traced rendering performance. Intel (INTC) in turn, is expected to launch Gaudi 3 latter this year with 50% faster performance than H100 when it comes to certain language models. However, Nvidia remains in a strong market position, as the H200 chip should basically hit the market any day now, while the next-generation Blackwell architecture is set to launch later in 2024.Another issue that should be discussed is the recent supply constraints for the Hooper architecture, which remains in strong demand, according to the management’s comments. Although the supply picture is reportedly improving, it has become a major bottleneck for technology companies and AI researchers who have to compete for AI chips. As a result, some hyperscalers started to seek in-house AI-accelerator solutions. In particular, Alphabet (GOOGL) is known for its own Cloud TPU (tensor processing unit), Amazon (AMZN) produces Trainium chips, International Business Machines (IBM) has AIU (artificial intelligence unit), Meta Platforms (META) utilizes MTIA (Meta Training and Inference Accelerator) internally, while Microsoft Corp. (MSFT) launched Maia AI accelerator last year.Large cloud providers accounted for more than half of Nvidia’s data center revenue, and fears that they could start displacing Nvidia’s products for their in-house solutions are irrelevant in my view. Especially when there are a number of serverless GPU providers that could offer a distinct top-tier multi-GPU combination. And with the expected round of new GPU offerings hitting the market soon, I believe that hyperscalers will continue opting for Nvidia GPUs to retain dominance in the cloud market.Concerning the management’s comments that the inference reached more than 40% of the company’s business, and given the price tag of Nvidia’s data center GPUs (Hopper is estimated to cost between $25-40k) and the estimated performance of the alternative GPUs, it undeniably raised concerns about the inference part of business. However, model training is a continuous process that should be run consistently due to the rising sophistication, upgrades, and bug elimination. So, the more data is generated through the inference, the more data should be processed by the model, and the more powerful GPU solutions are required.Another strong growth factor for Nvidia is that it remains the leader in the gaming market. The company reported solid consumer demand for gaming hardware during the holiday season, during which I also became an RTX 40 series user, retiring my old GTX card. With the new DLSS technology, Nvidia could dominate the market further since even budget gamers can now opt for the RTX 4050 card and enjoy Cyberpunk 2077 on ultra-settings with enabled Ray Tracing. At the same time, the demand for senior 40 series cards could be encouraged by the rapid proliferation of VR devices and high-resolution monitors. The entry level for which could be the RTX 4070 SUPER, which was recently released, and is the best overall GPU right now. Moreover, the market for AIB discrete GPUs is improving following the COVID device refresh cycle. The latest surveys revealed that graphics card shipments increased by 32% YoY in Q4’23 to 9.5 million units, making an increase for three quarters in a row.Reversion angleSince my last article, the valuation of NVDA has normalized significantly. The forward P/E ratio declined from 59.2x to 35.1x, something that consensus previously expected to happen in Jan 2026 fiscal year. Last time, I mentioned that a 30% growth reversion angle could bring the valuation ratio down to the low 20x in FY2028. However, from the current point of view, this could happen much earlier, as the reversion angle sharpened significantly.Valuation of NVDA; P/E left; EPS right (prepared by author)The chart above clearly delineates this pattern, as the green line (earnings per share) has climbed significantly, thanks to the accelerated growth of data center segment performance. This brought the company’s P/E ratio down substantially, which is now below the violet line, which in turn indicates median 3Y P/E at 40.5x. The two dotted lines represent one standard deviation above and below the median, and we can see that NVDA’s valuation has been hanging around the lower line over the last 6 months. We can also notice that there is a prominent way for multiple expansion towards the median line, which implies a 15.5% upside to $1 013 share price.Before transitioning to the comparison with peers, I would like to clear up the doubts that NVDA has climbed to unsustainable levels.Data by YChartsOver the last three years, NVDA’s SP has appreciated by 485%, especially since the launch of ChatGPT. However, the earnings growth followed suit, up by 463% for the same period, thus justifying the company’s valuation from the EPS growth perspective.Now, compared to AMD, Intel, Broadcom (AVGO) and Qualcomm (QCOM), let’s see how Nvidia is ranking while incorporating future growth expectations.EPS growth and P/E scatter (prepared by author )Clearly below the trend line, suggesting that the company’s 90%+ earnings growth estimate more than justifies the fwd P/E level of 35.1x. Moreover, it means that to bring the company’s valuation in line with the trend line, NVDA's stock price should appreciate at least to the $954 level, or by 8.8%.Finally, I would like to discuss the chart blow in order not to find ourselves in an insidious growth trap. Nvidia reported 5x YoY growth in compute revenue and 3x YoY growth in networking sales, and overall, a 409% YoY surge in data center LOB revenue.Data center revenue (company presentation)Previously, we mentioned that the segment has the potential for up to 38% CAGR over the medium term. But investors may not like to see such low numbers. The recent growth pattern from the chart is due to the low base effect from a year ago, and my point is that market participants should be satisfied even with up to 10% sequential quarterly growth in the data center revenue. Certainly, at some point, NVDA will come down to such rates due to the accelerated growth last year. And given that Nvidia has a leading market share in AI accelerators, we can easily gain insight into the data center cycle because such advanced and expensive GPUs are not usually going through the channel but are sold directly to customers. This means one-for-one impact, bypassing channel inventory, and less volatile market trends compared to gaming, for example. As a result, it’s not likely that we could witness a significant decline in sales, in my view, and the concerns may be raised only in the case of two or three quarters of sequential decrease in data center sales.Risk factorsThe tight monetary policy continues to put pressure on technology budgets. Nvidia is currently a leader in the AI chip market for data centers, while potential supply chain issues could result in stronger adoption of rivals’ products. Risks are also related to further tightening of the U.S. export restrictions in relation to China, which still remains a significant market for Nvidia. In addition, the company has risen strongly over the past year due to the optimistic forecast and positive trends in the AI market. If these trends are compromised by further deterioration of the global economic situation, investors may find themselves disappointed.Investment conclusionI am keeping my bullish call on Nvidia since the company delivered much stronger earnings than my previous piece suggested. NVDA is trading at a more than reasonable valuation, as evidenced by peers’ comparisons and EPS growth, offering up to 15% additional upside at current levels.I believe that Nvidia will remain in the leading positions for the AI-accelerator solutions, leaving behind all the concerns we mentioned above. At this point, the competition could offer alternatives to Hopper architecture, leaving Nvidia with the potential to skim the cream from the data center’s GPU market with the upcoming next-generation Blackwell chips. With this in mind, I believe that the company could maintain closer to mid-double-digit growth numbers in data center revenue, especially once hyperscalers and other cloud GPU providers start deploying leading-edge AI hardware to handle more demanding models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300432909648176,"gmtCreate":1714367400577,"gmtModify":1714367402856,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"财富效应","listText":"财富效应","text":"财富效应","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300432909648176","repostId":"1161791449","repostType":2,"repost":{"id":"1161791449","pubTimestamp":1714292710,"share":"https://www.laohu8.com/m/news/1161791449?lang=&edition=full","pubTime":"2024-04-28 16:25","market":"us","language":"en","title":"Morgan Stanley Is Doubling Down on Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1161791449","media":"InvestorPlace","summary":"$Nvidia(NVDA)$ is rising today on the news that Morgan Stanley (MS) has upped its bet on NVDA stock.The investment bank sees big things ahead for the artificial intelligence (AI) leader.NVDA stock is ","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is rising today on the news that Morgan Stanley (MS) has upped its bet on NVDA stock.</p></li><li><p>The investment bank sees big things ahead for the artificial intelligence (AI) leader.</p></li><li><p>NVDA stock is likely to keep rising as Wall Street enthusiasm continues to spread.</p></li></ul><p>Wall Street’s enthusiasm for Nvidia isn’t slowing down. The vast majority of analysts currently rate it as a “buy” and maintain bullish price targets. But one prominent financial institution just increased its bet on the artificial intelligence (AI) leader, seizing on the opportunity to acquire NVDA stock on a recent dip. Morgan Stanley has staked an even bigger bet on the AI breakout sensation, which it currently maintains an “overweight” rating and $1,000 price target.</p><p>The investment bank noted that Nvidia’s pricing power and economies of scale were factors in its decision to double down on shares. “This multiple reflects a premium to other semiconductor peers, due to expansion in all AI names as well as the team’s higher conviction in estimates given NVDA’s higher AI exposure,” the investment bank stated in a recent note to investors. This news has provided a boost for both MS and NVDA stock.</p><h2 id=\"id_3157892583\" style=\"text-align: start;\">Why Morgan Stanley Loves NVDA Stock</h2><p style=\"text-align: start;\">As noted, most of Wall Street is highly bullish on Nvidia. Out of 41 polled analysts, 39 maintain “buy” ratings and none rate it as a “sell.” Few stocks can boast such positive sentiment, but Nvidia has demonstrated the type of growth that’s hard not to marvel at.</p><p style=\"text-align: start;\">Morgan Stanley doesn’t have the highest NVDA stock price target. But since the company recently increased its Nvidia position, its take is worth taking a closer look. As <em>Fortune</em> reports:</p><blockquote><p><em>“Even after surging more than 200% in the past 12 months alone, Nvidia emerges as a potential big winner this earnings season, according to Morgan Stanley’s Joseph Moore. Moore has a buy-equivalent “overweight” rating on shares of Nvidia, and expects the stock to spike 21% to $1,000 over the next 12 months as it dominates its AI competition. “NVDA continues to see strong spending trends in AI, with upward revisions in demand from some of the newer customers such as Tesla and various sovereigns,” he wrote.”</em></p></blockquote><p>Moore raised his price target early in April 2024, citing a likely increase in spending on Nvidia’s chips, an extremely important component of the AI revolution. NVDA stock is still down slightly for the month, but it has risen steadily over the past week and is in the green today.</p><p style=\"text-align: start;\">Even while competition continues to mount throughout the AI sector, Nvidia remains the undisputed leader with a client list that only seems to be growing. Japanese conglomerate SoftBank Group recently announced plans to start building out its own generative AI model, which it intends to do by purchasing chips from Nvidia.</p><p style=\"text-align: start;\">This recent endorsement from Morgan Stanley is all Nvidia needs to keep growing. More and more companies are jumping on board the AI train by attempting to build their own models. In many cases, that means coming to Nvidia for essential components. NVDA stock is primed to continue rising in 2024 and push past Moore’s $1,000 price target.</p></body></html>","source":"investorplace_stock_picks","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>Morgan Stanley Is Doubling Down on Nvidia Stock</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nMorgan Stanley Is Doubling Down on Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-28 16:25 GMT+8 <a href=https://investorplace.com/2024/04/morgan-stanley-is-doubling-down-on-nvidia-nvda-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is rising today on the news that Morgan Stanley (MS) has upped its bet on NVDA stock.The investment bank sees big things ahead for the artificial intelligence (AI) leader.NVDA stock is likely ...</p>\n\n<a href=\"https://investorplace.com/2024/04/morgan-stanley-is-doubling-down-on-nvidia-nvda-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2024/04/morgan-stanley-is-doubling-down-on-nvidia-nvda-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161791449","content_text":"Nvidia is rising today on the news that Morgan Stanley (MS) has upped its bet on NVDA stock.The investment bank sees big things ahead for the artificial intelligence (AI) leader.NVDA stock is likely to keep rising as Wall Street enthusiasm continues to spread.Wall Street’s enthusiasm for Nvidia isn’t slowing down. The vast majority of analysts currently rate it as a “buy” and maintain bullish price targets. But one prominent financial institution just increased its bet on the artificial intelligence (AI) leader, seizing on the opportunity to acquire NVDA stock on a recent dip. Morgan Stanley has staked an even bigger bet on the AI breakout sensation, which it currently maintains an “overweight” rating and $1,000 price target.The investment bank noted that Nvidia’s pricing power and economies of scale were factors in its decision to double down on shares. “This multiple reflects a premium to other semiconductor peers, due to expansion in all AI names as well as the team’s higher conviction in estimates given NVDA’s higher AI exposure,” the investment bank stated in a recent note to investors. This news has provided a boost for both MS and NVDA stock.Why Morgan Stanley Loves NVDA StockAs noted, most of Wall Street is highly bullish on Nvidia. Out of 41 polled analysts, 39 maintain “buy” ratings and none rate it as a “sell.” Few stocks can boast such positive sentiment, but Nvidia has demonstrated the type of growth that’s hard not to marvel at.Morgan Stanley doesn’t have the highest NVDA stock price target. But since the company recently increased its Nvidia position, its take is worth taking a closer look. As Fortune reports:“Even after surging more than 200% in the past 12 months alone, Nvidia emerges as a potential big winner this earnings season, according to Morgan Stanley’s Joseph Moore. Moore has a buy-equivalent “overweight” rating on shares of Nvidia, and expects the stock to spike 21% to $1,000 over the next 12 months as it dominates its AI competition. “NVDA continues to see strong spending trends in AI, with upward revisions in demand from some of the newer customers such as Tesla and various sovereigns,” he wrote.”Moore raised his price target early in April 2024, citing a likely increase in spending on Nvidia’s chips, an extremely important component of the AI revolution. NVDA stock is still down slightly for the month, but it has risen steadily over the past week and is in the green today.Even while competition continues to mount throughout the AI sector, Nvidia remains the undisputed leader with a client list that only seems to be growing. Japanese conglomerate SoftBank Group recently announced plans to start building out its own generative AI model, which it intends to do by purchasing chips from Nvidia.This recent endorsement from Morgan Stanley is all Nvidia needs to keep growing. More and more companies are jumping on board the AI train by attempting to build their own models. In many cases, that means coming to Nvidia for essential components. NVDA stock is primed to continue rising in 2024 and push past Moore’s $1,000 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299353481248768,"gmtCreate":1714109676038,"gmtModify":1714109677338,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"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/299353481248768","repostId":"2430029686","repostType":2,"repost":{"id":"2430029686","pubTimestamp":1714097040,"share":"https://www.laohu8.com/m/news/2430029686?lang=&edition=full","pubTime":"2024-04-26 10:04","market":"sg","language":"zh","title":"谷歌高管解读Q1财报:AI会为云业务带来拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2430029686","media":"新浪科技","summary":" Alphabet今天发布了截至3月31日的2024财年第一季度财报:总营收为805.39亿美元,同比增长15%,不计入汇率变动的影响为同比增长16%;按照美国通用会计准则,Alphabet第一季度净利润为236.62亿美元,同比增长57%;每股摊薄收益为1.89美元,与上年同期的1.17美元相比实现增长。 财报发布后,谷歌CEO桑达尔·皮查伊,总裁、首席投资官兼CFO露丝·波拉特和首席商务官菲利普·辛德勒召开了分析师电话会议,回答了相关业务的问题。","content":"<html><body><div>\n<p> 专题:聚焦美股2023年第三季度财报 </p>\n<p> Alphabet(<span><a href=\"https://laohu8.com/S/GOOG\">谷歌</a></span><span></span>母公司)今天发布了截至3月31日的2024财年第一季度财报:总营收为805.39亿美元,同比增长15%,不计入汇率变动的影响为同比增长16%;按照美国通用会计准则,Alphabet第一季度净利润为236.62亿美元,同比增长57%;每股摊薄收益为1.89美元,与上年同期的1.17美元相比实现增长。</p>\n<blockquote> 详见:谷歌母公司Alphabet一季度营收805亿美元 宣布史上首个股息计划</blockquote>\n<p> 财报发布后,<strong>谷歌CEO桑达尔·皮查伊(Sundar Pichai),总裁、首席投资官兼CFO露丝·波拉特(Ruth Porat)和首席商务官菲利普·辛德勒(Philipp Schindler)</strong>召开了分析师电话会议,回答了相关业务的问题。</p>\n<p> <strong>以下是分析师电话会议回答摘要:</strong></p>\n<p><strong> <span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>分析师Brian Nowak:</strong>我的第一个问题有关用户的整体搜索行为变化。菲利普,您之前曾谈到谷歌的用户检索趋势保持增长,如果把目光放在业务变现的话,目前谷歌的搜索业务变现趋势是否也有变化?因为新用户源源不断的加入,可能业务变现趋势也会随之变动。</p>\n<p> 我的第二个问题想问露丝。之前您谈到会进一步减缓集团的费用支出增速。您能否为我们举一些具体例子?比如在您看来,2024年公司内部还有哪些能进一步优化的工作流程?或者说哪些业务还能进一步压缩运营支出?</p>\n<p><strong> 桑达尔·皮查伊:</strong>关于你的第一个问题。总的来说,多年来的运营经验告诉我们,如果用户生态运转良好,业务变现也会随之而来。目前来看,我们搜索业务的趋势表现很好。将生成式人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>(generative AI)引入搜索业务确实有效拓宽了检索类型,以便我们为用户提供更多样的检索方式。此外,人工智能的引入还能让我们回答各种类型的、更复杂的问题。</p>\n<p> 至于你问到的变现趋势,目前来看一切还都处在早期阶段,我们会将用户体验放在首位。但我们对未来搜索业务的变现趋势非常看好。</p>\n<p><strong> 露丝·波拉特:</strong>关于你的第二个问题。其实之前桑达尔和我都曾提到,<strong>我们将继续发力,持续降低公司的费用增长速度。</strong>这项工作在我们内部称为“持续性成本结构优化”(Durably Reengineer Cost Base)。在前面的简报中我们也提到,我们非常清楚当前公司面对的大环境逆风影响,比如货币贬值、较高的折旧率与资本支出费用等等。从这个角度来说,对成本结构的持续优化与重新设计的工作会一直继续。</p>\n<p> 在之前的电话会议中其实我们也与大家分享过,我们的工作一直是从业务、产品以及工作流的重要性与优先级出发,目的在于提高组织效率、优化组织结构。举例来说,之前桑达尔曾提到将服务、设备与平台生态系统相结合,整合团队资源。这不仅能帮助我们提高产品质量、优化用户体验,同时也能帮助我们提升工作速度与效率。此外,之前我也与大家分享过我们对技术基础设施的优化,桑达尔还提到我们会利用人工智能技术简化内部运营,提升效率;再比如我们还与供应商、销售商一道优化了采购流程,同时对公司的房地产业务进行优化等等。以上工作都是在持续进行的,同时也是“持续性成本结构优化”工作的一部分。</p>\n<p> <strong> 瑞士信贷分析师Stephen Ju:</strong>我的问题想问菲利普。自从在YouTube Shorts(YouTube竖屏短视频软件)上投放广告已经过去两年的时间,每季度您都会与我们分享YouTube Shorts广告业务的盈利变化。从这点出发,我看到YouTube为广告商推出了一系列广告产品与自动化工具,帮助他们更好地投放竖屏广告产品。能否请您与我们分享一下目前广告商对YouTube广告产品的购买行为变化?另外,根据您过去两年的观察,影响YouTube广告变现有哪些结构性因素?目前YouTube横屏广告业务表现如何?</p>\n<p><strong> 菲利普·辛德勒:</strong>总的来说,我们认为YouTube的表现还是非常强劲的。特别是<strong>在美国地区,相比12个月之前,本季度YouTube Shorts的变现率增加了一倍多。</strong>我们对YouTube Shorts当前的表现非常满意。大家不妨这样想,广告商只有在获得正向积极的投资回报率(ROI)时才会持续在我们这里投资,所以如果表现不够优秀,广告商是不会选择在我们这里投钱的。这点非常重要。</p>\n<p> 总的来说,YouTube Shorts与我们而言是一项长期工作,它能帮助我们满足创作者与观众对短视频的强劲需求。此前我也与大家分享过,YouTube Shorts目前的日均浏览量已经达到700亿次,多渠道上载量同比增加了50%。</p>\n<p> 最后,关于你提到的结构性影响因素。目前来说我很难给出具体回答,还需要一段时间的观察。</p>\n<p> <strong> 美林美银分析师Justin Post:</strong>我的问题还是有关资本支出。从数据上来看,资本支出似乎是公司当前最大的资金投资项目。我看到在过去两个季度,公司的资本支出大幅增长,但其实谷歌多年来一直都在投资人工智能领域。我的问题是,这种资本支出增长背后的原因是什么?是因为当前的供应处于顺风、较为容易获取?还是说现在是推动人工智能发展的好机会,管理层认为是时候加大投资?</p>\n<p> 另外,关于广告业务与云业务的资本支出回报。您认为提高资本支出是否意味着业务成本也相应推高?还是说管理层认为提高资本支出能为公司带来比过去更强、更好的回报机遇?</p>\n<p><strong> 露丝·波拉特:</strong>正如桑达尔和我之前与大家分享的一样,公司资本支出的增加意味着我们其实在公司多项业务中都看到了增长机遇,包括大型语言模型Gemini、云服务、谷歌云平台(GCP)以及基础设施等方面的增长,再比如搜索业务、YouTube等等。这些都是不断增长的业务重点,我们需要确保自身有足够的资金能力支撑这些业务发展机遇。</p>\n<p>这也就引出了你的第二个问题,我们相信增加各项业务的资本支出能够为我们带来更高的收入机会。我们对变现机会非常关注,这也是支撑谷歌服务、谷歌云业务等的关键基础。另外,桑达尔之前也指出,我们对公司的效率也非常关注,会尽可能地优化流程、提升效率,确保软件、硬件、计算能力等匹配得上公司的快速发展。</p>\n<p><strong> <a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI分析师Jane Lee:</strong>我的第一个问题还是有关谷歌的搜索业务。谷歌之前也推出了人工智能聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>,在这样的大背景下,管理层认为人工智能技术在搜索业务中的应用能否帮助搜索业务实现搜索量的大幅变化?或者说人工智能技术的应用能否带来创造性的搜索功能变化?能否请管理层与我们分享您在这方面的看法以及对未来的期待?</p>\n<p> 我的第二个问题有关YouTube与云业务。目前谷歌的YouTube业务与云业务运行率都达到千亿级别。管理层对这两项业务的前景有何看法?未来云业务需求是否会出现拐点?生成式人工智能技术会为业务带来哪些巨变?能否请管理层与我们具体分享一下。</p>\n<p><strong> 桑达尔·皮查伊:</strong>关于你的第一个问题。之前我曾与大家分享过相关看法,这里我再明确一次。</p>\n<p> 在我们看来,<strong>现在正是搜索业务增长的利好时期。生成式人工智能技术的应用能让我们从纵深上拓展产品。</strong>大家要知道,搜索是一种非常独特的体验,用户选择搜索,是因为他们想要获取答案、想要探索更多、想要从网络上获取新的知识与观点、想要从深度与广度两方面了解他们在查询的内容。我们需要确保技术的创新跟得上用户需求,这也是一直以来我们所做的工作。目前来看,我对我们的进展非常满意,特别是我对当前公司的创新很自豪。</p>\n<p> 总的来说,我认为现在是搜索业务增长的利好时期。</p>\n<p><strong> 露丝·波拉特:</strong>我同意桑达尔在简报中提到的,目前我们在这些业务中观察到强劲的业绩与增长势头。随着时间的推移,我们将继续发展业务、扩大业务规模。上季度的财报会议其实我们也提到了,我们为公司团队工作所取得的进展而感到满意。他们创造很多机遇,为用户、客户、广告商提供了多重服务,多年来也帮助公司拓宽了业务规模。</p>\n<p><strong> <span><a href=\"https://laohu8.com/S/WFC\">富国银行</a></span><span></span>分析师Ken Gawrelski:</strong>我的第一个问题有关GCP。我看到谷歌的GCP业务本季度增速良好。如果GCP想要实现加速增长、获取更大市场份额,管理层认为目前GCP面临着哪些机遇?又有哪些因素限制着GCP发展?未来GCP会更侧重销售,还是产品与解决方案?或者说二者兼而有之?另外,对于GCP业务,管理层是否计划与外部公司合作?还是说GCP业务会完全属于谷歌内部生态系统?</p>\n<p> 我的第二个问题有关YouTube的体育赛事转播授权。对于未来YouTube体育赛事转播授权,管理层有哪些规划或者说看法?我们知道接下来几年可能会有更多大型赛事的转播版权流入市场。能否请管理层谈一谈您对这项业务的核心理念?比如NFL职业橄榄球大联盟、全美职业橄榄球大联盟“周日门票”等等。</p>\n<p><strong> 桑达尔·皮查伊:云业务方面。人工智能技术的引入绝对会为业务带来拐点。</strong></p>\n<p> 人工智能技术带来的业务转型促使各方都在思考如何参与进来。举例来说,考虑到谷歌人工智能模型的深度与广度,人们希望vertexAI(谷歌推出的托管式机器学习平台)能帮助他们提升效率,或者通过Google Workspace提高生产力。人工智能技术确实为我们带来了非常多的机遇。</p>\n<p> <strong>至于说是内部工作还是会寻求外部合作,我认为二者兼而有之。</strong>一部分工作会在谷歌内部进行,我们也不拒绝与外部伙伴进行合作。大家要知道,挑战一直存在,用户迁移上云是需要成本的。我们需要解决的挑战在于,如何让用户迁移上云的过程更容易、更顺利?对此我们会进行持续投资,以便为用户带去更多便利。</p>\n<p><strong> 菲利普·辛德勒:</strong>关于体育赛事转播权的问题。谷歌与全美乃至全球许多非常受欢迎的体育联盟、球队、运动员、广播公司等都建立了长期且重要的合作伙伴关系,这些合作伙伴关系加之YouTube上庞大的体育迷基数,能够带来大量的订阅数与产品投资。但目前我没有更多新内容与大家分享。当然,一直以来我们都在寻找如何为用户、广告商、视频创作者创造更高价值的机会。</p>\n<p> (持续更新中。。。)</p>\n<div> </div>\n<div>\n<span>股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>></span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:刘明亮 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE 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}\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\">\n谷歌高管解读Q1财报:AI会为云业务带来拐点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 10:04 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-04-26/doc-inatcmza6898861.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题:聚焦美股2023年第三季度财报 \n Alphabet(谷歌母公司)今天发布了截至3月31日的2024财年第一季度财报:总营收为805.39亿美元,同比增长15%,不计入汇率变动的影响为同比增长16%;按照美国通用会计准则,Alphabet第一季度净利润为236.62亿美元,同比增长57%;每股摊薄收益为1.89美元,与上年同期的1.17美元相比实现增长。\n 详见:谷歌母公司...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-04-26/doc-inatcmza6898861.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-04-26/doc-inatcmza6898861.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2430029686","content_text":"专题:聚焦美股2023年第三季度财报 \n Alphabet(谷歌母公司)今天发布了截至3月31日的2024财年第一季度财报:总营收为805.39亿美元,同比增长15%,不计入汇率变动的影响为同比增长16%;按照美国通用会计准则,Alphabet第一季度净利润为236.62亿美元,同比增长57%;每股摊薄收益为1.89美元,与上年同期的1.17美元相比实现增长。\n 详见:谷歌母公司Alphabet一季度营收805亿美元 宣布史上首个股息计划\n 财报发布后,谷歌CEO桑达尔·皮查伊(Sundar Pichai),总裁、首席投资官兼CFO露丝·波拉特(Ruth Porat)和首席商务官菲利普·辛德勒(Philipp Schindler)召开了分析师电话会议,回答了相关业务的问题。\n 以下是分析师电话会议回答摘要:\n 摩根士丹利分析师Brian Nowak:我的第一个问题有关用户的整体搜索行为变化。菲利普,您之前曾谈到谷歌的用户检索趋势保持增长,如果把目光放在业务变现的话,目前谷歌的搜索业务变现趋势是否也有变化?因为新用户源源不断的加入,可能业务变现趋势也会随之变动。\n 我的第二个问题想问露丝。之前您谈到会进一步减缓集团的费用支出增速。您能否为我们举一些具体例子?比如在您看来,2024年公司内部还有哪些能进一步优化的工作流程?或者说哪些业务还能进一步压缩运营支出?\n 桑达尔·皮查伊:关于你的第一个问题。总的来说,多年来的运营经验告诉我们,如果用户生态运转良好,业务变现也会随之而来。目前来看,我们搜索业务的趋势表现很好。将生成式人工智能(generative AI)引入搜索业务确实有效拓宽了检索类型,以便我们为用户提供更多样的检索方式。此外,人工智能的引入还能让我们回答各种类型的、更复杂的问题。\n 至于你问到的变现趋势,目前来看一切还都处在早期阶段,我们会将用户体验放在首位。但我们对未来搜索业务的变现趋势非常看好。\n 露丝·波拉特:关于你的第二个问题。其实之前桑达尔和我都曾提到,我们将继续发力,持续降低公司的费用增长速度。这项工作在我们内部称为“持续性成本结构优化”(Durably Reengineer Cost Base)。在前面的简报中我们也提到,我们非常清楚当前公司面对的大环境逆风影响,比如货币贬值、较高的折旧率与资本支出费用等等。从这个角度来说,对成本结构的持续优化与重新设计的工作会一直继续。\n 在之前的电话会议中其实我们也与大家分享过,我们的工作一直是从业务、产品以及工作流的重要性与优先级出发,目的在于提高组织效率、优化组织结构。举例来说,之前桑达尔曾提到将服务、设备与平台生态系统相结合,整合团队资源。这不仅能帮助我们提高产品质量、优化用户体验,同时也能帮助我们提升工作速度与效率。此外,之前我也与大家分享过我们对技术基础设施的优化,桑达尔还提到我们会利用人工智能技术简化内部运营,提升效率;再比如我们还与供应商、销售商一道优化了采购流程,同时对公司的房地产业务进行优化等等。以上工作都是在持续进行的,同时也是“持续性成本结构优化”工作的一部分。\n 瑞士信贷分析师Stephen Ju:我的问题想问菲利普。自从在YouTube Shorts(YouTube竖屏短视频软件)上投放广告已经过去两年的时间,每季度您都会与我们分享YouTube Shorts广告业务的盈利变化。从这点出发,我看到YouTube为广告商推出了一系列广告产品与自动化工具,帮助他们更好地投放竖屏广告产品。能否请您与我们分享一下目前广告商对YouTube广告产品的购买行为变化?另外,根据您过去两年的观察,影响YouTube广告变现有哪些结构性因素?目前YouTube横屏广告业务表现如何?\n 菲利普·辛德勒:总的来说,我们认为YouTube的表现还是非常强劲的。特别是在美国地区,相比12个月之前,本季度YouTube Shorts的变现率增加了一倍多。我们对YouTube Shorts当前的表现非常满意。大家不妨这样想,广告商只有在获得正向积极的投资回报率(ROI)时才会持续在我们这里投资,所以如果表现不够优秀,广告商是不会选择在我们这里投钱的。这点非常重要。\n 总的来说,YouTube Shorts与我们而言是一项长期工作,它能帮助我们满足创作者与观众对短视频的强劲需求。此前我也与大家分享过,YouTube Shorts目前的日均浏览量已经达到700亿次,多渠道上载量同比增加了50%。\n 最后,关于你提到的结构性影响因素。目前来说我很难给出具体回答,还需要一段时间的观察。\n 美林美银分析师Justin Post:我的问题还是有关资本支出。从数据上来看,资本支出似乎是公司当前最大的资金投资项目。我看到在过去两个季度,公司的资本支出大幅增长,但其实谷歌多年来一直都在投资人工智能领域。我的问题是,这种资本支出增长背后的原因是什么?是因为当前的供应处于顺风、较为容易获取?还是说现在是推动人工智能发展的好机会,管理层认为是时候加大投资?\n 另外,关于广告业务与云业务的资本支出回报。您认为提高资本支出是否意味着业务成本也相应推高?还是说管理层认为提高资本支出能为公司带来比过去更强、更好的回报机遇?\n 露丝·波拉特:正如桑达尔和我之前与大家分享的一样,公司资本支出的增加意味着我们其实在公司多项业务中都看到了增长机遇,包括大型语言模型Gemini、云服务、谷歌云平台(GCP)以及基础设施等方面的增长,再比如搜索业务、YouTube等等。这些都是不断增长的业务重点,我们需要确保自身有足够的资金能力支撑这些业务发展机遇。