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白金的太阳_4685

白金的太阳_4685

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白金的太阳_4685

08-27

$拼多多(PDD)$ 多多每天烧钱天量钱补贴，哪里赚如些多的钱。

白金的太阳_4685

05-06

看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估

Piper Sandler预警：若遇极端市场环境英伟达(NVDA.US)数据中心业务或损失近百亿美元

白金的太阳_4685

2023-10-16

$Sphere 3D Corp(ANY)$ 大家都说说这股票都怎么了，一年后怎么样，今天开盘0.1抄底了一点，100手2015到期0.5行权价的call，特此发贴记念。

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14:55","market":"hk","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","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>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","2NVD.UK":"2X NVIDIA ETP","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","NVD2.UK":"2X NVIDIA ETP","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVD3.UK":"LS 3X NVIDIA","BK4567":"ESG概念","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper 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Corp(ANY)$&nbsp;</a>大家都说说这股票都怎么了，一年后怎么样，今天开盘0.1抄底了一点，100手2015到期0.5行权价的call，特此发贴记念。","text":"$Sphere 3D Corp(ANY)$ 大家都说说这股票都怎么了，一年后怎么样，今天开盘0.1抄底了一点，100手2015到期0.5行权价的call，特此发贴记念。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231200517738800","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":471944163365440,"gmtCreate":1756252633637,"gmtModify":1756259800715,"author":{"id":"3480311691300822","authorId":"3480311691300822","name":"白金的太阳_4685","avatar":"https://static.tigerbbs.com/009912646b95acaf4483f7c07f69980a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480311691300822","authorIdStr":"3480311691300822"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 多多每天烧钱天量钱补贴，哪里赚如些多的钱。","listText":"<a 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多多每天烧钱天量钱补贴，哪里赚如些多的钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471944163365440","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432267665936928,"gmtCreate":1746546195839,"gmtModify":1746546745272,"author":{"id":"3480311691300822","authorId":"3480311691300822","name":"白金的太阳_4685","avatar":"https://static.tigerbbs.com/009912646b95acaf4483f7c07f69980a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480311691300822","authorIdStr":"3480311691300822"},"themes":[],"htmlText":"看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估","listText":"看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估","text":"看看4090显卡，在5080,5090都上市的情况下还卖到2万人民币，不就是能改48G显存跑ai么？不跑ai谁还买它，可见英伟达绝对低估","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432267665936928","repostId":"2533526044","repostType":2,"repost":{"id":"2533526044","kind":"news","pubTimestamp":1746514554,"share":"https://www.laohu8.com/m/news/2533526044?lang=&edition=full","pubTime":"2025-05-06 14:55","market":"hk","language":"zh","title":"Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2533526044","media":"智通财经","summary":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达数据中心业务年度营收可能面临高达98亿美元的影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。","content":"<html><body><p>智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。</p><p>该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。</p><p>Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”</p><p>这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。</p><p>分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”</p><p>根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。</p><p>该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”</p><p>分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。</p></body></html>","source":"stock_zhitongcaijing","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>Piper Sandler预警：若遇极端市场环境 英伟达(NVDA.US)数据中心业务或损失近百亿美元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1289504.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","2NVD.UK":"2X NVIDIA ETP","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","NVD2.UK":"2X NVIDIA ETP","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVD3.UK":"LS 3X NVIDIA","BK4567":"ESG概念","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1289504.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2533526044","content_text":"智通财经APP获悉，Piper Sandler近日警告称，在资本支出削减和在中国市场需求持续疲软的最坏情境下，英伟达(NVDA.US)数据中心业务年度营收可能面临高达98亿美元的影响。该机构对英伟达数据中心业务进行了敏感性分析，以评估未来一年若客户缩减资本支出可能带来的负面影响。Piper Sandler分析师在一份报告中指出：“总体而言，根据我们的极端情境测算，英伟达数据中心终端市场中约6.45%的总营收可能受到资本支出削减的冲击。”这一极端预测基于两个关键假设：英伟达客户群体持续缩减资本支出，同时中国市场未能实现复苏。分析师表示：“我们认为这是‘最坏情境’分析，前提是资本支出确实削减且中国业务未能恢复。”根据Piper Sandler的模型，预计98亿美元的营收影响将对每股收益产生约0.40美元的负面影响。该机构虽然维持对英伟达的“增持”评级，目标价150美元，但给出了差异显著的情景预测：“在最坏情境下采用25倍市盈率(行业低谷倍数)，我们得出76.25美元的目标股价;而在最佳情境下同样采用25倍倍数，目标股价则为126.75美元。”分析师指出，该机构在4月15日英伟达提交8-K文件后，已在其公开模型中剔除中国业务收入。这意味着在他们的情况下，潜在的收入损失不会重复计算中国风险敞口。Piper Sandler表示，“需要指出的是，我们当前的公开预测已排除中国收入，这意味着模型已提前规避了中国市场风险”，相关情境分析不会造成风险因素的重复计算。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231200517738800,"gmtCreate":1697468667082,"gmtModify":1697468994963,"author":{"id":"3480311691300822","authorId":"3480311691300822","name":"白金的太阳_4685","avatar":"https://static.tigerbbs.com/009912646b95acaf4483f7c07f69980a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480311691300822","authorIdStr":"3480311691300822"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ANY\">$Sphere 3D Corp(ANY)$&nbsp;</a>大家都说说这股票都怎么了，一年后怎么样，今天开盘0.1抄底了一点，100手2015到期0.5行权价的call，特此发贴记念。","listText":"<a href=\"https://laohu8.com/S/ANY\">$Sphere 3D Corp(ANY)$&nbsp;</a>大家都说说这股票都怎么了，一年后怎么样，今天开盘0.1抄底了一点，100手2015到期0.5行权价的call，特此发贴记念。","text":"$Sphere 3D Corp(ANY)$ 大家都说说这股票都怎么了，一年后怎么样，今天开盘0.1抄底了一点，100手2015到期0.5行权价的call，特此发贴记念。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231200517738800","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}