美光涨近4%！博通拆股前你会上车吗？ - 老虎社区

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<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 超过 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 成为市值第一大的公司之时，投资者可能也在挖掘其他与AI相关、受益匪浅的公司。 <a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 列了一份人工智能而获得增益的股票名单。根据他们的说法，在人工智能采用交易的“启用收入阶段”，AI股票与 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的相对表现为+8%，也就是明显优于大盘。同时，又将这份列表上的股票与龙头英伟达进行了比较，英伟达在人工智能采用的第一阶段的六个月回报率为146%，远期市盈率为31倍。其中，与NVDA关系密切，敏感度超过4的个股有 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a> <a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a> <a href=\"https://laohu8.com/S/NTNX\">$Nutanix Inc.(NTNX)$</a> <a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a>","listText":"在大盘屡创新高、科技股扶摇直上、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 超过 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 和 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 成为市值第一大的公司之时，投资者可能也在挖掘其他与AI相关、受益匪浅的公司。 <a href=\"https://laohu8.com/S/GS\">$高盛(GS)$</a> 列了一份人工智能而获得增益的股票名单。根据他们的说法，在人工智能采用交易的“启用收入阶段”，AI股票与 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的相对表现为+8%，也就是明显优于大盘。同时，又将这份列表上的股票与龙头英伟达进行了比较，英伟达在人工智能采用的第一阶段的六个月回报率为146%，远期市盈率为31倍。其中，与NVDA关系密切，敏感度超过4的个股有 <a href=\"https://laohu8.com/S/META\">$Meta Platforms(META)$</a> <a href=\"https://laohu8.com/S/MDB\">$MongoDB Inc.(MDB)$</a> <a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a> <a href=\"https://laohu8.com/S/NTNX\">$Nutanix Inc.(NTNX)$</a> <a href=\"https://laohu8.com/S/NOW\">$ServiceNow(NOW)$</a>","text":"在大盘屡创新高、科技股扶摇直上、 $英伟达(NVDA)$ 超过 $微软(MSFT)$ 和 $苹果(AAPL)$ 成为市值第一大的公司之时，投资者可能也在挖掘其他与AI相关、受益匪浅的公司。 $高盛(GS)$ 列了一份人工智能而获得增益的股票名单。根据他们的说法，在人工智能采用交易的“启用收入阶段”，AI股票与 $标普500(.SPX)$ 的相对表现为+8%，也就是明显优于大盘。同时，又将这份列表上的股票与龙头英伟达进行了比较，英伟达在人工智能采用的第一阶段的六个月回报率为146%，远期市盈率为31倍。其中，与NVDA关系密切，敏感度超过4的个股有 $Meta Platforms(META)$ $MongoDB Inc.(MDB)$ $财捷(INTU)$ $Nutanix Inc.(NTNX)$ $ServiceNow(NOW)$","images":[{"img":"https://static.tigerbbs.com/b96634902443d13f754e8dc14842d24d","width":"643","height":"925"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":3,"commentSize":1,"repostSize":5,"link":"https://laohu8.com/post/318496165118032","isVote":1,"tweetType":1,"viewCount":34577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":318371956408536,"gmtCreate":1718766071459,"gmtModify":1718766073862,"author":