\n这也就引出了你的第二个问题,我们相信增加各项业务的资本支出能够为我们带来更高的收入机会。我们对变现机会非常关注,这也是支撑谷歌服务、谷歌云业务等的关键基础。另外,桑达尔之前也指出,我们对公司的效率也非常关注,会尽可能地优化流程、提升效率,确保软件、硬件、计算能力等匹配得上公司的快速发展。\n Evercore ISI分析师Jane Lee:我的第一个问题还是有关谷歌的搜索业务。谷歌之前也推出了人工智能聊天机器人,在这样的大背景下,管理层认为人工智能技术在搜索业务中的应用能否帮助搜索业务实现搜索量的大幅变化?或者说人工智能技术的应用能否带来创造性的搜索功能变化?能否请管理层与我们分享您在这方面的看法以及对未来的期待?\n 我的第二个问题有关YouTube与云业务。目前谷歌的YouTube业务与云业务运行率都达到千亿级别。管理层对这两项业务的前景有何看法?未来云业务需求是否会出现拐点?生成式人工智能技术会为业务带来哪些巨变?能否请管理层与我们具体分享一下。\n 桑达尔·皮查伊:关于你的第一个问题。之前我曾与大家分享过相关看法,这里我再明确一次。\n 在我们看来,现在正是搜索业务增长的利好时期。生成式人工智能技术的应用能让我们从纵深上拓展产品。大家要知道,搜索是一种非常独特的体验,用户选择搜索,是因为他们想要获取答案、想要探索更多、想要从网络上获取新的知识与观点、想要从深度与广度两方面了解他们在查询的内容。我们需要确保技术的创新跟得上用户需求,这也是一直以来我们所做的工作。目前来看,我对我们的进展非常满意,特别是我对当前公司的创新很自豪。\n 总的来说,我认为现在是搜索业务增长的利好时期。\n 露丝·波拉特:我同意桑达尔在简报中提到的,目前我们在这些业务中观察到强劲的业绩与增长势头。随着时间的推移,我们将继续发展业务、扩大业务规模。上季度的财报会议其实我们也提到了,我们为公司团队工作所取得的进展而感到满意。他们创造很多机遇,为用户、客户、广告商提供了多重服务,多年来也帮助公司拓宽了业务规模。\n 富国银行分析师Ken Gawrelski:我的第一个问题有关GCP。我看到谷歌的GCP业务本季度增速良好。如果GCP想要实现加速增长、获取更大市场份额,管理层认为目前GCP面临着哪些机遇?又有哪些因素限制着GCP发展?未来GCP会更侧重销售,还是产品与解决方案?或者说二者兼而有之?另外,对于GCP业务,管理层是否计划与外部公司合作?还是说GCP业务会完全属于谷歌内部生态系统?\n 我的第二个问题有关YouTube的体育赛事转播授权。对于未来YouTube体育赛事转播授权,管理层有哪些规划或者说看法?我们知道接下来几年可能会有更多大型赛事的转播版权流入市场。能否请管理层谈一谈您对这项业务的核心理念?比如NFL职业橄榄球大联盟、全美职业橄榄球大联盟“周日门票”等等。\n 桑达尔·皮查伊:云业务方面。人工智能技术的引入绝对会为业务带来拐点。\n 人工智能技术带来的业务转型促使各方都在思考如何参与进来。举例来说,考虑到谷歌人工智能模型的深度与广度,人们希望vertexAI(谷歌推出的托管式机器学习平台)能帮助他们提升效率,或者通过Google Workspace提高生产力。人工智能技术确实为我们带来了非常多的机遇。\n 至于说是内部工作还是会寻求外部合作,我认为二者兼而有之。一部分工作会在谷歌内部进行,我们也不拒绝与外部伙伴进行合作。大家要知道,挑战一直存在,用户迁移上云是需要成本的。我们需要解决的挑战在于,如何让用户迁移上云的过程更容易、更顺利?对此我们会进行持续投资,以便为用户带去更多便利。\n 菲利普·辛德勒:关于体育赛事转播权的问题。谷歌与全美乃至全球许多非常受欢迎的体育联盟、球队、运动员、广播公司等都建立了长期且重要的合作伙伴关系,这些合作伙伴关系加之YouTube上庞大的体育迷基数,能够带来大量的订阅数与产品投资。但目前我没有更多新内容与大家分享。当然,一直以来我们都在寻找如何为用户、广告商、视频创作者创造更高价值的机会。\n (持续更新中。。。)\n \n\n股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:刘明亮","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299353799503944,"gmtCreate":1714109627952,"gmtModify":1714109629591,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"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/299353799503944","repostId":"2430292404","repostType":2,"repost":{"id":"2430292404","pubTimestamp":1714102241,"share":"https://www.laohu8.com/m/news/2430292404?lang=&edition=full","pubTime":"2024-04-26 11:30","market":"us","language":"zh","title":"同样“豪赌”AI,为何Meta大跌,但微软、谷歌大涨?","url":"https://stock-news.laohu8.com/highlight/detail?id=2430292404","media":"华尔街见闻","summary":"AI投资已经开始为谷歌和微软带来巨大的效益,但对Meta业绩而言更像是一个沉重的包袱,AI变现之路任重道远。","content":"<html><head></head><body><blockquote><p>AI投资已经开始为谷歌和微软带来巨大的效益,但对Meta业绩而言更像是一个沉重的包袱,AI变现之路任重道远。</p></blockquote><p style=\"text-align: justify;\">AI无疑已成为科技巨头们新一轮战略布局的关键。然而,一季度财报证明,虽然它们都在AI领域疯狂烧钱,但当下对于公司业绩的影响完全不同。</p><p style=\"text-align: justify;\">一季度业绩同样强劲,谷歌母公司Alphabet和微软在盘后交易中股价大涨,前者周四美股盘后一度涨超15%至历史新高,而Facebook母公司Meta的股价则遭到重创,隔夜跌幅超过10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09565eb8f5081f8629f67f54b57705a3\" tg-width=\"871\" tg-height=\"831\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/396d1a1fe0ec1c414b34909291276e21\" tg-width=\"871\" tg-height=\"832\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f18d31239c1eb8eee7141a1559157f\" tg-width=\"560\" tg-height=\"240\"/></p><p>造成这种差异的关键在于,现阶段,<strong>AI投资已经开始为谷歌和微软带来巨大的效益,但对Meta业绩而言更像是一个沉重的包袱,AI变现之路任重道远。</strong></p><p style=\"text-align: justify;\">在刚刚结束的电话会上,谷歌和微软双双确认了AI对业绩的积极作用。</p><h2 id=\"id_2987088464\">AI推动谷歌云收入同比大增28%,谷歌称将努力控制成本增长</h2><p style=\"text-align: justify;\">财报显示,谷歌母公司Alphabet一季度总营收805.4亿美元,同比增长15%创2022年初以来最快增速,并高于市场预期的790.4亿美元。调整后每股收益1.89美元,远超预期的1.53美元,较上年同期的1.17美元同比激增61.5%。净利润同比跃升57%至236.6亿美元,高于预期的189.5亿美元。</p><p style=\"text-align: justify;\"><strong>一季度谷歌云收入达到96亿美元,同比增长28%,</strong>首席财务官Ruth Porat表示这得益于“AI带来的日益增长的贡献”。</p><p style=\"text-align: justify;\"><strong>尽管AI的支出巨大,但Porat表示谷歌仍在控制这些成本。</strong>她说:</p><blockquote><p style=\"text-align: justify;\">展望未来,我们仍将专注于努力放慢支出增长步伐,为技术基础设施投资水平的提高以及相关折旧和费用的增加腾出空间。</p><p style=\"text-align: justify;\">关于资本支出,我们本季度的资本支出为120亿美元,这主要是投资于技术基础设施,其中以服务器为最大支出,其次是数据中心。近几个季度资本支出同比大幅增长,反映了我们对AI在整个业务中提供的机遇充满信心。</p></blockquote><p style=\"text-align: justify;\">然而,未来评估谷歌在AI领域的投入和支出会变得更加困难,因为谷歌进行了组织架构调整,从二季度开始,原本隶属于谷歌服务部门的AI模型开发团队将迁移到DeepMind,后者直属于Alphabet母公司。</p><p style=\"text-align: justify;\">也就是说,从二季度开始,AI的相关会计处理将从谷歌转移到Alphabet总部层面。这将增加评估谷歌在AI领域投入产出的难度,因为相关费用将纳入Alphabet整体,而非仅限于谷歌单位。</p><p style=\"text-align: justify;\">当然,投资者对于谷歌的热情还出于股东大礼包:700亿回购计划+历史首次分红。</p><h2 id=\"id_1841074911\">AI驱动微软业绩全面超预期,巨大支出不足为惧?</h2><p style=\"text-align: justify;\">在AI的驱动下,微软当季财报关键指标和各项业务全面超预期,其中整体微软云收入同比增23%至351亿美元,智能云收入增21%至267亿美元,Azure收入逐季加速增长。</p><p style=\"text-align: justify;\">值得一提的是,Azure和其他云服务的收入增长了31%,高于市场预期的增长28.6%,以及去年三季度的增速29%和去年四季度的增速30%,<strong>代表AI确实在推动云收入加速增长。</strong></p><p style=\"text-align: justify;\">微软执行副总裁兼首席财务官Amy Hood告诉投资者:</p><blockquote><p style=\"text-align: justify;\">我们预计未来几年资本支出将增加,以支持云产品的增长以及我们在AI基础设施和培训方面的投资。</p></blockquote><p style=\"text-align: justify;\">在微软的收益电话会议上,摩根士丹利分析师Keith Weiss提出有关微软在AI方面投资的更多细节问题,并指出微软的资本支出同比将增加逾50%,达到500亿美元,同时有关于斥资1000亿美元打造AI超级计算机的传闻,他表达了对AI巨大投入的担忧:</p><blockquote><p style=\"text-align: justify;\">显然,(AI)投资已近超过了收益贡献,但我希望你们能阐述管理团队如何量化这些投资所依据的潜在机遇,因为投资规模已经变得非常大。</p></blockquote><p style=\"text-align: justify;\">首席执行官Satya Nadella回应说,在训练方面,微软希望“能够投入所需资本来基本上训练这些大型基础模型,并在这一领域保持领先地位”。</p><p style=\"text-align: justify;\">Hood补充说,<strong>最重要的是要考虑这种大规模支出超越季度影响,而要思考如何把握AI影响每个业务流程的机会。</strong></p><blockquote><p style=\"text-align: justify;\">机会在于我们增加的价值,我期待能继续实现这一点。</p></blockquote><h2 id=\"id_4099506774\">AI效益还未完全显现,Meta加速“烧钱”步伐?</h2><p style=\"text-align: justify;\">相较于谷歌和微软,Meta一季度业绩表现并不差,营收和利润均高于预期,核心广告收入增长提速。</p><p style=\"text-align: justify;\">其核心广告业务的收入为356.4亿美元,同比增长26.8%,在总营收中的占比小幅提升至约98%。</p><p style=\"text-align: justify;\">除了AI的催化作用外,<strong>电子商务和游戏领域的需求火爆是最大的功臣</strong>,为Meta广告业务的高歌猛进狠狠添了一把柴火。</p><p style=\"text-align: justify;\">另外,<strong>“效率年”的积极影响还在延续。</strong>去年在宏观经济形势严峻的背景下,Meta大刀阔斧裁员、削减成本,并将2023年称为“效率年”。这一计划下,Meta全年财务表现得到大幅提振。</p><p style=\"text-align: justify;\">但万万没想到,<strong>开年一季度Meta反手就大幅上调了今年的开支预算,这势必对公司财务表现造成巨大拖累。</strong></p><p style=\"text-align: justify;\">Meta在一季度财报中将今年的资本支出预期从300亿至370亿美元上调至350亿到400亿美元,称因加快基础设施投资以支持AI路线图。Meta还预计明年的资本支出会继续增加。</p><p style=\"text-align: justify;\">在随后召开的一季度电话会上,Meta首席执行官扎克伯格表示,他认为Meta“应该在未来几年大幅增加投资,以构建更先进的模型和世界上规模最大的AI服务”。他补充称,“在我们从这些新产品中获得大量收入之前”,这些支出必须“有意义地增长”。</p><p style=\"text-align: justify;\">最让投资者感到害怕的是,扎克伯格表示,<strong>AI变现需要的时间可能有点长</strong>:</p><blockquote><p style=\"text-align: justify;\"><strong>构建领先的AI也将是一个比我们添加到应用程序中的其他体验更为庞大的任务,这可能需要几年时间。</strong></p></blockquote><p style=\"text-align: justify;\"> 扎克伯格表态后,Meta周三盘后跌幅一度扩大至近20%,周四继续大跌,收盘时跌幅超过10%。</p></body></html>","source":"wallstreetcn_hot_news","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\" 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href=https://wallstreetcn.com/articles/3713689><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI投资已经开始为谷歌和微软带来巨大的效益,但对Meta业绩而言更像是一个沉重的包袱,AI变现之路任重道远。AI无疑已成为科技巨头们新一轮战略布局的关键。然而,一季度财报证明,虽然它们都在AI领域疯狂烧钱,但当下对于公司业绩的影响完全不同。一季度业绩同样强劲,谷歌母公司Alphabet和微软在盘后交易中股价大涨,前者周四美股盘后一度涨超15%至历史新高,而Facebook母公司Meta的股价则遭到...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713689\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5d34e64d65c7f923e7e68d778e7283c","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4548":"巴美列捷福持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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ACC","BK4574":"无人驾驶","MSFT":"微软","BK4573":"虚拟现实","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4581":"高盛持仓","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3713689","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430292404","content_text":"AI投资已经开始为谷歌和微软带来巨大的效益,但对Meta业绩而言更像是一个沉重的包袱,AI变现之路任重道远。AI无疑已成为科技巨头们新一轮战略布局的关键。然而,一季度财报证明,虽然它们都在AI领域疯狂烧钱,但当下对于公司业绩的影响完全不同。一季度业绩同样强劲,谷歌母公司Alphabet和微软在盘后交易中股价大涨,前者周四美股盘后一度涨超15%至历史新高,而Facebook母公司Meta的股价则遭到重创,隔夜跌幅超过10%。造成这种差异的关键在于,现阶段,AI投资已经开始为谷歌和微软带来巨大的效益,但对Meta业绩而言更像是一个沉重的包袱,AI变现之路任重道远。在刚刚结束的电话会上,谷歌和微软双双确认了AI对业绩的积极作用。AI推动谷歌云收入同比大增28%,谷歌称将努力控制成本增长财报显示,谷歌母公司Alphabet一季度总营收805.4亿美元,同比增长15%创2022年初以来最快增速,并高于市场预期的790.4亿美元。调整后每股收益1.89美元,远超预期的1.53美元,较上年同期的1.17美元同比激增61.5%。净利润同比跃升57%至236.6亿美元,高于预期的189.5亿美元。一季度谷歌云收入达到96亿美元,同比增长28%,首席财务官Ruth Porat表示这得益于“AI带来的日益增长的贡献”。尽管AI的支出巨大,但Porat表示谷歌仍在控制这些成本。她说:展望未来,我们仍将专注于努力放慢支出增长步伐,为技术基础设施投资水平的提高以及相关折旧和费用的增加腾出空间。关于资本支出,我们本季度的资本支出为120亿美元,这主要是投资于技术基础设施,其中以服务器为最大支出,其次是数据中心。近几个季度资本支出同比大幅增长,反映了我们对AI在整个业务中提供的机遇充满信心。然而,未来评估谷歌在AI领域的投入和支出会变得更加困难,因为谷歌进行了组织架构调整,从二季度开始,原本隶属于谷歌服务部门的AI模型开发团队将迁移到DeepMind,后者直属于Alphabet母公司。也就是说,从二季度开始,AI的相关会计处理将从谷歌转移到Alphabet总部层面。这将增加评估谷歌在AI领域投入产出的难度,因为相关费用将纳入Alphabet整体,而非仅限于谷歌单位。当然,投资者对于谷歌的热情还出于股东大礼包:700亿回购计划+历史首次分红。AI驱动微软业绩全面超预期,巨大支出不足为惧?在AI的驱动下,微软当季财报关键指标和各项业务全面超预期,其中整体微软云收入同比增23%至351亿美元,智能云收入增21%至267亿美元,Azure收入逐季加速增长。值得一提的是,Azure和其他云服务的收入增长了31%,高于市场预期的增长28.6%,以及去年三季度的增速29%和去年四季度的增速30%,代表AI确实在推动云收入加速增长。微软执行副总裁兼首席财务官Amy Hood告诉投资者:我们预计未来几年资本支出将增加,以支持云产品的增长以及我们在AI基础设施和培训方面的投资。在微软的收益电话会议上,摩根士丹利分析师Keith Weiss提出有关微软在AI方面投资的更多细节问题,并指出微软的资本支出同比将增加逾50%,达到500亿美元,同时有关于斥资1000亿美元打造AI超级计算机的传闻,他表达了对AI巨大投入的担忧:显然,(AI)投资已近超过了收益贡献,但我希望你们能阐述管理团队如何量化这些投资所依据的潜在机遇,因为投资规模已经变得非常大。首席执行官Satya Nadella回应说,在训练方面,微软希望“能够投入所需资本来基本上训练这些大型基础模型,并在这一领域保持领先地位”。Hood补充说,最重要的是要考虑这种大规模支出超越季度影响,而要思考如何把握AI影响每个业务流程的机会。机会在于我们增加的价值,我期待能继续实现这一点。AI效益还未完全显现,Meta加速“烧钱”步伐?相较于谷歌和微软,Meta一季度业绩表现并不差,营收和利润均高于预期,核心广告收入增长提速。其核心广告业务的收入为356.4亿美元,同比增长26.8%,在总营收中的占比小幅提升至约98%。除了AI的催化作用外,电子商务和游戏领域的需求火爆是最大的功臣,为Meta广告业务的高歌猛进狠狠添了一把柴火。另外,“效率年”的积极影响还在延续。去年在宏观经济形势严峻的背景下,Meta大刀阔斧裁员、削减成本,并将2023年称为“效率年”。这一计划下,Meta全年财务表现得到大幅提振。但万万没想到,开年一季度Meta反手就大幅上调了今年的开支预算,这势必对公司财务表现造成巨大拖累。Meta在一季度财报中将今年的资本支出预期从300亿至370亿美元上调至350亿到400亿美元,称因加快基础设施投资以支持AI路线图。Meta还预计明年的资本支出会继续增加。在随后召开的一季度电话会上,Meta首席执行官扎克伯格表示,他认为Meta“应该在未来几年大幅增加投资,以构建更先进的模型和世界上规模最大的AI服务”。他补充称,“在我们从这些新产品中获得大量收入之前”,这些支出必须“有意义地增长”。最让投资者感到害怕的是,扎克伯格表示,AI变现需要的时间可能有点长:构建领先的AI也将是一个比我们添加到应用程序中的其他体验更为庞大的任务,这可能需要几年时间。 扎克伯格表态后,Meta周三盘后跌幅一度扩大至近20%,周四继续大跌,收盘时跌幅超过10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299351402631480,"gmtCreate":1714109175268,"gmtModify":1714109177230,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"公司预言“科技行业正处于 Al 带来的巨大平台转变之中。”","listText":"公司预言“科技行业正处于 Al 带来的巨大平台转变之中。”","text":"公司预言“科技行业正处于 Al 带来的巨大平台转变之中。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299351402631480","repostId":"2430541642","repostType":2,"repost":{"id":"2430541642","pubTimestamp":1714083293,"share":"https://www.laohu8.com/m/news/2430541642?lang=&edition=full","pubTime":"2024-04-26 06:14","market":"sh","language":"zh","title":"谷歌史上首次分红,Q1营收、广告、云收入均提速,盘后涨15%至新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2430541642","media":"华尔街见闻","summary":"谷歌一季度收入增长两年最快,利润激增六成,押注AI的资本支出120亿美元。云业务增长重新提速至去年初的28%高位,其运营利润猛翻四倍,广告收入稳健改善。公司还在史上首次发放季度股息,将额外回购至多70","content":"<html><head></head><body><blockquote><p><strong>谷歌一季度收入增长两年最快,利润激增六成,押注AI的资本支出120亿美元。云业务增长重新提速至去年初的28%高位,其运营利润猛翻四倍,广告收入稳健改善。公司还在史上首次发放季度股息,将额外回购至多700亿美元股票。</strong></p></blockquote><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/203f9e9ff03a3a3093d834d88aed3439\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">4月25日周四美股盘后,同样大举进军AI的全球数字广告和搜索巨头、谷歌母公司Alphabet发布了2024年一季度财报。</p><p style=\"text-align: justify;\">由于广告和云收入均提速增长,各项指标全面超预期,且史上首次发放季度股息,Alphabet股价盘后涨超15%至历史新高,若保持到周五开盘将令市值激增约3000亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e6767797491441c2e7adfb5e23709f8\" title=\"\" tg-width=\"1170\" tg-height=\"958\"/></p><p style=\"text-align: justify;\">周四Alphabet A类股收跌约2%,止步三日连涨,但今年累涨超11%,显著跑赢大盘涨幅,过去12个月累涨50%。</p><p style=\"text-align: justify;\">由于看好核心搜索业务、YouTube广告和云领域的持续强势,华尔街对Alphabet的共识评级是“强烈买入”,其中有30位分析师建议“买入”,7人评级“持有”,没有人推荐“卖出”,平均目标价为167.51美元,代表还有9%的潜在涨幅空间。</p><h2 id=\"id_1746928228\" style=\"text-align: start;\">谷歌Q1收入增长提速至两年最快,利润同比激增六成,押注AI的资本支出120亿美元</h2><p style=\"text-align: justify;\">财报显示,谷歌母公司一季度总营收805.4亿美元,同比增长15%创2022年初以来最快增速,并高于市场预期的790.4亿美元。调整后每股收益1.89美元,远超预期的1.53美元,较上年同期的1.17美元同比激增61.5%。净利润同比跃升57%至236.6亿美元,高于预期的189.5亿美元。</p><p style=\"text-align: justify;\">与去年四季度的营收863.1亿美元、EPS每股收益1.64美元、净利润206.9亿美元相比,谷歌母公司的一季度收入环比下滑,这符合市场预期,但利润意外得到提振,受益于AI带来的利好。</p><p style=\"text-align: justify;\">整体来说,谷歌收入的同比指标正在加速增长,去年三季度的总营收在一年多来首次恢复两位数同比增幅,此前曾连续四个季度的增幅回落至个位数百分比,主要由于广告商的支出因通胀飙升和美联储激进加息而走弱。</p><p style=\"text-align: justify;\">华尔街普遍认为,将生成式AI集成到产品中产生的人工智能需求不断增长,可能会在未来几个季度持续提振其云业务收入。同时,搜索和YouTube主导的广告收入也在随着行业趋势不断改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e4efe2299065098d955dc20f9db498\" title=\"\" tg-width=\"640\" tg-height=\"358\"/></p><p style=\"text-align: justify;\">当季谷歌支付给合作伙伴的流量获取成本(TAC)为129.5亿美元,超过市场预期的127.4亿美元,这一指标对利润产生影响。不过营业利润率从上年同期的25%扩张至32%,高于预期的28.6%。<strong>在备受关注的AI投资方面,谷歌当季的资本支出为120亿美元,较预期多出17亿美元。</strong></p><p style=\"text-align: justify;\">公司称,研究人员们针对大语言模型Gemini取得迅猛进展,资本开支增加,体现出在基建的投资。 谷歌正开始将AI概览部署到主要的搜索页面。</p><p style=\"text-align: justify;\">首席执行官皮查伊在声明中称,Alphabet在人工智能研究和基础设施方面的领先地位以及全球产品足迹,令该公司在下一波人工智能创新浪潮中处于有利地位。</p><p style=\"text-align: justify;\">其财报还称:</p><blockquote><p style=\"text-align: justify;\">“正如4月18日宣布的那样,我们正在整合Google Research和Google DeepMind中专注于构建人工智能模型的团队,以进一步加快在AI领域的进展。之前隶属于Google Research的Google Services部门AI模型开发团队将作为Google DeepMind的一部分纳入Alphabet级别的活动中,预计将于2024年第二季度开始。”</p></blockquote><h2 id=\"id_89293373\" style=\"text-align: start;\">云业务增长重新提速至去年初的28%左右高位,其运营利润猛翻四倍</h2><p style=\"text-align: justify;\">分业务来看,<strong>市场最关心、被视为谷歌下一个增长引擎的云业务</strong>一季度收入同比增长28.4%至95.7亿美元,高于分析师预期的93.7亿美元。去年四季度曾增长25.7%至91.9亿美元,连续多个季度的增幅较整体营收增长翻倍。</p><p style=\"text-align: justify;\"><strong>这也代表谷歌云收入的同比增速重新提速,令华尔街欣喜,有效推动盘后股价飙升</strong>。2022年三季度的云收入曾同比增长37.6%,当年四季度及2023年前三季度的增幅分别放缓至32%、28%、28%和22%,而从去年四季度起重新提速,有助于缓解分析师对其增长停滞的担忧。</p><p style=\"text-align: justify;\">同时,<strong>谷歌云业务的运营利润从上年同期的1.9亿美元翻了四倍多至9亿美元,</strong>持续走在扭亏为盈的正轨之上,显示多年投资终于产生可观回报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbb84cb769cc2f4af65795cfee4b0c05\" title=\"\" tg-width=\"640\" tg-height=\"340\"/></p><p style=\"text-align: justify;\">此前有分析称,谷歌云业务是该公司的一个关键投资领域,随着生成式人工智能的出现,这项业务变得更加重要,因为越来越多的公司正在转向公共云来运行繁重的工作负载。</p><p style=\"text-align: justify;\">在云计算市场份额排名第三的谷歌仍在努力追赶竞争对手亚马逊和微软。谷歌云包括为企业客户提供的基础架构和数据分析平台(GCP,即谷歌云平台),以及生产力和协作工具(Google Workspace),占总营收的比重接近12%,仍与云领域的领头羊微软差距不小。</p><h2 id=\"id_1657382943\" style=\"text-align: start;\">广告收入稳健改善且全面超预期,创新业务烧钱规模同比收窄</h2><p style=\"text-align: justify;\"><strong>核心广告业务也是华尔街密切关注的谷歌主要收入驱动力,</strong>一季度的广告收入同比增长13%至616.6亿美元,高于预期的601.8亿美元,代表从2023年开始加速增长。</p><p style=\"text-align: justify;\">其中,来自YouTube视频平台的广告收入同比增近21%至80.9亿美元,高于预期的77.2亿美元。谷歌搜索及其他的广告收入同比增超14%至461.56亿美元。</p><p style=\"text-align: justify;\">这都标志着其广告收入的稳健改善,由于2022年经济疲软和来自TikTok的竞争加剧,谷歌核心广告业务曾有所减弱,但在2022年四季度公布该业务出现负增长以来,广告收入一直在改善。</p><p style=\"text-align: justify;\">此前分析指出,生成式人工智能可以为简单的文本查询提供更有创意、更全面的答案,如果人们因此改变了在线查找信息的方式,可能会对谷歌核心的搜索和广告业务产生重大影响。</p><p style=\"text-align: justify;\"> “其他押注”(Other Bets)曾经是谷歌的科技创新部门,定位前瞻性的产品开发与风险投资,包括自动驾驶初创公司Waymo、智能医疗Verily、风投基金Google Capital与Google Venture等。</p><p style=\"text-align: justify;\">这项业务在一季度收入同比增近72%至4.95亿美元,高于预期的3.72亿美元,运营亏损为10.2亿美元,较上年同期的亏损逾12亿美元有所收窄,也好于市场预期的亏损11亿美元。</p><p style=\"text-align: justify;\">此外,谷歌服务的季度收入同比增长13.6%至704亿美元,跑赢市场预期的690亿美元,运营利润同比增超28%至接近279亿美元,显著高于市场预期的243亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cab55ebe5bdee52fe1fbf4860b51e629\" title=\"\" tg-width=\"640\" tg-height=\"300\"/></p><h2 id=\"id_1834691605\" style=\"text-align: start;\">Alphabet公司史上首次发放季度股息,额外回购至多700亿美元股票</h2><p style=\"text-align: justify;\">推动谷歌盘后股价大涨至新高的另一个动因,是谷歌决定首次发放季度股息。</p><p style=\"text-align: justify;\">Alphabet表示,董事会已批准于6月17日向截至6月10日登记在册的股东支付每股20美分的现金股息,而且“打算在未来都持续支付季度现金股息”。公司还授权额外回购700亿美元股票。</p><p style=\"text-align: justify;\">截至一季度末,Alphabet的现金、等价物和有价证券为1080亿美元,略低于去年同期的1109亿美元。全球员工数同比减少5.1%或9800人至约18.1万人。</p><p style=\"text-align: justify;\">有分析称,也许员工数才是本次财报最重要的数字,“谷歌也(追随Meta)开启了效率之年,员工人数减少近1万人,营业利润率则从25%蹿升至32%。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9fddeaf6ea0e7731a2b7730fbc4e45b\" title=\"\" tg-width=\"590\" tg-height=\"410\"/></p><h2 id=\"id_2958424958\" style=\"text-align: start;\">最关注什么?</h2><p style=\"text-align: justify;\">人工智能前景仍是Alphabet本次财报季的关键焦点,特别是能否推动谷歌云收入的加速增长。分析师将重点关注人工智能计划和Gemini AI模型的最新进展。</p><p style=\"text-align: justify;\">CFRA预测2024全年谷歌云的收入增速都会保持在至少25%,有助于缓解对增长停滞的担忧。美国银行称,搜索收入强劲将有助于提振市场对AI情绪的恶化。</p><p style=\"text-align: justify;\">也有分析师关注谷歌的利润率,“因为该公司未能像其他大型科技巨头那样积极削减成本”。谷歌还推出了专为数据中心定制的自研人工智能芯片Axion,这会增加AI开发支出。</p><h2 id=\"id_1375162\" style=\"text-align: start;\">华尔街怎么看?</h2><p style=\"text-align: justify;\">2024年巴黎奥运会和美国总统大选都会令广告环境改善,被普遍视为支撑谷歌财报的关键力量。</p><p style=\"text-align: justify;\">高盛称,行业趋势表明今年搜索业务的收入很强劲,YouTube收入也有所复苏。Jefferies在今年下半年继续看涨谷歌,“因为看到核心广告业务势头的改善和2025年AI助推的可见度提高”。CFRA称,云、搜索、YouTube和谷歌的其他业务“存在与人工智能货币化相关的增量机会”。</p><p style=\"text-align: justify;\">不过,<strong>AI领域的长期竞争加剧,甚至存在颠覆谷歌核心搜索业务的风险,以及欧美监管收紧,也带来一定挑战</strong>。Bernstein称,Alphabet的任何失误都可能“敲响人工智能的警钟”。</p><p style=\"text-align: justify;\">对该股评级“持有”的投行Monness Crespi Hardt称,相信Alphabet处于能够利用数字广告趋势资本化,建立持久的云业务,并利用人工智能进行创新的有利位置:</p><blockquote><p style=\"text-align: justify;\">“然而,监管环境并不乐观,竞争风险也在加剧,谷歌内部的执行力参差不齐,再加上宏观经济可能陷入泥潭,也许最黑暗的日子还在前面。”</p></blockquote><p style=\"text-align: justify;\">Jefferies将部分不确定性归因于对新的股票回购授权和新任CFO接替Ruth Porat的猜测,后者去年称将辞任CFO并转而担任首席投资官兼总裁。</p><p style=\"text-align: justify;\">上周谷歌宣布对财务部门进行重组,以便将更多资源投入人工智能领域,并将人工智能团队整合至Google DeepMind旗下,公司预言“科技行业正处于 Al 带来的巨大平台转变之中。”</p><p style=\"text-align: justify;\">KeyBanc预计,随着谷歌在AI时代更加关注产品速度和部门重组,今年第二季度可能将持续裁员,但这表明营业利润会进一步上升:</p><blockquote><p style=\"text-align: justify;\">“随着Alphabet继续投资人工智能基础设施,今年的资本支出可能达到420亿美元,明年进一步增至460亿美元。”</p></blockquote><p style=\"text-align: justify;\">有分析称,Alphabet 在今年伊始就遭遇了一些人工智能挫折,图像生成器的问题令公司将该工具从市场上撤回。谷歌还解雇了数十名员工,后者参与了一系列针对劳动条件,以及为以色列政府和军方提供云计算与AI服务的抗议活动:</p><blockquote><p style=\"text-align: justify;\">“此外,美国司法部针对谷歌搜索分发业务的诉讼,以及另一起针对其在线广告业务的诉讼也引发关注,更不用说欧洲旨在创造更具竞争力数字环境的立法,包括《数字市场法案》和即将出台的《欧盟人工智能法案》。”</p></blockquote></body></html>","source":"live_wallstreetcn","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>谷歌史上首次分红,Q1营收、广告、云收入均提速,盘后涨15%至新高</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{ 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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\">\n谷歌史上首次分红,Q1营收、广告、云收入均提速,盘后涨15%至新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-26 06:14 北京时间 <a href=https://wallstreetcn.com/articles/3713657><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌一季度收入增长两年最快,利润激增六成,押注AI的资本支出120亿美元。云业务增长重新提速至去年初的28%高位,其运营利润猛翻四倍,广告收入稳健改善。公司还在史上首次发放季度股息,将额外回购至多700亿美元股票。4月25日周四美股盘后,同样大举进军AI的全球数字广告和搜索巨头、谷歌母公司Alphabet发布了2024年一季度财报。由于广告和云收入均提速增长,各项指标全面超预期,且史上首次发放季度...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713657\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4588":"碎股","LU0861579265.USD":"联博低波幅策略股票基金A","LU0444971666.USD":"天利全球科技基金","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL 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(A)","BK4077":"互动媒体与服务","BK4579":"人工智能"},"source_url":"https://wallstreetcn.com/articles/3713657","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2430541642","content_text":"谷歌一季度收入增长两年最快,利润激增六成,押注AI的资本支出120亿美元。云业务增长重新提速至去年初的28%高位,其运营利润猛翻四倍,广告收入稳健改善。公司还在史上首次发放季度股息,将额外回购至多700亿美元股票。4月25日周四美股盘后,同样大举进军AI的全球数字广告和搜索巨头、谷歌母公司Alphabet发布了2024年一季度财报。由于广告和云收入均提速增长,各项指标全面超预期,且史上首次发放季度股息,Alphabet股价盘后涨超15%至历史新高,若保持到周五开盘将令市值激增约3000亿美元。周四Alphabet A类股收跌约2%,止步三日连涨,但今年累涨超11%,显著跑赢大盘涨幅,过去12个月累涨50%。由于看好核心搜索业务、YouTube广告和云领域的持续强势,华尔街对Alphabet的共识评级是“强烈买入”,其中有30位分析师建议“买入”,7人评级“持有”,没有人推荐“卖出”,平均目标价为167.51美元,代表还有9%的潜在涨幅空间。谷歌Q1收入增长提速至两年最快,利润同比激增六成,押注AI的资本支出120亿美元财报显示,谷歌母公司一季度总营收805.4亿美元,同比增长15%创2022年初以来最快增速,并高于市场预期的790.4亿美元。调整后每股收益1.89美元,远超预期的1.53美元,较上年同期的1.17美元同比激增61.5%。净利润同比跃升57%至236.6亿美元,高于预期的189.5亿美元。与去年四季度的营收863.1亿美元、EPS每股收益1.64美元、净利润206.9亿美元相比,谷歌母公司的一季度收入环比下滑,这符合市场预期,但利润意外得到提振,受益于AI带来的利好。整体来说,谷歌收入的同比指标正在加速增长,去年三季度的总营收在一年多来首次恢复两位数同比增幅,此前曾连续四个季度的增幅回落至个位数百分比,主要由于广告商的支出因通胀飙升和美联储激进加息而走弱。华尔街普遍认为,将生成式AI集成到产品中产生的人工智能需求不断增长,可能会在未来几个季度持续提振其云业务收入。同时,搜索和YouTube主导的广告收入也在随着行业趋势不断改善。当季谷歌支付给合作伙伴的流量获取成本(TAC)为129.5亿美元,超过市场预期的127.4亿美元,这一指标对利润产生影响。不过营业利润率从上年同期的25%扩张至32%,高于预期的28.6%。在备受关注的AI投资方面,谷歌当季的资本支出为120亿美元,较预期多出17亿美元。公司称,研究人员们针对大语言模型Gemini取得迅猛进展,资本开支增加,体现出在基建的投资。 谷歌正开始将AI概览部署到主要的搜索页面。首席执行官皮查伊在声明中称,Alphabet在人工智能研究和基础设施方面的领先地位以及全球产品足迹,令该公司在下一波人工智能创新浪潮中处于有利地位。其财报还称:“正如4月18日宣布的那样,我们正在整合Google Research和Google DeepMind中专注于构建人工智能模型的团队,以进一步加快在AI领域的进展。之前隶属于Google Research的Google Services部门AI模型开发团队将作为Google DeepMind的一部分纳入Alphabet级别的活动中,预计将于2024年第二季度开始。”云业务增长重新提速至去年初的28%左右高位,其运营利润猛翻四倍分业务来看,市场最关心、被视为谷歌下一个增长引擎的云业务一季度收入同比增长28.4%至95.7亿美元,高于分析师预期的93.7亿美元。去年四季度曾增长25.7%至91.9亿美元,连续多个季度的增幅较整体营收增长翻倍。这也代表谷歌云收入的同比增速重新提速,令华尔街欣喜,有效推动盘后股价飙升。2022年三季度的云收入曾同比增长37.6%,当年四季度及2023年前三季度的增幅分别放缓至32%、28%、28%和22%,而从去年四季度起重新提速,有助于缓解分析师对其增长停滞的担忧。同时,谷歌云业务的运营利润从上年同期的1.9亿美元翻了四倍多至9亿美元,持续走在扭亏为盈的正轨之上,显示多年投资终于产生可观回报。此前有分析称,谷歌云业务是该公司的一个关键投资领域,随着生成式人工智能的出现,这项业务变得更加重要,因为越来越多的公司正在转向公共云来运行繁重的工作负载。在云计算市场份额排名第三的谷歌仍在努力追赶竞争对手亚马逊和微软。谷歌云包括为企业客户提供的基础架构和数据分析平台(GCP,即谷歌云平台),以及生产力和协作工具(Google Workspace),占总营收的比重接近12%,仍与云领域的领头羊微软差距不小。广告收入稳健改善且全面超预期,创新业务烧钱规模同比收窄核心广告业务也是华尔街密切关注的谷歌主要收入驱动力,一季度的广告收入同比增长13%至616.6亿美元,高于预期的601.8亿美元,代表从2023年开始加速增长。其中,来自YouTube视频平台的广告收入同比增近21%至80.9亿美元,高于预期的77.2亿美元。谷歌搜索及其他的广告收入同比增超14%至461.56亿美元。这都标志着其广告收入的稳健改善,由于2022年经济疲软和来自TikTok的竞争加剧,谷歌核心广告业务曾有所减弱,但在2022年四季度公布该业务出现负增长以来,广告收入一直在改善。此前分析指出,生成式人工智能可以为简单的文本查询提供更有创意、更全面的答案,如果人们因此改变了在线查找信息的方式,可能会对谷歌核心的搜索和广告业务产生重大影响。 “其他押注”(Other Bets)曾经是谷歌的科技创新部门,定位前瞻性的产品开发与风险投资,包括自动驾驶初创公司Waymo、智能医疗Verily、风投基金Google Capital与Google Venture等。这项业务在一季度收入同比增近72%至4.95亿美元,高于预期的3.72亿美元,运营亏损为10.2亿美元,较上年同期的亏损逾12亿美元有所收窄,也好于市场预期的亏损11亿美元。此外,谷歌服务的季度收入同比增长13.6%至704亿美元,跑赢市场预期的690亿美元,运营利润同比增超28%至接近279亿美元,显著高于市场预期的243亿美元。Alphabet公司史上首次发放季度股息,额外回购至多700亿美元股票推动谷歌盘后股价大涨至新高的另一个动因,是谷歌决定首次发放季度股息。Alphabet表示,董事会已批准于6月17日向截至6月10日登记在册的股东支付每股20美分的现金股息,而且“打算在未来都持续支付季度现金股息”。公司还授权额外回购700亿美元股票。截至一季度末,Alphabet的现金、等价物和有价证券为1080亿美元,略低于去年同期的1109亿美元。全球员工数同比减少5.1%或9800人至约18.1万人。有分析称,也许员工数才是本次财报最重要的数字,“谷歌也(追随Meta)开启了效率之年,员工人数减少近1万人,营业利润率则从25%蹿升至32%。”最关注什么?人工智能前景仍是Alphabet本次财报季的关键焦点,特别是能否推动谷歌云收入的加速增长。分析师将重点关注人工智能计划和Gemini AI模型的最新进展。CFRA预测2024全年谷歌云的收入增速都会保持在至少25%,有助于缓解对增长停滞的担忧。美国银行称,搜索收入强劲将有助于提振市场对AI情绪的恶化。也有分析师关注谷歌的利润率,“因为该公司未能像其他大型科技巨头那样积极削减成本”。谷歌还推出了专为数据中心定制的自研人工智能芯片Axion,这会增加AI开发支出。华尔街怎么看?2024年巴黎奥运会和美国总统大选都会令广告环境改善,被普遍视为支撑谷歌财报的关键力量。高盛称,行业趋势表明今年搜索业务的收入很强劲,YouTube收入也有所复苏。Jefferies在今年下半年继续看涨谷歌,“因为看到核心广告业务势头的改善和2025年AI助推的可见度提高”。CFRA称,云、搜索、YouTube和谷歌的其他业务“存在与人工智能货币化相关的增量机会”。不过,AI领域的长期竞争加剧,甚至存在颠覆谷歌核心搜索业务的风险,以及欧美监管收紧,也带来一定挑战。Bernstein称,Alphabet的任何失误都可能“敲响人工智能的警钟”。对该股评级“持有”的投行Monness Crespi Hardt称,相信Alphabet处于能够利用数字广告趋势资本化,建立持久的云业务,并利用人工智能进行创新的有利位置:“然而,监管环境并不乐观,竞争风险也在加剧,谷歌内部的执行力参差不齐,再加上宏观经济可能陷入泥潭,也许最黑暗的日子还在前面。”Jefferies将部分不确定性归因于对新的股票回购授权和新任CFO接替Ruth Porat的猜测,后者去年称将辞任CFO并转而担任首席投资官兼总裁。上周谷歌宣布对财务部门进行重组,以便将更多资源投入人工智能领域,并将人工智能团队整合至Google DeepMind旗下,公司预言“科技行业正处于 Al 带来的巨大平台转变之中。”KeyBanc预计,随着谷歌在AI时代更加关注产品速度和部门重组,今年第二季度可能将持续裁员,但这表明营业利润会进一步上升:“随着Alphabet继续投资人工智能基础设施,今年的资本支出可能达到420亿美元,明年进一步增至460亿美元。”有分析称,Alphabet 在今年伊始就遭遇了一些人工智能挫折,图像生成器的问题令公司将该工具从市场上撤回。谷歌还解雇了数十名员工,后者参与了一系列针对劳动条件,以及为以色列政府和军方提供云计算与AI服务的抗议活动:“此外,美国司法部针对谷歌搜索分发业务的诉讼,以及另一起针对其在线广告业务的诉讼也引发关注,更不用说欧洲旨在创造更具竞争力数字环境的立法,包括《数字市场法案》和即将出台的《欧盟人工智能法案》。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298033038467232,"gmtCreate":1713790707176,"gmtModify":1713790709146,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"回调就是买入的好机会","listText":"回调就是买入的好机会","text":"回调就是买入的好机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298033038467232","repostId":"2429940807","repostType":2,"repost":{"id":"2429940807","pubTimestamp":1713787003,"share":"https://www.laohu8.com/m/news/2429940807?lang=&edition=full","pubTime":"2024-04-22 19:56","market":"us","language":"zh","title":"大摩空头罕见为美股撑腰!科技巨头业绩将成“救世主”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2429940807","media":"智通财经","summary":"“五大科技巨头”业绩增速有望高达60%。","content":"<html><head></head><body><p>对于美国企业能否在今年实现强劲的盈利增速,华尔街大型商业银行的股票策略师们对此存在巨大分歧。华尔街知名空头、来自<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的首席股票策略师Michael Wilson预计,<strong>美国企业的整体每股收益增长趋势——即标普500指数成分公司的整体每股收益将有所改善,市场预期方面,“五大科技巨头”业绩增速有望高达60%,或将是带领美股走出近期泥潭的核心推动力;但是<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的股票策略师则认为,市场给予的收益预期可能过高,以至于不及预期的业绩可能导致标普500指数继续向下深度调整。</strong></p><p>摩根士丹利的Michael Wilson带领的股票策略团队表示,随着美国经济走强,预计2024年和2025年的美国企业利润增速将明显改善,<strong>这也是“大空头”Michael Wilson自2023年以来罕见对每股收益预期持乐观展望。</strong>关于美股盈利预期的最新展望,Wilson强调,在新订单数据的支持下,美国商业活动调查的回升数据“证实了未来盈利的持续增长趋势”。</p><p>华尔街分析师的普遍预期方面,分析师们预计美国企业预计将在2024年实现更加强劲的每股收益同比增速——继去年同比增速不足1%之后,今年有望实现同比大增约8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84ad3ac6ae96ffc43dfe9dc41ec8d75d\" tg-width=\"881\" tg-height=\"529\"/></p><p><strong>美国企业预计将在2024年实现更加强劲的增速——分析师们预计,继去年增长不足1%之后,今年将增长8%</strong></p><p>Wilson是2023年美股最知名看跌者之一,但是他判断失准——2023年标普500指数大幅上涨24%迈入牛市,尽管今年以来标普500指数屡创新高,但是他今年以来对美股的态度未转向乐观,同时也非像2023年那样持悲观立场,而是更加平衡。</p><p>摩根大通的策略师们则认为,通胀加剧、美元走强以及最近地缘政治紧张局势加剧给美股前景蒙上浓厚的阴影。</p><p>摩根大通策略师Mislav Matejka领导的团队在一份报告中写道:“投资者们甚至预计,与第一季度的预期水平相比,标普500指数成分公司整体的第四季度每股收益将增长近20%。”“在我们看来,这个预期门槛太高了。”</p><p><strong>在本周<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等科技巨头财报即将公布,或将决定标普500指数在5月中下旬<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>业绩公布的基本走势,因此在投资者们近期愈发关注美股业绩数据,然而,美国股市的反弹已被美债收益率近期的飙升所破坏。</strong>在第一季度屡创新高之后,标普500指数在4月份跌超5%,由于英伟达(NVDA.US)等AI相关科技股股价暴跌,仅仅上周标普500指数的跌幅高达3%,主要因美联储官员们纷纷暗示美联储准备在更长时间内维持较高利率,加之中东地区地缘政治紧张局势重创市场风险偏好。</p><p>Wilson和Matejka这两位华尔街知名策略师均表示,<strong>推动美国股市进一步上涨的压力将是企业盈利能力,而不是利率预期。</strong></p><p>然而,Matejka表示,市场仍然表现出一些“自满”情绪,因为市场仍然没有将“明年经济下滑的重大风险”纳入定价因素。这位策略师今年仍是对美国股市最为悲观的看跌策略师之一,相比之下Wilson对于美股后市偏向中性。</p><p><strong>“考虑到企业盈利增速这一点,我们认为谨慎乐观情绪仍有理由存在。</strong>” Wilson表示。不过,他预计大部分的盈利增长速度将在今年晚些时候实现。这位策略师表示,从短期角度来看,如果美债收益率,尤其是有“全球定价之锚”称号的10年期美债收益率保持在当前水平,标普500指数将面临至多5%的跌幅。</p><p>最新投资者调查显示:美企强劲盈利即将提振美股</p><p>美国银行的一项分析显示,自1929年以来,标普500指数平均每年会经历三次5%或以上的回调,尽管最近几个月美股基本在走高,但这种跌幅并不罕见。</p><p>历史表明,一年的强劲开局之后往往会出现大幅回落,之后股市通常会自我调整并继续走高。信托顾问服务公司Truist Advisor Services的一项研究显示,标普500指数在第一季度每上涨10%或以上,就会出现11%的平均最大跌幅。不过,自1950年以来,在11次此类事件中,该指数有10次当年最终收涨。