稳扎稳打的勇爸爸的个人主页 - 老虎社区

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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稳扎稳打的勇爸爸

2019-05-09

$小米集团-W(01810)$ 没看法

稳扎稳打的勇爸爸

2025-01-06

$特斯拉(TSLA)$ 大家一起来做空

稳扎稳打的勇爸爸

2025-02-13

$西方石油(OXY)$ 抄作业继续增持

稳扎稳打的勇爸爸

2025-01-13

$特斯拉(TSLA)$ 已跟进放空！

稳扎稳打的勇爸爸

2024-07-12

$特斯拉(TSLA)$ 回到200左右再玩吧，回不到就算了，没那命

稳扎稳打的勇爸爸

2019-04-01

$映客(03700)$ 今天是被市场发现了吗？

稳扎稳打的勇爸爸

2019-04-01

$映客(03700)$ 持有的现金都够是市值了！

稳扎稳打的勇爸爸

2025-02-06

好公司，不见得是好股票。amd需要一个会讲故事的ceo。

稳扎稳打的勇爸爸

2019-09-04

$小米摩通九甲沽C.P(19860)$120亿的消息一公布就可以沽空了

稳扎稳打的勇爸爸

2019-03-28

$老虎证券(TIGR)$ 还要涨多久

去老虎APP查看更多动态

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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":1681,"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":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488407236949514","idStr":"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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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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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/us/2025-03-03/doc-ineniuqn9389365.shtml><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-03-03/doc-ineniuqn9389365.shtml\">网页链接</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,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2691,"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":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3488407236949514","idStr":"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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