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借英伟达东风,SMCI股价能否破$1000?
芯片股指四连涨,英伟达收涨3.6%,AI“妖股”超微电脑涨近16%、戴尔涨11%。【SMCI能否借英伟达东风继续上涨?你会继续关注这只“妖股”吗?】
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糯糯的钱袋子
糯糯的钱袋子
·
05-17 04:27
$超微电脑(SMCI)$
我觉得不会
看
512
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1
编组 21备份 2
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张龙华1968
张龙华1968
·
05-17 04:17
$超微电脑(SMCI)$
会继续关注!
看
226
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编组 21备份 2
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MTM20240312
MTM20240312
·
05-16 18:01
$超微电脑(SMCI)$
毫无悬念一定会的[笑哭]
看
159
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1
编组 21备份 2
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vision
vision
·
05-16 16:54
财报前,为何我强烈看多英伟达?
随着
$英伟达(NVDA)$
即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及
$超微电脑(SMCI)$
在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概
看
1.07万
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6
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4
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财报前,为何我强烈看多英伟达?
昵称567
昵称567
·
05-16 14:54
$超微电脑(SMCI)$
下周1200
看
104
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编组 21备份 2
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读财报说新股
读财报说新股
·
05-09
AI浪潮的黑马,连续季度增速翻倍,弹性远超英伟达!
北京时间5月1日,超微电脑
$超微电脑(SMCI)$
公布了2024财年q3财报 本季度超微电脑营收38.5亿美元,同比增长200%,净利润4.02亿美元,同比增长369% 图片 虽然收入和利润均逆天增长,但两项指标均不及彭博的一致性预期 在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 先说第一点,超微电脑2024财年q3营收38.5亿美元,同比增长200%,而上一期财报营收为36.65亿美元,同比增长103.25%,连续两季财报出现同比翻倍的业绩 图片 并且超微电脑在步入2024财年后,其营收增速远远超过了美国工业平均增速水平 超微电脑近半年业绩的大幅提升原因在于主营业务和AI密切绑定,其主要是生产计算机,并将其出售给企业,用于网站服务器,数据存储和AI训练等业务,英伟达,NASA日本电器都是其合作伙伴。 超微电脑股价近年来的飙涨主要原因在于市场对其服务器的强劲需求,对于超微电脑来说,谁赢得人工智能竞赛并不重要,因为如果企业购买了人工智能芯片,无论是从英伟达还是其他公司购入,都需要接入并冷却芯片,这就是超微的用武之地 其次,虽然营收不及预期,但超微电脑最新财报数据显示其毛利率为15.6%,高于2024财年第二财季的15.5%, 图片 调整后eps为6.6。,同比大增308%,高于彭博一致预期的5.78美元 对于未来超微电脑更是信心满满,2024财年的收入指引上调为147亿~151亿美元,意味着第四财
看
3,198
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2
编组 21备份 2
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AI浪潮的黑马,连续季度增速翻倍,弹性远超英伟达!
Chhogir
Chhogir
·
05-06
$超微电脑(SMCI)$
空
看
289
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不想赚1亿USD
不想赚1亿USD
·
05-03
$超微电脑(SMCI)$
高手过招,才能成为高手,交易最高境界就是悟道涅槃重生知行合一顺势而为。
看
245
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点赞
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cyb2600
cyb2600
·
05-02
$超微电脑(SMCI)$
昨晚买晚了,晚上回调搞点
看
1,787
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2
编组 21备份 2
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MTM20240312
MTM20240312
·
05-02
$超微电脑(SMCI)$
自从认识这个被称为 妖股 的股票后 就一直想买下看看怎么妖 于是我昨晚下单了[笑哭]
看
445
回复
1
点赞
2
编组 21备份 2
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MTM20240312
MTM20240312
·
05-02
$超微电脑(SMCI)$
我入了两股 谁让英伟达降不下来呢 只好选龙二[笑哭]
看
676
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1
编组 21备份 2
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james2019
james2019
·
05-02
$超微电脑(SMCI)$
倒车接人,诸位上车没?