</p><p>与此同时,<strong>最新的Markets Live Pulse调查显示,参与调查的个人与机构投资者们普遍预计,乐观的美国企业财报将把标普500指数(S&P 500)从最近的困境中拉出来。</strong></p><p>随着本周大型科技巨头陆续公布财报,意味着美股财报季进入最高潮阶段,<strong>409名受访者中有近三分之二表示,他们预计强劲的每股收益增速将提振美国股市,并且这一比例达到自2022年10月开始调查这一问题以来的最高水平。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c964d76f8f5999629306d429da665d28\" tg-width=\"795\" tg-height=\"452\"/></p><p>尽管中东紧张局势不断升级,但地缘政治风险的上升似乎并不是主要担忧。一个原因可能是,从历史上看,股市在类似的压力事件发生后会保持坚挺。<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>控股多资产策略师的一项分析显示,<strong>在过去25年里,在重大地缘政治事件发生后,美国股市平均有70%的时间出现上涨。</strong></p><p><strong>Bloomberg Intelligence策略师Gina Martin Adams以及 Wendy Soong在一份最新报告中表示,财报季迄今的早期业绩数据显示,企业每股收益出超出预期,为股票走势提供了坚实的支撑。</strong></p><p>“我对这个财报季相当乐观,预计不会有什么可怕的事情发生,” Premier Miton Investors首席投资官Neil Birrell接受调查时表示。汇丰美国和拉丁美洲股票策略主管Nicole Inui在调查中表示:“第一季度财报季可能会给美国股市带来不错的支撑效应,尤其是在过去一个月出现抛售的情况下。”</p><p>财富管理公司Baker Avenue Wealth Management首席策略师King Lip表示:“<strong>回调早该出现了。我认为目前这是一次普通的调整。”Lip已开始为客户增加股票敞口,并计划在股市进一步下跌时买入更多股票。不过,他认为标普500指数可能会从3月28日的高点至多下跌10%。</strong></p><p>大型科技巨头们的业绩将成美股“救世主”?</p><p>大型科技巨头们即将发布的财报,可以说为美国股市提供了一个“扭转市场局面”的重大机遇,同时也将告知全球投资者AI对于科技行业未来业绩增速的重要程度。此前标普500指数连续三周下跌,这是自去年9月以来最长的连续下跌。</p><p>华尔街知名投资机构Wedbush的分析师Dan Ives表示,大量实地调研使得该机构对企业AI支出非常有信心<strong>,Ives预计今年人工智能支出有望占到企业IT预算的大约10%,而2023年仅不到1%。</strong>Ives表示,科技公司的盈利环境看起来仍然强劲,尤其是考虑到各大企业对人工智能的狂热情绪,这在过去一年里推动了科技股的飙升。该策略师补充道,<strong>无比强劲的财报季可能是科技股的主要积极催化剂,并预测到2024年底,该行业可能会再飙升15%。</strong></p><p>尤其值得注意的是,本周将有大约178家标普500指数成分股公司公布业绩,这些公司市值占该指数总市值的40%以上。但最大的期望还是来自大型科技公司,美股“科技七巨头”中的特斯拉(TSLA.US)、Meta(META.US)、微软(MSFT.US)、谷歌母公司Alphabet(GOOGL.US)都将在本周公布财报。</p><p>根据机构汇编的预期统计数据,“美股七大科技巨头”(英伟达、特斯拉、Meta、微软、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet)第一季度每股收益同比有望飙升38%。如果剔除这七家公司,标普500指数其余公司利润预计将下降3.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec01ae6dd540a0ad4903ff01dde5cb0c\" tg-width=\"754\" tg-height=\"589\"/></p><p>此外,<strong>从对于美股2024年涨势贡献最大的“五大科技巨头”盈利预期来看,FactSet预期数据显示这些公司今年第一季度的每股收益增速有望达到惊人的64.3%。其他495家公司的收益预计将下降6%。“五大科技巨头”指的是:英伟达、亚马逊、微软、Alphabet以及Meta,如果它们的强大业绩增速能够实现,且超出市场预期,有望引领美股不断向上突破历史新高。</strong></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>大摩空头罕见为美股撑腰!科技巨头业绩将成“救世主”?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n大摩空头罕见为美股撑腰!科技巨头业绩将成“救世主”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-22 19:56 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1106840.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于美国企业能否在今年实现强劲的盈利增速,华尔街大型商业银行的股票策略师们对此存在巨大分歧。华尔街知名空头、来自摩根士丹利的首席股票策略师Michael Wilson预计,美国企业的整体每股收益增长趋势——即标普500指数成分公司的整体每股收益将有所改善,市场预期方面,“五大科技巨头”业绩增速有望高达60%,或将是带领美股走出近期泥潭的核心推动力;但是摩根大通的股票策略师则认为,市场给予的收益预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1106840.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/2578fef036607345dce47cc401e172a3","relate_stocks":{"MSFT":"微软","GOOG":"谷歌","NVDA":"英伟达","META":"Meta Platforms","AMZN":"亚马逊"},"source_url":"http://www.zhitongcaijing.com/content/detail/1106840.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429940807","content_text":"对于美国企业能否在今年实现强劲的盈利增速,华尔街大型商业银行的股票策略师们对此存在巨大分歧。华尔街知名空头、来自摩根士丹利的首席股票策略师Michael Wilson预计,美国企业的整体每股收益增长趋势——即标普500指数成分公司的整体每股收益将有所改善,市场预期方面,“五大科技巨头”业绩增速有望高达60%,或将是带领美股走出近期泥潭的核心推动力;但是摩根大通的股票策略师则认为,市场给予的收益预期可能过高,以至于不及预期的业绩可能导致标普500指数继续向下深度调整。摩根士丹利的Michael Wilson带领的股票策略团队表示,随着美国经济走强,预计2024年和2025年的美国企业利润增速将明显改善,这也是“大空头”Michael Wilson自2023年以来罕见对每股收益预期持乐观展望。关于美股盈利预期的最新展望,Wilson强调,在新订单数据的支持下,美国商业活动调查的回升数据“证实了未来盈利的持续增长趋势”。华尔街分析师的普遍预期方面,分析师们预计美国企业预计将在2024年实现更加强劲的每股收益同比增速——继去年同比增速不足1%之后,今年有望实现同比大增约8%。美国企业预计将在2024年实现更加强劲的增速——分析师们预计,继去年增长不足1%之后,今年将增长8%Wilson是2023年美股最知名看跌者之一,但是他判断失准——2023年标普500指数大幅上涨24%迈入牛市,尽管今年以来标普500指数屡创新高,但是他今年以来对美股的态度未转向乐观,同时也非像2023年那样持悲观立场,而是更加平衡。摩根大通的策略师们则认为,通胀加剧、美元走强以及最近地缘政治紧张局势加剧给美股前景蒙上浓厚的阴影。摩根大通策略师Mislav Matejka领导的团队在一份报告中写道:“投资者们甚至预计,与第一季度的预期水平相比,标普500指数成分公司整体的第四季度每股收益将增长近20%。”“在我们看来,这个预期门槛太高了。”在本周特斯拉、微软谷歌等科技巨头财报即将公布,或将决定标普500指数在5月中下旬英伟达业绩公布的基本走势,因此在投资者们近期愈发关注美股业绩数据,然而,美国股市的反弹已被美债收益率近期的飙升所破坏。在第一季度屡创新高之后,标普500指数在4月份跌超5%,由于英伟达(NVDA.US)等AI相关科技股股价暴跌,仅仅上周标普500指数的跌幅高达3%,主要因美联储官员们纷纷暗示美联储准备在更长时间内维持较高利率,加之中东地区地缘政治紧张局势重创市场风险偏好。Wilson和Matejka这两位华尔街知名策略师均表示,推动美国股市进一步上涨的压力将是企业盈利能力,而不是利率预期。然而,Matejka表示,市场仍然表现出一些“自满”情绪,因为市场仍然没有将“明年经济下滑的重大风险”纳入定价因素。这位策略师今年仍是对美国股市最为悲观的看跌策略师之一,相比之下Wilson对于美股后市偏向中性。“考虑到企业盈利增速这一点,我们认为谨慎乐观情绪仍有理由存在。” Wilson表示。不过,他预计大部分的盈利增长速度将在今年晚些时候实现。这位策略师表示,从短期角度来看,如果美债收益率,尤其是有“全球定价之锚”称号的10年期美债收益率保持在当前水平,标普500指数将面临至多5%的跌幅。最新投资者调查显示:美企强劲盈利即将提振美股美国银行的一项分析显示,自1929年以来,标普500指数平均每年会经历三次5%或以上的回调,尽管最近几个月美股基本在走高,但这种跌幅并不罕见。历史表明,一年的强劲开局之后往往会出现大幅回落,之后股市通常会自我调整并继续走高。信托顾问服务公司Truist Advisor Services的一项研究显示,标普500指数在第一季度每上涨10%或以上,就会出现11%的平均最大跌幅。不过,自1950年以来,在11次此类事件中,该指数有10次当年最终收涨。与此同时,最新的Markets Live Pulse调查显示,参与调查的个人与机构投资者们普遍预计,乐观的美国企业财报将把标普500指数(S&P 500)从最近的困境中拉出来。随着本周大型科技巨头陆续公布财报,意味着美股财报季进入最高潮阶段,409名受访者中有近三分之二表示,他们预计强劲的每股收益增速将提振美国股市,并且这一比例达到自2022年10月开始调查这一问题以来的最高水平。尽管中东紧张局势不断升级,但地缘政治风险的上升似乎并不是主要担忧。一个原因可能是,从历史上看,股市在类似的压力事件发生后会保持坚挺。汇丰控股多资产策略师的一项分析显示,在过去25年里,在重大地缘政治事件发生后,美国股市平均有70%的时间出现上涨。Bloomberg Intelligence策略师Gina Martin Adams以及 Wendy Soong在一份最新报告中表示,财报季迄今的早期业绩数据显示,企业每股收益出超出预期,为股票走势提供了坚实的支撑。“我对这个财报季相当乐观,预计不会有什么可怕的事情发生,” Premier Miton Investors首席投资官Neil Birrell接受调查时表示。汇丰美国和拉丁美洲股票策略主管Nicole Inui在调查中表示:“第一季度财报季可能会给美国股市带来不错的支撑效应,尤其是在过去一个月出现抛售的情况下。”财富管理公司Baker Avenue Wealth Management首席策略师King Lip表示:“回调早该出现了。我认为目前这是一次普通的调整。”Lip已开始为客户增加股票敞口,并计划在股市进一步下跌时买入更多股票。不过,他认为标普500指数可能会从3月28日的高点至多下跌10%。大型科技巨头们的业绩将成美股“救世主”?大型科技巨头们即将发布的财报,可以说为美国股市提供了一个“扭转市场局面”的重大机遇,同时也将告知全球投资者AI对于科技行业未来业绩增速的重要程度。此前标普500指数连续三周下跌,这是自去年9月以来最长的连续下跌。华尔街知名投资机构Wedbush的分析师Dan Ives表示,大量实地调研使得该机构对企业AI支出非常有信心,Ives预计今年人工智能支出有望占到企业IT预算的大约10%,而2023年仅不到1%。Ives表示,科技公司的盈利环境看起来仍然强劲,尤其是考虑到各大企业对人工智能的狂热情绪,这在过去一年里推动了科技股的飙升。该策略师补充道,无比强劲的财报季可能是科技股的主要积极催化剂,并预测到2024年底,该行业可能会再飙升15%。尤其值得注意的是,本周将有大约178家标普500指数成分股公司公布业绩,这些公司市值占该指数总市值的40%以上。但最大的期望还是来自大型科技公司,美股“科技七巨头”中的特斯拉(TSLA.US)、Meta(META.US)、微软(MSFT.US)、谷歌母公司Alphabet(GOOGL.US)都将在本周公布财报。根据机构汇编的预期统计数据,“美股七大科技巨头”(英伟达、特斯拉、Meta、微软、苹果、亚马逊、Alphabet)第一季度每股收益同比有望飙升38%。如果剔除这七家公司,标普500指数其余公司利润预计将下降3.9%。此外,从对于美股2024年涨势贡献最大的“五大科技巨头”盈利预期来看,FactSet预期数据显示这些公司今年第一季度的每股收益增速有望达到惊人的64.3%。其他495家公司的收益预计将下降6%。“五大科技巨头”指的是:英伟达、亚马逊、微软、Alphabet以及Meta,如果它们的强大业绩增速能够实现,且超出市场预期,有望引领美股不断向上突破历史新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297139954737288,"gmtCreate":1713572755746,"gmtModify":1713572758102,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"再跌可就真出事了。","listText":"再跌可就真出事了。","text":"再跌可就真出事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297139954737288","repostId":"297068569248032","repostType":1,"repost":{"id":297068569248032,"gmtCreate":1713555242326,"gmtModify":1713701019297,"author":{"id":"3503176530513854","authorId":"3503176530513854","name":"主神级交易员鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达这760750差不多就是底部了,要是PCE证强,整个整个股市再跌,波动太大、很容易冲击美联储的路径,pass,从这个结果出发,PCE证伪比证强的概率大很多,如何真的错误、那么意外着后面就是鱼更大、证强会把所有的指标像弹簧一样压到极致、出现最极致的单边call点,而且还是大范围多板块的单边call点,出现这种情况、市场上的资金也填不了这个call点、即使美联储马上100%停止缩表,这个点会把货币市场和避险资金都吸干,财政赤字扩大或美联储再QE才能压住这个点,这种情况pass,","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达这760750差不多就是底部了,要是PCE证强,整个整个股市再跌,波动太大、很容易冲击美联储的路径,pass,从这个结果出发,PCE证伪比证强的概率大很多,如何真的错误、那么意外着后面就是鱼更大、证强会把所有的指标像弹簧一样压到极致、出现最极致的单边call点,而且还是大范围多板块的单边call点,出现这种情况、市场上的资金也填不了这个call点、即使美联储马上100%停止缩表,这个点会把货币市场和避险资金都吸干,财政赤字扩大或美联储再QE才能压住这个点,这种情况pass,","text":"$英伟达(NVDA)$ 英伟达这760750差不多就是底部了,要是PCE证强,整个整个股市再跌,波动太大、很容易冲击美联储的路径,pass,从这个结果出发,PCE证伪比证强的概率大很多,如何真的错误、那么意外着后面就是鱼更大、证强会把所有的指标像弹簧一样压到极致、出现最极致的单边call点,而且还是大范围多板块的单边call点,出现这种情况、市场上的资金也填不了这个call点、即使美联储马上100%停止缩表,这个点会把货币市场和避险资金都吸干,财政赤字扩大或美联储再QE才能压住这个点,这种情况pass,","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297068569248032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297016361640232,"gmtCreate":1713542634376,"gmtModify":1713542637894,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 凉凉","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 凉凉","text":"$英伟达(NVDA)$ 凉凉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297016361640232","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":272368256942320,"gmtCreate":1707534045331,"gmtModify":1707534046311,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 能突破1000[得意] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 能突破1000[得意] ","text":"$英伟达(NVDA)$ 能突破1000[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272368256942320","isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280353185988632,"gmtCreate":1709467017937,"gmtModify":1709467020042,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"非常客观,英伟达涨势远远没有结束,但是到了2025年尤其是下半年要特别注意风险。半导体下行周期到了。","listText":"非常客观,英伟达涨势远远没有结束,但是到了2025年尤其是下半年要特别注意风险。半导体下行周期到了。","text":"非常客观,英伟达涨势远远没有结束,但是到了2025年尤其是下半年要特别注意风险。半导体下行周期到了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/280353185988632","repostId":"2416695275","repostType":2,"repost":{"id":"2416695275","pubTimestamp":1709381100,"share":"https://www.laohu8.com/m/news/2416695275?lang=&edition=full","pubTime":"2024-03-02 20:05","market":"us","language":"en","title":"Nvidia Stock Still May Not Be Nearly As Expensive As You Think","url":"https://stock-news.laohu8.com/highlight/detail?id=2416695275","media":"Motley Fool","summary":"There are risks for Nvidia's business, but the year ahead might yield some incredible business expansion.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia might be the smallest of the Magnificent Seven stocks as measured by sales, but it may not stay that way for long.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia could be sitting on massive profit potential in the coming years.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>That said, the stock still trades for a high premium, so new investors in particular should tread lightly.</div>\n</li>\n</ul><div><p><strong>Nvidia </strong><span>(NVDA<span> 4.00%</span>)</span> keeps going from strength to strength. It passed up mighty <strong>Alphabet </strong>and <strong>Amazon</strong> to become the third-most-valuable \"Magnificent Seven\" stock, and it briefly topped a $2 trillion market cap valuation. And yet, though it's the third largest business of the Magnificent Seven by market cap, it's still the smallest as measured by annual sales.</p><p>Some evidence of this fact is that Nvidia stock trades for a whopping 66 times trailing-12-month earnings per share. However, Nvidia may not be nearly as expensive as it appears to be, even after the stock's incredible 400%-plus run higher since the start of 2023. </p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"31.67\" average_volume=\"46,393,945\" company_name=\"Nvidia\" current_price=\"822.79\" daily_high=\"823.00\" daily_low=\"794.35\" default_period=\"OneYear\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"823.94\" fifty_two_week_low=\"222.97\" gross_margin=\"72.72\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$2,057B\" pe_ratio=\"68.93\" percent_change=\"4.00\" symbol=\"NVDA\" volume=\"47,913,510\"></app></div><h2>It's all about the future</h2><p>Much can be said about Nvidia's rise, the current data center investment supercycle driven by generative artificial intelligence (AI) that Nvidia helped spawn, and whether semiconductor peers can catch up and take some of Nvidia's market share.</p><p>But as far as Nvidia is concerned, calendar year 2024 (fiscal 2025 for Nvidia, the 12-month period that will end in January 2025) could be another epic year. After reporting full-year revenue of $60.9 billion, a 126% increase over the depressed results from calendar year 2022 during the bear market, management is forecasting $24 billion in sales for fiscal 2025's Q1, the three months that will end in April 2024. That's 40% of all of last year's sales in a single quarter. </p><p>CEO Jensen Huang said on the earnings call that Nvidia's supply of computing accelerator system parts is improving. However, Huang and company still expect overall demand this next year to be <em>higher </em>than what Nvidia and its partners can crank out. That implies quarterly sales could continue to tick higher from the end of Q1 and on. </p><div><div></div></div><p>But even if we simply annualize Nvidia's Q1 expected revenue, we arrive at just shy of $100 billion in this year's sales, about a 57% increase from last year. For the record, that would dramatically help Nvidia catch up to the other Magnificent Seven in terms of annual sales (see chart below).</p><p><img src=\"https://media.ycharts.com/charts/870f446d7767d8f83fa7dbecb255e7d1.png\"/></p><p>NVDA Revenue (TTM) data by YCharts</p><p>And if we factor for a bit of gross profit margin contraction, resulting from a benefit from favorable parts supply at the moment, annual operating expenses of $14 billion (the Q1 outlook for operating expenses of $3.5 billion multiplied by four), and a tax rate of 17%, Nvidia could be pacing toward $50 billion in operating income or more. That would be a 50% increase over last year. </p><p>Based on these back-of-the-envelope expectations, Nvidia stock is trading for about 35 to 40 times this year's earnings, far lower than the aforementioned 66 times trailing-12-month earnings ($2 trillion market cap divided by $50 billion in net income and/or free cash flow).</p><div><div></div></div><h2>How long can Nvidia keep growing?</h2><p>Of course, even this forward-looking earnings multiple hardly makes Nvidia stock cheap. Far from it, this valuation is in anticipation of Nvidia remaining in high-growth mode for quite some time. Wild estimates like seeing global AI infrastructure reach $400 billion in annual spending by 2027 -- an estimate <strong>Advanced Micro Devices</strong> has cited a few times now, which assumes a roughly doubling in global data center value from $1 trillion this past year to $2 trillion in three years -- has many investors are putting gobs of cash on the line with this as an assumption. </p><p>But it's important to remember that Nvidia's business has always been cyclical -- periods of multi-year growth are followed by a year or two of contraction, before fresh highs are reached again. This isn't likely to change.</p><p>Thus, investors should be on guard for a significant slowdown, or even a pullback, in AI infrastructure spending, perhaps late this year or in 2025. That could send Nvidia stock spiraling, much as past cyclical downturns have done.</p><p><img src=\"https://media.ycharts.com/charts/9e528ee04bb790de5f6b95249f7f2802.png\"/></p><p>Data by YCharts.</p><div><div></div></div><p>Does that mean Nvidia stock is to be avoided right now? I'm not ready to say that just yet. If the AI infrastructure market does keep growing through 2027, Nvidia stock may not be done just yet. But given the current valuation, investors looking to get in on the action should be cautious. Consider using a dollar-cost average plan to scale into a position over time, taking advantage of any inevitable dips along the way. In the meantime, there are a lot of other great semiconductor stocks out there right now as well.</p><div></div></div></body></html>","source":"fool_stock","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>Nvidia Stock Still May Not Be Nearly As Expensive As You Think</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\">\nNvidia Stock Still May Not Be Nearly As Expensive As You Think\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-02 20:05 GMT+8 <a href=https://www.fool.com/investing/2024/03/02/nvidia-stock-still-may-not-be-nearly-as-expensive/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia might be the smallest of the Magnificent Seven stocks as measured by sales, but it may not stay that way for long.\n\n\n\n\n\n\n\nNvidia could be sitting on massive profit potential in the coming years...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/02/nvidia-stock-still-may-not-be-nearly-as-expensive/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F766988%2Fcloud-infrastructure-data-centers.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","BK4587":"ChatGPT概念","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4141":"半导体产品","BK4503":"景林资产持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU0444971666.USD":"天利全球科技基金","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4581":"高盛持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4099":"汽车制造商","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4592":"伊斯兰概念","TTM":"塔塔汽车","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4567":"ESG概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4523":"印度概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/03/02/nvidia-stock-still-may-not-be-nearly-as-expensive/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416695275","content_text":"Nvidia might be the smallest of the Magnificent Seven stocks as measured by sales, but it may not stay that way for long.\n\n\n\n\n\n\n\nNvidia could be sitting on massive profit potential in the coming years.\n\n\n\n\n\n\n\nThat said, the stock still trades for a high premium, so new investors in particular should tread lightly.\n\nNvidia (NVDA 4.00%) keeps going from strength to strength. It passed up mighty Alphabet and Amazon to become the third-most-valuable \"Magnificent Seven\" stock, and it briefly topped a $2 trillion market cap valuation. And yet, though it's the third largest business of the Magnificent Seven by market cap, it's still the smallest as measured by annual sales.Some evidence of this fact is that Nvidia stock trades for a whopping 66 times trailing-12-month earnings per share. However, Nvidia may not be nearly as expensive as it appears to be, even after the stock's incredible 400%-plus run higher since the start of 2023. It's all about the futureMuch can be said about Nvidia's rise, the current data center investment supercycle driven by generative artificial intelligence (AI) that Nvidia helped spawn, and whether semiconductor peers can catch up and take some of Nvidia's market share.But as far as Nvidia is concerned, calendar year 2024 (fiscal 2025 for Nvidia, the 12-month period that will end in January 2025) could be another epic year. After reporting full-year revenue of $60.9 billion, a 126% increase over the depressed results from calendar year 2022 during the bear market, management is forecasting $24 billion in sales for fiscal 2025's Q1, the three months that will end in April 2024. That's 40% of all of last year's sales in a single quarter. CEO Jensen Huang said on the earnings call that Nvidia's supply of computing accelerator system parts is improving. However, Huang and company still expect overall demand this next year to be higher than what Nvidia and its partners can crank out. That implies quarterly sales could continue to tick higher from the end of Q1 and on. But even if we simply annualize Nvidia's Q1 expected revenue, we arrive at just shy of $100 billion in this year's sales, about a 57% increase from last year. For the record, that would dramatically help Nvidia catch up to the other Magnificent Seven in terms of annual sales (see chart below).NVDA Revenue (TTM) data by YChartsAnd if we factor for a bit of gross profit margin contraction, resulting from a benefit from favorable parts supply at the moment, annual operating expenses of $14 billion (the Q1 outlook for operating expenses of $3.5 billion multiplied by four), and a tax rate of 17%, Nvidia could be pacing toward $50 billion in operating income or more. That would be a 50% increase over last year. Based on these back-of-the-envelope expectations, Nvidia stock is trading for about 35 to 40 times this year's earnings, far lower than the aforementioned 66 times trailing-12-month earnings ($2 trillion market cap divided by $50 billion in net income and/or free cash flow).How long can Nvidia keep growing?Of course, even this forward-looking earnings multiple hardly makes Nvidia stock cheap. Far from it, this valuation is in anticipation of Nvidia remaining in high-growth mode for quite some time. Wild estimates like seeing global AI infrastructure reach $400 billion in annual spending by 2027 -- an estimate Advanced Micro Devices has cited a few times now, which assumes a roughly doubling in global data center value from $1 trillion this past year to $2 trillion in three years -- has many investors are putting gobs of cash on the line with this as an assumption. But it's important to remember that Nvidia's business has always been cyclical -- periods of multi-year growth are followed by a year or two of contraction, before fresh highs are reached again. This isn't likely to change.Thus, investors should be on guard for a significant slowdown, or even a pullback, in AI infrastructure spending, perhaps late this year or in 2025. That could send Nvidia stock spiraling, much as past cyclical downturns have done.Data by YCharts.Does that mean Nvidia stock is to be avoided right now? I'm not ready to say that just yet. If the AI infrastructure market does keep growing through 2027, Nvidia stock may not be done just yet. But given the current valuation, investors looking to get in on the action should be cautious. Consider using a dollar-cost average plan to scale into a position over time, taking advantage of any inevitable dips along the way. In the meantime, there are a lot of other great semiconductor stocks out there right now as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"content":"还以为我自己发的 [捂脸]","text":"还以为我自己发的 [捂脸]","html":"还以为我自己发的 [捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":277120451989752,"gmtCreate":1708685512325,"gmtModify":1708686824614,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"市盈率才60,而且每股收益还在不断提高。你说贵不贵?","listText":"市盈率才60,而且每股收益还在不断提高。你说贵不贵?","text":"市盈率才60,而且每股收益还在不断提高。你说贵不贵?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/277120451989752","isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297016361640232,"gmtCreate":1713542634376,"gmtModify":1713542637894,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 凉凉","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 凉凉","text":"$英伟达(NVDA)$ 凉凉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297016361640232","isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285061117718536,"gmtCreate":1710601318100,"gmtModify":1710601320364,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"黄仁勋进军AI应用端,后期不仅仅是一家卖铲子的巨头。","listText":"黄仁勋进军AI应用端,后期不仅仅是一家卖铲子的巨头。","text":"黄仁勋进军AI应用端,后期不仅仅是一家卖铲子的巨头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285061117718536","repostId":"2419118309","repostType":2,"repost":{"id":"2419118309","pubTimestamp":1710592800,"share":"https://www.laohu8.com/m/news/2419118309?lang=&edition=full","pubTime":"2024-03-16 20:40","market":"fut","language":"en","title":"Jensen Huang Just Said \"Humanoid Robotics Should Be Right Around the Corner.\" Here's How Nvidia Could Benefit.","url":"https://stock-news.laohu8.com/highlight/detail?id=2419118309","media":"Motley Fool","summary":"Nvidia is exploring humanoid robotics, an under-the-radar application in artificial intelligence (AI).","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia recently joined Microsoft, OpenAI, and Intel in a funding round for humanoid robotics start-up Figure AI.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Humanoid robotics represents an interesting part of the overall AI story, as the technology spans both hardware and software applications.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia could be a particularly disruptive force in the development of humanoid robotics, given its unique position as both a hardware and software AI player.</div>\n</li>\n</ul><div><p>When it comes to artificial intelligence (AI), applications in machine learning, large language models, and compute networking garner most of the attention. But what investors may not realize is that use cases packaged around AI are evolving in real time.</p><p>One area that is getting particular interest is robotics. Indeed, companies such as <strong>Amazon</strong> and <strong>Alibaba</strong> have implemented robotics throughout their warehouses for years, creating efficiencies as it relates to packaging and logistics.</p><p>However, a rising number of the world's largest technology companies are increasingly focusing on the next frontier of robotics: humanoid bots. In late February, <strong>Nvidia</strong>'s <span>(NVDA<span> -0.12%</span>)</span> CEO, Jensen Huang, said \"humanoid robotics should be right around the corner\" during a panel discussion about AI.</p><p>Let's dig into the rise of humanoid robotics and analyze the moves Nvidia is making in the space.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"false\" amount_change=\"-1.07\" average_volume=\"50,639,303\" company_name=\"Nvidia\" current_price=\"878.37\" daily_high=\"895.46\" daily_low=\"862.57\" default_period=\"OneYear\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"974.00\" fifty_two_week_low=\"251.30\" gross_margin=\"72.72\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$2,196B\" pe_ratio=\"73.59\" percent_change=\"-0.12\" symbol=\"NVDA\" volume=\"64,208,616\"></app></div><h2>How does AI play a role in robotics?</h2><p>Robotics is an interesting part of the overall AI narrative because it is uniquely positioned at the intersection of software and hardware. And believe it or not, there are lots of companies working to develop humanoid bots.</p><div><div></div></div><p>Two of the more recognized brands in robotics include Boston Dynamics and <strong>Tesla</strong>. Over the last year, Tesla has teased investors with previews of its humanoid bot Optimus -- which is planned to be used across the company's factories and assembly lines in the future.</p><p>One lesser-known robotics start-up called 1X hails from Norway. The company has raised $125 million in venture capital (VC) funding over the last year from high-profile investors including OpenAI, <strong>Samsung</strong>, and Tiger Global.