机器人和自动驾驶就不_老虎社区_美港股上老虎

机器人和自动驾驶就不劳烦老黄了，中国全面领先

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割洋韭菜的小镰刀
01-08
割洋韭菜的小镰刀
你能赚到钱？ [疑问]
lifeofwind
01-08
lifeofwind
笑死了

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05:53","market":"hk","language":"zh","title":"四个月最大跌幅！英伟达CES发新品、黄仁勋作震撼演讲，为何股价还惨跌？","url":"https://stock-news.laohu8.com/highlight/detail?id=2501753761","media":"华尔街见闻","summary":"英伟达本次CES发布让人对长期前景感到乐观，但未满足投资者对短线利好的期待；对公司利润最丰厚AI芯片提供的细节较少，缺少Blackwell芯片的更多具体进展。股价在周一创历史新高后回落像是“买传闻、卖事实”的表现。","content":"<html><head></head><body><blockquote><p><strong>英伟达本次CES发布让人对长期前景感到乐观，但未满足投资者对短线利好的期待；对公司利润最丰厚AI芯片提供的细节较少，缺少Blackwell芯片的更多具体进展。股价在周一创历史新高后回落像是“买传闻、卖事实”的表现。</strong></p></blockquote><p style=\"text-align: justify;\">英伟达在本周开幕的消费科技产业“春晚”CES上震撼亮相，似乎还没能打动股市投资者，股价反而创四个月来最差表现。</p><p style=\"text-align: justify;\">美东时间1月7日周二，英伟达股价高开，盘初曾涨近2.5%，后大幅回落，开盘不到半小时后即转跌，此后持续下行，美股尾盘刷新日低时，日内跌6.3%，最终收跌6.2%，创2024年9月3日以来最大单日跌幅，跌落周一连涨第三个交易日刷新的收盘最高纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c7c67f15309ffff81e10eea5b6f5376\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">在此之前，英伟达CEO黄仁勋刚刚在周一开幕的CES大会上面向现场6000多名观众发表主题演讲，并推出一系列新产品和技术https://wallstreetcn.com/articles/3738537，包括但不仅限于基于Blackwell架构的GPU RTX 5090、全球最小的个人AI超级计算机Project Digits，同时展示具有“Teat-Time Scaling”功能的Agentic AI，还开启了“物理AI”大时代，推出全球首个专为理解物理世界的基础模型Cosmos，称物理AI将彻底改变价值50万亿美元的制造业和物流行业。</p><p style=\"text-align: justify;\">看起来英伟达带来一系列令人眼花缭乱的演示，而且对一些领域将产生深远的革命性影响。那为何英伟达股价周二还惨跌？</p><p style=\"text-align: justify;\">有评论认为，英伟达最新发布的消息对该公司的长期前景给出了乐观态度，但短期的上涨空间并不像一些投资者所期待的那么大，并未满足投资者对短线利好的期待。</p><p style=\"text-align: justify;\">Stifel Financial Corp.的报告就称，英伟达当地时间周一发表的消息意义重大，但那是长远而言的。</p><p style=\"text-align: justify;\">还有评论称，黄仁勋周一在CES所作的主题演讲对该公司利润最为丰厚的业务——用于训练和运行AI模型的芯片提供的细节相对较少，只是指出其 Blackwell AI 处理器已全面投入生产。</p><p style=\"text-align: justify;\">Benchmark分析师Cody Acree在报告中写道：</p><blockquote><p style=\"text-align: justify;\">“许多投资者希望获得有关 Blackwell [AI 芯片] 的更多具体进展更新，以及有关该公司下一代 GPU [图形处理单元] 平台 Rubin 进展的一些信息。”</p></blockquote><p style=\"text-align: justify;\">另有评价称，黄仁勋当地时间本周一晚的演讲备受期待，英伟达周二的股价表现像是一个“买传闻、卖事实”的例子，投资者对该个股应该关注长线，不应短视。</p><h2 id=\"id_2907958952\">分析师继续看好</h2><p style=\"text-align: justify;\">尽管周二股价大跌，一些分析师仍在周一的CES演示后继续看好英伟达未来表现。</p><p style=\"text-align: justify;\">Rosenblatt Securities的分析师 Hans Mosesmann重申了对英伟达的买入评级，目标价为 220 美元。这一目标意味着，他预计，英伟达股价将在本周一所创收盘历史高位的基础上，再涨超过47%。</p><p style=\"text-align: justify;\">Mosesmann在发给客户的报告中表示：“我们的主要结论是，英伟达将继续增强和开发 AI 硬件和软件产品，这将有助于在市场向物理 AI 过渡时保持其AI领导地位。”</p><p style=\"text-align: justify;\">Benchmark分析师Acree将英伟达股票评级为“买入”，目标价为190美元，相当于较周一收盘涨27%。</p><p style=\"text-align: justify;\">Wedbush 分析师 Daniel Ives在他的研报中表示，黄仁勋此次展示了英伟达将如何扩大其“巨大的技术领先优势”，这是英伟达“展示实力”的重要时刻，“周一晚间的活动过后，我们对英伟达整个 AI 革命更加乐观。”</p><p style=\"text-align: justify;\">“仅机器人和自动驾驶技术市场就代表着，英伟达在未来几年可以挖掘的另一个 1 万亿美元的增量市场机会，这表明我们认为该公司的市值将超过 4 万亿美元，并最终可能在未来 12 到 18 个月内达到 5 万亿美元的市值，”Ives在研报中写道。</p><p style=\"text-align: justify;\">美国银行的分析师 Vivek Arya 维持了对英伟达股票的“首选”买入评级。Arya 在客户报告中表示，英伟达展示了其“在硬件和软件领域持续的 AI 主导地位，将其影响范围从云端扩展到企业和消费者。”</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\" />\n<title>四个月最大跌幅！英伟达CES发新品、黄仁勋作震撼演讲，为何股价还惨跌？</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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class=\"title\">\n四个月最大跌幅！