{"id":"3564367031412187","authorId":"3564367031412187","name":"金蝉Catherine","avatar":"https://static.tigerbbs.com/9443db75b550839b2537f47e7674b759","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564367031412187","authorIdStr":"3564367031412187"},"themes":[],"htmlText":"英伟达拆股前已持有，继续持有中，博通虽未持有，但持续关注中[暗中观察]&nbsp;&nbsp;","listText":"英伟达拆股前已持有，继续持有中，博通虽未持有，但持续关注中[暗中观察]&nbsp;&nbsp;","text":"英伟达拆股前已持有，继续持有中，博通虽未持有，但持续关注中[暗中观察]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318371956408536","isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318357894050056,"gmtCreate":1718762647071,"gmtModify":1718772759007,"author":{"id":"3558567692753018","authorId":"3558567692753018","name":"股海大战术","avatar":"https://static.tigerbbs.com/316c0e2cdb8c3cdbb94006f994656fe5","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558567692753018","authorIdStr":"3558567692753018"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>英伟达涨疯了，不敢入的可以看看还能不能在其他企业捡漏，来看看博通也许还不错，博通并不销售由英伟达制造的当红AI芯片，但训练AI大模型需要用到大量英伟达、AMD等公司产的GPU、NPU、LPU等多种处理器---或者说XPUs，而连接这些高性能芯片、在它们之间传输数据，则需要以太网交换机、路由这类网络芯片--而这正是博通擅长的领域，这使该公司从AI大潮中受益良多。除此之外，数据中心提供商依赖博通的定制芯片设计和网络半导体来构建人工智能系统。因此，华尔街分析师将博通列为仅次于英伟达的第二大AI芯片股赢家。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>英伟达涨疯了，不敢入的可以看看还能不能在其他企业捡漏，来看看博通也许还不错，博通并不销售由英伟达制造的当红AI芯片，但训练AI大模型需要用到大量英伟达、AMD等公司产的GPU、NPU、LPU等多种处理器---或者说XPUs，而连接这些高性能芯片、在它们之间传输数据，则需要以太网交换机、路由这类网络芯片--而这正是博通擅长的领域，这使该公司从AI大潮中受益良多。除此之外，数据中心提供商依赖博通的定制芯片设计和网络半导体来构建人工智能系统。因此，华尔街分析师将博通列为仅次于英伟达的第二大AI芯片股赢家。","text":"$博通(AVGO)$ 英伟达涨疯了，不敢入的可以看看还能不能在其他企业捡漏，来看看博通也许还不错，博通并不销售由英伟达制造的当红AI芯片，但训练AI大模型需要用到大量英伟达、AMD等公司产的GPU、NPU、LPU等多种处理器---或者说XPUs，而连接这些高性能芯片、在它们之间传输数据，则需要以太网交换机、路由这类网络芯片--而这正是博通擅长的领域，这使该公司从AI大潮中受益良多。除此之外，数据中心提供商依赖博通的定制芯片设计和网络半导体来构建人工智能系统。因此，华尔街分析师将博通列为仅次于英伟达的第二大AI芯片股赢家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318357894050056","isVote":1,"tweetType":1,"viewCount":5221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318194738127072,"gmtCreate":1718722884001,"gmtModify":1718726470958,"author":{"id":"3498453225755257","authorId":"3498453225755257","name":"杨Tra","avatar":"https://static.tigerbbs.com/d5175cb6d084037e7898a939bd22cc77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498453225755257","authorIdStr":"3498453225755257"},"themes":[],"title":"美股复盘+英伟达大事件（利好）","htmlText":"美股复盘：昨晚美股三大指数震荡走高，纳斯达克指数、标普 500 指数均再创历史新高。