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F769076%2Fgettyimages-966248982.jpg&op=resize&w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/769076/gettyimages-966248982.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/769076/gettyimages-966248982.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/769076/gettyimages-966248982.jpg&w=2000&op=resize 2000w\"/><p>Image source: Getty Images.</p></div><h2>What is Nvidia doing with robotics?</h2><p>About a week after Huang's comments regarding humanoid robots, Nvidia was cited as an investor in a $675 million funding round for start-up Figure AI. Nvidia joined <strong>Microsoft</strong>, OpenAI, <strong>Intel</strong>, and Amazon co-founder Jeff Bezos as investors.</p><p>Figure AI is developing humanoid robots that it plans to commercialize in industries such as manufacturing, warehousing, and retail. Figure AI's robots are being trained on generative AI models to learn how to perform basic tasks. The theme? The company is seeking to disrupt the workforce -- a market estimated to be worth $42 trillion annually.</p><div><div></div></div><h2>How could Nvidia benefit?</h2><p>Nvidia has incredibly lucrative opportunities in robotics. Currently, the company is primarily a hardware player -- developing high-performance semiconductors called graphics processing units (GPUs).</p><p>However, Nvidia is quietly expanding outside compute networking. Specifically, the company's enterprise software and services business is already operating at an annual revenue run rate of $1 billion. While this is impressive, it pales in comparison to Nvidia's data center business -- which generated $47 billion in sales last year.</p><p>Moreover, Nvidia is aggressively pursuing the enterprise software market through a combination of investments and strategic partnerships. The company is an investor in start-up Databricks, which largely competes with <strong>Palantir Technologies</strong>. Additionally, Nvidia also partners with <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></strong>, helping bring AI capabilities to the company's data cloud platform.</p><p>Given Nvidia's distinctive position as both a hardware and software developer, the company has a massive opportunity to play an integral role in the development of humanoid robotics. I see the investment in Figure AI as a first step that could lead to further strategic partnerships and revenue opportunities across both sides of its business.</p><div><div></div></div><p>The important idea here is that Nvidia is subtly building an end-to-end AI solution -- spanning across both software and hardware. As such, I think the company is setting itself up for long-term sustained growth in a variety of areas in the overall AI realm.</p><p>My guess is that Huang will continue to drop breadcrumbs, alluding to AI-powered applications that he believes Nvidia can play a role in. Despite the run-up in the stock, I think now is a terrific time to scoop up some shares and plan to hold long term.</p><div></div></div></body></html>","source":"fool_stock","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>Jensen Huang Just Said \"Humanoid Robotics Should Be Right Around the Corner.\" Here's How Nvidia Could Benefit.</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\">\nJensen Huang Just Said \"Humanoid Robotics Should Be Right Around the Corner.\" Here's How Nvidia Could Benefit.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 20:40 GMT+8 <a href=https://www.fool.com/investing/2024/03/16/jensen-huang-just-said-humanoid-robotics-should-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia recently joined Microsoft, OpenAI, and Intel in a funding round for humanoid robotics start-up Figure AI.\n\n\n\n\n\n\n\nHumanoid robotics represents an interesting part of the overall AI story, as the...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/16/jensen-huang-just-said-humanoid-robotics-should-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F769076%2Fgettyimages-966248982.jpg&op=resize&w=165&h=104","relate_stocks":{"LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4097":"系统软件","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4512":"苹果概念","VC":"伟世通","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4549":"软银资本持仓","BK4124":"机动车零配件与设备","BK4548":"巴美列捷福持仓","LU1815336091.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AUP\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4516":"特朗普概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0757428866.USD":"THREADNEEDLE (LUX) GLOBAL SMALLER COMPANIES \"AE\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","MSFT":"微软","LU0061474960.USD":"天利环球焦点基金AU Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4566":"资本集团","LU0171293334.USD":"贝莱德英国基金A2","INTC":"英特尔","BK4535":"淡马锡持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4538":"云计算","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2024/03/16/jensen-huang-just-said-humanoid-robotics-should-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419118309","content_text":"Nvidia recently joined Microsoft, OpenAI, and Intel in a funding round for humanoid robotics start-up Figure AI.\n\n\n\n\n\n\n\nHumanoid robotics represents an interesting part of the overall AI story, as the technology spans both hardware and software applications.\n\n\n\n\n\n\n\nNvidia could be a particularly disruptive force in the development of humanoid robotics, given its unique position as both a hardware and software AI player.\n\nWhen it comes to artificial intelligence (AI), applications in machine learning, large language models, and compute networking garner most of the attention. But what investors may not realize is that use cases packaged around AI are evolving in real time.One area that is getting particular interest is robotics. Indeed, companies such as Amazon and Alibaba have implemented robotics throughout their warehouses for years, creating efficiencies as it relates to packaging and logistics.However, a rising number of the world's largest technology companies are increasingly focusing on the next frontier of robotics: humanoid bots. In late February, Nvidia's (NVDA -0.12%) CEO, Jensen Huang, said \"humanoid robotics should be right around the corner\" during a panel discussion about AI.Let's dig into the rise of humanoid robotics and analyze the moves Nvidia is making in the space.How does AI play a role in robotics?Robotics is an interesting part of the overall AI narrative because it is uniquely positioned at the intersection of software and hardware. And believe it or not, there are lots of companies working to develop humanoid bots.Two of the more recognized brands in robotics include Boston Dynamics and Tesla. Over the last year, Tesla has teased investors with previews of its humanoid bot Optimus -- which is planned to be used across the company's factories and assembly lines in the future.One lesser-known robotics start-up called 1X hails from Norway. The company has raised $125 million in venture capital (VC) funding over the last year from high-profile investors including OpenAI, Samsung, and Tiger Global.Image source: Getty Images.What is Nvidia doing with robotics?About a week after Huang's comments regarding humanoid robots, Nvidia was cited as an investor in a $675 million funding round for start-up Figure AI. Nvidia joined Microsoft, OpenAI, Intel, and Amazon co-founder Jeff Bezos as investors.Figure AI is developing humanoid robots that it plans to commercialize in industries such as manufacturing, warehousing, and retail. Figure AI's robots are being trained on generative AI models to learn how to perform basic tasks. The theme? The company is seeking to disrupt the workforce -- a market estimated to be worth $42 trillion annually.How could Nvidia benefit?Nvidia has incredibly lucrative opportunities in robotics. Currently, the company is primarily a hardware player -- developing high-performance semiconductors called graphics processing units (GPUs).However, Nvidia is quietly expanding outside compute networking. Specifically, the company's enterprise software and services business is already operating at an annual revenue run rate of $1 billion. While this is impressive, it pales in comparison to Nvidia's data center business -- which generated $47 billion in sales last year.Moreover, Nvidia is aggressively pursuing the enterprise software market through a combination of investments and strategic partnerships. The company is an investor in start-up Databricks, which largely competes with Palantir Technologies. Additionally, Nvidia also partners with Snowflake, helping bring AI capabilities to the company's data cloud platform.Given Nvidia's distinctive position as both a hardware and software developer, the company has a massive opportunity to play an integral role in the development of humanoid robotics. I see the investment in Figure AI as a first step that could lead to further strategic partnerships and revenue opportunities across both sides of its business.The important idea here is that Nvidia is subtly building an end-to-end AI solution -- spanning across both software and hardware. As such, I think the company is setting itself up for long-term sustained growth in a variety of areas in the overall AI realm.My guess is that Huang will continue to drop breadcrumbs, alluding to AI-powered applications that he believes Nvidia can play a role in. Despite the run-up in the stock, I think now is a terrific time to scoop up some shares and plan to hold long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669969200,"gmtCreate":1662038569800,"gmtModify":1662038570914,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"原来是这样,通过率这么高","listText":"原来是这样,通过率这么高","text":"原来是这样,通过率这么高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/669969200","repostId":"1122599582","repostType":2,"repost":{"id":"1122599582","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662037609,"share":"https://www.laohu8.com/m/news/1122599582?lang=&edition=full","pubTime":"2022-09-01 21:06","market":"us","language":"zh","title":"老虎点评:美国要断供高端GPU?别再被标题党骗了","url":"https://stock-news.laohu8.com/highlight/detail?id=1122599582","media":"老虎锐评","summary":"英伟达的申请被通过的比例可能是97.8%。","content":"<html><head></head><body><p>看自媒体的标题总会莫名其妙恐慌,从英伟达芯片禁止出口中国(游戏迷倒吸一口冷气)到两家芯片厂商宣布断供高端GPU,再配合“突发”两个字的点缀,总会让人觉得世界大战即将来袭。我个人觉得这个问题也不能全怪自媒体,一来是所有自媒体都喜欢这么搞,你不搞就没有流量;二来是人的情绪会被引导,即使我心理建设知道“突发”类新闻都是噱头,但是看见这两个字我还是要点开,因为害怕不点开就会错过重要的事情——但为什么美国的新闻不会出现这样的描述呢?</p><p>现在回到这个事情本身。根据英伟达向SEC提交的文件,英伟达的A100和H100(H100是A100的升级版)芯片向中国出口的时候,需要向美国政府申请许可证。英伟达会向美国政府申请许可,但是不保证会得到批准。所以并非美国政府直接禁止英伟达出口高端芯片,更不是美国政府禁止中国人民买3080/3090显卡玩游戏,而是从今往后,英伟达的两款非游戏用的高端芯片出口的时候,需要向商务部申请许可证。</p><p>所以下一个问题就是,美国商务部对于申请出口许可证是什么态度?</p><p>美国国会在2018年制定/修订了法律,会管控向中国出口的军民两用产品,具体执行这个法律的是美国商务部。在美国向中国出口的货物中,81.6%不需要管控,剩下的18.1%需要管控。而在需要管控的出口产品种,绝大多数(17.4%)的产品不需要许可证,0.4%的产品可以申请豁免,只有0.4%的产品需要许可证,可以说是非常小的范围需要申请许可证。目前英伟达的两款芯片,就落入到这0.4%的范围内。具体的比例分配如下图,来自于美国国会研究(Congressional Research Service)。</p><p><img src=\"https://static.tigerbbs.com/51bab0d1ce17f584ba7f4862c0695185\" tg-width=\"454\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>根据商务部的数据,2020年商务部一共接受了$1,120亿出口中国的申请(大部分产品不需要申请),但是只否定了$4.7亿产品出口,占比2.2%(这个比例表面上看起来不太对,是因为有一部分申请被退回不会计入否决比例,商家可以重新申请)。所以按照统计数字来看,英伟达的申请被通过的比例可能是97.8%。</p><p>为什么英伟达的两款芯片原来出口中国都没问题,商务部突然就要求其申请许可证了呢?原因可能是右派媒体华尔街日报8月初的一篇报道,题目是“U.S. Approves Nearly All Tech Exports to China, Data Shows”(美国几乎批准了所有出口到中国的科技产品)</p><p>在这篇报道中,华尔街日报称2020年出口到中国的科技产品许可证批准率是94%,2021年是88%(需要记住,需要向商务部申请许可证的比例非常小),报道对拜登政府大量批准非常不满,为了激情民愤,报道还故意开通了读者评论,美国民粹精神在评论上展现得淋漓尽致。</p><p>英伟达在这件事有一个很大的失误,就是它不应该向SEC披露这个消息(披露的原因是它们认为可能会对收入产生影响。英伟达一年收入$270亿,这两款芯片在中国的销售是$4亿,占比仅仅1.4%,真的有披露的义务吗?还是被公司律师坑了?)。这个消息一披露,那么事情无疑又变成两国焦点,本来正常申请许可证有98%的批准率,但现在美国商务部骑虎难下了,哪里敢批准英伟达的申请。</p><p>AMD就很老练,到现在也没说话,只是英伟达披露之后,AMD可能也被迫披露。</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>老虎点评:美国要断供高端GPU?别再被标题党骗了</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; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-09-01 21:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>看自媒体的标题总会莫名其妙恐慌,从英伟达芯片禁止出口中国(游戏迷倒吸一口冷气)到两家芯片厂商宣布断供高端GPU,再配合“突发”两个字的点缀,总会让人觉得世界大战即将来袭。我个人觉得这个问题也不能全怪自媒体,一来是所有自媒体都喜欢这么搞,你不搞就没有流量;二来是人的情绪会被引导,即使我心理建设知道“突发”类新闻都是噱头,但是看见这两个字我还是要点开,因为害怕不点开就会错过重要的事情——但为什么美国的新闻不会出现这样的描述呢?</p><p>现在回到这个事情本身。根据英伟达向SEC提交的文件,英伟达的A100和H100(H100是A100的升级版)芯片向中国出口的时候,需要向美国政府申请许可证。英伟达会向美国政府申请许可,但是不保证会得到批准。所以并非美国政府直接禁止英伟达出口高端芯片,更不是美国政府禁止中国人民买3080/3090显卡玩游戏,而是从今往后,英伟达的两款非游戏用的高端芯片出口的时候,需要向商务部申请许可证。</p><p>所以下一个问题就是,美国商务部对于申请出口许可证是什么态度?</p><p>美国国会在2018年制定/修订了法律,会管控向中国出口的军民两用产品,具体执行这个法律的是美国商务部。在美国向中国出口的货物中,81.6%不需要管控,剩下的18.1%需要管控。而在需要管控的出口产品种,绝大多数(17.4%)的产品不需要许可证,0.4%的产品可以申请豁免,只有0.4%的产品需要许可证,可以说是非常小的范围需要申请许可证。目前英伟达的两款芯片,就落入到这0.4%的范围内。具体的比例分配如下图,来自于美国国会研究(Congressional Research Service)。</p><p><img src=\"https://static.tigerbbs.com/51bab0d1ce17f584ba7f4862c0695185\" tg-width=\"454\" tg-height=\"220\" referrerpolicy=\"no-referrer\"/></p><p>根据商务部的数据,2020年商务部一共接受了$1,120亿出口中国的申请(大部分产品不需要申请),但是只否定了$4.7亿产品出口,占比2.2%(这个比例表面上看起来不太对,是因为有一部分申请被退回不会计入否决比例,商家可以重新申请)。所以按照统计数字来看,英伟达的申请被通过的比例可能是97.8%。</p><p>为什么英伟达的两款芯片原来出口中国都没问题,商务部突然就要求其申请许可证了呢?原因可能是右派媒体华尔街日报8月初的一篇报道,题目是“U.S. Approves Nearly All Tech Exports to China, Data Shows”(美国几乎批准了所有出口到中国的科技产品)</p><p>在这篇报道中,华尔街日报称2020年出口到中国的科技产品许可证批准率是94%,2021年是88%(需要记住,需要向商务部申请许可证的比例非常小),报道对拜登政府大量批准非常不满,为了激情民愤,报道还故意开通了读者评论,美国民粹精神在评论上展现得淋漓尽致。</p><p>英伟达在这件事有一个很大的失误,就是它不应该向SEC披露这个消息(披露的原因是它们认为可能会对收入产生影响。英伟达一年收入$270亿,这两款芯片在中国的销售是$4亿,占比仅仅1.4%,真的有披露的义务吗?还是被公司律师坑了?)。这个消息一披露,那么事情无疑又变成两国焦点,本来正常申请许可证有98%的批准率,但现在美国商务部骑虎难下了,哪里敢批准英伟达的申请。</p><p>AMD就很老练,到现在也没说话,只是英伟达披露之后,AMD可能也被迫披露。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122599582","content_text":"看自媒体的标题总会莫名其妙恐慌,从英伟达芯片禁止出口中国(游戏迷倒吸一口冷气)到两家芯片厂商宣布断供高端GPU,再配合“突发”两个字的点缀,总会让人觉得世界大战即将来袭。我个人觉得这个问题也不能全怪自媒体,一来是所有自媒体都喜欢这么搞,你不搞就没有流量;二来是人的情绪会被引导,即使我心理建设知道“突发”类新闻都是噱头,但是看见这两个字我还是要点开,因为害怕不点开就会错过重要的事情——但为什么美国的新闻不会出现这样的描述呢?现在回到这个事情本身。根据英伟达向SEC提交的文件,英伟达的A100和H100(H100是A100的升级版)芯片向中国出口的时候,需要向美国政府申请许可证。英伟达会向美国政府申请许可,但是不保证会得到批准。所以并非美国政府直接禁止英伟达出口高端芯片,更不是美国政府禁止中国人民买3080/3090显卡玩游戏,而是从今往后,英伟达的两款非游戏用的高端芯片出口的时候,需要向商务部申请许可证。所以下一个问题就是,美国商务部对于申请出口许可证是什么态度?美国国会在2018年制定/修订了法律,会管控向中国出口的军民两用产品,具体执行这个法律的是美国商务部。在美国向中国出口的货物中,81.6%不需要管控,剩下的18.1%需要管控。而在需要管控的出口产品种,绝大多数(17.4%)的产品不需要许可证,0.4%的产品可以申请豁免,只有0.4%的产品需要许可证,可以说是非常小的范围需要申请许可证。目前英伟达的两款芯片,就落入到这0.4%的范围内。具体的比例分配如下图,来自于美国国会研究(Congressional Research Service)。根据商务部的数据,2020年商务部一共接受了$1,120亿出口中国的申请(大部分产品不需要申请),但是只否定了$4.7亿产品出口,占比2.2%(这个比例表面上看起来不太对,是因为有一部分申请被退回不会计入否决比例,商家可以重新申请)。所以按照统计数字来看,英伟达的申请被通过的比例可能是97.8%。为什么英伟达的两款芯片原来出口中国都没问题,商务部突然就要求其申请许可证了呢?原因可能是右派媒体华尔街日报8月初的一篇报道,题目是“U.S. Approves Nearly All Tech Exports to China, Data Shows”(美国几乎批准了所有出口到中国的科技产品)在这篇报道中,华尔街日报称2020年出口到中国的科技产品许可证批准率是94%,2021年是88%(需要记住,需要向商务部申请许可证的比例非常小),报道对拜登政府大量批准非常不满,为了激情民愤,报道还故意开通了读者评论,美国民粹精神在评论上展现得淋漓尽致。英伟达在这件事有一个很大的失误,就是它不应该向SEC披露这个消息(披露的原因是它们认为可能会对收入产生影响。英伟达一年收入$270亿,这两款芯片在中国的销售是$4亿,占比仅仅1.4%,真的有披露的义务吗?还是被公司律师坑了?)。这个消息一披露,那么事情无疑又变成两国焦点,本来正常申请许可证有98%的批准率,但现在美国商务部骑虎难下了,哪里敢批准英伟达的申请。AMD就很老练,到现在也没说话,只是英伟达披露之后,AMD可能也被迫披露。","news_type":1},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303791004254368,"gmtCreate":1715187979687,"gmtModify":1715187981931,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","listText":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","text":"在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。 坚定持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303791004254368","repostId":"2433072014","repostType":4,"repost":{"id":"2433072014","pubTimestamp":1715182200,"share":"https://www.laohu8.com/m/news/2433072014?lang=&edition=full","pubTime":"2024-05-08 23:30","market":"us","language":"zh","title":"美银喊话投资者:现在走人将错过夏季大涨!","url":"https://stock-news.laohu8.com/highlight/detail?id=2433072014","media":"金十数据","summary":"美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。","content":"<html><head></head><body><blockquote><p>美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。</p></blockquote><p>美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。</p><p>该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。</p><p>这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在5月初至10月底期间平均上涨0.8%,远低于11月1日至次年4月30日期间通常出现的7.3%的涨幅。</p><p>然而,萨特梅尔从不同的角度看待这些数据。他指出,<strong>6月至8月是<a href=\"https://laohu8.com/S/161125\">标普500</a>指数(SPX)自1928年以来第二强劲的三个月表现。</strong></p><p>美国银行的数据显示,在这三个月里,大盘指数有65%的时间都在上涨,平均回报率为3.2%。这可能表明,如果历史重演,市场可能会在今年夏天大幅上涨。</p><p>在萨特梅尔看来,有一个关键因素会让今年夏天的股市表现变得更好,那就是总统大选。<strong>在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%</strong>。</p><p>在萨特梅尔做出上述预测之际,市场正处于不确定时期。继2023年和今年第一季度强劲上涨之后,由于美联储何时开始降息的前景更加变幻莫测,美股4月大幅回调。</p><p>不过,美联储主席鲍威尔上周表示,尽管在抑制通胀方面进展甚微,使得政策制定者很难预测何时可以开始降息,但下一步行动不太可能是加息。这一言论部分缓解了市场的担忧。</p><p>此外,萨特梅尔指出,衡量市场中期动能的28周威廉指标(W%R)已回到超买区域。不过,他指出,目前处于超买状态的美股仍然应该被视为健康的。</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>美银喊话投资者:现在走人将错过夏季大涨!</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n美银喊话投资者:现在走人将错过夏季大涨!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 23:30 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=138271&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>美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=138271&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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=138271&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433072014","content_text":"美国银行驳斥了“五月卖出然后走人”的说法,并预计市场可能会在今年夏天大幅上涨。美国银行表示,投资者应该忽略有关5月抛售股票的说法,因为大选前的夏季大涨可能即将到来。该公司技术研究策略师斯蒂芬·萨特梅尔(Stephen Suttmeier)在周二的一份报告中告诉客户,“不要在‘五月卖出然后走人’”。这是一个众所周知但备受争议的说法,它源于这样一个事实:自1950年以来,道琼斯工业平均指数(DJI)在5月初至10月底期间平均上涨0.8%,远低于11月1日至次年4月30日期间通常出现的7.3%的涨幅。然而,萨特梅尔从不同的角度看待这些数据。他指出,6月至8月是标普500指数(SPX)自1928年以来第二强劲的三个月表现。美国银行的数据显示,在这三个月里,大盘指数有65%的时间都在上涨,平均回报率为3.2%。这可能表明,如果历史重演,市场可能会在今年夏天大幅上涨。在萨特梅尔看来,有一个关键因素会让今年夏天的股市表现变得更好,那就是总统大选。在大选年,标普500指数在夏季上涨的概率约为75%,平均回报率为7.3%。在萨特梅尔做出上述预测之际,市场正处于不确定时期。继2023年和今年第一季度强劲上涨之后,由于美联储何时开始降息的前景更加变幻莫测,美股4月大幅回调。不过,美联储主席鲍威尔上周表示,尽管在抑制通胀方面进展甚微,使得政策制定者很难预测何时可以开始降息,但下一步行动不太可能是加息。这一言论部分缓解了市场的担忧。此外,萨特梅尔指出,衡量市场中期动能的28周威廉指标(W%R)已回到超买区域。不过,他指出,目前处于超买状态的美股仍然应该被视为健康的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296656929841288,"gmtCreate":1713463756725,"gmtModify":1713463758635,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我预测能上2200","listText":"我预测能上2200","text":"我预测能上2200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296656929841288","repostId":"2428302302","repostType":2,"repost":{"id":"2428302302","pubTimestamp":1713404150,"share":"https://www.laohu8.com/m/news/2428302302?lang=&edition=full","pubTime":"2024-04-18 09:35","market":"us","language":"zh","title":"机构预测:牛市情景下,英伟达股价明年有望升破1500美元!","url":"https://stock-news.laohu8.com/highlight/detail?id=2428302302","media":"环球市场播报","summary":"$Evercore$ ISI本周发布报告称,尽管$英伟达$股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。利帕西斯预计,到2030年,英伟达将占据并行处理市场80%的份额,后者的价值可能超过3500亿美元。在这种情况下,到本十年末,英伟达的每股盈利能力将达到69美元,而该公司去年的每股盈利为11.93美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI本周发布报告称,尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。</p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a>将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的评级定为“跑赢大盘”,目标价为1160美元,较当前水平有36%的潜在上涨空间。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。</p><p>Evercore表示,之所以设定如此高的目标价,是因为英伟达不仅仅是一家芯片公司,尽管大多数投资者仍然只是这样认为。</p><p>Evercore分析师马克·利帕西斯(Mark Lipacis)表示:“我们认为投资者低估了:1)英伟达创建的芯片+硬件+软件生态系统的重要性;2)计算时代持续15-20年,通常由一家垂直整合的生态系统公司主导,其回报率在100- 1000倍之间。”</p><p>利帕西斯看涨的关键论点是,英伟达是一个人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生态系统的参与者,它是一个新的计算平台的明显领导者,将在未来几年推动效率的提高。</p><p>利帕西斯表示:“这种‘生态系统玩家’通常占据了各自计算时代创造的价值的80%,而其他公司则争夺另外20%。”</p><p>利帕西斯预计,到2030年,英伟达将占据并行处理市场80%的份额,后者的价值可能超过3500亿美元。在这种情况下,到本十年末,英伟达的每股盈利能力将达到69美元,而该公司去年的每股盈利为11.93美元。</p><p>利帕西斯表示:“我们认为,当前并行处理/物联网计算时代的结构性转变始于5至8年前,英伟达是并行处理领域的主导生态系统,而这只是为投资者带来巨大回报的开始阶段。”</p></body></html>","source":"highlight_sina","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>机构预测:牛市情景下,英伟达股价明年有望升破1500美元!</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n机构预测:牛市情景下,英伟达股价明年有望升破1500美元!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-18 09:35 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexe7826143.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Evercore ISI本周发布报告称,尽管英伟达股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。Evercore将英伟达的评级定为“跑赢大盘”,目标价为1160美元,较当前水平有36%的潜在上涨空间。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。Evercore表示,之所以设定如此高的目标价,是因为英伟达不仅仅是一家芯片公司,尽管大多数...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexe7826143.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/17e69b1aea7f8e673c51aca46530f32d","relate_stocks":{"IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4587":"ChatGPT概念","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0082616367.USD":"摩根大通美国科技A(dist)","NVDA":"英伟达","BK4567":"ESG概念","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-04-18/doc-inasfexe7826143.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2428302302","content_text":"Evercore ISI本周发布报告称,尽管英伟达股价过去一年里飙升了200%以上,但该股仍有很大的上涨潜力。Evercore将英伟达的评级定为“跑赢大盘”,目标价为1160美元,较当前水平有36%的潜在上涨空间。该公司认为,在牛市情景下,英伟达的股价明年可能会飙升至1540美元,较当前水平上涨81%。Evercore表示,之所以设定如此高的目标价,是因为英伟达不仅仅是一家芯片公司,尽管大多数投资者仍然只是这样认为。Evercore分析师马克·利帕西斯(Mark Lipacis)表示:“我们认为投资者低估了:1)英伟达创建的芯片+硬件+软件生态系统的重要性;2)计算时代持续15-20年,通常由一家垂直整合的生态系统公司主导,其回报率在100- 1000倍之间。”利帕西斯看涨的关键论点是,英伟达是一个人工智能生态系统的参与者,它是一个新的计算平台的明显领导者,将在未来几年推动效率的提高。利帕西斯表示:“这种‘生态系统玩家’通常占据了各自计算时代创造的价值的80%,而其他公司则争夺另外20%。”利帕西斯预计,到2030年,英伟达将占据并行处理市场80%的份额,后者的价值可能超过3500亿美元。在这种情况下,到本十年末,英伟达的每股盈利能力将达到69美元,而该公司去年的每股盈利为11.93美元。利帕西斯表示:“我们认为,当前并行处理/物联网计算时代的结构性转变始于5至8年前,英伟达是并行处理领域的主导生态系统,而这只是为投资者带来巨大回报的开始阶段。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877292805,"gmtCreate":1637933110150,"gmtModify":1637933110150,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"看来看去没啥用,坚定拿就行","listText":"看来看去没啥用,坚定拿就行","text":"看来看去没啥用,坚定拿就行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877292805","repostId":"1127535445","repostType":2,"repost":{"id":"1127535445","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":1637930387,"share":"https://www.laohu8.com/m/news/1127535445?lang=&edition=full","pubTime":"2021-11-26 20:39","market":"uk","language":"zh","title":"盘前:恐慌情绪席卷市场!机构分析师们怎么看?","url":"https://stock-news.laohu8.com/highlight/detail?id=1127535445","media":"老虎资讯综合","summary":"11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;\n\nVIX恐慌指数涨幅扩大至近40%,报25.79\n\n本周五","content":"<p>11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;</p>\n<p><img src=\"https://static.tigerbbs.com/9ea9b7b891d59256e95136940f836bc8\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p>VIX恐慌指数涨幅扩大至近40%,报25.79</p>\n<p><img src=\"https://static.tigerbbs.com/cdda64d7dfc6a56d1938961bc566e0c1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>本周五,南非新发现的一种新冠病毒变种引发全球恐慌,投资者们纷纷涌向避险资产。</p>\n<p>目前在南非、博兹瓦纳和中国香港已经发现该种变种病毒的确诊病例。英国卫生安全局将其描述为“迄今为止最糟糕的一种”,与其他变异株相比,这种变种病毒刺突蛋白变化更多,突变数量是目前占主导地位的Delta毒株的两倍。目前人们对这种变异病毒知之甚少,不过科学家们说,这种病毒有一种不同寻常的突变组合,可能能够逃避疫苗的免疫反应,或更具传染性。</p>\n<p><b>以下是部分投资机构对于这种新冠变种病毒的看法:</b></p>\n<p>日本金融服务公司Monex首席战略师TAKASHI HIROKI:“这种变体对于市场来说是一种新的风险。我们不知道它躲过免疫的效果有多强。”</p>\n<p>澳大利亚国民银行外汇策略主管RAY ATTRILL:“人们对这(病毒变种)意味着什么尚不确定。不过当这种新闻爆发时,市场总习惯先开枪,然后再问问题。”</p>\n<p>新加坡银行外汇分析师Moh siong sim:“我们仍然不知道这种病毒的传染性有多大……这是一种普遍的不确定性。如果疫苗无效,市场将面临另一波全球感染的风险。重新开放的希望可能会破灭。”</p>\n<p>HYPERION资产管理公司首席信息官MARK ARNOLD:“我认为世界不会再回到疫情前的状态了。随着时间的推移,我们终究会感染变异病毒,而这会改变经济运作的方式。这就是现实。”</p>\n<p>巴克莱高级外汇策略师SHINICHIRO KADOTA:“我们看到德国正在考虑封锁,所以这种新变种病毒和新冠疫情的爆发对市场情绪总体上构成了一些风险。如果新冠疫情形势恶化,美元对日元的汇率可能进一步下跌,但同时,央行货币政策的分歧在中期内肯定会对日元造成压力。”</p>\n<p>澳州联邦银行固收部门主管MARTIN WHETTON:“要密切关注新的病毒变种。尽管我们都不是病毒学家,但我们都看到了这对央行政策和市场预期路径的影响。”</p>\n<p>OANDA分析师JEFFREY HALLEY:“英国已经暂停了来自南非和其他五个邻国的航班,我们可以预期在其他地方出现更多这样的情况。此前,世界在面对Delta变种病毒时的自满表现带来了惨痛的教训。”</p>\n<p><b>盘前行情</b></p>\n<p>美股区块链概念股盘前走低,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>跌超8%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超7%,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>跌超6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超4%;</p>\n<p>美股油气板块盘前下挫,<a href=\"https://laohu8.com/S/CVE\">Cenovus能源</a>盘前跌8.88%,<a href=\"https://laohu8.com/S/BP\">英国石油</a>盘前跌6.5%,荷兰皇家壳牌盘前跌5.86%,<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>石油盘前跌5%,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>盘前跌4.43%;</p>\n<p>美股抗疫概念股盘前走高,<a href=\"https://laohu8.com/S/AHPI\">联合保健产品</a>盘前涨超18%,Moderna盘前涨超10%,Ocugen盘前涨7.89%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>盘前涨6.9%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨5.94%,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前涨超5%;</p>\n<p>美股大型科技股盘前普跌,<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近3.5%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%,<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌2.74%,<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>跌超2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌1.9%,<a href=\"https://laohu8.com/S/CSCO\">思科</a>跌1.4%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.04%;</p>\n<p>美股邮轮、航空股盘前集体重挫,<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>跌超10%,<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超7%;<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌超7%,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>跌超5%;</p>\n<p>中概股盘前多数下跌,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超6%;<a href=\"https://laohu8.com/S/KC\">金山云</a>跌6.73%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌6.36%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌5.6%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近4.7%;</p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前超6%,公司收到美国退市警告,要求60天内提交合规计划;</p>\n<p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前涨近8%,ARK基金持续买入<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video的股票;</p>\n<p><a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超12%,国务院发布关于修改《中华人民共和国烟草专卖法实施条例》的决定,电子烟等新型烟草制品参照卷烟有关规定执行;</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超18%,第三季度营收大幅不及市场预期。