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稳扎稳打的勇爸爸

稳扎稳打的勇爸爸

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IP属地：北京

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0勋章

稳扎稳打的勇爸爸

03-21

$英伟达(NVDA)$ 阻力位还是在118-119，没有大的消息，延续弱势。

稳扎稳打的勇爸爸

03-10

$小米中银五九沽B.P(29814)很有意思

稳扎稳打的勇爸爸

03-05

$特斯拉(TSLA)$ 等你起稳了，我再来坐火箭，这震荡的太乱！

稳扎稳打的勇爸爸

03-04

$美团摩利五五沽A.P(13396)$

稳扎稳打的勇爸爸

03-04

美银要出货吧

英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！

稳扎稳打的勇爸爸

02-27

$美国超微公司(AMD)$ 追赶者越来越远之前的芯片老二现在没落带着我也一路向南

稳扎稳打的勇爸爸

02-27

已经亏到没有裤衩了做多做多亏亏亏

@美股探路者:$美国超微公司(AMD)$ 挂单跌到90 all in，删app了。

稳扎稳打的勇爸爸

02-21

$阿里巴巴-W(09988)$ 就这个市盈率还合适

稳扎稳打的勇爸爸

02-21

$恒生科技指数(HSTECH)$

稳扎稳打的勇爸爸

02-21

$小米集团-W(01810)$

稳扎稳打的勇爸爸

02-21

$小米集团-W(01810)$ 一直做空看看什么时候有盈利

稳扎稳打的勇爸爸

02-20

$小米集团-W(01810)$ 顽强的小米，回调一下！市盈率太高了！

稳扎稳打的勇爸爸

02-19

$美团-W(03690)$ 落潮了！

稳扎稳打的勇爸爸

02-19

$小米集团-W(01810)$

稳扎稳打的勇爸爸

02-19

$小米集团-W(01810)$

稳扎稳打的勇爸爸

02-18

大家都疯了！那就疯下去了！不要醒了！

稳扎稳打的勇爸爸

02-18

$小米集团-W(01810)$

稳扎稳打的勇爸爸

02-17

$小米集团-W(01810)$

稳扎稳打的勇爸爸

02-13

$西方石油(OXY)$ 抄作业继续增持

稳扎稳打的勇爸爸

02-13

$小米集团-W(01810)$

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等你起稳了，我再来坐火箭，这震荡的太乱！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410228441404008","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409847885779352,"gmtCreate":1741070660931,"gmtModify":1741071012317,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/13396\">$美团摩利五五沽A.P(13396)$</a>&nbsp;","listText":"<a 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09:45","market":"sh","language":"zh","title":"英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！","url":"https://stock-news.laohu8.com/highlight/detail?id=2516226205","media":"东方财富","summary":"上周三美股盘后，“AI宠儿”英伟达公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度跌破了3万亿美元大关。该行重申了对英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股还能较当前水平上涨60%以上。财报数据显示，英伟达在第四财季实现营收393.31亿美元，较去年同期增长78%，分析师事前预期为380.5亿美元。美银认为，英伟达3月份的GTC大会是下一个重要的催化剂。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/spider20250303/54/w578h276/20250303/0d1f-6668851f53d6006de7b2a79b6494d6f5.png\"/><span></span></div><p cms-style=\"font-L\">上周三美股盘后，“AI宠儿”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度<font cms-style=\"font-L\">跌破</font>了3万亿美元大关。这进一步引爆了外界对AI领域大笔投资最终能否与回报相匹配的怀疑。</p><p cms-style=\"font-L\">不过，根据美国银行（Bank of America）的说法，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。<font cms-style=\"font-L strong-Bold\">该行重申了对</font>英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股还能较当前水平上涨60%以上。</p><p cms-style=\"font-L\">美银在最新报告中写道：“我们重申对英伟达的买入评级，<font cms-style=\"font-L strong-Bold\">因为该公司在引领</font>人工智能市场向计算密集型推理、代理应用和物理人工智能/<span>机器人</span><span></span>领域发展方面仍处于主导地位。”</p><p cms-style=\"font-L\">该行指出，<font cms-style=\"font-L strong-Bold\">尽管遇到了一些不利因素，比如DeepSeek，但英伟达的总体业绩依然强劲。</font></p><p cms-style=\"font-L\">上个月，中国人工智能初创公司深度求索（DeepSeek）发布了一款成本极其低廉，而计算能力却比肩ChatGPT等头部大模型的人工智能模型，震惊了美国硅谷，同时也引发了投资者对科技巨头在AI技术上巨额支出的质疑，并开始担忧这将拖累英伟达GPU的需求。