几家大型科技公司股价上涨，推动股市创下历史新高。 <a href=\"https://laohu8.com/S/AAPL.US\">$苹果(AAPL.US)$</a> 与 <a href=\"https://laohu8.com/S/MSFT.US\">$微软(MSFT.US)$</a> 在就全球市值最大的公司展开激烈争夺，至收盘，苹果市值为 33224 亿美元，微软市值为 33324 亿美元。 <a href=\"https://laohu8.com/S/NVDA.US\">$英伟达(NVDA.US)$</a> 股价刷新历史新高，总市值 32221 亿美元。$iShares罗素2000指数ETF(IWM.US)上涨方面： <a href=\"https://laohu8.com/S/META.US\">$Meta Platforms(META.US)$</a> 上涨0.49%， <a href=\"https://laohu8.com/S/BILI.US\">$哔哩哔哩(BILI.US)$</a> 上涨6.65%， <a href=\"https://laohu8.com/S/AVGO.US\">$博通(AVGO.US)$</a> 上涨5.41%， <a href=\"https://laohu8.com/S/SMCI.US\">$超微电脑(SMCI.US)$</a> 上涨5.08%， <a href=\"https://laohu8.com/S/MU.US\">$美光科技(MU.US)$</a> 上涨4.58%， <a href=\"https://laohu8.com/S/QCOM.US\">$高通(QCOM.US)$</a> 上涨3.20%， <a href=\"https://laohu8.com/S/TSM.US\"></a>","listText":"美股复盘：昨晚美股三大指数震荡走高，纳斯达克指数、标普 500 指数均再创历史新高。几家大型科技公司股价上涨，推动股市创下历史新高。 <a href=\"https://laohu8.com/S/AAPL.US\">$苹果(AAPL.US)$</a> 与 <a href=\"https://laohu8.com/S/MSFT.US\">$微软(MSFT.US)$</a> 在就全球市值最大的公司展开激烈争夺，至收盘，苹果市值为 33224 亿美元，微软市值为 33324 亿美元。 <a href=\"https://laohu8.com/S/NVDA.US\">$英伟达(NVDA.US)$</a> 股价刷新历史新高，总市值 32221 亿美元。$iShares罗素2000指数ETF(IWM.US)上涨方面： <a href=\"https://laohu8.com/S/META.US\">$Meta Platforms(META.US)$</a> 上涨0.49%， <a href=\"https://laohu8.com/S/BILI.US\">$哔哩哔哩(BILI.US)$</a> 上涨6.65%， <a href=\"https://laohu8.com/S/AVGO.US\">$博通(AVGO.US)$</a> 上涨5.41%， <a href=\"https://laohu8.com/S/SMCI.US\">$超微电脑(SMCI.US)$</a> 上涨5.08%， <a href=\"https://laohu8.com/S/MU.US\">$美光科技(MU.US)$</a> 上涨4.58%， <a href=\"https://laohu8.com/S/QCOM.US\">$高通(QCOM.US)$</a> 上涨3.20%， <a href=\"https://laohu8.com/S/TSM.US\"></a>","text":"美股复盘：昨晚美股三大指数震荡走高，纳斯达克指数、标普 500 指数均再创历史新高。几家大型科技公司股价上涨，推动股市创下历史新高。 $苹果(AAPL.US)$ 与 $微软(MSFT.US)$ 在就全球市值最大的公司展开激烈争夺，至收盘，苹果市值为 33224 亿美元，微软市值为 33324 亿美元。 $英伟达(NVDA.US)$ 股价刷新历史新高，总市值 32221 亿美元。$iShares罗素2000指数ETF(IWM.US)上涨方面： $Meta Platforms(META.US)$ 上涨0.49%， $哔哩哔哩(BILI.US)$ 上涨6.65%， $博通(AVGO.US)$ 上涨5.41%， $超微电脑(SMCI.US)$ 上涨5.08%， $美光科技(MU.US)$ 上涨4.58%， $高通(QCOM.US)$ 