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指全线下跌,截至发稿,德国DAX30指数跌2.78%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌2.66%、法国CAC40跌3.51%。</p>\n<p><img src=\"https://static.tigerbbs.com/382961580932d74b49a927a30d0e0427\" tg-width=\"815\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货加速重挫,截止发稿,WTI原油跌5.78%,报73.86美元/桶;布伦特原油跌5.48%,报77.74美元/桶。</p>\n<p>新发现的新冠病毒变体令投资者不安,而美国和其他国家释放原油储备后全球供应过剩可能在第一季度加剧。OPEC消息人士称,预计12月将出现40万桶/日的过剩规模,如果消费国继续释储,1月将扩大到过剩230万桶/日,2月达到370万桶/日。</p>\n<p><img src=\"https://static.tigerbbs.com/357c51bc559f9c2d7e024abe2ff4fda6\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1a8d62fd35ba99eb9a1d48838f719bc5\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货反弹,截止发稿,涨1.35%,报1808.3美元/盎司。</p>\n<p>因为对一种新发现的新冠病毒变体扩散的担忧提振了黄金的避险吸引力。不过由于对美联储可能转向更加鹰派的押注不断增加,金价将录得周线跌幅。加上与疫情相关的增长担忧应会削弱高风险货币,并最终支持美元,从而打击金价。</p>\n<p><img src=\"https://static.tigerbbs.com/394dafd07df27e392ef5795a32411594\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>","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>盘前:恐慌情绪席卷市场!机构分析师们怎么看?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n盘前:恐慌情绪席卷市场!机构分析师们怎么看?\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\">2021-11-26 20:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;</p>\n<p><img src=\"https://static.tigerbbs.com/9ea9b7b891d59256e95136940f836bc8\" tg-width=\"385\" tg-height=\"187\" referrerpolicy=\"no-referrer\"></p>\n<p>VIX恐慌指数涨幅扩大至近40%,报25.79</p>\n<p><img src=\"https://static.tigerbbs.com/cdda64d7dfc6a56d1938961bc566e0c1\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>本周五,南非新发现的一种新冠病毒变种引发全球恐慌,投资者们纷纷涌向避险资产。</p>\n<p>目前在南非、博兹瓦纳和中国香港已经发现该种变种病毒的确诊病例。英国卫生安全局将其描述为“迄今为止最糟糕的一种”,与其他变异株相比,这种变种病毒刺突蛋白变化更多,突变数量是目前占主导地位的Delta毒株的两倍。目前人们对这种变异病毒知之甚少,不过科学家们说,这种病毒有一种不同寻常的突变组合,可能能够逃避疫苗的免疫反应,或更具传染性。</p>\n<p><b>以下是部分投资机构对于这种新冠变种病毒的看法:</b></p>\n<p>日本金融服务公司Monex首席战略师TAKASHI HIROKI:“这种变体对于市场来说是一种新的风险。我们不知道它躲过免疫的效果有多强。”</p>\n<p>澳大利亚国民银行外汇策略主管RAY ATTRILL:“人们对这(病毒变种)意味着什么尚不确定。不过当这种新闻爆发时,市场总习惯先开枪,然后再问问题。”</p>\n<p>新加坡银行外汇分析师Moh siong sim:“我们仍然不知道这种病毒的传染性有多大……这是一种普遍的不确定性。如果疫苗无效,市场将面临另一波全球感染的风险。重新开放的希望可能会破灭。”</p>\n<p>HYPERION资产管理公司首席信息官MARK ARNOLD:“我认为世界不会再回到疫情前的状态了。随着时间的推移,我们终究会感染变异病毒,而这会改变经济运作的方式。这就是现实。”</p>\n<p>巴克莱高级外汇策略师SHINICHIRO KADOTA:“我们看到德国正在考虑封锁,所以这种新变种病毒和新冠疫情的爆发对市场情绪总体上构成了一些风险。如果新冠疫情形势恶化,美元对日元的汇率可能进一步下跌,但同时,央行货币政策的分歧在中期内肯定会对日元造成压力。”</p>\n<p>澳州联邦银行固收部门主管MARTIN WHETTON:“要密切关注新的病毒变种。尽管我们都不是病毒学家,但我们都看到了这对央行政策和市场预期路径的影响。”</p>\n<p>OANDA分析师JEFFREY HALLEY:“英国已经暂停了来自南非和其他五个邻国的航班,我们可以预期在其他地方出现更多这样的情况。此前,世界在面对Delta变种病毒时的自满表现带来了惨痛的教训。”</p>\n<p><b>盘前行情</b></p>\n<p>美股区块链概念股盘前走低,<a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings</a>跌超8%,<a href=\"https://laohu8.com/S/BTBT\">Bit Digital Inc</a>、<a href=\"https://laohu8.com/S/RIOT\">Riot Blockchain</a>、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超7%,<a href=\"https://laohu8.com/S/SOS\">SOS Limited</a>跌超6%,<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>跌超4%;</p>\n<p>美股油气板块盘前下挫,<a href=\"https://laohu8.com/S/CVE\">Cenovus能源</a>盘前跌8.88%,<a href=\"https://laohu8.com/S/BP\">英国石油</a>盘前跌6.5%,荷兰皇家壳牌盘前跌5.86%,<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>、<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>石油盘前跌5%,<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>盘前跌4.43%;</p>\n<p>美股抗疫概念股盘前走高,<a href=\"https://laohu8.com/S/AHPI\">联合保健产品</a>盘前涨超18%,Moderna盘前涨超10%,Ocugen盘前涨7.89%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>盘前涨6.9%,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨5.94%,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>盘前涨超5%;</p>\n<p>美股大型科技股盘前普跌,<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近3.5%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌超3%,<a href=\"https://laohu8.com/S/MU\">美光科技</a>跌2.74%,<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>跌超2%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>跌1.9%,<a href=\"https://laohu8.com/S/CSCO\">思科</a>跌1.4%,<a href=\"https://laohu8.com/S/MSFT\">微软</a>跌1.04%;</p>\n<p>美股邮轮、航空股盘前集体重挫,<a href=\"https://laohu8.com/S/CCL\">嘉年华邮轮</a>跌超10%,<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮</a>跌超7%;<a href=\"https://laohu8.com/S/DAL\">达美航空</a>、<a href=\"https://laohu8.com/S/UAL\">联合大陆航空</a>跌超7%,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>跌超5%;</p>\n<p>中概股盘前多数下跌,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超6%;<a href=\"https://laohu8.com/S/KC\">金山云</a>跌6.73%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌6.36%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌5.6%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超5%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超4%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌近4.7%;</p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前超6%,公司收到美国退市警告,要求60天内提交合规计划;</p>\n<p><a href=\"https://laohu8.com/S/ZM\">Zoom</a>盘前涨近8%,ARK基金持续买入<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video的股票;</p>\n<p><a href=\"https://laohu8.com/S/RLX\">雾芯科技</a>盘前跌超12%,国务院发布关于修改《中华人民共和国烟草专卖法实施条例》的决定,电子烟等新型烟草制品参照卷烟有关规定执行;</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前跌超18%,第三季度营收大幅不及市场预期。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指全线下跌,截至发稿,德国DAX30指数跌2.78%,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>跌2.66%、法国CAC40跌3.51%。</p>\n<p><img src=\"https://static.tigerbbs.com/382961580932d74b49a927a30d0e0427\" tg-width=\"815\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>原油</b></p>\n<p>原油期货加速重挫,截止发稿,WTI原油跌5.78%,报73.86美元/桶;布伦特原油跌5.48%,报77.74美元/桶。</p>\n<p>新发现的新冠病毒变体令投资者不安,而美国和其他国家释放原油储备后全球供应过剩可能在第一季度加剧。OPEC消息人士称,预计12月将出现40万桶/日的过剩规模,如果消费国继续释储,1月将扩大到过剩230万桶/日,2月达到370万桶/日。</p>\n<p><img src=\"https://static.tigerbbs.com/357c51bc559f9c2d7e024abe2ff4fda6\" tg-width=\"889\" tg-height=\"821\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1a8d62fd35ba99eb9a1d48838f719bc5\" tg-width=\"889\" tg-height=\"825\" referrerpolicy=\"no-referrer\"></p>\n<p><b>黄金</b></p>\n<p>黄金期货反弹,截止发稿,涨1.35%,报1808.3美元/盎司。</p>\n<p>因为对一种新发现的新冠病毒变体扩散的担忧提振了黄金的避险吸引力。不过由于对美联储可能转向更加鹰派的押注不断增加,金价将录得周线跌幅。加上与疫情相关的增长担忧应会削弱高风险货币,并最终支持美元,从而打击金价。</p>\n<p><img src=\"https://static.tigerbbs.com/394dafd07df27e392ef5795a32411594\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"RLX":"雾芯科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127535445","content_text":"11月26日,美股三大股指期货全线下挫,截至发稿,道指期货跌2.21%;标普500指数期货跌1.65%;纳斯达克100指数期货跌0.89%;\n\nVIX恐慌指数涨幅扩大至近40%,报25.79\n\n本周五,南非新发现的一种新冠病毒变种引发全球恐慌,投资者们纷纷涌向避险资产。\n目前在南非、博兹瓦纳和中国香港已经发现该种变种病毒的确诊病例。英国卫生安全局将其描述为“迄今为止最糟糕的一种”,与其他变异株相比,这种变种病毒刺突蛋白变化更多,突变数量是目前占主导地位的Delta毒株的两倍。目前人们对这种变异病毒知之甚少,不过科学家们说,这种病毒有一种不同寻常的突变组合,可能能够逃避疫苗的免疫反应,或更具传染性。\n以下是部分投资机构对于这种新冠变种病毒的看法:\n日本金融服务公司Monex首席战略师TAKASHI HIROKI:“这种变体对于市场来说是一种新的风险。我们不知道它躲过免疫的效果有多强。”\n澳大利亚国民银行外汇策略主管RAY ATTRILL:“人们对这(病毒变种)意味着什么尚不确定。不过当这种新闻爆发时,市场总习惯先开枪,然后再问问题。”\n新加坡银行外汇分析师Moh siong sim:“我们仍然不知道这种病毒的传染性有多大……这是一种普遍的不确定性。如果疫苗无效,市场将面临另一波全球感染的风险。重新开放的希望可能会破灭。”\nHYPERION资产管理公司首席信息官MARK ARNOLD:“我认为世界不会再回到疫情前的状态了。随着时间的推移,我们终究会感染变异病毒,而这会改变经济运作的方式。这就是现实。”\n巴克莱高级外汇策略师SHINICHIRO KADOTA:“我们看到德国正在考虑封锁,所以这种新变种病毒和新冠疫情的爆发对市场情绪总体上构成了一些风险。如果新冠疫情形势恶化,美元对日元的汇率可能进一步下跌,但同时,央行货币政策的分歧在中期内肯定会对日元造成压力。”\n澳州联邦银行固收部门主管MARTIN WHETTON:“要密切关注新的病毒变种。尽管我们都不是病毒学家,但我们都看到了这对央行政策和市场预期路径的影响。”\nOANDA分析师JEFFREY HALLEY:“英国已经暂停了来自南非和其他五个邻国的航班,我们可以预期在其他地方出现更多这样的情况。此前,世界在面对Delta变种病毒时的自满表现带来了惨痛的教训。”\n盘前行情\n美股区块链概念股盘前走低,Marathon Digital Holdings跌超8%,Bit Digital Inc、Riot Blockchain、嘉楠科技跌超7%,SOS Limited跌超6%,Coinbase跌超4%;\n美股油气板块盘前下挫,Cenovus能源盘前跌8.88%,英国石油盘前跌6.5%,荷兰皇家壳牌盘前跌5.86%,道达尔、埃克森美孚石油盘前跌5%,雪佛龙盘前跌4.43%;\n美股抗疫概念股盘前走高,联合保健产品盘前涨超18%,Moderna盘前涨超10%,Ocugen盘前涨7.89%,BioNTech SE盘前涨6.9%,诺瓦瓦克斯医药盘前涨5.94%,辉瑞盘前涨超5%;\n美股大型科技股盘前普跌,台积电、英伟达跌近3.5%,特斯拉跌超3%,美光科技跌2.74%,高通、Meta Platforms跌超2%,苹果、英特尔跌1.9%,思科跌1.4%,微软跌1.04%;\n美股邮轮、航空股盘前集体重挫,嘉年华邮轮跌超10%,挪威邮轮跌超7%;达美航空、联合大陆航空跌超7%,美国航空跌超5%;\n中概股盘前多数下跌,滴滴跌超6%;金山云跌6.73%,好未来跌6.36%,爱奇艺跌5.6%,小鹏汽车、蔚来、贝壳跌超5%,阿里巴巴跌超4%,理想汽车跌近4.7%;\n法拉第未来盘前超6%,公司收到美国退市警告,要求60天内提交合规计划;\nZoom盘前涨近8%,ARK基金持续买入Zoom Video的股票;\n雾芯科技盘前跌超12%,国务院发布关于修改《中华人民共和国烟草专卖法实施条例》的决定,电子烟等新型烟草制品参照卷烟有关规定执行;\n拼多多盘前跌超18%,第三季度营收大幅不及市场预期。\n欧洲市场\n欧洲主要股指全线下跌,截至发稿,德国DAX30指数跌2.78%,英国富时100跌2.66%、法国CAC40跌3.51%。\n\n原油\n原油期货加速重挫,截止发稿,WTI原油跌5.78%,报73.86美元/桶;布伦特原油跌5.48%,报77.74美元/桶。\n新发现的新冠病毒变体令投资者不安,而美国和其他国家释放原油储备后全球供应过剩可能在第一季度加剧。OPEC消息人士称,预计12月将出现40万桶/日的过剩规模,如果消费国继续释储,1月将扩大到过剩230万桶/日,2月达到370万桶/日。\n\n黄金\n黄金期货反弹,截止发稿,涨1.35%,报1808.3美元/盎司。\n因为对一种新发现的新冠病毒变体扩散的担忧提振了黄金的避险吸引力。不过由于对美联储可能转向更加鹰派的押注不断增加,金价将录得周线跌幅。加上与疫情相关的增长担忧应会削弱高风险货币,并最终支持美元,从而打击金价。","news_type":1},"isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305439849173184,"gmtCreate":1715604917880,"gmtModify":1715604920969,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"分析师们正以两年来最快的速度上调当前季度的盈利预期,这表明美国企业利润下滑的最糟糕时期可能已经成为过去。 彭博资讯的数据显示,随着近90%的标准普尔500指数公司公布了本季度的财报,乐观的第一季度业绩推动华尔街提高了截至6月份的三个月利润预期。","listText":"分析师们正以两年来最快的速度上调当前季度的盈利预期,这表明美国企业利润下滑的最糟糕时期可能已经成为过去。 彭博资讯的数据显示,随着近90%的标准普尔500指数公司公布了本季度的财报,乐观的第一季度业绩推动华尔街提高了截至6月份的三个月利润预期。","text":"分析师们正以两年来最快的速度上调当前季度的盈利预期,这表明美国企业利润下滑的最糟糕时期可能已经成为过去。 彭博资讯的数据显示,随着近90%的标准普尔500指数公司公布了本季度的财报,乐观的第一季度业绩推动华尔街提高了截至6月份的三个月利润预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305439849173184","repostId":"1127374901","repostType":2,"repost":{"id":"1127374901","pubTimestamp":1715432132,"share":"https://www.laohu8.com/m/news/1127374901?lang=&edition=full","pubTime":"2024-05-11 20:55","market":"us","language":"en","title":"Wall Street Is Sending a Bullish Signal for S&P 500 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1127374901","media":"Bloomberg","summary":"Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view mi","content":"<html><head></head><body><p>Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view mirror.</p><p style=\"text-align: start;\">With nearly 90% of S&P 500 Index companies having reported for this earnings season, upbeat first-quarter results have pushed Wall Street to boost profit projections for the three months through June, Bloomberg Intelligence data show.</p><p style=\"text-align: start;\">A resilient economy and robust consumer demand are poised to support earnings growth for a third straight quarter, following three quarters of profit contraction. Two key groups with strong links to the economic cycle — energy and materials companies — have led the upward adjustments for profits, according to BI data.</p><p style=\"text-align: start;\">“This is a good sign for the direction of US stocks this year because it signals that more analysts are revising company estimates higher after realizing prior forecasts might be too pessimistic, helping to support operating margins,” said Wendy Soong, senior analyst at BI.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78ca2b928303487dbc437e6506a93590\" title=\"\" tg-width=\"666\" tg-height=\"346\"/></p><p style=\"text-align: start;\">The benchmark gauge for American equities is on track to post 7.1% earnings growth for the January-March period, topping analysts’ preseason estimates of 3.8%.</p><p>A closely watched indicator known as earnings-revision momentum — a gauge of upward-to-downward changes to expected per-share earnings over the next 12 months — has reached its highest level since September, BI data show. This indicates that more hikes to analysts’ forecasts are likely coming in the weeks ahead, according to BI’s Soong.</p><p style=\"text-align: start;\">It’s an encouraging prospect for a market that is brushing up against record highs even as the Federal Reserve signals it intends to keep interest rates higher for longer.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4be85ca04f7f281c24b834c51f0c616e\" title=\"\" tg-width=\"655\" tg-height=\"346\"/></p><p></p><p>“This definitely is a positive sign because I want to invest in companies where estimates are going up since those stocks have favorable profit outlooks,” said Thomas Martin, senior portfolio manager at Globalt Investments, whose firm is snapping up shares of industrial companies that are tied to data-center infrastructure businesses.</p><p style=\"text-align: start;\">That said, the economic backdrop has shown some cracks of late, a potentially worrisome development for the profit outlook. US employers <u>scaled back hiring</u> in April and the unemployment rate unexpectedly rose.</p><p style=\"text-align: start;\">Of note, analysts’ earnings outlook for all of 2024 has barely budged even as they’ve raised second-quarter estimates. Wall Street sees companies in the S&P 500 earning around $245 per share in 2024, little changed from the projection a year ago, according to data compiled by Bloomberg Intelligence.</p><p style=\"text-align: start;\">The upshot is that analysts are hesitant to revise their outlooks for the second half of the year until more companies deliver profit guidance in the coming quarters, according to Soong. Roughly 25% of S&P 500 companies provide quarterly guidance. Some 80 have reported second-quarter EPS guidance, with revenue outlooks stagnating.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04111d7e57c400f92b22118648405775\" title=\"\" tg-width=\"667\" tg-height=\"368\"/></p><p>Historically, stocks react more to guidance than to results, and traders have punished companies that delivered weaker-than-expected forecasts.</p><p>For the current reporting period, the median stock has underperformed the S&P 500 by nearly 7% within a day of its results if the firm guided lower on EPS and sales — the worst showing going back to early 2020, BI data show.</p><p style=\"text-align: start;\">From <u>Home Depot Inc.</u> to <u>Walmart Inc.</u>, the biggest US retailers are about to grab the earnings spotlight next week, providing investors crucial insight into consumer strength, the trajectory of economic growth and corporate profitability. <u>Target Corp.</u> and <u>Lowe’s Cos.</u> report the following week, along with artificial-intelligence darling <u>Nvidia Corp.</u> — the last of the so-called Magnificent Seven companies to report — on May 22.</p><p style=\"text-align: start;\">“The trajectory for profits from here looks quite strong, though there’s growing consternation over whether consumers are starting to get stretched,” said Scott Ladner, chief investment officer at Horizon Investments, who is underweight consumer-staples shares. “I want to see if middle-income shoppers are changing their spending patterns since revenue growth hasn’t kept up pace with profit outlooks.”</p></body></html>","source":"lsy1584095487587","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>Wall Street Is Sending a Bullish Signal for S&P 500 Earnings</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; 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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\">\nWall Street Is Sending a Bullish Signal for S&P 500 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-11 20:55 GMT+8 <a href=https://www.bloomberg.com/news/articles/2024-05-11/wall-street-is-sending-a-bullish-signal-for-s-p-500-earnings?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-05-11/wall-street-is-sending-a-bullish-signal-for-s-p-500-earnings?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","WMT":"沃尔玛",".SPX":"S&P 500 Index","NVDA":"英伟达",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2024-05-11/wall-street-is-sending-a-bullish-signal-for-s-p-500-earnings?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127374901","content_text":"Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view mirror.With nearly 90% of S&P 500 Index companies having reported for this earnings season, upbeat first-quarter results have pushed Wall Street to boost profit projections for the three months through June, Bloomberg Intelligence data show.A resilient economy and robust consumer demand are poised to support earnings growth for a third straight quarter, following three quarters of profit contraction. Two key groups with strong links to the economic cycle — energy and materials companies — have led the upward adjustments for profits, according to BI data.“This is a good sign for the direction of US stocks this year because it signals that more analysts are revising company estimates higher after realizing prior forecasts might be too pessimistic, helping to support operating margins,” said Wendy Soong, senior analyst at BI.The benchmark gauge for American equities is on track to post 7.1% earnings growth for the January-March period, topping analysts’ preseason estimates of 3.8%.A closely watched indicator known as earnings-revision momentum — a gauge of upward-to-downward changes to expected per-share earnings over the next 12 months — has reached its highest level since September, BI data show. This indicates that more hikes to analysts’ forecasts are likely coming in the weeks ahead, according to BI’s Soong.It’s an encouraging prospect for a market that is brushing up against record highs even as the Federal Reserve signals it intends to keep interest rates higher for longer.“This definitely is a positive sign because I want to invest in companies where estimates are going up since those stocks have favorable profit outlooks,” said Thomas Martin, senior portfolio manager at Globalt Investments, whose firm is snapping up shares of industrial companies that are tied to data-center infrastructure businesses.That said, the economic backdrop has shown some cracks of late, a potentially worrisome development for the profit outlook. US employers scaled back hiring in April and the unemployment rate unexpectedly rose.Of note, analysts’ earnings outlook for all of 2024 has barely budged even as they’ve raised second-quarter estimates. Wall Street sees companies in the S&P 500 earning around $245 per share in 2024, little changed from the projection a year ago, according to data compiled by Bloomberg Intelligence.The upshot is that analysts are hesitant to revise their outlooks for the second half of the year until more companies deliver profit guidance in the coming quarters, according to Soong. Roughly 25% of S&P 500 companies provide quarterly guidance. Some 80 have reported second-quarter EPS guidance, with revenue outlooks stagnating.Historically, stocks react more to guidance than to results, and traders have punished companies that delivered weaker-than-expected forecasts.For the current reporting period, the median stock has underperformed the S&P 500 by nearly 7% within a day of its results if the firm guided lower on EPS and sales — the worst showing going back to early 2020, BI data show.From Home Depot Inc. to Walmart Inc., the biggest US retailers are about to grab the earnings spotlight next week, providing investors crucial insight into consumer strength, the trajectory of economic growth and corporate profitability. Target Corp. and Lowe’s Cos. report the following week, along with artificial-intelligence darling Nvidia Corp. — the last of the so-called Magnificent Seven companies to report — on May 22.“The trajectory for profits from here looks quite strong, though there’s growing consternation over whether consumers are starting to get stretched,” said Scott Ladner, chief investment officer at Horizon Investments, who is underweight consumer-staples shares. “I want to see if middle-income shoppers are changing their spending patterns since revenue growth hasn’t kept up pace with profit outlooks.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305436169064728,"gmtCreate":1715603969689,"gmtModify":1715603972149,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一 原来这个世界上不是就我一个人","listText":"我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一 原来这个世界上不是就我一个人","text":"我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一 原来这个世界上不是就我一个人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305436169064728","repostId":"2435348387","repostType":2,"repost":{"id":"2435348387","pubTimestamp":1715585743,"share":"https://www.laohu8.com/m/news/2435348387?lang=&edition=full","pubTime":"2024-05-13 15:35","market":"us","language":"zh","title":"英伟达股票何去何从?基金经理观点对比","url":"https://stock-news.laohu8.com/highlight/detail?id=2435348387","media":"金十数据","summary":"英伟达股票一路飙升,但现在是时候买入还是观望?两位基金经理分别提出了不同的看法。","content":"<html><body><p>在过去的一年里,芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.O)占据了各大媒体的头条,特别是在其股价在2023年飙升了惊人的240%之后。虽然该股上周表现平平,但今年迄今为止仍上涨了近80%。</p>\n<p>FactSet数据显示,大多数分析师仍然看好英伟达。在跟踪该股的59位分析师中,52位给予买入或增持评级,7位给予持有评级。分析师的平均目标股价为1004.89美元,潜在上涨空间接近12%。</p>\n<p>不过,英伟达股价的大幅上涨也引发了一些问题:尚未投资的人是应该现在买入该股,还是等待股价下跌。CNBC Pro采访了两位基金经理,他们的观点不尽相同。</p>\n<p>Alphinity投资管理公司的投资组合经理Trent Masters建议买入英伟达,尽管他承认“很难买入一只已经涨了很多的股票”。“我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一,因为买入一只已经涨了很多的股票,感觉就像是在犯错误。但我认为投资者必须客观地看待这些事情,”他说。“我们已经看到它的盈利增长了四倍,达到了每股29美元,这是我们以前从未见过的。</p>\n<p>Masters唯一担心的是,从长远来看,<strong>英伟达可能会失去一些市场份额,被AMD(AMD.O)等竞争对手抢走。</strong>不过,考虑到市场对英伟达系列产品的需求,该公司在GPU领域超过50%的强劲市场份额,以及该公司盈利的可持续性,他仍持乐观态度。</p>\n<p>Winthop投资管理公司的投资组合经理Adam Coons持不同观点。他承认英伟达是一家“伟大的公司”,在人工智能芯片制造商领域实际上处于“垄断”地位,但他一直在减持该股。我们一直持有英伟达的股票,但我们已经开始卖出,因为<strong>目前的估值太高了</strong>。他现在正等待英伟达的估值稍微“正常化”,然后再次增持。</p>\n<p>他用于评估的指标包括公司市盈率的正常化,以及增加更多“能够证明未来估值合理”的收入来源。例如,他希望未来五年的年化收入增长率接近50%,以证明股价的合理性。</p>\n<p>Coons说:“ 如果能做到这一点,我绝对会买入更多股票。我可能会超配,但我需要多一点安慰。即使我错过了一些上涨的机会,我也不介意再等等,以确保我为这只股票支付了合适的价格。”</p>\n<p>在2024财年,英伟达的总营收同比增长了265%。尽管减少了股票仓位,但Coons对英伟达仍持谨慎乐观态度。“长期来看,这绝对是一家你想拥有的公司或股票。我只是认为,<strong>短期内你需要谨慎对待一些较高的波动性</strong>,”Coons补充道。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n英伟达股票何去何从?基金经理观点对比\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-13 15:35 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=138578&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>在过去的一年里,芯片制造商英伟达(NVDA.O)占据了各大媒体的头条,特别是在其股价在2023年飙升了惊人的240%之后。虽然该股上周表现平平,但今年迄今为止仍上涨了近80%。\nFactSet数据显示,大多数分析师仍然看好英伟达。在跟踪该股的59位分析师中,52位给予买入或增持评级,7位给予持有评级。分析师的平均目标股价为1004.89美元,潜在上涨空间接近12%。\n不过,英伟达股价的大幅上涨也...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=138578&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://cdn-news.jin10.com/3d96cdf1-29b2-4c14-a349-8c06f2f6eb19.png/lite","relate_stocks":{"BK4550":"红杉资本持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0072462426.USD":"贝莱德全球配置 A2","BK4503":"景林资产持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4141":"半导体产品","BK4581":"高盛持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=138578&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435348387","content_text":"在过去的一年里,芯片制造商英伟达(NVDA.O)占据了各大媒体的头条,特别是在其股价在2023年飙升了惊人的240%之后。虽然该股上周表现平平,但今年迄今为止仍上涨了近80%。\nFactSet数据显示,大多数分析师仍然看好英伟达。在跟踪该股的59位分析师中,52位给予买入或增持评级,7位给予持有评级。分析师的平均目标股价为1004.89美元,潜在上涨空间接近12%。\n不过,英伟达股价的大幅上涨也引发了一些问题:尚未投资的人是应该现在买入该股,还是等待股价下跌。CNBC Pro采访了两位基金经理,他们的观点不尽相同。\nAlphinity投资管理公司的投资组合经理Trent Masters建议买入英伟达,尽管他承认“很难买入一只已经涨了很多的股票”。“我个人错过了英伟达最初的上涨行情,只是在去年5月业绩公布后股价涨到390美元时才买入。这可能是我在过去10年里做过的最难的事情之一,因为买入一只已经涨了很多的股票,感觉就像是在犯错误。但我认为投资者必须客观地看待这些事情,”他说。“我们已经看到它的盈利增长了四倍,达到了每股29美元,这是我们以前从未见过的。\nMasters唯一担心的是,从长远来看,英伟达可能会失去一些市场份额,被AMD(AMD.O)等竞争对手抢走。不过,考虑到市场对英伟达系列产品的需求,该公司在GPU领域超过50%的强劲市场份额,以及该公司盈利的可持续性,他仍持乐观态度。\nWinthop投资管理公司的投资组合经理Adam Coons持不同观点。他承认英伟达是一家“伟大的公司”,在人工智能芯片制造商领域实际上处于“垄断”地位,但他一直在减持该股。我们一直持有英伟达的股票,但我们已经开始卖出,因为目前的估值太高了。他现在正等待英伟达的估值稍微“正常化”,然后再次增持。\n他用于评估的指标包括公司市盈率的正常化,以及增加更多“能够证明未来估值合理”的收入来源。例如,他希望未来五年的年化收入增长率接近50%,以证明股价的合理性。\nCoons说:“ 如果能做到这一点,我绝对会买入更多股票。我可能会超配,但我需要多一点安慰。即使我错过了一些上涨的机会,我也不介意再等等,以确保我为这只股票支付了合适的价格。”\n在2024财年,英伟达的总营收同比增长了265%。尽管减少了股票仓位,但Coons对英伟达仍持谨慎乐观态度。“长期来看,这绝对是一家你想拥有的公司或股票。我只是认为,短期内你需要谨慎对待一些较高的波动性,”Coons补充道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304701568061728,"gmtCreate":1715424667251,"gmtModify":1715424670271,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。 “AI 已经进入了物理世界。未来将是可生成的。”","listText":"波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。 “AI 已经进入了物理世界。未来将是可生成的。”","text":"波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。 “AI 已经进入了物理世界。未来将是可生成的。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304701568061728","repostId":"2434076380","repostType":2,"repost":{"id":"2434076380","pubTimestamp":1715303521,"share":"https://www.laohu8.com/m/news/2434076380?lang=&edition=full","pubTime":"2024-05-10 09:12","market":"us","language":"zh","title":"对话NVIDIA英伟达:AI已照进现实","url":"https://stock-news.laohu8.com/highlight/detail?id=2434076380","media":"蓝鲸财经","summary":"NVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。来听 NVIDIA 英伟达的专家们聊聊,如何将物理世界模拟和 AI 融合在一起。众所周知,NVIDIA 是靠图形学起家的。何展表示,不夸张地说,几乎每一位 NVIDIA 的员工都以此为傲。利用 NVIDIA 的底层技术,开发者们可以将现实世界中每一个真实存在物品,都极度逼真地渲染及模拟出来。","content":"<html><body><blockquote>\n<p>文|<span>MetaPost</span></p>\n</blockquote>\n<p>NVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。</p>\n<p>当下,全球范围内价值超过50万亿美金的行业正在竞相实现数字化,数字孪生技术正在赋能千行百业。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。每一栋建筑、每一个仓库、每一个工厂,都将实现 AI 化,并持续优化。新一代的数字孪生更需要使用数字化的技术、模拟世界的技术,来训练和测试 AI。</p>\n<p>生成式 AI 有望彻底改变它所触及的每一个行业,掌握技术是迎接挑战的关键。而我们想要的 AI 一定是值得信赖的、高性能的,这样级别的 AI,需要在一个遵守物理定律的数字孪生世界中进行模拟、验证和仿真。</p>\n<p>来听 NVIDIA <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的专家们聊聊,如何将物理世界模拟和 AI 融合在一起。</p>\n<h4>01、NVIDIA 的“三大灵魂”</h4>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786229974600.png\"/></p>\n<p>今年的 GTC 主题演讲上,黄仁勋说:“计算机图形学、物理学引擎模拟仿真和 AI 是 NVIDIA 的灵魂所在。”</p>\n<p>1、计算机图形学</p>\n<p>众所周知,NVIDIA 是靠图形学起家的。何展表示,不夸张地说,几乎每一位 NVIDIA 的员工都以此为傲。利用 NVIDIA 的底层技术,开发者们可以将现实世界中每一个真实存在物品,都极度逼真地渲染及模拟出来。</p>\n<p>2、 物理世界模拟技术</p>\n<p>有了可以以假乱真的计算机图形学技术,做出了好的数字资产,要真正赋能到应用,还缺一个要素——物理世界模拟技术。</p>\n<p>来看两个例子,一个是从宏观的世界去模拟,一个是在极其微小的粒子世界里做模拟技术,以赋能应用。</p>\n<p>通过 Omniverse 渲染引擎模拟粒子爆炸的实际情况,运用大量的计算去模拟真实的粒子分析,并且加速了很多倍,以呈现真实的效果。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786261995300.png\"/></p>\n<p>微观世界分子结构异常复杂的设计也需要模拟,且物理准确模拟非常重要。一个简单的例子,如果模拟精准度不够真实,那么我们今天的靶向药物治疗等方式,就都是无效的。</p>\n<p>3、 AI 技术</p>\n<p>过去几年,AI 技术的变革颠覆了众多行业。有了 AI 的加持,Omniverse 也带来了全新的功能和体验。</p>\n<p>怎样通过 AI 技术快速构建一座数字孪生工厂?首先用 2D 的 PDF 图纸,通过文字描述生成 3D 结构,用到的工具是 NVIDIA 的 DeepSearch,可以通过深度学习的方式检索出你想要的模型资产,并放置在数字孪生环境中。