英伟达CES发新品、黄仁勋作震撼演讲，为何股价还惨跌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 05:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3738602><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达本次CES发布让人对长期前景感到乐观，但未满足投资者对短线利好的期待；对公司利润最丰厚AI芯片提供的细节较少，缺少Blackwell芯片的更多具体进展。股价在周一创历史新高后回落像是“买传闻、卖事实”的表现。英伟达在本周开幕的消费科技产业“春晚”CES上震撼亮相，似乎还没能打动股市投资者，股价反而创四个月来最差表现。美东时间1月7日周二，英伟达股价高开，盘初曾涨近2.5%，后大幅回落，开盘...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3738602\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3828ca9ba5c9cf9371e4122e35ff8fd0","relate_stocks":{"LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","NVDA":"英伟达","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0215105999.USD":"SCHRODER ISF 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INC"},"source_url":"https://wallstreetcn.com/articles/3738602","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2501753761","content_text":"英伟达本次CES发布让人对长期前景感到乐观，但未满足投资者对短线利好的期待；对公司利润最丰厚AI芯片提供的细节较少，缺少Blackwell芯片的更多具体进展。股价在周一创历史新高后回落像是“买传闻、卖事实”的表现。英伟达在本周开幕的消费科技产业“春晚”CES上震撼亮相，似乎还没能打动股市投资者，股价反而创四个月来最差表现。美东时间1月7日周二，英伟达股价高开，盘初曾涨近2.5%，后大幅回落，开盘不到半小时后即转跌，此后持续下行，美股尾盘刷新日低时，日内跌6.3%，最终收跌6.2%，创2024年9月3日以来最大单日跌幅，跌落周一连涨第三个交易日刷新的收盘最高纪录。在此之前，英伟达CEO黄仁勋刚刚在周一开幕的CES大会上面向现场6000多名观众发表主题演讲，并推出一系列新产品和技术https://wallstreetcn.com/articles/3738537，包括但不仅限于基于Blackwell架构的GPU RTX 5090、全球最小的个人AI超级计算机Project Digits，同时展示具有“Teat-Time Scaling”功能的Agentic AI，还开启了“物理AI”大时代，推出全球首个专为理解物理世界的基础模型Cosmos，称物理AI将彻底改变价值50万亿美元的制造业和物流行业。看起来英伟达带来一系列令人眼花缭乱的演示，而且对一些领域将产生深远的革命性影响。那为何英伟达股价周二还惨跌？有评论认为，英伟达最新发布的消息对该公司的长期前景给出了乐观态度，但短期的上涨空间并不像一些投资者所期待的那么大，并未满足投资者对短线利好的期待。Stifel Financial Corp.的报告就称，英伟达当地时间周一发表的消息意义重大，但那是长远而言的。还有评论称，黄仁勋周一在CES所作的主题演讲对该公司利润最为丰厚的业务——用于训练和运行AI模型的芯片提供的细节相对较少，只是指出其 Blackwell AI 处理器已全面投入生产。Benchmark分析师Cody Acree在报告中写道：“许多投资者希望获得有关 Blackwell [AI 芯片] 的更多具体进展更新，以及有关该公司下一代 GPU [图形处理单元] 平台 Rubin 进展的一些信息。”另有评价称，黄仁勋当地时间本周一晚的演讲备受期待，英伟达周二的股价表现像是一个“买传闻、卖事实”的例子，投资者对该个股应该关注长线，不应短视。分析师继续看好尽管周二股价大跌，一些分析师仍在周一的CES演示后继续看好英伟达未来表现。Rosenblatt Securities的分析师 Hans Mosesmann重申了对英伟达的买入评级，目标价为 220 美元。这一目标意味着，他预计，英伟达股价将在本周一所创收盘历史高位的基础上，再涨超过47%。Mosesmann在发给客户的报告中表示：“我们的主要结论是，英伟达将继续增强和开发 AI 硬件和软件产品，这将有助于在市场向物理 AI 过渡时保持其AI领导地位。”Benchmark分析师Acree将英伟达股票评级为“买入”，目标价为190美元，相当于较周一收盘涨27%。Wedbush 分析师 Daniel Ives在他的研报中表示，黄仁勋此次展示了英伟达将如何扩大其“巨大的技术领先优势”，这是英伟达“展示实力”的重要时刻，“周一晚间的活动过后，我们对英伟达整个 AI 革命更加乐观。”“仅机器人和自动驾驶技术市场就代表着，英伟达在未来几年可以挖掘的另一个 1 万亿美元的增量市场机会，这表明我们认为该公司的市值将超过 4 万亿美元，并最终可能在未来 12 到 18 个月内达到 5 万亿美元的市值，”Ives在研报中写道。美国银行的分析师 Vivek Arya 维持了对英伟达股票的“首选”买入评级。Arya 在客户报告中表示，英伟达展示了其“在硬件和软件领域持续的 AI 主导地位，将其影响范围从云端扩展到企业和消费者。”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":783,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":43,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":390163939222072,"commentId":"390163939222072","gmtCreate":1736300689007,"gmtModify":1736301043828,"authorId":3460150753529978,"author":{"id":3460150753529978,"idStr":"3460150753529978","authorId":3460150753529978,"name":"割洋韭菜的小镰刀","avatar":"https://static.laohu8.com/9261eab9efa7438f95bb1d004581c8fd","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":390198565077256,"objectIdStr":"390198565077256","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你能赚到钱？ 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