data cente_老虎社区_美港股上老虎

2024-11-21

data center的增长率从Q3的+17%，下降到了Q4指引的+8%，但大家更关心的是这个预期内，接下来Blackwell能挣多少钱，但电话会议管理层也没说清楚 $英伟达(NVDA)$ 没办法，市场对英伟达的期待永远是100分，不过买方定价还是很积极的。145附近追着实高了

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？】

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