接着调用SA软件 BlenderGPT,通过文字生成工厂系统。再用 <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> 通过文字生成大理石地面。然后通过其他软件生成 GIS 数据,最终一个数字孪生工厂的 Demo 便完成了。</p>\n<p>这一过程较传统设计有了巨大的变化,无需操作其他软件,只需通过文字和 Omniverse 便完成了这样一个复杂的数字孪生制作过程。过去,如此复杂、专业的设计需要科班出身的设计师以及在工厂的实践经验才能完成。现在,NVIDIA 提供的技术和平台可以让每个用户,只需输入文字、会使用 Omniverse 的平台软件,就可以完成。</p>\n<p>这就是 AI 和 Omniverse 结合之后实现的全新设计流程。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786313696200.png\"/></p>\n<p>以上,NVIDIA 的三大灵魂,融合起来就是 Omniverse 。数据显示,Omniverse 由超过300万行的代码编写而成,在全球范围内已经集成和整合了超过240款工具软件。如今,Omniverse 的数字孪生几乎无处不在,涵盖汽车、制造、媒体、建筑、能源、科学运算仿真等等各行各业。</p>\n<h4>02、融合三大灵魂的 Omniverse能做什么?</h4>\n<p>“三大灵魂”全部融合在一起,能做什么?</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786355647300.png\"/></p>\n<p>全球气候模型 Earth-2,需要进行 3D 交互式的天气和季候数据的数字孪生模型,不仅要训练大量的数据,还要把它们数字化。在这个模型中,我们可以看气象的走向、大气河的流动,还能看到飓风,并且精确到1公里范围内,以帮助人类预测它的准确路径。充分应用了图形学、物理世界模拟仿真,以及 AI。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786390091900.png\"/></p>\n<p>能否用“三大灵魂”分析更多事呢?如何把这些技术融入到真实的企业应用环境中至关重要。</p>\n<p>比如,用 AMR 小车(自主移动<a href=\"https://laohu8.com/S/300024\">机器人</a>)眼中的数字孪生,同时还制作了大量“场站”数字孪生,以及工作人员视角下的数字孪生,这么多的数字孪生,通过 USD API,连接到 Omniverse Cloud 上,整合背后超强的算力,不断优化布局,来响应突发事件的管理,以及和 LLM 一系列的交互。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786420294500.png\"/></p>\n<p>每一个场站的布局背后都有很多的数字孪生模型,就像有一只无形的手在操作,这个手就是 AI Agents,辅助这个标点符号里每一个场站 ARM 小车最优的路径,这就是物理世界和数字世界交互的一个非常生动的例子。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786451768100.png\"/></p>\n<p>给一辆小车布一个最优路径尝试一下,再给它一个突发事件,看它如何实时调整路径。假设这边货架突然倒塌,它能否及时调整路径?可以看到,ARM 小车不但重新规划了自己的路径,路过时还对 AI Agents 说:“我感觉出现问题了,你赶紧去处理。”这个过程背后技术的复杂程度其实是非常高的,同时需要数字孪生模型、AI 和算力。</p>\n<p>而随着各行业竞相将自己重塑为软件驱动的科技公司,每个领域的生成式 AI 也都如雨后春笋般兴起,3D 数据正在实现互操作性,高级图形学以及从边缘到云的仿真计算能力的进步,都为各行业的物理流程数字化带来了全新机遇。</p>\n<h4>03、仿真工作流,加速 AI 训练</h4>\n<p>今年 GTC 上,Omniverse 带来的最大更新便是 Omniverse Cloud API,把 Omniverse 放到云端,提供一个应用程序编程接口 API,让开发人员可以将 Omniverse 最核心的技术直接集成到已有的应用层和工作流中。</p>\n<p>Omniverse 不仅可以帮助全球工业企业加速自动驾驶车辆、人形机器人、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>仓储、大规模智慧城市等工作流程,Omniverse Cloud API,更将为基于 AI 的数字孪生仿真工作流的训练、模拟,以及后阶段的部署带来全新加速。</p>\n<p>随着全球自动驾驶汽车和机器人需求的不断增加,AI 开发人员可能需要更多的传感器数据来进行训练、测试、验证这些 AI 的感知系统,而这些感知系统可以通过传感器模拟方式去实现一个合成数据的 1:1 数字孪生世界,在 Omniverse 构架的虚拟世界里进行训练、测试、仿真、验证等。这些合成数据都需要物理上非常精确的、符合物理定律的渲染。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786499761500.png\"/></p>\n<p>AI 是如何在虚拟世界中进行训练的?</p>\n<p>AI 和仿真最重要的是软件在环(SIL)和硬件在环(HIL)。将所有机器人、自动驾驶汽车、自主移动设备、传感器全部仿真放在 Omniverse 里,环境、场景都是实时渲染出来的,以实时喂料的方式喂给机器人的传感器,传感器看到的数据是假的,传感器本身也是虚拟出来的,汽车传感器看到的画面也是合成数据。把虚拟传感器捕捉到的数据,和汽车传感器得到的数据融合在一起,放在数字孪生里渲染,称之为 SIL。将 SIL 里训练好的模型,部署到硬件设备上,再做物理的路测或环境测试,叫做 HIL。做强化学习的时候,要确保学习环境是真实有效的,训练好的模型也是真实有效的,最后再到物理世界去部署。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786537758700.png\"/></p>\n<p>最终,机器人系统、AI 和 Omniverse 形成了技术闭环。</p>\n<h4>04、Omniverse 登录 Apple Vision Pro</h4>\n<p>全球最受瞩目的两家科技巨头携手,NVIDIA 与 Apple 一起,把 Omniverse 带到了 Apple Vision Pro 中去,将许多 3D 工作流尤其是工业环境下的数字孪生的工作流游戏化,打破了传统的工业工作流程。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786578125800.png\"/></p>\n<p>Omniverse 里的 GPU 是顶尖的 RTX GPU,三大核心点:</p>\n<p>1.传统着色的部分,可以用来做像素的渲染,确保画面是美轮美奂的;</p>\n<p>2.光线追踪加速,用包裹体便利的方式去做实时光线追踪,延迟更低,帧率更高,与用户的互动性也更强;</p>\n<p>3. Tensor,RTX GPU 里有针对张量运算的 tensor 运算,还可以加速 AI 的训练,如大模型、GenA、neural graphics、NeRF 等,都可以用 AI 去运算。</p>\n<p>在云端 Omniverse API 连接各种应用程序,基于 USD 或 OpenUSD 打通数字资产之间的连接和调用,再通过 RTX GPU 强大的算力和符合物理定律的实时光线追踪完成画面渲染,最后呈现在 Apple Vision Pro 用户眼前的就是真实的 3D 空间场景。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240509/171522786616161500.png\"/></p>\n<p>Omniverse 强大的空间计算带来的全新工作流,使得设计师可以在 Apple Vision Pro 里实现沉浸式体验,以及人、产品、流程与物理空间之间的无缝互动。在 MR 里设计出的虚拟产品将与物理世界中的实际产品一模一样,所见即所得,想想都令人兴奋。</p>\n<h4>结语:</h4>\n<p>波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。</p>\n<p>“AI 已经进入了物理世界。未来将是可生成的。”</p>\n</body></html>","source":"lanjinger_stock","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>对话NVIDIA英伟达:AI已照进现实</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n对话NVIDIA英伟达:AI已照进现实\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-10 09:12 北京时间 <a href=https://www.lanjinger.com/d/231664><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|MetaPost\n\nNVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。\n当下,全球范围内价值超过50万亿美金的行业正在竞相实现数字化,数字孪生技术正在赋能千行百业。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。每一栋建筑、每一个仓库、每一个工厂,都将实现 AI 化,并持续优化。新一代...</p>\n\n<a href=\"https://www.lanjinger.com/d/231664\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4551":"寇图资本持仓","NVDA":"英伟达","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4141":"半导体产品","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Franklin US Opportunities A Acc SGD","BK4527":"明星科技股","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","BK4579":"人工智能","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC"},"source_url":"https://www.lanjinger.com/d/231664","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434076380","content_text":"文|MetaPost\n\nNVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示:下一波 AI 浪潮将是 AI 对物理世界的学习。\n当下,全球范围内价值超过50万亿美金的行业正在竞相实现数字化,数字孪生技术正在赋能千行百业。NVIDIA Omniverse 中国区业务负责人何展表示,AI 正在进入物理世界。每一栋建筑、每一个仓库、每一个工厂,都将实现 AI 化,并持续优化。新一代的数字孪生更需要使用数字化的技术、模拟世界的技术,来训练和测试 AI。\n生成式 AI 有望彻底改变它所触及的每一个行业,掌握技术是迎接挑战的关键。而我们想要的 AI 一定是值得信赖的、高性能的,这样级别的 AI,需要在一个遵守物理定律的数字孪生世界中进行模拟、验证和仿真。\n来听 NVIDIA 英伟达的专家们聊聊,如何将物理世界模拟和 AI 融合在一起。\n01、NVIDIA 的“三大灵魂”\n\n今年的 GTC 主题演讲上,黄仁勋说:“计算机图形学、物理学引擎模拟仿真和 AI 是 NVIDIA 的灵魂所在。”\n1、计算机图形学\n众所周知,NVIDIA 是靠图形学起家的。何展表示,不夸张地说,几乎每一位 NVIDIA 的员工都以此为傲。利用 NVIDIA 的底层技术,开发者们可以将现实世界中每一个真实存在物品,都极度逼真地渲染及模拟出来。\n2、 物理世界模拟技术\n有了可以以假乱真的计算机图形学技术,做出了好的数字资产,要真正赋能到应用,还缺一个要素——物理世界模拟技术。\n来看两个例子,一个是从宏观的世界去模拟,一个是在极其微小的粒子世界里做模拟技术,以赋能应用。\n通过 Omniverse 渲染引擎模拟粒子爆炸的实际情况,运用大量的计算去模拟真实的粒子分析,并且加速了很多倍,以呈现真实的效果。\n\n微观世界分子结构异常复杂的设计也需要模拟,且物理准确模拟非常重要。一个简单的例子,如果模拟精准度不够真实,那么我们今天的靶向药物治疗等方式,就都是无效的。\n3、 AI 技术\n过去几年,AI 技术的变革颠覆了众多行业。有了 AI 的加持,Omniverse 也带来了全新的功能和体验。\n怎样通过 AI 技术快速构建一座数字孪生工厂?首先用 2D 的 PDF 图纸,通过文字描述生成 3D 结构,用到的工具是 NVIDIA 的 DeepSearch,可以通过深度学习的方式检索出你想要的模型资产,并放置在数字孪生环境中。接着调用SA软件 BlenderGPT,通过文字生成工厂系统。再用 Adobe 通过文字生成大理石地面。然后通过其他软件生成 GIS 数据,最终一个数字孪生工厂的 Demo 便完成了。\n这一过程较传统设计有了巨大的变化,无需操作其他软件,只需通过文字和 Omniverse 便完成了这样一个复杂的数字孪生制作过程。过去,如此复杂、专业的设计需要科班出身的设计师以及在工厂的实践经验才能完成。现在,NVIDIA 提供的技术和平台可以让每个用户,只需输入文字、会使用 Omniverse 的平台软件,就可以完成。\n这就是 AI 和 Omniverse 结合之后实现的全新设计流程。\n\n以上,NVIDIA 的三大灵魂,融合起来就是 Omniverse 。数据显示,Omniverse 由超过300万行的代码编写而成,在全球范围内已经集成和整合了超过240款工具软件。如今,Omniverse 的数字孪生几乎无处不在,涵盖汽车、制造、媒体、建筑、能源、科学运算仿真等等各行各业。\n02、融合三大灵魂的 Omniverse能做什么?\n“三大灵魂”全部融合在一起,能做什么?\n\n全球气候模型 Earth-2,需要进行 3D 交互式的天气和季候数据的数字孪生模型,不仅要训练大量的数据,还要把它们数字化。在这个模型中,我们可以看气象的走向、大气河的流动,还能看到飓风,并且精确到1公里范围内,以帮助人类预测它的准确路径。充分应用了图形学、物理世界模拟仿真,以及 AI。\n\n能否用“三大灵魂”分析更多事呢?如何把这些技术融入到真实的企业应用环境中至关重要。\n比如,用 AMR 小车(自主移动机器人)眼中的数字孪生,同时还制作了大量“场站”数字孪生,以及工作人员视角下的数字孪生,这么多的数字孪生,通过 USD API,连接到 Omniverse Cloud 上,整合背后超强的算力,不断优化布局,来响应突发事件的管理,以及和 LLM 一系列的交互。\n\n每一个场站的布局背后都有很多的数字孪生模型,就像有一只无形的手在操作,这个手就是 AI Agents,辅助这个标点符号里每一个场站 ARM 小车最优的路径,这就是物理世界和数字世界交互的一个非常生动的例子。\n\n给一辆小车布一个最优路径尝试一下,再给它一个突发事件,看它如何实时调整路径。假设这边货架突然倒塌,它能否及时调整路径?可以看到,ARM 小车不但重新规划了自己的路径,路过时还对 AI Agents 说:“我感觉出现问题了,你赶紧去处理。”这个过程背后技术的复杂程度其实是非常高的,同时需要数字孪生模型、AI 和算力。\n而随着各行业竞相将自己重塑为软件驱动的科技公司,每个领域的生成式 AI 也都如雨后春笋般兴起,3D 数据正在实现互操作性,高级图形学以及从边缘到云的仿真计算能力的进步,都为各行业的物理流程数字化带来了全新机遇。\n03、仿真工作流,加速 AI 训练\n今年 GTC 上,Omniverse 带来的最大更新便是 Omniverse Cloud API,把 Omniverse 放到云端,提供一个应用程序编程接口 API,让开发人员可以将 Omniverse 最核心的技术直接集成到已有的应用层和工作流中。\nOmniverse 不仅可以帮助全球工业企业加速自动驾驶车辆、人形机器人、智能仓储、大规模智慧城市等工作流程,Omniverse Cloud API,更将为基于 AI 的数字孪生仿真工作流的训练、模拟,以及后阶段的部署带来全新加速。\n随着全球自动驾驶汽车和机器人需求的不断增加,AI 开发人员可能需要更多的传感器数据来进行训练、测试、验证这些 AI 的感知系统,而这些感知系统可以通过传感器模拟方式去实现一个合成数据的 1:1 数字孪生世界,在 Omniverse 构架的虚拟世界里进行训练、测试、仿真、验证等。这些合成数据都需要物理上非常精确的、符合物理定律的渲染。\n\nAI 是如何在虚拟世界中进行训练的?\nAI 和仿真最重要的是软件在环(SIL)和硬件在环(HIL)。将所有机器人、自动驾驶汽车、自主移动设备、传感器全部仿真放在 Omniverse 里,环境、场景都是实时渲染出来的,以实时喂料的方式喂给机器人的传感器,传感器看到的数据是假的,传感器本身也是虚拟出来的,汽车传感器看到的画面也是合成数据。把虚拟传感器捕捉到的数据,和汽车传感器得到的数据融合在一起,放在数字孪生里渲染,称之为 SIL。将 SIL 里训练好的模型,部署到硬件设备上,再做物理的路测或环境测试,叫做 HIL。做强化学习的时候,要确保学习环境是真实有效的,训练好的模型也是真实有效的,最后再到物理世界去部署。\n\n最终,机器人系统、AI 和 Omniverse 形成了技术闭环。\n04、Omniverse 登录 Apple Vision Pro\n全球最受瞩目的两家科技巨头携手,NVIDIA 与 Apple 一起,把 Omniverse 带到了 Apple Vision Pro 中去,将许多 3D 工作流尤其是工业环境下的数字孪生的工作流游戏化,打破了传统的工业工作流程。\n\nOmniverse 里的 GPU 是顶尖的 RTX GPU,三大核心点:\n1.传统着色的部分,可以用来做像素的渲染,确保画面是美轮美奂的;\n2.光线追踪加速,用包裹体便利的方式去做实时光线追踪,延迟更低,帧率更高,与用户的互动性也更强;\n3. Tensor,RTX GPU 里有针对张量运算的 tensor 运算,还可以加速 AI 的训练,如大模型、GenA、neural graphics、NeRF 等,都可以用 AI 去运算。\n在云端 Omniverse API 连接各种应用程序,基于 USD 或 OpenUSD 打通数字资产之间的连接和调用,再通过 RTX GPU 强大的算力和符合物理定律的实时光线追踪完成画面渲染,最后呈现在 Apple Vision Pro 用户眼前的就是真实的 3D 空间场景。\n\nOmniverse 强大的空间计算带来的全新工作流,使得设计师可以在 Apple Vision Pro 里实现沉浸式体验,以及人、产品、流程与物理空间之间的无缝互动。在 MR 里设计出的虚拟产品将与物理世界中的实际产品一模一样,所见即所得,想想都令人兴奋。\n结语:\n波士顿咨询公司(BCG)对企业最高管理层的调查显示,近四分之三的管理者计划在今年增加公司的技术投资,89% 的管理者将 AI 和生成式 AI 列为前三大优先事项中。超半数的企业希望利用 AI 提高生产力、改善客户服务和提升 IT 效率,以实现降本增效。\n“AI 已经进入了物理世界。未来将是可生成的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304693846511776,"gmtCreate":1715422658392,"gmtModify":1715422660460,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"AI的发展扔在持续","listText":"AI的发展扔在持续","text":"AI的发展扔在持续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304693846511776","repostId":"2434890439","repostType":2,"repost":{"id":"2434890439","pubTimestamp":1715380065,"share":"https://www.laohu8.com/m/news/2434890439?lang=&edition=full","pubTime":"2024-05-11 06:27","market":"us","language":"en","title":"AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2434890439","media":"Benzinga","summary":"The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world.The impressive results from tech giants such as Microsoft Corp. , Alphabet Inc. and Amazon.com Inc. underscored this transition, according to Daniel Ives, an equity analyst at Wedbush.These companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.The expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.Ives projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI softwar","content":"<html><body><img height=\"675\" src=\"https://s.yimg.com/uu/api/res/1.2/Dyr7k2To9xHsfD93Wy_v.Q--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/66a3862bdc788ba075430f63c9703b42\" width=\"1200\"/>\n<p>The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world. </p>\n<p>The impressive results from tech giants such as <strong>Microsoft Corp</strong>. (NYSE:MSFT), <strong>Alphabet</strong> <strong>Inc.</strong> (NASDAQ:GOOGL)(NASDAQ:GOOG) and <strong>Amazon.com Inc.</strong> (NASDAQ:AMZN) underscored this transition, according to <strong>Daniel Ives</strong>, an equity analyst at Wedbush.</p>\n<p>These companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.</p>\n<p>“The next phase of AI spending is now on the doorstep for the likes of <strong>Salesforce Inc. </strong>(NYSE:CRM), <strong><a href=\"https://laohu8.com/S/MDB\">MongoDB Inc.</a></strong> (NASDAQ:MDB), <strong>Oracle Corp.</strong> (NYSE:ORCL), <strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> Inc.</strong> (NYSE:NOW), <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NYSE:PLTR), <strong><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> Inc. </strong>(NYSE:SNOW) and many others,” Ives wrote.</p>\n<p>The expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.</p>\n<p>Other major players like <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.</strong> (NASDAQ:META) and<strong> Apple Inc.</strong> (NASDAQ:AAPL) are diving deep into AI, heralding a consumer AI cycle that promises significant spending in the coming years.</p>\n<p>Ives projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI software growth.”</p>\n<strong>Industry-Wide Impact and Consumer Trends</strong>\n<p>Ives highlighted <strong>Nvidia Corp.</strong> (NASDAQ:NVDA) and Microsoft as leaders in this burgeoning field, with their influence paving the way for a trillion-dollar spending spree over the next decade.</p>\n<p>Recent consumer surveys conducted by Wedbush show “broadly positive” trends for Internet-related groups, with expectations of strong digital advertising growth in 2024. </p>\n<p>“Our findings strongly support our expectations for accelerating e-commerce and digital advertising growth in 2024,” Ives said, pointing to bullish indicators for Alphabet, Meta Platforms and Amazon.</p>\n<strong>Microsoft’s ‘iPhone Moment’</strong>\n<p>Describing the current phase as Microsoft’s “iPhone moment,” Ives believed AI would significantly alter the cloud growth trajectory for the company in the coming years. “We see an acceleration of adoption for generative AI and Copilot activity,” he explained.</p>\n<p>This trend is boosting Azure cloud deal flow for Microsoft, with AI use cases “exploding across the enterprise landscape.” Ives estimated that for every $100 spent on Azure cloud services, there was an additional $35-$40 of AI spending.</p>\n<strong>Apple’s Foray into AI</strong>\n<p>Looking ahead, Ives was particularly excited about Apple’s upcoming <strong>Worldwide Developers Conference</strong> (WWDC), where he anticipates the unveiling of a comprehensive AI strategy.</p>\n<p>“We believe Apple is set to unveil its long-awaited AI strategy to its golden installed base and developer community at WWDC,” he said.</p>\n<p>This includes a new iPad lineup and the iPhone 16, which are expected to set new standards in AI technology.</p>\n<p>“The AI strategy at Apple will consist of an AI App Store that will be the foundational starting point for developers and AI apps,” Ives said.</p>\n<p>Read Now: <em>Utilities Notch 7th Straight Session Of Gains: ‘Potential Derivative Play To The AI Boom’</em></p>\n<p><em>Photo: Shutterstock</em></p>\n<p>\"ACTIVE INVESTORS' SECRET WEAPON\" Supercharge Your Stock Market Game with the #1 \"news & everything else\" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!</p>\n<p>Get the latest stock analysis from Benzinga?</p>\n<ul>\n<li>APPLE (AAPL): Free Stock Analysis Report</li>\n<li>TESLA (TSLA): Free Stock Analysis Report</li>\n</ul>\n<p>This article AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says originally appeared on Benzinga.com</p>\n<p><i>© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.</i></p></body></html>","source":"yahoofinance","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 Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says</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 Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-11 06:27 GMT+8 <a href=https://finance.yahoo.com/news/ai-revolution-doorstep-tidal-wave-222745714.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world. \nThe impressive results from tech giants such...</p>\n\n<a href=\"https://finance.yahoo.com/news/ai-revolution-doorstep-tidal-wave-222745714.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/1LuPifqeuqgkoy1pG3g4DA--~B/aD0yNzI7dz00ODQ7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/Benzinga/66a3862bdc788ba075430f63c9703b42","relate_stocks":{"CRM":"赛富时","PLTR":"Palantir Technologies Inc.","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","GOOG":"谷歌","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","META":"Meta Platforms","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","GOOGL":"谷歌A","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","MDB":"MongoDB Inc.","SQQQ":"纳指三倍做空ETF","LU1923622291.USD":"Natixis Thematics Safety R/A USD",".IXIC":"NASDAQ Composite","SNOW":"Snowflake","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0251142724.SGD":"Fidelity America A-SGD","ORCL":"甲骨文","QID":"纳指两倍做空ETF","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","AAPL":"苹果","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","AMZN":"亚马逊","PSQ":"纳指反向ETF","NVDA":"英伟达","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","MSFT":"微软","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","TQQQ":"纳指三倍做多ETF","NOW":"ServiceNow"},"source_url":"https://finance.yahoo.com/news/ai-revolution-doorstep-tidal-wave-222745714.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2434890439","content_text":"The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world. \nThe impressive results from tech giants such as Microsoft Corp. (NYSE:MSFT), Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG) and Amazon.com Inc. (NASDAQ:AMZN) underscored this transition, according to Daniel Ives, an equity analyst at Wedbush.\nThese companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.\n“The next phase of AI spending is now on the doorstep for the likes of Salesforce Inc. (NYSE:CRM), MongoDB Inc. (NASDAQ:MDB), Oracle Corp. (NYSE:ORCL), ServiceNow Inc. (NYSE:NOW), Palantir Technologies Inc. (NYSE:PLTR), Snowflake Inc. (NYSE:SNOW) and many others,” Ives wrote.\nThe expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.\nOther major players like Meta Platforms Inc. (NASDAQ:META) and Apple Inc. (NASDAQ:AAPL) are diving deep into AI, heralding a consumer AI cycle that promises significant spending in the coming years.\nIves projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI software growth.”\nIndustry-Wide Impact and Consumer Trends\nIves highlighted Nvidia Corp. (NASDAQ:NVDA) and Microsoft as leaders in this burgeoning field, with their influence paving the way for a trillion-dollar spending spree over the next decade.\nRecent consumer surveys conducted by Wedbush show “broadly positive” trends for Internet-related groups, with expectations of strong digital advertising growth in 2024. \n“Our findings strongly support our expectations for accelerating e-commerce and digital advertising growth in 2024,” Ives said, pointing to bullish indicators for Alphabet, Meta Platforms and Amazon.\nMicrosoft’s ‘iPhone Moment’\nDescribing the current phase as Microsoft’s “iPhone moment,” Ives believed AI would significantly alter the cloud growth trajectory for the company in the coming years. “We see an acceleration of adoption for generative AI and Copilot activity,” he explained.\nThis trend is boosting Azure cloud deal flow for Microsoft, with AI use cases “exploding across the enterprise landscape.” Ives estimated that for every $100 spent on Azure cloud services, there was an additional $35-$40 of AI spending.\nApple’s Foray into AI\nLooking ahead, Ives was particularly excited about Apple’s upcoming Worldwide Developers Conference (WWDC), where he anticipates the unveiling of a comprehensive AI strategy.\n“We believe Apple is set to unveil its long-awaited AI strategy to its golden installed base and developer community at WWDC,” he said.\nThis includes a new iPad lineup and the iPhone 16, which are expected to set new standards in AI technology.\n“The AI strategy at Apple will consist of an AI App Store that will be the foundational starting point for developers and AI apps,” Ives said.\nRead Now: Utilities Notch 7th Straight Session Of Gains: ‘Potential Derivative Play To The AI Boom’\nPhoto: Shutterstock\n\"ACTIVE INVESTORS' SECRET WEAPON\" Supercharge Your Stock Market Game with the #1 \"news & everything else\" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!\nGet the latest stock analysis from Benzinga?\n\nAPPLE (AAPL): Free Stock Analysis Report\nTESLA (TSLA): Free Stock Analysis Report\n\nThis article AI Revolution 'On the Doorstep:' The 'Tidal Wave' Is Well Underway, Analyst Says originally appeared on Benzinga.com\n© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303757901766752,"gmtCreate":1715179897146,"gmtModify":1715179899828,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)","listText":"高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)","text":"高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303757901766752","repostId":"2433001748","repostType":2,"repost":{"id":"2433001748","pubTimestamp":1715162072,"share":"https://www.laohu8.com/m/news/2433001748?lang=&edition=full","pubTime":"2024-05-08 17:54","market":"hk","language":"zh","title":"还能大涨22%!高盛力挺英伟达,前索罗斯副手却泼冷水","url":"https://stock-news.laohu8.com/highlight/detail?id=2433001748","media":"金十数据","summary":"受到近期科技巨头积极评论的鼓舞,高盛上调了英伟达目标价,但此前同样看好AI的传奇投资者德鲁肯米勒现在却退缩了.......","content":"<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>周二发布的报告显示,尽管<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价今年迄今已上涨81%,但仍有很大上涨空间。</p>\n<p><strong>高盛将英伟达的目标价从1000美元上调至1100美元,这意味着该股将较当前水平再上涨22%。</strong></p>\n<p>高盛表示,考虑到英伟达增长速度之快以及未来几年这一增长趋势的持久性,与同行相比,英伟达的估值仍然相对有吸引力。</p>\n<p>高盛分析师Toshiya Hari表示: “我们认为每股收益上修将推动该股再次上涨,尤其考虑到目前英伟达的市盈率为35倍,比我们研究的股票组合仅溢价36%,而过去3年的溢价中位数为160%。”</p>\n<p>大型科技巨头最近的评论特别鼓舞了Hari,这些巨头在财报电话会议上表示,继2024年的投资增加之后,它们2025年将在人工智能(AI)基础设施上投入更多资金。</p>\n<p>根据高盛的预估,<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)</p>\n<figure><img src=\"https://cdn-news.jin10.com/a0b7c35f-b95b-4cd6-91c0-b19e02c4a15b.png\"/>\n<figcaption></figcaption>\n</figure>\n<p>这些投资应该能推动英伟达的收入和利润持续增长,尤其是在该公司下一代Blackwell AI芯片将于今年晚些时候发布的情况下。</p>\n<p>科技巨头近期的一些积极评论如下:</p>\n<blockquote>\n<p>1、<a href=\"https://laohu8.com/S/TSM\">台积电</a>重申对AI市场的近期和长期展望,预计服务器AI处理器收入将同比增长一倍以上。</p>\n<p>2、亚马逊和META等超级科技巨头明示或暗示,虽然2024年AI相关的资本投资的基数已经很高,但2025年仍将继续增加。</p>\n<p>3、一些AI超大规模企业和企业软件公司强调了AI货币化的早期迹象。</p>\n<p>4、AMD将其专注于AI的GPU芯片Mi300的2024年营收预期从35亿美元上调至40亿美元。</p>\n<p>5、受AI服务器需求增长的推动,<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>报告称,该公司收入增长强劲,且积压订单创下历史新高。</p>\n</blockquote>\n<p>Hari表示,尽管AMD的新芯片和大型科技公司的自研芯片开始侵蚀英伟达的GPU业务,但这还不足以击垮该公司。</p>\n<p>Hari称:“我们相信,鉴于英伟达在硬件和软件能力方面的竞争优势、数十年来建立的安装基础和生态系统、及其现在和未来几年的创新步伐,<strong>该公司在可预见的未来里仍将是事实上的行业标杆</strong>。”</p>\n<p>与此同时,一些投资者仍怀疑AI是否已经被过度炒作,其中不乏一些知名人士,比如<strong>对冲基金杜肯资本(Duquesne Capital)的创始人斯坦利·德鲁肯米勒</strong>(Stanley Druckenmiller)。</p>\n<p>这位亿万富翁投资者周二告诉CNBC,他<strong>减持了英伟达的股票,</strong>这不是因为他对这只热门股失去了信心,而是<strong>反映了他目前对AI投资的犹豫</strong>,因为目前对这一主题的热情已经有点过度了。</p>\n<p>德鲁肯米勒表示,<strong>该行业的进一步增长可能需要“4-5年后”,</strong> “因此,AI现在可能有点被高估了,但从长远来看并非如此。”</p>\n<p>英伟达已成为新兴AI技术的核心,大多数软件都由该公司的芯片运行。自2022年11月ChatGPT首次问世以来,英伟达的股价已飙升超过561%。</p>\n<p>德鲁肯米勒是华尔街上推动该公司股价上涨的重量级人物之一。他在去年6月份表示,英伟达股票至少值得持有几年。当时,他的言论与一群认为该公司估值过高的分析师意见相左。事实证明他是对的,该公司股价当时仅为目前900美元左右的一半。</p>\n<p>然而,德鲁肯米勒现在表示,“我们确实在3月底削减了英伟达持仓以及许多其他头寸”,并指出其股价在当月达到当前水平时就出现了回调。“我们只是需要休息一下,我们认识到的许多东西现在已经得到了市场的认可。”</p>\n<p>这位前索罗斯副手表示,<strong>AI仍然是未来几年投资的重点,因为它将产生类似于本世纪初互联网的影响</strong>。过去一年来,德鲁肯米勒还持有微软和Alphabet等AI大型股的头寸。</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>还能大涨22%!高盛力挺英伟达,前索罗斯副手却泼冷水</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还能大涨22%!高盛力挺英伟达,前索罗斯副手却泼冷水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-08 17:54 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=138250&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>高盛周二发布的报告显示,尽管英伟达股价今年迄今已上涨81%,但仍有很大上涨空间。\n高盛将英伟达的目标价从1000美元上调至1100美元,这意味着该股将较当前水平再上涨22%。\n高盛表示,考虑到英伟达增长速度之快以及未来几年这一增长趋势的持久性,与同行相比,英伟达的估值仍然相对有吸引力。\n高盛分析师Toshiya Hari表示: “我们认为每股收益上修将推动该股再次上涨,尤其考虑到目前英伟达的市盈率...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=138250&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://cdn-news.jin10.com/a92f2806-35c6-4f75-9358-f0f629edc397.png/lite","relate_stocks":{"BK4548":"巴美列捷福持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4529":"IDC概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4567":"ESG概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0444971666.USD":"天利全球科技基金","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4587":"ChatGPT概念","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","NVDA":"英伟达","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0080751232.USD":"富达环球多元动力基金A","BK4527":"明星科技股","BK4543":"AI","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4552":"Archegos爆仓风波概念","BK4503":"景林资产持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4549":"软银资本持仓"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=138250&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433001748","content_text":"高盛周二发布的报告显示,尽管英伟达股价今年迄今已上涨81%,但仍有很大上涨空间。\n高盛将英伟达的目标价从1000美元上调至1100美元,这意味着该股将较当前水平再上涨22%。\n高盛表示,考虑到英伟达增长速度之快以及未来几年这一增长趋势的持久性,与同行相比,英伟达的估值仍然相对有吸引力。\n高盛分析师Toshiya Hari表示: “我们认为每股收益上修将推动该股再次上涨,尤其考虑到目前英伟达的市盈率为35倍,比我们研究的股票组合仅溢价36%,而过去3年的溢价中位数为160%。”\n大型科技巨头最近的评论特别鼓舞了Hari,这些巨头在财报电话会议上表示,继2024年的投资增加之后,它们2025年将在人工智能(AI)基础设施上投入更多资金。\n根据高盛的预估,微软、谷歌、亚马逊AWS、META这四家科技公司今年在云计算方面的资本投入高达1770亿美元,远高于去年的1190亿美元,而2025年将继续增至1950亿美元。 (如下图所示)\n\n\n\n这些投资应该能推动英伟达的收入和利润持续增长,尤其是在该公司下一代Blackwell AI芯片将于今年晚些时候发布的情况下。\n科技巨头近期的一些积极评论如下:\n\n1、台积电重申对AI市场的近期和长期展望,预计服务器AI处理器收入将同比增长一倍以上。\n2、亚马逊和META等超级科技巨头明示或暗示,虽然2024年AI相关的资本投资的基数已经很高,但2025年仍将继续增加。\n3、一些AI超大规模企业和企业软件公司强调了AI货币化的早期迹象。\n4、AMD将其专注于AI的GPU芯片Mi300的2024年营收预期从35亿美元上调至40亿美元。\n5、受AI服务器需求增长的推动,超微电脑报告称,该公司收入增长强劲,且积压订单创下历史新高。\n\nHari表示,尽管AMD的新芯片和大型科技公司的自研芯片开始侵蚀英伟达的GPU业务,但这还不足以击垮该公司。\nHari称:“我们相信,鉴于英伟达在硬件和软件能力方面的竞争优势、数十年来建立的安装基础和生态系统、及其现在和未来几年的创新步伐,该公司在可预见的未来里仍将是事实上的行业标杆。”\n与此同时,一些投资者仍怀疑AI是否已经被过度炒作,其中不乏一些知名人士,比如对冲基金杜肯资本(Duquesne Capital)的创始人斯坦利·德鲁肯米勒(Stanley Druckenmiller)。\n这位亿万富翁投资者周二告诉CNBC,他减持了英伟达的股票,这不是因为他对这只热门股失去了信心,而是反映了他目前对AI投资的犹豫,因为目前对这一主题的热情已经有点过度了。\n德鲁肯米勒表示,该行业的进一步增长可能需要“4-5年后”, “因此,AI现在可能有点被高估了,但从长远来看并非如此。”\n英伟达已成为新兴AI技术的核心,大多数软件都由该公司的芯片运行。自2022年11月ChatGPT首次问世以来,英伟达的股价已飙升超过561%。\n德鲁肯米勒是华尔街上推动该公司股价上涨的重量级人物之一。他在去年6月份表示,英伟达股票至少值得持有几年。当时,他的言论与一群认为该公司估值过高的分析师意见相左。事实证明他是对的,该公司股价当时仅为目前900美元左右的一半。\n然而,德鲁肯米勒现在表示,“我们确实在3月底削减了英伟达持仓以及许多其他头寸”,并指出其股价在当月达到当前水平时就出现了回调。“我们只是需要休息一下,我们认识到的许多东西现在已经得到了市场的认可。”\n这位前索罗斯副手表示,AI仍然是未来几年投资的重点,因为它将产生类似于本世纪初互联网的影响。过去一年来,德鲁肯米勒还持有微软和Alphabet等AI大型股的头寸。","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303384012214456,"gmtCreate":1715088616432,"gmtModify":1715088618324,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"见证一下","listText":"见证一下","text":"见证一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303384012214456","repostId":"302997432058008","repostType":1,"repost":{"id":302997432058008,"gmtCreate":1715009416434,"gmtModify":1715101516931,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"对期权买方恶意最大的两周:5月拉锯战来了","htmlText":"省流:506-517市场整体震荡为主:期权买方中期头寸(3个月到期)建议多roll一个月,对抗时间损耗;短期建议日内短线。期权卖方非常省心,无论是卖出看涨期权还是看跌期权,这段时间持仓都会非常舒适。517行情大概率继续延续震荡横盘,无法复现419。