看
147
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点赞
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kissby
kissby
·
05-01
$超微电脑(SMCI)$
这垃圾股真恶心,跟着英伟达后面狂炒作,实际上啥也不是,跌的时候还拖累英伟达
看
379
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点赞
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牛宝Baoni
牛宝Baoni
·
05-01
$超微电脑(SMCI)$
这个跌法让人心惊胆颤
看
258
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1
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2
编组 21备份 2
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Dylan_融合
Dylan_融合
·
05-01
$超微电脑(SMCI)$
看多
看
391
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1
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soxl
soxl
·
05-01
$超微电脑(SMCI)$
肯定还会继续跌,5月每次上涨都是逃命机会,6月可能好点了,慢慢买起来[开心] [开心] [开心] [开心]
看
325
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评论
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2
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五个
五个
·
05-01
so scared… 我是
$Meta Platforms(META)$
来一次,
$超微电脑(SMCI)$
又来一次。不是赌财报进的,就是暴跌吓死人[难过]
看
1,598
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2
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一起吃息
一起吃息
·
05-01
明天肯定还是跌,今天盘尾就是为了明天美联储跌的,然后周四继续跌到超卖,周五非农加苹果财报也许能让超卖反弹一下 (猜的)[可爱]
看
279
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点赞
编组 21备份 2
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辛达吉73
辛达吉73
·
05-01
$超微电脑(SMCI)$
盘后跌这么多??也没觉得财报有多烂啊啊[龇牙]不过幸亏我盘前走了,这个股拿着确实心慌
看
539
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2
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零下时刻
零下时刻
·
05-01
$超微电脑(SMCI)$
涨
看
302
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加载更多
vision
vision
·
05-16 16:54
财报前,为何我强烈看多英伟达?
随着
$英伟达(NVDA)$
即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及
$超微电脑(SMCI)$
在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概
看
1.07万
回复
6
点赞
4
编组 21备份 2
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财报前,为何我强烈看多英伟达?
糯糯的钱袋子
糯糯的钱袋子
·
05-17 04:27
$超微电脑(SMCI)$
我觉得不会
看
512
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点赞
1
编组 21备份 2
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张龙华1968
张龙华1968
·
05-17 04:17
$超微电脑(SMCI)$
会继续关注!
看
226
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点赞
编组 21备份 2
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MTM20240312
MTM20240312
·
05-16 18:01
$超微电脑(SMCI)$
毫无悬念一定会的[笑哭]
看
159
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点赞
1
编组 21备份 2
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昵称567
昵称567
·
05-16 14:54
$超微电脑(SMCI)$
下周1200
看
104
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评论
点赞
点赞
编组 21备份 2
分享
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读财报说新股
读财报说新股
·
05-09
AI浪潮的黑马,连续季度增速翻倍,弹性远超英伟达!
北京时间5月1日,超微电脑
$超微电脑(SMCI)$
公布了2024财年q3财报 本季度超微电脑营收38.5亿美元,同比增长200%,净利润4.02亿美元,同比增长369% 图片 虽然收入和利润均逆天增长,但两项指标均不及彭博的一致性预期 在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 先说第一点,超微电脑2024财年q3营收38.5亿美元,同比增长200%,而上一期财报营收为36.65亿美元,同比增长103.25%,连续两季财报出现同比翻倍的业绩 图片 并且超微电脑在步入2024财年后,其营收增速远远超过了美国工业平均增速水平 超微电脑近半年业绩的大幅提升原因在于主营业务和AI密切绑定,其主要是生产计算机,并将其出售给企业,用于网站服务器,数据存储和AI训练等业务,英伟达,NASA日本电器都是其合作伙伴。 超微电脑股价近年来的飙涨主要原因在于市场对其服务器的强劲需求,对于超微电脑来说,谁赢得人工智能竞赛并不重要,因为如果企业购买了人工智能芯片,无论是从英伟达还是其他公司购入,都需要接入并冷却芯片,这就是超微的用武之地 其次,虽然营收不及预期,但超微电脑最新财报数据显示其毛利率为15.6%,高于2024财年第二财季的15.5%, 图片 调整后eps为6.6。,同比大增308%,高于彭博一致预期的5.78美元 对于未来超微电脑更是信心满满,2024财年的收入指引上调为147亿~151亿美元,意味着第四财
看
3,198
回复
评论
点赞
2
编组 21备份 2
分享
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AI浪潮的黑马,连续季度增速翻倍,弹性远超英伟达!
