$英伟达(NVDA)_老虎社区_美港股上老虎

2024-10-16

$英伟达(NVDA)$ 上古时期，英伟达和ATi都有机会打击所有的显卡公司，垄断芯片自己做，他们没这么做。在3DFX收购STB之后，整个行业都在看英伟达和ATI的选择，最后老黄选择了做一个独立的Fabless设计公司和一个独立的芯片供应商。这种公司不值得全球市值老大吗？

英伟达成避险资金？！后续能否突破$200？

巴克莱分析师大幅上调英伟达目标价至200美元，预计其股价仍有近四成上涨空间，市值或逼近5万亿美元。这一乐观预期基于英伟达新一代Blackwell AI平台的部署进展以及公司未来盈利能力的看好。【本周虽然局势动荡，但英伟达股价仍然稳定在143-145稳定震荡，大家觉得英伟达是否能称得上“避险资金”？你看好后续突破$200吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

雁门关向东二万五千里
2024-10-17
雁门关向东二万五千里
亚马逊和谷歌已经开发了自己芯片，特斯拉和甲骨文很快就会转向更便宜的AMD和英特尔芯片，open al一直亏钱，只有微软一家有财力购买昂贵芯片进行AI竞赛。所以英伟达基本已到山顶。
- 奔跑吧美股:
  这思路确实可以，不过基本面上看英伟达还可以

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