上涨3.20%，","images":[{"img":"https://static.tigerbbs.com/e85720ee435683deecfa3dc066075326","width":"1349","height":"752"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/318194738127072","isVote":1,"tweetType":1,"viewCount":5860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":318180455178464,"gmtCreate":1718719396954,"gmtModify":1718772822856,"author":{"id":"4108170147081320","authorId":"4108170147081320","name":"点点点弓长","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108170147081320","authorIdStr":"4108170147081320"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>还在继续上涨，太夸张了吧","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>还在继续上涨，太夸张了吧","text":"$美光科技(MU)$ 还在继续上涨，太夸张了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318180455178464","isVote":1,"tweetType":1,"viewCount":2131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318127161671936,"gmtCreate":1718706417101,"gmtModify":1718709329901,"author":{"id":"3491409971792348","authorId":"3491409971792348","name":"Gina_Xu","avatar":"https://static.tigerbbs.com/d2972f0770c711f4c0007a6957942580","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491409971792348","authorIdStr":"3491409971792348"},"themes":[],"title":"ARM-好公司但好像太贵了❓","htmlText":"随着人工智能和数据中心的发展，半导体行业迎来了新的增长契机。Arm Holdings作为一家独特的半导体设计公司，其市场表现和未来潜力吸引了众多投资者的目光。尽管其业务前景广阔，但当前的price引发了关于PE过高的担忧。 🚀 Arm 第四季度ER表现 Arm Holdings在第四季度表现出色，2024营收达到9.28亿美🔪，同比增长47%。本季度毛利率为97%，非GAAP营业利润率为42%。 📈 jiage持续上涨 第四季度后上涨50%，自IPO以来上涨200%。 分析师观点 🧐：price持续上涨，许多分析师转为看跌，认为其估值过高。然而，市场依然看好，推动进一步📈 🔍 ARM的市场主导地位与扩展 📱 智能手机市场的主导地位 ARM目前主导着智能手机处理器市场，市场份额高达95%。例如，ARM v9已经被多款高端智能手机采用，包括三星Galaxy S24、谷歌Pixel 8和Vivo X100等。 ☁ 数据中心与云计算市场的增长 谷歌、微软和亚马逊等公司已经开始采用ARM的设计来开发自有芯片，以降低对英伟达（NVDA）和AMD的依赖。 ⚠ 谨慎：PE过高的风险 ARM是市场上zui昂贵的gupiao之一，PS倍数为41，PE倍数为70。虽然业务前景看好，但当前的price过高，使得投资者需要谨慎行事。 📊 估值模型 增长预测：预测到FY2029收入将达到150亿美🔪，年复合增长率（CAGR）为37%。 市销率（P/S）估值：假设一个15倍的前瞻性市销率倍数，目标价为154美🔪。 结论 尽管ARM在AI PC和智能手机市场的未来增长前景广阔，但其当前price反映了对未来增长的不合理预期。建议等待市场回调至更合理的PE。因此，目前最乐观场景的Price Target为每股154美🔪，市场已经充分定价。 💬 你对Arm Holdings的未来怎么看？欢迎留言分享你的看法！","listText":"随着人工智能和数据中心的发展，半导体行业迎来了新的增长契机。Arm Holdings作为一家独特的半导体设计公司，其市场表现和未来潜力吸引了众多投资者的目光。尽管其业务前景广阔，但当前的price引发了关于PE过高的担忧。 🚀 Arm 第四季度ER表现 Arm Holdings在第四季度表现出色，2024营收达到9.28亿美🔪，同比增长47%。本季度毛利率为97%，非GAAP营业利润率为42%。 📈 jiage持续上涨 第四季度后上涨50%，自IPO以来上涨200%。 分析师观点 🧐：price持续上涨，许多分析师转为看跌，认为其估值过高。然而，市场依然看好，推动进一步📈 🔍 ARM的市场主导地位与扩展 📱 智能手机市场的主导地位 ARM目前主导着智能手机处理器市场，市场份额高达95%。例如，ARM v9已经被多款高端智能手机采用，包括三星Galaxy S24、谷歌Pixel 8和Vivo X100等。 ☁ 数据中心与云计算市场的增长 谷歌、微软和亚马逊等公司已经开始采用ARM的设计来开发自有芯片，以降低对英伟达（NVDA）和AMD的依赖。 ⚠ 谨慎：PE过高的风险 ARM是市场上zui昂贵的gupiao之一，PS倍数为41，PE倍数为70。虽然业务前景看好，但当前的price过高，使得投资者需要谨慎行事。 📊 估值模型 增长预测：预测到FY2029收入将达到150亿美🔪，年复合增长率（CAGR）为37%。 