Chhogir
Chhogir
·
05-06
$超微电脑(SMCI)$
空
看
289
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点赞
编组 21备份 2
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不想赚1亿USD
不想赚1亿USD
·
05-03
$超微电脑(SMCI)$
高手过招,才能成为高手,交易最高境界就是悟道涅槃重生知行合一顺势而为。
看
245
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
MTM20240312
MTM20240312
·
05-02
$超微电脑(SMCI)$
自从认识这个被称为 妖股 的股票后 就一直想买下看看怎么妖 于是我昨晚下单了[笑哭]
看
445
回复
1
点赞
2
编组 21备份 2
分享
举报
kissby
kissby
·
05-01
$超微电脑(SMCI)$
这垃圾股真恶心,跟着英伟达后面狂炒作,实际上啥也不是,跌的时候还拖累英伟达
看
379
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
cyb2600
cyb2600
·
05-02
$超微电脑(SMCI)$
昨晚买晚了,晚上回调搞点
看
1,787
回复
评论
点赞
2
编组 21备份 2
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soxl
soxl
·
05-01
$超微电脑(SMCI)$
肯定还会继续跌,5月每次上涨都是逃命机会,6月可能好点了,慢慢买起来[开心] [开心] [开心] [开心]
看
325
回复
评论
点赞
2
编组 21备份 2
分享
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MTM20240312
MTM20240312
·
05-02
$超微电脑(SMCI)$
我入了两股 谁让英伟达降不下来呢 只好选龙二[笑哭]
看
676
回复
评论
点赞
1
编组 21备份 2
分享
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一起吃息
一起吃息
·
05-01
明天肯定还是跌,今天盘尾就是为了明天美联储跌的,然后周四继续跌到超卖,周五非农加苹果财报也许能让超卖反弹一下 (猜的)[可爱]
看
279
回复
评论
点赞
点赞
编组 21备份 2
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james2019
james2019
·
05-02
$超微电脑(SMCI)$
倒车接人,诸位上车没?
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编组 21备份 2
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五个
五个
·
05-01
so scared… 我是
$Meta Platforms(META)$
来一次,
$超微电脑(SMCI)$
又来一次。不是赌财报进的,就是暴跌吓死人[难过]
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2
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辛达吉73
辛达吉73
·
05-01
$超微电脑(SMCI)$
盘后跌这么多??也没觉得财报有多烂啊啊[龇牙]不过幸亏我盘前走了,这个股拿着确实心慌
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539
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2
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牛宝Baoni
牛宝Baoni
·
05-01
$超微电脑(SMCI)$
这个跌法让人心惊胆颤
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258
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1
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2
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Dylan_融合
Dylan_融合
·
05-01
$超微电脑(SMCI)$
看多
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391
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1
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零下时刻
零下时刻
·
05-01
$超微电脑(SMCI)$
涨
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302
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在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概","listText":"随着 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 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在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概","images":[{"img":"https://static.tigerbbs.com/88fec59e6ce97f90a8f6812e9173a4b2","width":"640","height":"65"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":6,"repostSize":5,"link":"https://laohu8.com/post/306543596490776","isVote":1,"tweetType":1,"viewCount":10701,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000625","authorId":"9000000000000625","name":"骑母猪闯红灯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"目标价1451?