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周英伟达最大的阻力位在900美元和920美元 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20920.0%20CALL\">$NVDA 20240510 920.0 CALL$</a> 。所以周一股价哐哐上涨别高兴太早,920大概率触顶回调。下行最低回调位置不确定,反正天塌下来800扛着。sell put行权价选800是最保守的选择 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20800.0%20PUT\">$NVDA 20240510 800.0 PUT$</a> 。如果有钱接盘的话,我个人认为850美元或880美元的行权价位也可以考虑。为什么选择这个区间呢?因为下周五收盘很可能在850~880。顺便一说,517大概率无法复现419行情。因为5月17日的期权未平仓分布与本周类似,偏向于杀看涨期权。而看跌期权的未平仓量按行权价排序并不足以形成squeeze,跌也不会跌太多,因此股价很可能在某个区间内形成平衡。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 本周特斯拉股价的波动区间为180美元至185美元。你们有没有感觉这周一走势跟上周一有点类似?都是在开盘后先涨后跌。复盘一下上周,发现我白为市场空头操心了。事实证明做市商大部分站空头一方,他们上周割多头韭菜的操作真是太经","listText":"省流:506-517市场整体震荡为主:期权买方中期头寸(3个月到期)建议多roll一个月,对抗时间损耗;短期建议日内短线。期权卖方非常省心,无论是卖出看涨期权还是看跌期权,这段时间持仓都会非常舒适。517行情大概率继续延续震荡横盘,无法复现419。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 本周英伟达最大的阻力位在900美元和920美元 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20920.0%20CALL\">$NVDA 20240510 920.0 CALL$</a> 。所以周一股价哐哐上涨别高兴太早,920大概率触顶回调。下行最低回调位置不确定,反正天塌下来800扛着。sell put行权价选800是最保守的选择 <a href=\"https://laohu8.com/OPT/NVDA%2020240510%20800.0%20PUT\">$NVDA 20240510 800.0 PUT$</a> 。如果有钱接盘的话,我个人认为850美元或880美元的行权价位也可以考虑。为什么选择这个区间呢?因为下周五收盘很可能在850~880。顺便一说,517大概率无法复现419行情。因为5月17日的期权未平仓分布与本周类似,偏向于杀看涨期权。而看跌期权的未平仓量按行权价排序并不足以形成squeeze,跌也不会跌太多,因此股价很可能在某个区间内形成平衡。 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 本周特斯拉股价的波动区间为180美元至185美元。你们有没有感觉这周一走势跟上周一有点类似?都是在开盘后先涨后跌。复盘一下上周,发现我白为市场空头操心了。事实证明做市商大部分站空头一方,他们上周割多头韭菜的操作真是太经","text":"省流:506-517市场整体震荡为主:期权买方中期头寸(3个月到期)建议多roll一个月,对抗时间损耗;短期建议日内短线。期权卖方非常省心,无论是卖出看涨期权还是看跌期权,这段时间持仓都会非常舒适。517行情大概率继续延续震荡横盘,无法复现419。 $英伟达(NVDA)$ 本周英伟达最大的阻力位在900美元和920美元 $NVDA 20240510 920.0 CALL$ 。所以周一股价哐哐上涨别高兴太早,920大概率触顶回调。下行最低回调位置不确定,反正天塌下来800扛着。sell put行权价选800是最保守的选择 $NVDA 20240510 800.0 PUT$ 。如果有钱接盘的话,我个人认为850美元或880美元的行权价位也可以考虑。为什么选择这个区间呢?因为下周五收盘很可能在850~880。顺便一说,517大概率无法复现419行情。因为5月17日的期权未平仓分布与本周类似,偏向于杀看涨期权。而看跌期权的未平仓量按行权价排序并不足以形成squeeze,跌也不会跌太多,因此股价很可能在某个区间内形成平衡。 $特斯拉(TSLA)$ 本周特斯拉股价的波动区间为180美元至185美元。你们有没有感觉这周一走势跟上周一有点类似?都是在开盘后先涨后跌。复盘一下上周,发现我白为市场空头操心了。事实证明做市商大部分站空头一方,他们上周割多头韭菜的操作真是太经","images":[{"img":"https://static.tigerbbs.com/9d8abc5bdcab0f9be92c40e3db9f6fa9","width":"2300","height":"152"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302997432058008","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303050210095392,"gmtCreate":1714992955182,"gmtModify":1714992957069,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"巨头投资芯片剧增,股价盘整仅仅是暂时的。","listText":"巨头投资芯片剧增,股价盘整仅仅是暂时的。","text":"巨头投资芯片剧增,股价盘整仅仅是暂时的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303050210095392","repostId":"1194624866","repostType":2,"repost":{"id":"1194624866","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1714984789,"share":"https://www.laohu8.com/m/news/1194624866?lang=&edition=full","pubTime":"2024-05-06 16:39","market":"us","language":"en","title":"Nvidia's AI Dominance Evident As Tech Behemoths Keep Pumping Billions Into Chipmaker, Analysis Reveals","url":"https://stock-news.laohu8.com/highlight/detail?id=1194624866","media":"Benzinga","summary":"$NVIDIA Corp(NVDA)$ is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the in","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the increased capital expenditures of its major clients.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Mega-cap tech companies are making substantial investments in Nvidia’s AI technology. According to an analysis from Business Insider, Nvidia’s H100 GPU chip, priced at over $40,000, plays a crucial role in powering AI advancements like ChatGPT and Anthropic.</p><p style=\"text-align: start;\">Notably, Elon Musk announced on Tesla‘s earnings call that the company will double its H100 GPU chips by the end of the year. This expansion will further enhance Tesla’s Full Self-Driving software.</p><p style=\"text-align: start;\">“We’ve installed and commissioned, meaning they’re actually working, 35,000 H100 computers or GPUs,” Musk said last month. “Roughly 35,000 H100s are active, and we expect that to be probably 85,000 or thereabouts by the end of this year.”</p><p style=\"text-align: start;\">Meta Platforms has also increased its capex forecast for 2024, citing the buildout of its “infrastructure investments to support our AI roadmap.” The company has already purchased 850,000 H100 GPUs from Nvidia, with a retail value of approximately $30 billion.</p><p>Microsoft and Alphabet have similar plans, with Microsoft aiming to amass 1.8 million GPUs by the end of 2024, according to an internal document. Alphabet’s first-quarter CAPEX doubled from the prior year, driven primarily by investment in technical infrastructure.</p><p>Amazon didn’t provide specifics about its capital expenditure plans, but it did mention an anticipated increase in spending. “We anticipate our overall capital expenditures to meaningfully increase year-over-year in 2024, primarily driven by higher infrastructure capex to support growth in AWS, including generative AI,” said Amazon CFO Brian Olsavsky.</p><p style=\"text-align: start;\">In total, Microsoft, Alphabet, Meta, and Amazon are projected to allocate $205 billion towards capital expenditures this year, marking a 40% rise from 2023 figures as reported by UBS. A significant portion of these funds is expected to be directed toward Nvidia for its H100 and Blackwell AI chips.</p><p style=\"text-align: start;\">Recent earnings reports from Nvidia’s competitor, Advanced Micro Devices, Inc, indicate that Nvidia is capturing the majority of this market share, outpacing its rivals. AMD projected that its MI300 AI chip would generate around $4 billion in revenue for 2024, significantly less than Nvidia’s anticipated revenue of over $100 billion this year.</p><p style=\"text-align: start;\">In a similar vein, Intel Corp has introduced its Gaudi 3 AI chip as a competitor to Nvidia, but it forecasts sales of only $500 million for this year.</p><p style=\"text-align: start;\">Investors will need to wait until after the market closes on May 22 to find out Nvidia’s actual earnings results.</p><p style=\"text-align: start;\"><strong>Why It Matters</strong>: Despite the impending earnings report, Nvidia’s stock has been the subject of contrasting opinions among analysts and Reddit users. While analysts maintain a bullish stance, predicting a 31.50% potential upside, some Reddit users foresee a drop to $800.</p><p style=\"text-align: start;\">Amid this, Nvidia has been enhancing its experimental ChatRTX chatbot by adding more AI models for RTX GPU owners. This update includes Google’s Gemma, ChatGLM3, and OpenAI’s CLIP model, expanding the chatbot’s capabilities.</p><p style=\"text-align: start;\">Furthermore, Nvidia’s supplier SK Hynix is experiencing a surge in demand for its high-bandwidth memory chips, crucial for AI chipsets. The company’s HBM chips are already sold out for 2024 and are nearly sold out for 2025, reflecting the booming demand for AI services.</p><p style=\"text-align: start;\">Despite these positive developments, Nvidia’s stock has been on a roller coaster ride through early 2024, experiencing a 96% bull rally that halted at $974, leading to a 13% dip in value. The company is currently in a consolidation phase, with its stock price oscillating between $756 and $974.</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>Nvidia's AI Dominance Evident As Tech Behemoths Keep Pumping Billions Into Chipmaker, Analysis Reveals</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nNvidia's AI Dominance Evident As Tech Behemoths Keep Pumping Billions Into Chipmaker, Analysis Reveals\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-05-06 16:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the increased capital expenditures of its major clients.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Mega-cap tech companies are making substantial investments in Nvidia’s AI technology. According to an analysis from Business Insider, Nvidia’s H100 GPU chip, priced at over $40,000, plays a crucial role in powering AI advancements like ChatGPT and Anthropic.</p><p style=\"text-align: start;\">Notably, Elon Musk announced on Tesla‘s earnings call that the company will double its H100 GPU chips by the end of the year. This expansion will further enhance Tesla’s Full Self-Driving software.</p><p style=\"text-align: start;\">“We’ve installed and commissioned, meaning they’re actually working, 35,000 H100 computers or GPUs,” Musk said last month. “Roughly 35,000 H100s are active, and we expect that to be probably 85,000 or thereabouts by the end of this year.”</p><p style=\"text-align: start;\">Meta Platforms has also increased its capex forecast for 2024, citing the buildout of its “infrastructure investments to support our AI roadmap.” The company has already purchased 850,000 H100 GPUs from Nvidia, with a retail value of approximately $30 billion.</p><p>Microsoft and Alphabet have similar plans, with Microsoft aiming to amass 1.8 million GPUs by the end of 2024, according to an internal document. Alphabet’s first-quarter CAPEX doubled from the prior year, driven primarily by investment in technical infrastructure.</p><p>Amazon didn’t provide specifics about its capital expenditure plans, but it did mention an anticipated increase in spending. “We anticipate our overall capital expenditures to meaningfully increase year-over-year in 2024, primarily driven by higher infrastructure capex to support growth in AWS, including generative AI,” said Amazon CFO Brian Olsavsky.</p><p style=\"text-align: start;\">In total, Microsoft, Alphabet, Meta, and Amazon are projected to allocate $205 billion towards capital expenditures this year, marking a 40% rise from 2023 figures as reported by UBS. A significant portion of these funds is expected to be directed toward Nvidia for its H100 and Blackwell AI chips.</p><p style=\"text-align: start;\">Recent earnings reports from Nvidia’s competitor, Advanced Micro Devices, Inc, indicate that Nvidia is capturing the majority of this market share, outpacing its rivals. AMD projected that its MI300 AI chip would generate around $4 billion in revenue for 2024, significantly less than Nvidia’s anticipated revenue of over $100 billion this year.</p><p style=\"text-align: start;\">In a similar vein, Intel Corp has introduced its Gaudi 3 AI chip as a competitor to Nvidia, but it forecasts sales of only $500 million for this year.</p><p style=\"text-align: start;\">Investors will need to wait until after the market closes on May 22 to find out Nvidia’s actual earnings results.</p><p style=\"text-align: start;\"><strong>Why It Matters</strong>: Despite the impending earnings report, Nvidia’s stock has been the subject of contrasting opinions among analysts and Reddit users. While analysts maintain a bullish stance, predicting a 31.50% potential upside, some Reddit users foresee a drop to $800.</p><p style=\"text-align: start;\">Amid this, Nvidia has been enhancing its experimental ChatRTX chatbot by adding more AI models for RTX GPU owners. This update includes Google’s Gemma, ChatGLM3, and OpenAI’s CLIP model, expanding the chatbot’s capabilities.</p><p style=\"text-align: start;\">Furthermore, Nvidia’s supplier SK Hynix is experiencing a surge in demand for its high-bandwidth memory chips, crucial for AI chipsets. The company’s HBM chips are already sold out for 2024 and are nearly sold out for 2025, reflecting the booming demand for AI services.</p><p style=\"text-align: start;\">Despite these positive developments, Nvidia’s stock has been on a roller coaster ride through early 2024, experiencing a 96% bull rally that halted at $974, leading to a 13% dip in value. The company is currently in a consolidation phase, with its stock price oscillating between $756 and $974.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194624866","content_text":"NVIDIA Corp is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the increased capital expenditures of its major clients.What Happened: Mega-cap tech companies are making substantial investments in Nvidia’s AI technology. According to an analysis from Business Insider, Nvidia’s H100 GPU chip, priced at over $40,000, plays a crucial role in powering AI advancements like ChatGPT and Anthropic.Notably, Elon Musk announced on Tesla‘s earnings call that the company will double its H100 GPU chips by the end of the year. This expansion will further enhance Tesla’s Full Self-Driving software.“We’ve installed and commissioned, meaning they’re actually working, 35,000 H100 computers or GPUs,” Musk said last month. “Roughly 35,000 H100s are active, and we expect that to be probably 85,000 or thereabouts by the end of this year.”Meta Platforms has also increased its capex forecast for 2024, citing the buildout of its “infrastructure investments to support our AI roadmap.” The company has already purchased 850,000 H100 GPUs from Nvidia, with a retail value of approximately $30 billion.Microsoft and Alphabet have similar plans, with Microsoft aiming to amass 1.8 million GPUs by the end of 2024, according to an internal document. Alphabet’s first-quarter CAPEX doubled from the prior year, driven primarily by investment in technical infrastructure.Amazon didn’t provide specifics about its capital expenditure plans, but it did mention an anticipated increase in spending. “We anticipate our overall capital expenditures to meaningfully increase year-over-year in 2024, primarily driven by higher infrastructure capex to support growth in AWS, including generative AI,” said Amazon CFO Brian Olsavsky.In total, Microsoft, Alphabet, Meta, and Amazon are projected to allocate $205 billion towards capital expenditures this year, marking a 40% rise from 2023 figures as reported by UBS. A significant portion of these funds is expected to be directed toward Nvidia for its H100 and Blackwell AI chips.Recent earnings reports from Nvidia’s competitor, Advanced Micro Devices, Inc, indicate that Nvidia is capturing the majority of this market share, outpacing its rivals. AMD projected that its MI300 AI chip would generate around $4 billion in revenue for 2024, significantly less than Nvidia’s anticipated revenue of over $100 billion this year.In a similar vein, Intel Corp has introduced its Gaudi 3 AI chip as a competitor to Nvidia, but it forecasts sales of only $500 million for this year.Investors will need to wait until after the market closes on May 22 to find out Nvidia’s actual earnings results.Why It Matters: Despite the impending earnings report, Nvidia’s stock has been the subject of contrasting opinions among analysts and Reddit users. While analysts maintain a bullish stance, predicting a 31.50% potential upside, some Reddit users foresee a drop to $800.Amid this, Nvidia has been enhancing its experimental ChatRTX chatbot by adding more AI models for RTX GPU owners. This update includes Google’s Gemma, ChatGLM3, and OpenAI’s CLIP model, expanding the chatbot’s capabilities.Furthermore, Nvidia’s supplier SK Hynix is experiencing a surge in demand for its high-bandwidth memory chips, crucial for AI chipsets. The company’s HBM chips are already sold out for 2024 and are nearly sold out for 2025, reflecting the booming demand for AI services.Despite these positive developments, Nvidia’s stock has been on a roller coaster ride through early 2024, experiencing a 96% bull rally that halted at $974, leading to a 13% dip in value. The company is currently in a consolidation phase, with its stock price oscillating between $756 and $974.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302340789936392,"gmtCreate":1714819756863,"gmtModify":1714819759138,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"长期经济发展依靠技术的进步。AI 很明显就是。","listText":"长期经济发展依靠技术的进步。AI 很明显就是。","text":"长期经济发展依靠技术的进步。AI 很明显就是。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302340789936392","repostId":"2432168723","repostType":2,"repost":{"id":"2432168723","pubTimestamp":1714783240,"share":"https://www.laohu8.com/m/news/2432168723?lang=&edition=full","pubTime":"2024-05-04 08:40","market":"us","language":"zh","title":"黄仁勋:AI是科技行业对社会提升的最大贡献","url":"https://stock-news.laohu8.com/highlight/detail?id=2432168723","media":"钛媒体","summary":"黄仁勋表示,AI 是科技行业对社会提升的最大贡献。“我相信,AI 是科技行业对社会进步的最大贡献,让所有被落后的人得到越级提升,”黄仁勋强调,AI 有望推动全球数十亿人迎来一场新的“数字革命”。黄仁勋指出,毫无疑问,AI 技术改变教育、将改变人们的学习方式。黄仁勋表示,AI 技术的提升,让所有因缺乏对计算理解而被抛在后面的人的能力得到提升,AI 技术对社会的影响是“非凡”的。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/res/2024/CB084A95BCEC4D8CEC46931AB495BB0D98397C1D_size154_w1900_h950.jpg\"/></p><p><strong>5月3日消息,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋近期在美国俄勒冈州立大学(Oregon State University,OSU)做了一场对话活动。</strong></p><p>俄勒冈州立大学于今年4月中旬宣布,占地 150,000 平方英尺、耗资 2.13 亿美元的新的研究综合体(实验设施)破土动工,预计将于2026年正式开业。</p><p><strong>而在这座新的研究设施中,黄仁勋和他的妻子Lori(黄氏夫妇)为此捐赠了5000万美元进行支持。</strong></p><p>英伟达表示,该综合体将利用美国最强大的NVIDIA超级计算机之一,汇集教师和学生,共同解决未来世界在气候科学、清洁能源和水资源等领域面临的关键挑战。</p><p>英伟达强调,这次在俄勒冈州举行的活动,凸显了黄氏夫妇对教育的承诺,并反映这对夫妇与两人相识的俄勒冈州深厚的个人联系。而这笔5000万美元的捐赠,将增加俄勒冈州对俄勒冈州及其他地区半导体和科技行业的支持。</p><p><img src=\"https://x0.ifengimg.com/res/2024/29051DF95B09E56298ADCFC4400DA9F2DD675E31_size1503_w2048_h1365.png\"/></p><p><strong>奠基仪式结束后,黄仁勋与俄勒冈州立大学校长贾亚蒂·穆尔蒂(Jayathi Murthy)进行了一场对话。</strong></p><p><strong>黄仁勋表示,AI 是科技行业对社会提升的最大贡献。我们正处于新工业革命的开端,且这个时期当中我们正在大量创造 AI 应用。</strong></p><p>“我相信,AI 是科技行业对社会进步的最大贡献,让所有被落后的人得到越级提升,”黄仁勋强调,AI 有望推动全球数十亿人迎来一场新的“数字革命”。</p><p><strong>10年间,英伟达GPU让计算能力提升100万倍</strong></p><p>31年前的1993年,怀着PC有朝一日会成为畅享游戏和多媒体的消费级设备的信念,黄仁勋、Chris Malachowsky 和Curtis Priem 共同创立了NVIDIA(英伟达)。</p><p>当时,市场上有20多家图形芯片公司,三年后这个数字飙升至70家。</p><p>黄仁勋和他的英伟达开创了一种新的计算方式——“加速计算”,即使用正确的算力工具来完成正确的工作。当时他发现,无论是科学,还是GPU、AI、<a href=\"https://laohu8.com/S/300024\">机器人</a>等技术,其中5%的代码消耗了高达99.9%的时间进行运行,需要计算能力的提升。</p><p>黄仁勋坦言,在过去十年左右的时间里,英伟达GPU有效降低了计算(边际)成本。GPU以及CUDA共同形成的“英伟达”生态,在过去10年中将 AI 处理性能提高了不低于100万倍,超过了摩尔定律预期。</p><p>“我们通过提出新处理器、新系统、新互连、新框架和算法,并与数据科学家、AI 研究人员合作开发新模型,在整个跨度中,我们已经使大型语言模型的处理速度提高了一百万倍。”黄仁勋表示。</p><p><img src=\"https://x0.ifengimg.com/res/2024/09074315CB3CFAB3CC2AFF74D07F87D8C8D40358_size2820_w3840_h2160.png\"/></p><p><strong>黄仁勋认为,计算机是我们所做的几乎所有事情的基础,也是几乎所有科学领域的重要工具,所以成本和计算性能规模上升100万倍,已经改变了一切。</strong></p><p>黄仁勋指出,“我们把边际成本下降了100万倍,或者相反,如果完成某件事的速度提高了100万倍,或者问题的规模提高了100万倍,你做事情的方式就会完全改变。事实上,我们观察到,利用 AI,它(加速计算)将彻底改变这个行业,计算将以完全不同的方式进行,软件编程将彻底革新。”</p><p>黄仁勋预测,有望在未来十年,英伟达将再次提升 AI 计算处理性能高达100万倍。同时,未来可能会有100万倍与现有ChatGPT一样的 AI 模型出现,这些模型将具有更强大的语言理解和生成能力,甚至可能创造出新语言。</p><p>黄仁勋强调,有了加速计算和生成式 AI,现在,一大堆有趣的行业将被彻底改变,一大堆新的应用程序将被创造出来。</p><p>“比如气候科学问题,对计算机来说很难解决、很棘手,但对我们来说很容易;再比如机器人技术,有了它(加速计算)可降低成本,改变了我们所知道的行业,它开启了一大堆新的机会。”黄仁勋称。</p><p><strong>数据是未来 AI 发展的核心</strong></p><p>黄仁勋认为,对于大学来说,如果现在学习计算机科学的基础,首先要看“数据”。因为未来计算机科学最重要的事情之一,可能就是数据。</p><p>“数据的整个概念,数据的整个领域,有一大堆简单的数据可以做。事实证明,计算机视觉是所有数据中最简单的。即使 AI 能够达到计算机视觉的超人水平,甚至现在对除法的理解达到超人水平,坦率地说,这一突破只是冰山一角。这是很容易的事。”黄仁勋称。</p><p>黄仁勋举了个例子,目前最困难的计算机科学问题是“生物学”,因为这是一个多尺度、不断变化的领域,它具有多样化角度,计算机需要解决的是一个“长期存在的纵向问题”,需要大量更贴近生物体的数据进行研究。</p><p>“所以数据有时是稀疏的。有时一个因果关系的发生需要很长时间。正如你提到的,有时数据并不存在于一个地方。数据有相关的主权属性。可能有保密属性。也许没有机构拥有所有的数据。也许有些机构有,但这种规模、这种分辨率或这种模态的数据在另一个研究机构中有不同的模态。也许它是纵向的。数据空间真的很大,而且非常复杂。比如联邦学习技术,有点类似于我们从自己的信息来源学习,然后聚在一起辩论、合作、讨论、结合知识等。因此,AI 也有这类概念,将通过自我反思为数据合成数据的生成创造条件,基本上,AI 会对未来做出预测,生成一些信息,对其进行反思,这就是我们所做的,这完善了你学习的自我完善、自我学习、反思,来回传递信息和进行辩论,所有不同的社会学习方式,在 AI 的未来以及人们对数据的思考方式中,都将以某种形式表现出来。”黄仁勋称。</p><p>因此,研究 AI 数据是未来很多学生应该要学习的重要方向,而且对于很多计算机科学家来说,这将是一个非常适合研究的领域。</p><p>黄仁勋强调,数据是一把“双刃剑”,有利也有害,因此,我们需要确保其有正确价值观的数据,需要用强化学习手段将数据精准化,从而减少自动驾驶汽车或机器人的情境中产生“幻觉”(错误判断)。</p><p><strong>“这是一个真正有价值和富有成果的研究领域。”黄仁勋称。</strong></p><p><strong>AI 将改变教育、工作和社会</strong></p><p><strong>黄仁勋认为,AI 是科技行业对社会提升做出的最大贡献。</strong></p><p>“它将缩小技术差距,弥合经济鸿沟,使那些过去被认为‘落后’的人能够赶上,而且它将使竞争环境变得公平。”黄仁勋表示。</p><p><img src=\"https://x0.ifengimg.com/res/2024/6753A2E7FD8E93CEB324BD0C15DBB30198F13045_size4679_w3840_h2160.png\"/></p><p>黄仁勋举了个例子。在OpenAI ChatGPT出现之前,计算机是由像工程师(我们这样的人)编程的,我们知道像 C++这样的东西,但大约0.1%的人类不会 C++,而几乎所有会 C++的人都过着相当不错的生活,因为编程太难了。但未来,有了ChatGPT,一夜之间有 1 亿人使用了它。现在几乎每个人都可以给计算机自动编程。</p><p>“所以你现在只需要学习如何提示,如何告诉计算机你想要什么,计算机就会理解你的意图。想出一个计划,问你这个计划是否好。你可以完善这个计划。你可以在这个计划上迭代,然后去执行它。也许它会为你做一些研究。在你写论文之前,你需要了解特定辩论中各方的优缺点。”黄仁勋指出,这些例子说明以前的技术对他们来说是不可用的。但现在,由于人类随时可以使用 AI,它促使我们已经创造了公平的竞争环境。</p><p><strong>黄仁勋强调,“我认为这可能是最伟大的成就之一。”而未来,AI将改变教育、改变课程。</strong></p><p>“我敢肯定,将来你会参加考试,而这些考试甚至可能不需要你来课堂参加。但这些测试可能需要你与 AI 一起进行学习、工作、考试。”黄仁勋指出<strong>,毫无疑问,AI 技术改变教育、将改变人们的学习方式。同时,甚至也许是第一次,计算机技术可应用于环境科学中一些真正有影响力的领域,使得大量计算机科学家从中受益。</strong></p><p>黄仁勋表示,<strong>AI 技术的提升,让所有因缺乏对计算理解而被抛在后面的人的能力得到提升,AI 技术对社会的影响是“非凡”的。</strong></p><p>未来,AI 可能会被注入到几乎所有的产品中,从医疗成像产品到运输产品、制造机械手等。但同时,AI 也面临偏见、幻觉或虚假信息等社会伦理话题。</p><p><strong>对此,</strong>黄仁勋认为,人类应当遵守 AI 技术合规,保证产品安全。同时,不管是美国农业部、美国联邦航空局或NITSA,所有不同的机构都需要参与AI,以确保新的政策落实到位,或政策需要加强,并考虑 AI 在每一个产品中的能力和潜力,从而能够在每个领域中维护社会安全。</p><p>黄仁勋坦言,AI 将会为研究作出贡献,有助于基础研究,并有助于在未来编纂成一个信息系统。</p><p>“AI 将成为你获取和深化知识的合作者,而且 AI 永远不会被带走,永远不会取代你所拥有的基本领域知识、深层知识。这是非常重要的,我认为大学可以在其中发挥关键作用。”黄仁勋称。</p><p><strong>针对人形机器人的未来前景,</strong>黄仁勋认为,AI 技术确实鼓舞了整个机器人行业。现在,你可以看到机器人技术的创新几乎无处不在。未来十年,AI 将推动人形机器人技术规模化应用。</p><p>黄仁勋强调,<strong>我们正处于一场“新的工业革命”的开端。</strong>而这场新的世界革命当中,GPU和加速计算促进了“电力”产业,输出的是一大堆浮点数——Token,而这些Token本质上是 AI。</p><p>“这次工业革命将促进大规模的制造业和智能化。毫无疑问,AI(智力)是人类所知的最有价值的资源。所以,AI 对每个行业的影响都是非常深远的。这是一个<a href=\"https://laohu8.com/S/600628\">新世界</a>的开始,也是学校当中的最好时光。整个世界正在你面前发生变化,新的技术、新的能力、新的工具、新的学习方式都已经到来。”黄仁勋称。</p></body></html>","source":"fenghuang_stock","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\" 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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黄仁勋:AI是科技行业对社会提升的最大贡献\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-04 08:40 北京时间 <a href=https://tech.ifeng.com/c/8ZIu1sU4wij><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月3日消息,英伟达CEO黄仁勋近期在美国俄勒冈州立大学(Oregon State University,OSU)做了一场对话活动。俄勒冈州立大学于今年4月中旬宣布,占地 150,000 平方英尺、耗资 2.13 亿美元的新的研究综合体(实验设施)破土动工,预计将于2026年正式开业。而在这座新的研究设施中,黄仁勋和他的妻子Lori(黄氏夫妇)为此捐赠了5000万美元进行支持。英伟达表示,该综合体...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ZIu1sU4wij\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","BK4529":"IDC概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) 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亿美元的新的研究综合体(实验设施)破土动工,预计将于2026年正式开业。而在这座新的研究设施中,黄仁勋和他的妻子Lori(黄氏夫妇)为此捐赠了5000万美元进行支持。英伟达表示,该综合体将利用美国最强大的NVIDIA超级计算机之一,汇集教师和学生,共同解决未来世界在气候科学、清洁能源和水资源等领域面临的关键挑战。英伟达强调,这次在俄勒冈州举行的活动,凸显了黄氏夫妇对教育的承诺,并反映这对夫妇与两人相识的俄勒冈州深厚的个人联系。而这笔5000万美元的捐赠,将增加俄勒冈州对俄勒冈州及其他地区半导体和科技行业的支持。奠基仪式结束后,黄仁勋与俄勒冈州立大学校长贾亚蒂·穆尔蒂(Jayathi Murthy)进行了一场对话。黄仁勋表示,AI 是科技行业对社会提升的最大贡献。我们正处于新工业革命的开端,且这个时期当中我们正在大量创造 AI 应用。“我相信,AI 是科技行业对社会进步的最大贡献,让所有被落后的人得到越级提升,”黄仁勋强调,AI 有望推动全球数十亿人迎来一场新的“数字革命”。10年间,英伟达GPU让计算能力提升100万倍31年前的1993年,怀着PC有朝一日会成为畅享游戏和多媒体的消费级设备的信念,黄仁勋、Chris Malachowsky 和Curtis Priem 共同创立了NVIDIA(英伟达)。当时,市场上有20多家图形芯片公司,三年后这个数字飙升至70家。黄仁勋和他的英伟达开创了一种新的计算方式——“加速计算”,即使用正确的算力工具来完成正确的工作。当时他发现,无论是科学,还是GPU、AI、机器人等技术,其中5%的代码消耗了高达99.9%的时间进行运行,需要计算能力的提升。黄仁勋坦言,在过去十年左右的时间里,英伟达GPU有效降低了计算(边际)成本。GPU以及CUDA共同形成的“英伟达”生态,在过去10年中将 AI 处理性能提高了不低于100万倍,超过了摩尔定律预期。“我们通过提出新处理器、新系统、新互连、新框架和算法,并与数据科学家、AI 研究人员合作开发新模型,在整个跨度中,我们已经使大型语言模型的处理速度提高了一百万倍。”黄仁勋表示。黄仁勋认为,计算机是我们所做的几乎所有事情的基础,也是几乎所有科学领域的重要工具,所以成本和计算性能规模上升100万倍,已经改变了一切。黄仁勋指出,“我们把边际成本下降了100万倍,或者相反,如果完成某件事的速度提高了100万倍,或者问题的规模提高了100万倍,你做事情的方式就会完全改变。事实上,我们观察到,利用 AI,它(加速计算)将彻底改变这个行业,计算将以完全不同的方式进行,软件编程将彻底革新。”黄仁勋预测,有望在未来十年,英伟达将再次提升 AI 计算处理性能高达100万倍。同时,未来可能会有100万倍与现有ChatGPT一样的 AI 模型出现,这些模型将具有更强大的语言理解和生成能力,甚至可能创造出新语言。黄仁勋强调,有了加速计算和生成式 AI,现在,一大堆有趣的行业将被彻底改变,一大堆新的应用程序将被创造出来。“比如气候科学问题,对计算机来说很难解决、很棘手,但对我们来说很容易;再比如机器人技术,有了它(加速计算)可降低成本,改变了我们所知道的行业,它开启了一大堆新的机会。”黄仁勋称。数据是未来 AI 发展的核心黄仁勋认为,对于大学来说,如果现在学习计算机科学的基础,首先要看“数据”。因为未来计算机科学最重要的事情之一,可能就是数据。“数据的整个概念,数据的整个领域,有一大堆简单的数据可以做。事实证明,计算机视觉是所有数据中最简单的。即使 AI 能够达到计算机视觉的超人水平,甚至现在对除法的理解达到超人水平,坦率地说,这一突破只是冰山一角。这是很容易的事。”黄仁勋称。黄仁勋举了个例子,目前最困难的计算机科学问题是“生物学”,因为这是一个多尺度、不断变化的领域,它具有多样化角度,计算机需要解决的是一个“长期存在的纵向问题”,需要大量更贴近生物体的数据进行研究。“所以数据有时是稀疏的。有时一个因果关系的发生需要很长时间。正如你提到的,有时数据并不存在于一个地方。数据有相关的主权属性。可能有保密属性。也许没有机构拥有所有的数据。也许有些机构有,但这种规模、这种分辨率或这种模态的数据在另一个研究机构中有不同的模态。也许它是纵向的。数据空间真的很大,而且非常复杂。比如联邦学习技术,有点类似于我们从自己的信息来源学习,然后聚在一起辩论、合作、讨论、结合知识等。因此,AI 也有这类概念,将通过自我反思为数据合成数据的生成创造条件,基本上,AI 会对未来做出预测,生成一些信息,对其进行反思,这就是我们所做的,这完善了你学习的自我完善、自我学习、反思,来回传递信息和进行辩论,所有不同的社会学习方式,在 AI 的未来以及人们对数据的思考方式中,都将以某种形式表现出来。”黄仁勋称。因此,研究 AI 数据是未来很多学生应该要学习的重要方向,而且对于很多计算机科学家来说,这将是一个非常适合研究的领域。黄仁勋强调,数据是一把“双刃剑”,有利也有害,因此,我们需要确保其有正确价值观的数据,需要用强化学习手段将数据精准化,从而减少自动驾驶汽车或机器人的情境中产生“幻觉”(错误判断)。“这是一个真正有价值和富有成果的研究领域。”黄仁勋称。AI 将改变教育、工作和社会黄仁勋认为,AI 是科技行业对社会提升做出的最大贡献。“它将缩小技术差距,弥合经济鸿沟,使那些过去被认为‘落后’的人能够赶上,而且它将使竞争环境变得公平。”黄仁勋表示。黄仁勋举了个例子。在OpenAI ChatGPT出现之前,计算机是由像工程师(我们这样的人)编程的,我们知道像 C++这样的东西,但大约0.1%的人类不会 C++,而几乎所有会 C++的人都过着相当不错的生活,因为编程太难了。但未来,有了ChatGPT,一夜之间有 1 亿人使用了它。现在几乎每个人都可以给计算机自动编程。“所以你现在只需要学习如何提示,如何告诉计算机你想要什么,计算机就会理解你的意图。想出一个计划,问你这个计划是否好。你可以完善这个计划。你可以在这个计划上迭代,然后去执行它。也许它会为你做一些研究。在你写论文之前,你需要了解特定辩论中各方的优缺点。”黄仁勋指出,这些例子说明以前的技术对他们来说是不可用的。但现在,由于人类随时可以使用 AI,它促使我们已经创造了公平的竞争环境。黄仁勋强调,“我认为这可能是最伟大的成就之一。”而未来,AI将改变教育、改变课程。“我敢肯定,将来你会参加考试,而这些考试甚至可能不需要你来课堂参加。但这些测试可能需要你与 AI 一起进行学习、工作、考试。”黄仁勋指出,毫无疑问,AI 技术改变教育、将改变人们的学习方式。同时,甚至也许是第一次,计算机技术可应用于环境科学中一些真正有影响力的领域,使得大量计算机科学家从中受益。黄仁勋表示,AI 技术的提升,让所有因缺乏对计算理解而被抛在后面的人的能力得到提升,AI 技术对社会的影响是“非凡”的。未来,AI 可能会被注入到几乎所有的产品中,从医疗成像产品到运输产品、制造机械手等。但同时,AI 也面临偏见、幻觉或虚假信息等社会伦理话题。对此,黄仁勋认为,人类应当遵守 AI 技术合规,保证产品安全。同时,不管是美国农业部、美国联邦航空局或NITSA,所有不同的机构都需要参与AI,以确保新的政策落实到位,或政策需要加强,并考虑 AI 在每一个产品中的能力和潜力,从而能够在每个领域中维护社会安全。黄仁勋坦言,AI 将会为研究作出贡献,有助于基础研究,并有助于在未来编纂成一个信息系统。“AI 将成为你获取和深化知识的合作者,而且 AI 永远不会被带走,永远不会取代你所拥有的基本领域知识、深层知识。这是非常重要的,我认为大学可以在其中发挥关键作用。”黄仁勋称。针对人形机器人的未来前景,黄仁勋认为,AI 技术确实鼓舞了整个机器人行业。现在,你可以看到机器人技术的创新几乎无处不在。未来十年,AI 将推动人形机器人技术规模化应用。黄仁勋强调,我们正处于一场“新的工业革命”的开端。而这场新的世界革命当中,GPU和加速计算促进了“电力”产业,输出的是一大堆浮点数——Token,而这些Token本质上是 AI。“这次工业革命将促进大规模的制造业和智能化。毫无疑问,AI(智力)是人类所知的最有价值的资源。所以,AI 对每个行业的影响都是非常深远的。这是一个新世界的开始,也是学校当中的最好时光。整个世界正在你面前发生变化,新的技术、新的能力、新的工具、新的学习方式都已经到来。”