市销率（P/S）估值：假设一个15倍的前瞻性市销率倍数，目标价为154美🔪。 结论 尽管ARM在AI PC和智能手机市场的未来增长前景广阔，但其当前price反映了对未来增长的不合理预期。建议等待市场回调至更合理的PE。因此，目前最乐观场景的Price Target为每股154美🔪，市场已经充分定价。 💬 你对Arm Holdings的未来怎么看？欢迎留言分享你的看法！","text":"随着人工智能和数据中心的发展，半导体行业迎来了新的增长契机。Arm Holdings作为一家独特的半导体设计公司，其市场表现和未来潜力吸引了众多投资者的目光。尽管其业务前景广阔，但当前的price引发了关于PE过高的担忧。 🚀 Arm 第四季度ER表现 Arm Holdings在第四季度表现出色，2024营收达到9.28亿美🔪，同比增长47%。本季度毛利率为97%，非GAAP营业利润率为42%。 📈 jiage持续上涨 第四季度后上涨50%，自IPO以来上涨200%。 分析师观点 🧐：price持续上涨，许多分析师转为看跌，认为其估值过高。然而，市场依然看好，推动进一步📈 🔍 ARM的市场主导地位与扩展 📱 智能手机市场的主导地位 ARM目前主导着智能手机处理器市场，市场份额高达95%。例如，ARM v9已经被多款高端智能手机采用，包括三星Galaxy S24、谷歌Pixel 8和Vivo X100等。 ☁ 数据中心与云计算市场的增长 谷歌、微软和亚马逊等公司已经开始采用ARM的设计来开发自有芯片，以降低对英伟达（NVDA）和AMD的依赖。 ⚠ 谨慎：PE过高的风险 ARM是市场上zui昂贵的gupiao之一，PS倍数为41，PE倍数为70。虽然业务前景看好，但当前的price过高，使得投资者需要谨慎行事。 📊 估值模型 增长预测：预测到FY2029收入将达到150亿美🔪，年复合增长率（CAGR）为37%。 市销率（P/S）估值：假设一个15倍的前瞻性市销率倍数，目标价为154美🔪。 结论 尽管ARM在AI PC和智能手机市场的未来增长前景广阔，但其当前price反映了对未来增长的不合理预期。建议等待市场回调至更合理的PE。因此，目前最乐观场景的Price Target为每股154美🔪，市场已经充分定价。 💬 你对Arm Holdings的未来怎么看？欢迎留言分享你的看法！","images":[{"img":"https://static.tigerbbs.com/f820cd0b7d6a445f3c9f05f137835f8a","width":"1080","height":"1440"},{"img":"https://static.tigerbbs.com/bc81ab302f5318bed1cb993b8a9e3010","width":"640","height":"320"},{"img":"https://static.tigerbbs.com/b8536a19b61dd0760e74a0ab76b39a68","width":"640","height":"361"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/318127161671936","isVote":1,"tweetType":1,"viewCount":14252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000481","authorId":"9000000000000481","name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000481","authorIdStr":"9000000000000481"},"content":"[财迷] 好公司，但价格贵了些","text":"[财迷] 好公司，但价格贵了些","html":"[财迷] 好公司，但价格贵了些"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":318097519366368,"gmtCreate":1718699148952,"gmtModify":1718772822897,"author":{"id":"3578469398084428","authorId":"3578469398084428","name":"Ha老虎油","avatar":"https://static.tigerbbs.com/130dbe7bd3311198d08871cd1a5b2a8f","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578469398084428","authorIdStr":"3578469398084428"},"themes":[],"htmlText":"$美光科技(MU)$ 美光科技：储存芯片利好，昨晚大涨 ，现盘前超过150元，依然上涨📈趋势，可做多。财报季，大概率后续还是做多。","listText":"$美光科技(MU)$ 美光科技：储存芯片利好，昨晚大涨 ，现盘前超过150元，依然上涨📈趋势，可做多。财报季，大概率后续还是做多。","text":"$美光科技(MU)$ 美光科技：储存芯片利好，昨晚大涨 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