是不是有点激进了?","text":"目标价1451?是不是有点激进了?","html":"目标价1451?是不是有点激进了?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":306413268906168,"gmtCreate":1715842497162,"gmtModify":1715842498446,"author":{"id":"203105757513414","authorId":"203105757513414","name":"昵称567","avatar":"https://static.tigerbbs.com/87061f98cee6875ec1599d4c24bee99f","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 先说第一点,超微电脑2024财年q3营收38.5亿美元,同比增长200%,而上一期财报营收为36.65亿美元,同比增长103.25%,连续两季财报出现同比翻倍的业绩 图片 并且超微电脑在步入2024财年后,其营收增速远远超过了美国工业平均增速水平 超微电脑近半年业绩的大幅提升原因在于主营业务和AI密切绑定,其主要是生产计算机,并将其出售给企业,用于网站服务器,数据存储和AI训练等业务,英伟达,NASA日本电器都是其合作伙伴。 超微电脑股价近年来的飙涨主要原因在于市场对其服务器的强劲需求,对于超微电脑来说,谁赢得人工智能竞赛并不重要,因为如果企业购买了人工智能芯片,无论是从英伟达还是其他公司购入,都需要接入并冷却芯片,这就是超微的用武之地 其次,虽然营收不及预期,但超微电脑最新财报数据显示其毛利率为15.6%,高于2024财年第二财季的15.5%, 图片 调整后eps为6.6。,同比大增308%,高于彭博一致预期的5.78美元 对于未来超微电脑更是信心满满,2024财年的收入指引上调为147亿~151亿美元,意味着第四财","listText":"北京时间5月1日,超微电脑 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 公布了2024财年q3财报 本季度超微电脑营收38.5亿美元,同比增长200%,净利润4.02亿美元,同比增长369% 图片 虽然收入和利润均逆天增长,但两项指标均不及彭博的一致性预期 在财报公布后,超微电脑当日股价跳空低开,开盘中一度跌至700美元大关,但在后面三天又快速反弹 图片 营收和利润不及预期,为何股价仍能反弹呢? 我们认为市场仍看好超微的原因,主要有以下两个方面: 一是超微电脑近半年业绩突飞猛进,公司业务性质决定了其未来业绩空间广阔 二是营收虽不及预期,但其他细分数据表现出色,2024财年q4前瞻数据更是超市场预测 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看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301325531009088","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301323747537192,"gmtCreate":1714571532451,"gmtModify":1714571552557,"author":{"id":"4116674529480140","authorId":"4116674529480140","name":"soxl","avatar":"https://static.tigerbbs.com/07899419b7c4b9cc90235e3c6c6191f6","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 肯定还会继续跌,5月每次上涨都是逃命机会,6月可能好点了,慢慢买起来[开心] [开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 肯定还会继续跌,5月每次上涨都是逃命机会,6月可能好点了,慢慢买起来[开心] [开心] [开心] [开心] ","text":"$超微电脑(SMCI)$ 肯定还会继续跌,5月每次上涨都是逃命机会,6月可能好点了,慢慢买起来[开心] [开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301323747537192","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301040642478104,"gmtCreate":1714530790419,"gmtModify":1714530792455,"author":{"id":"3527667708593537","authorId":"3527667708593537","name":"五个","avatar":"https://static.tigerbbs.com/c877c8d226c8f0c89de4c03d8d8581fa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"so scared… 我是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 来一次, <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 又来一次。不是赌财报进的,就是暴跌吓死人[难过]","listText":"so scared… 我是 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> 来一次, <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 又来一次。不是赌财报进的,就是暴跌吓死人[难过]","text":"so scared… 我是 $Meta Platforms(META)$ 来一次, $超微电脑(SMCI)$ 又来一次。