</p><p cms-style=\"font-L\">黄仁勋此前驳斥市场疑虑称，DeepSeek的效率提升只会加快人工智能被采用和发展的速度。他在业绩电话会议上说，“DeepSeek R1 点燃了全球的热情。这是一项出色的创新，但更重要的是，它开源了一个世界级的推理AI模型。几乎每个AI开发人员都在应用R1或思维链和强化学习技术来扩展其模型的性能。”</p><p cms-style=\"font-L\">美银指出，不管DeepSeek等其他不利因素的影响如何，英伟达仍在继续推出Blackwell芯片，这些芯片超出了过去的销售预期。</p><p cms-style=\"font-L\">不过该行也承认，投资者短期感到失望，并称英伟达第四财季的收入预期“仅”比市场预期高出10亿美元，而前几个季度都起码高出了20亿美元。财报数据显示，英伟达在第四财季实现营收393.31亿美元，较去年同期增长78%，分析师事前预期为380.5亿美元。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">总得来说，鉴于英伟达仍有很大的发展空间，美银坚持看涨该股。</font></p><p cms-style=\"font-L\">上述报告称：“我们理解将投资组合多样化的愿望，远离人工智能/云计算，但我们认为这低估了人工智能投资的坚实（和全球）步伐，以及英伟达令人信服的估值。”</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">美银认为，英伟达3月份的GTC大会是下一个重要的催化剂。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“我们预计，随着人们对3月中旬举行的GTC大会的兴奋感增强，英伟达将重新焕发活力。”</font>分析师们写道。</p><p cms-style=\"font-L\">该行还补充称，在非人工智能市场，<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>（Texas Instruments）和微芯片科技（Microchip Technologies）等其他芯片股的交易价值高于英伟达，“在我们看来，这似乎不合理。”</p><p cms-style=\"font-L\">（文章来源：科创板日报）</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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\" 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America）的说法，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。该行重申了对英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-03-03/doc-ineniuqn9389365.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-03-03/doc-ineniuqn9389365.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2516226205","content_text":"上周三美股盘后，“AI宠儿”英伟达公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度跌破了3万亿美元大关。这进一步引爆了外界对AI领域大笔投资最终能否与回报相匹配的怀疑。不过，根据美国银行（Bank of America）的说法，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。该行重申了对英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股还能较当前水平上涨60%以上。美银在最新报告中写道：“我们重申对英伟达的买入评级，因为该公司在引领人工智能市场向计算密集型推理、代理应用和物理人工智能/机器人领域发展方面仍处于主导地位。”该行指出，尽管遇到了一些不利因素，比如DeepSeek，但英伟达的总体业绩依然强劲。上个月，中国人工智能初创公司深度求索（DeepSeek）发布了一款成本极其低廉，而计算能力却比肩ChatGPT等头部大模型的人工智能模型，震惊了美国硅谷，同时也引发了投资者对科技巨头在AI技术上巨额支出的质疑，并开始担忧这将拖累英伟达GPU的需求。黄仁勋此前驳斥市场疑虑称，DeepSeek的效率提升只会加快人工智能被采用和发展的速度。他在业绩电话会议上说，“DeepSeek R1 点燃了全球的热情。这是一项出色的创新，但更重要的是，它开源了一个世界级的推理AI模型。几乎每个AI开发人员都在应用R1或思维链和强化学习技术来扩展其模型的性能。”美银指出，不管DeepSeek等其他不利因素的影响如何，英伟达仍在继续推出Blackwell芯片，这些芯片超出了过去的销售预期。不过该行也承认，投资者短期感到失望，并称英伟达第四财季的收入预期“仅”比市场预期高出10亿美元，而前几个季度都起码高出了20亿美元。财报数据显示，英伟达在第四财季实现营收393.31亿美元，较去年同期增长78%，分析师事前预期为380.5亿美元。总得来说，鉴于英伟达仍有很大的发展空间，美银坚持看涨该股。上述报告称：“我们理解将投资组合多样化的愿望，远离人工智能/云计算，但我们认为这低估了人工智能投资的坚实（和全球）步伐，以及英伟达令人信服的估值。”美银认为，英伟达3月份的GTC大会是下一个重要的催化剂。“我们预计，随着人们对3月中旬举行的GTC大会的兴奋感增强，英伟达将重新焕发活力。”分析师们写道。该行还补充称，在非人工智能市场，德州仪器（Texas Instruments）和微芯片科技（Microchip Technologies）等其他芯片股的交易价值高于英伟达，“在我们看来，这似乎不合理。”（文章来源：科创板日报）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408064672387544,"gmtCreate":1740646378105,"gmtModify":1740646379392,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 追赶者越来越远 之前的芯片老二 现在没落带着我也一路向南","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 追赶者越来越远 之前的芯片老二 现在没落带着我也一路向南","text":"$美国超微公司(AMD)$ 追赶者越来越远 之前的芯片老二 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