黄仁勋称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302072642457824,"gmtCreate":1714754350137,"gmtModify":1714754354288,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"确实太便宜了,尤其是那天才700多","listText":"确实太便宜了,尤其是那天才700多","text":"确实太便宜了,尤其是那天才700多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302072642457824","repostId":"2432938772","repostType":2,"repost":{"id":"2432938772","pubTimestamp":1714725376,"share":"https://www.laohu8.com/m/news/2432938772?lang=&edition=full","pubTime":"2024-05-03 16:36","market":"sg","language":"en","title":"Nvidia's Stock Is Still A Bargain","url":"https://stock-news.laohu8.com/highlight/detail?id=2432938772","media":"seekingalpha","summary":"My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.Nvidia Corporation delivered strong fiscal Q4 financial resul","content":"<html><head></head><body><ul style=\"\"><li><p>My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.</p></li><li><p>Nvidia Corporation delivered strong fiscal Q4 financial results with revenue growth of 265% YoY and a significant EPS improvement.</p></li><li><p>The company's investments in R&D, dominance in the GPU space, and new Blackwell platform position it well for future growth.</p></li><li><p>My valuation analysis suggests that Nvidia stock is 34% undervalued.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d7e81430a23f507240bd84ff63a6b47f\" tg-width=\"750\" tg-height=\"501\"/></p><h2 id=\"id_2318240004\">Introduction</h2><p>I shared a thesis about <strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) in early February 2024 with a "Strong Buy" rating. It appears that my optimism was justified because the stock has appreciated by 18% since February 7, while the S&P 500 (SP500) was flat. Today I want to share my insights about recent developments around NVDA from the fundamental analysis perspective.</p><p>The demand for GPUs, where Nvidia dominates, appears to be still robust. Nvidia continues investing heavily in innovation, which will likely help the company maintain its position at the forefront of the AI revolution. My discounted cash flow ("DCF") analysis suggests that the stock is still attractively valued, and I am inclined to reiterate a "Strong Buy" rating for NVDA.</p><h2 id=\"id_1894675798\">Fundamental analysis</h2><p>NVDA delivered another staggering quarter on February 21 with a $1.5 billion revenue beat against consensus estimates. The positive EPS surprise has also been wide from the company. Revenue grew by 265% YoY and the non-GAAP EPS skyrocketed from $0.88 to $5.16. The EPS profile improvement was achieved thanks to a massive operating leverage as NVIDIA's profitability ratios demonstrated strong improvements shown below.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e1aea2493fa937e395a12febf931ebac\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p></p><p>The company continues capitalizing on its dominance in the GPU space, where NVDA holds an 80% market share. The demand for GPUs is still robust as software companies continue their artificial intelligence ("AI") battle. For example, a couple of weeks ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META) introduced its Llama 3 large language model ("LLM"). This model was trained on Nvidia's H100 Tensor Core GPU's.</p><p>Another big positive sign is that Nvidia does not only provide hardware for Meta's LLM, but provides a comprehensive solution which also includes software and libraries. The fact that Nvidia partners with giants like META as an ecosystem, and not just a hardware provider, makes META's switching costs much higher and provides NVDA with a moat.</p><p>However, Nvidia does not only aim LLMs, but also has a solid footprint in a domain called "real-world AI." During the latest Tesla, Inc. (TSLA) earnings call, Elon Musk shared insights which seem very beneficial for NVDA. He said that his company plans to become the third-largest Nvidia customer because his AI initiatives like autonomous driving ("FSD") and Robotaxi require loads of computing capacity.</p><p>Tesla might ultimately deploy 85,000 Nvidia H100 chips by the end of 2024 to train its AI models. This acknowledgement from the world's largest EV company and the most technologically advanced automotive manufacturer is an obvious indication of Nvidia's dominance from the technological perspective.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58646a04cc37d3532b7ce4abdfdb1918\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p></p><p>These are massive positive news for NVIDIA which happened just within the last two weeks, indicate that the momentum in AI is still robust. What is most important is that Nvidia likely remains at the forefront of this secular shift. According to wccftech.com, Advanced Micro Devices, Inc. (AMD) increased its GPU market share in Q4 2023 by two percentage points at Nvidia's expense. However, as the gap between these two companies' investments in R&D is widening and the difference amounts to billions of dollars, I think that AMD has a limited potential to further expand its market share against NVDA. Furthermore, I have confidence in Nvidia's positioning against AMD not only due to higher R&D spending, but also due to the visionary talent of the company's management.</p><p>In my previous thesis, I have underlined that Nvidia CEO Jensen Huang and his team have been disrupting the GPU industry for more than the last three decades, and this year's GTC 2024 event has increased my confidence that Nvidia will continue disrupting the way the digital world works. This is crucial because Nvidia does not want to only compete in current markets, but create new markets, "Blue Oceans" as it is called in one famous book.</p><p>I am not an AI chips expert, but the new Blackwell platform, which was presented during GTC 2024, appears to mark a significant leap in computing. According to amax.com, this solution is multiple times more powerful than the company's legacy products and performs with much more efficient energy consumption, which will likely lead to lower cost of ownership for data centers. Blackwell's technological superiority is also highlighted by Alex McFarland, an AI expert, who said that Nvidia is setting new industry standards in the realm of AI processing with the company's new platform.</p><p>To summarize, Nvidia remains at the forefront of the AI innovation, and its recent release of a disrupting Blackwell architecture appears to be a new standard for the AI solutions industry. The company's investments in R&D outweigh its closest GPU competitor, AMD, by billions of dollars, which likely helps the company to sustain its dominance in the space. I think that having a dominant position in the emerging industry will enable Nvidia to sustain its stellar pricing power, which will ultimately result in expanding profitability for longer.</p><h2 id=\"id_4270985223\">Valuation analysis</h2><p>Despite almost a 10% decline in the stock price over the last month, NVDA still has a strong Quant Momentum rating. After the last 12 months' 187% rally, the company's market cap reached $2.13 trillion, and currently NVDA is the third largest U.S. company by market cap after Microsoft Corporation (MSFT) and Apple Inc. (AAPL).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8e312238b183ec5f9802625d8e4090f\" tg-width=\"640\" tg-height=\"271\"/></p><p>SA</p><p></p><p>Some investors and experts consider NVDA to be substantially overvalued, but I do not think so. First, let me show you how NVDA's forward valuation ratios look against other prominent semiconductor names. The company's forward non-GAAP P/E ratios look in line with Broadcom Inc. (AVGO) and AMD, and the non-GAAP PEG is also sound.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10d5829567c2ecadfa5467ac777c4041\" tg-width=\"640\" tg-height=\"265\"/></p><p>SA</p><p></p><p>Of course, Nvidia's TTM metrics are substantially higher than all rivals. Nvidia's all valuation ratios are also sky-high compared to QUALCOMM Incorporated (QCOM) and Intel Corporation (INTC). However, TTM ratios give us a rear-mirror view, and investing in assets is all about their future potential to deliver growth and profitability. From the perspective of growth, none of the above-mentioned rivals are anywhere close to Nvidia. Therefore, I think that Nvidia's high TTM metrics are justified, which we see from sound long-term forward metrics.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c154dc44ccf25364fc2e9476d626dfad\" tg-width=\"640\" tg-height=\"291\"/></p><p>SA</p><p></p><p>Now I must figure out my target price for NVDA, which I will do with the help of the discounted cash flow ("DCF") model. Future cash flows will be discounted with a 9.5% WACC. Due to the positive factors for NVDA's long-term prospects which I share in "Fundamental analysis," I reiterate my aggressive 7% constant growth rate assumption which I used last time for the terminal value ('TV') calculation. From the revenue perspective, I rely on consensus estimates for the base FY 2025 and project a 22.5% CAGR for the next five years. I use a 32.61% TTM levered FCF margin and expect NVDA to be effective in exercising its pricing power, which will help in expanding its FCF margin by 100 basis points yearly. According to Seeking Alpha, there are 2.46 billion outstanding NVDA shares.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf37f9eef5f588bc7448a5e7aea02e38\" tg-width=\"640\" tg-height=\"308\"/></p><p>Calculated by the author</p><p></p><p>My DCF model suggest that NVDA's shares are 34% undervalued and the target price for the next twelve months is $1,114. That said, the stock is still very attractively valued. I see it both from the multiples and DCF points of view.</p><h2 id=\"id_82840341\">Mitigating factors</h2><p>Recent developments around other big semiconductor names suggest that investor sentiment around semiconductors is cooling down. AMD's stock saw a notable recent sell-off, even after a solid Q1 earnings release with decent guidance on April 30. Intel also reported recently, and the stock suffered a sell-off, but INTC's report was indeed weaker than Wall Street analysts expected. While competitors' struggles might be good for Nvidia from the strategic point of view, as a leading semiconductor company in the world, NVDA's share price is vulnerable to the overall sentiment around the semiconductor industry. This might be a short-term headwind for the share price, and investors should be aware of it.</p><p>The American technology sector is full of bright and ambitious, visionary leaders. Not all of them like the monopoly of Nvidia in the GPU market, and I believe that Nvidia's success is a good role model for the new generation of visionary CEOs. For example, Sam Altman from OpenAI wants to build his alternative to Nvidia in GPUs and reshape the industry. While his initiative apparently does not look like an overnight venture, I think that even potential positive headlines regarding Mr. Altman's initiatives developing in this direction might be absorbed by the market as a mounting threat to Nvidia's long-term prospects which will likely undermine the stock price.</p><p>There is a great deal of geopolitical uncertainty not only caused by the complex relationships between China and the U.S., but also due to the historical tensions between China and Taiwan. This factor is crucial because Nvidia outsources its manufacturing to the Taiwan Semiconductor Manufacturing Company Limited (TSM) and the supply chain heavily depends on the stability of TSM's operations. I agree that the probability of an armed conflict between China and Taiwan is extremely low, but recent years taught us that even non-military measures like economic sanctions might substantially disrupt business operations. I think that this risk should also be weighted by investors before they decide to opt into NVDA.</p><h2 id=\"id_3708720205\">Conclusion</h2><p>Nvidia is likely to remain the dominant force in the emerging advanced chips industry, thanks to its heavy investments in R&D and the visionary talent of its management. The demand for the most powerful GPUs appears to remain strong for longer, which is a big tailwind for NVDA. I think that NVDA is still a "Strong Buy," also because of its still attractive valuation.</p><p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>Nvidia's Stock Is Still A Bargain</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nNvidia's Stock Is Still A Bargain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-03 16:36 GMT+8 <a href=https://seekingalpha.com/article/4688568-nvidia-stock-still-a-bargain><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.Nvidia Corporation delivered strong fiscal Q4 financial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4688568-nvidia-stock-still-a-bargain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4688568-nvidia-stock-still-a-bargain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2432938772","content_text":"My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.Nvidia Corporation delivered strong fiscal Q4 financial results with revenue growth of 265% YoY and a significant EPS improvement.The company's investments in R&D, dominance in the GPU space, and new Blackwell platform position it well for future growth.My valuation analysis suggests that Nvidia stock is 34% undervalued.IntroductionI shared a thesis about NVIDIA Corporation (NASDAQ:NVDA) in early February 2024 with a \"Strong Buy\" rating. It appears that my optimism was justified because the stock has appreciated by 18% since February 7, while the S&P 500 (SP500) was flat. Today I want to share my insights about recent developments around NVDA from the fundamental analysis perspective.The demand for GPUs, where Nvidia dominates, appears to be still robust. Nvidia continues investing heavily in innovation, which will likely help the company maintain its position at the forefront of the AI revolution. My discounted cash flow (\"DCF\") analysis suggests that the stock is still attractively valued, and I am inclined to reiterate a \"Strong Buy\" rating for NVDA.Fundamental analysisNVDA delivered another staggering quarter on February 21 with a $1.5 billion revenue beat against consensus estimates. The positive EPS surprise has also been wide from the company. Revenue grew by 265% YoY and the non-GAAP EPS skyrocketed from $0.88 to $5.16. The EPS profile improvement was achieved thanks to a massive operating leverage as NVIDIA's profitability ratios demonstrated strong improvements shown below.Data by YChartsThe company continues capitalizing on its dominance in the GPU space, where NVDA holds an 80% market share. The demand for GPUs is still robust as software companies continue their artificial intelligence (\"AI\") battle. For example, a couple of weeks ago, Meta Platforms, Inc. (META) introduced its Llama 3 large language model (\"LLM\"). This model was trained on Nvidia's H100 Tensor Core GPU's.Another big positive sign is that Nvidia does not only provide hardware for Meta's LLM, but provides a comprehensive solution which also includes software and libraries. The fact that Nvidia partners with giants like META as an ecosystem, and not just a hardware provider, makes META's switching costs much higher and provides NVDA with a moat.However, Nvidia does not only aim LLMs, but also has a solid footprint in a domain called \"real-world AI.\" During the latest Tesla, Inc. (TSLA) earnings call, Elon Musk shared insights which seem very beneficial for NVDA. He said that his company plans to become the third-largest Nvidia customer because his AI initiatives like autonomous driving (\"FSD\") and Robotaxi require loads of computing capacity.Tesla might ultimately deploy 85,000 Nvidia H100 chips by the end of 2024 to train its AI models. This acknowledgement from the world's largest EV company and the most technologically advanced automotive manufacturer is an obvious indication of Nvidia's dominance from the technological perspective.Data by YChartsThese are massive positive news for NVIDIA which happened just within the last two weeks, indicate that the momentum in AI is still robust. What is most important is that Nvidia likely remains at the forefront of this secular shift. According to wccftech.com, Advanced Micro Devices, Inc. (AMD) increased its GPU market share in Q4 2023 by two percentage points at Nvidia's expense. However, as the gap between these two companies' investments in R&D is widening and the difference amounts to billions of dollars, I think that AMD has a limited potential to further expand its market share against NVDA. Furthermore, I have confidence in Nvidia's positioning against AMD not only due to higher R&D spending, but also due to the visionary talent of the company's management.In my previous thesis, I have underlined that Nvidia CEO Jensen Huang and his team have been disrupting the GPU industry for more than the last three decades, and this year's GTC 2024 event has increased my confidence that Nvidia will continue disrupting the way the digital world works. This is crucial because Nvidia does not want to only compete in current markets, but create new markets, \"Blue Oceans\" as it is called in one famous book.I am not an AI chips expert, but the new Blackwell platform, which was presented during GTC 2024, appears to mark a significant leap in computing. According to amax.com, this solution is multiple times more powerful than the company's legacy products and performs with much more efficient energy consumption, which will likely lead to lower cost of ownership for data centers. Blackwell's technological superiority is also highlighted by Alex McFarland, an AI expert, who said that Nvidia is setting new industry standards in the realm of AI processing with the company's new platform.To summarize, Nvidia remains at the forefront of the AI innovation, and its recent release of a disrupting Blackwell architecture appears to be a new standard for the AI solutions industry. The company's investments in R&D outweigh its closest GPU competitor, AMD, by billions of dollars, which likely helps the company to sustain its dominance in the space. I think that having a dominant position in the emerging industry will enable Nvidia to sustain its stellar pricing power, which will ultimately result in expanding profitability for longer.Valuation analysisDespite almost a 10% decline in the stock price over the last month, NVDA still has a strong Quant Momentum rating. After the last 12 months' 187% rally, the company's market cap reached $2.13 trillion, and currently NVDA is the third largest U.S. company by market cap after Microsoft Corporation (MSFT) and Apple Inc. (AAPL).SASome investors and experts consider NVDA to be substantially overvalued, but I do not think so. First, let me show you how NVDA's forward valuation ratios look against other prominent semiconductor names. The company's forward non-GAAP P/E ratios look in line with Broadcom Inc. (AVGO) and AMD, and the non-GAAP PEG is also sound.SAOf course, Nvidia's TTM metrics are substantially higher than all rivals. Nvidia's all valuation ratios are also sky-high compared to QUALCOMM Incorporated (QCOM) and Intel Corporation (INTC). However, TTM ratios give us a rear-mirror view, and investing in assets is all about their future potential to deliver growth and profitability. From the perspective of growth, none of the above-mentioned rivals are anywhere close to Nvidia. Therefore, I think that Nvidia's high TTM metrics are justified, which we see from sound long-term forward metrics.SANow I must figure out my target price for NVDA, which I will do with the help of the discounted cash flow (\"DCF\") model. Future cash flows will be discounted with a 9.5% WACC. Due to the positive factors for NVDA's long-term prospects which I share in \"Fundamental analysis,\" I reiterate my aggressive 7% constant growth rate assumption which I used last time for the terminal value ('TV') calculation. From the revenue perspective, I rely on consensus estimates for the base FY 2025 and project a 22.5% CAGR for the next five years. I use a 32.61% TTM levered FCF margin and expect NVDA to be effective in exercising its pricing power, which will help in expanding its FCF margin by 100 basis points yearly. According to Seeking Alpha, there are 2.46 billion outstanding NVDA shares.Calculated by the authorMy DCF model suggest that NVDA's shares are 34% undervalued and the target price for the next twelve months is $1,114. That said, the stock is still very attractively valued. I see it both from the multiples and DCF points of view.Mitigating factorsRecent developments around other big semiconductor names suggest that investor sentiment around semiconductors is cooling down. AMD's stock saw a notable recent sell-off, even after a solid Q1 earnings release with decent guidance on April 30. Intel also reported recently, and the stock suffered a sell-off, but INTC's report was indeed weaker than Wall Street analysts expected. While competitors' struggles might be good for Nvidia from the strategic point of view, as a leading semiconductor company in the world, NVDA's share price is vulnerable to the overall sentiment around the semiconductor industry. This might be a short-term headwind for the share price, and investors should be aware of it.The American technology sector is full of bright and ambitious, visionary leaders. Not all of them like the monopoly of Nvidia in the GPU market, and I believe that Nvidia's success is a good role model for the new generation of visionary CEOs. For example, Sam Altman from OpenAI wants to build his alternative to Nvidia in GPUs and reshape the industry. While his initiative apparently does not look like an overnight venture, I think that even potential positive headlines regarding Mr. Altman's initiatives developing in this direction might be absorbed by the market as a mounting threat to Nvidia's long-term prospects which will likely undermine the stock price.There is a great deal of geopolitical uncertainty not only caused by the complex relationships between China and the U.S., but also due to the historical tensions between China and Taiwan. This factor is crucial because Nvidia outsources its manufacturing to the Taiwan Semiconductor Manufacturing Company Limited (TSM) and the supply chain heavily depends on the stability of TSM's operations. I agree that the probability of an armed conflict between China and Taiwan is extremely low, but recent years taught us that even non-military measures like economic sanctions might substantially disrupt business operations. I think that this risk should also be weighted by investors before they decide to opt into NVDA.ConclusionNvidia is likely to remain the dominant force in the emerging advanced chips industry, thanks to its heavy investments in R&D and the visionary talent of its management. The demand for the most powerful GPUs appears to remain strong for longer, which is a big tailwind for NVDA. I think that NVDA is still a \"Strong Buy,\" also because of its still attractive valuation.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301686235521288,"gmtCreate":1714659953540,"gmtModify":1714659955326,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"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/301686235521288","repostId":"2432010196","repostType":2,"repost":{"id":"2432010196","pubTimestamp":1714657740,"share":"https://www.laohu8.com/m/news/2432010196?lang=&edition=full","pubTime":"2024-05-02 21:49","market":"sg","language":"zh","title":"英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=2432010196","media":"环球市场播报","summary":"北京时间2日晚,英伟达供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工智能的繁荣推动了对这些芯片的需求。\n\n 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。\n 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。\n SK海力士股价周四下跌0.4%。\n\n股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张俊 SF065","content":"<html><body><div>\n<p> 北京时间2日晚,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的繁荣推动了对这些芯片的需求。</p>\n<div><img src=\"https://n.sinaimg.cn/tech/transform/60/w550h310/20240502/fb23-08eeaf35564a5e4a3d3178d2faaafb72.jpg\"/><span></span></div>\n<p> 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。</p>\n<p> 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。</p>\n<p> SK海力士股价周四下跌0.4%。</p>\n<div>\n<span>股市回暖,抄底炒股先开户!智能定投、条件单、个股雷达……送给你>></span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:张俊 SF065</p>\n</div></body></html>","source":"sina","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>英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达供应商SK海力士表示2025年的高带宽内存芯片几乎售罄\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-02 21:49 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-05-02/doc-inatwaav7243646.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2日晚,英伟达供应商SK海力士(SK Hynix)周四表示,其高带宽内存(HBM)芯片在2025年几乎已经售罄,因为人工智能的繁荣推动了对这些芯片的需求。\n\n 这家韩国存储芯片制造商表示,其HBM芯片在2024年已完全售罄。\n 该公司表示,将从今年第三季度开始量产最新一代的HBM芯片,即12层HBM3E。\n SK海力士股价周四下跌0.4%。\n\n股市回暖,抄底炒股先开户!智能定投、条件...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-05-02/doc-inatwaav7243646.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4550":"红杉资本持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) 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SF065","news_type":1},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300869559676992,"gmtCreate":1714460563755,"gmtModify":1714460568307,"author":{"id":"3573325047854143","authorId":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"嗷。小老虎,嘿嘿","listText":"嗷。小老虎,嘿嘿","text":"嗷。小老虎,嘿嘿","images":[{"img":"https://static.tigerbbs.com/5a4556a90b9a583ee3e6857f4211ebf6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300869559676992","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}