不是赌财报进的,就是暴跌吓死人[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301040642478104","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301038244421656,"gmtCreate":1714530204955,"gmtModify":1714530392874,"author":{"id":"3527667706887832","authorId":"3527667706887832","name":"一起吃息","avatar":"https://static.tigerbbs.com/a8ca4141b654fe2e515d572eda4b8a2e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"明天肯定还是跌,今天盘尾就是为了明天美联储跌的,然后周四继续跌到超卖,周五非农加苹果财报也许能让超卖反弹一下 (猜的)[可爱]","listText":"明天肯定还是跌,今天盘尾就是为了明天美联储跌的,然后周四继续跌到超卖,周五非农加苹果财报也许能让超卖反弹一下 (猜的)[可爱]","text":"明天肯定还是跌,今天盘尾就是为了明天美联储跌的,然后周四继续跌到超卖,周五非农加苹果财报也许能让超卖反弹一下 (猜的)[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301038244421656","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301037073838088,"gmtCreate":1714530010502,"gmtModify":1714530012343,"author":{"id":"3527667710805040","authorId":"3527667710805040","name":"辛达吉73","avatar":"https://static.tigerbbs.com/f73a9779aa561e91b8b60b06a7dea62a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 盘后跌这么多??也没觉得财报有多烂啊啊[龇牙]不过幸亏我盘前走了,这个股拿着确实心慌","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 盘后跌这么多??也没觉得财报有多烂啊啊[龇牙]不过幸亏我盘前走了,这个股拿着确实心慌","text":"$超微电脑(SMCI)$ 盘后跌这么多??也没觉得财报有多烂啊啊[龇牙]不过幸亏我盘前走了,这个股拿着确实心慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301037073838088","isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301011990933816,"gmtCreate":1714495477486,"gmtModify":1714496784749,"author":{"id":"3458643058225007","authorId":"3458643058225007","name":"零下时刻","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 涨","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 涨","text":"$超微电脑(SMCI)$ 涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301011990933816","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":306543596490776,"gmtCreate":1715849682334,"gmtModify":1715850012928,"author":{"id":"5400656025182","authorId":"5400656025182","name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"财报前,为何我强烈看多英伟达?","htmlText":"随着 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概","listText":"随着 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及 <a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 重中之重从财报来看,我觉得这份财报最重要的是GB200。台积电(TSM)将在2024年底将其用于制造高性能半导体的CoWoS容量翻倍,这应该会缓解这些备受追捧的硬件组件的供应链瓶颈。随着产能的上线,我预计英伟达的数据中心销售额将在2025财年末加速增长,并持续到2026财年。其实从前几周的科技股财报来看,各家都在增加AI相关的资本开支,其中值得注意的是Meta一季度的资本开支数据一般,但是Meta又上调了全年资本开支预期,说明二季度或者是下半年会加大资本开支,而下半年正是GB200要出来的时候,所以大概","text":"随着 $英伟达(NVDA)$ 即将在5月22日盘后发布的2025财年第一季度财报,市场对这一数据的关注度达到了前所未有的高度。这份财报不仅可能成为今年最重要的数据发布,还可能成为推动持续牛市或引发下一轮熊市的关键因素。在通货膨胀率高于预期,以及 $超微电脑(SMCI)$ 在2024财年第三季度财报电话会议中发布的预测并不乐观的背景下,英伟达的表现备受期待。强烈看好英伟达,目标价1451人工智能(AI)和机器学习(ML)对于下一代数据中心的计算和网络至关重要。尽管SMCI的预测较为保守,但戴尔和惠普在与AI相关的基础设施方面都经历了显著的积压增长。由于对英伟达GPU的庞大需求,供应链成为主要瓶颈,这让我对英伟达2025财年的增长持乐观态度。随着对英伟达GPU需求的持续增长,加上台积电(TSM)在2024年底的制造瓶颈缓解,以及企业对GenAI的采用,我相信英伟达将继续其加速增长的轨迹,并在2026财年展现出显著的增长势头。因此,我将我的买入推荐升级为强烈买入,目标股价为1451美元/股,市盈率为18.35倍。GB200 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会继续关注!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306610032910424","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306458620420272,"gmtCreate":1715853660490,"gmtModify":1715853663036,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 毫无悬念一定会的[笑哭] ","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 毫无悬念一定会的[笑哭] ","text":"$超微电脑(SMCI)$ 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