AI是时候改变投资赛道了吗？｜英伟达vs博通｜Saas+AI概念还能炒吗？｜谷歌带领的量子概念炒疯了！

说财经

2024-12-17

美股年尾炒风不断，NVDA并不是不开好，但是确实有新的概念在冲击市场了，比如博通、比如迈威尔，台积电是否能够持续受惠？

其他包括软件股，以及量子概念也是市场的新浪潮。

0:00 节目开始

0:53 NVDA 英伟达在被抛售，市场在买入博通AVGO？ $英伟达(NVDA)$ $博通(AVGO)$

4:18 英伟达有可能就是因为有点贵了

7:56 台积电能够是永远的神吗？TSM $台积电(TSM)$

9:56 Saas+AI概念还有得炒吗？Shopify(SHOP)/Service now(NOW)/Salesforce（CRM）/

15:57 谷歌带来的量子概念/IONQ、QUBT、QMCO、QBTS $Quantum Computing Inc.(QUBT)$ $昆腾(QMCO)$

博通财报超预期！后市继续看多？

博通业绩稳健：第二财季营收创历史新高，EPS继续增长超40%、强于预期，当季AI收入增长46%，较前一季77%的增速明显放缓；博通预计三季度AI芯片收入连增十季、且加快增长至51亿美元，但仍较部分分析师预期的高水平低3.7%。【大家是否会继续看好近日创新高的博通？何时再加仓？】

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

HDDK
2024-12-17
HDDK
两者都买点，说不定都赚了
kim yuan
2024-12-17
kim yuan
请问他们用的系统是什么

发表看法

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