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JJZhou
05-07
$哔哩哔哩(BILI)$
[财迷] [财迷] [财迷]
JJZhou
03-17
$老虎证券(TIGR)$
[财迷] [财迷] [财迷]
JJZhou
03-17
$哔哩哔哩(BILI)$
[得意] [得意] [得意]
JJZhou
03-10
$哔哩哔哩(BILI)$
JJJ
JJZhou
02-21
$哔哩哔哩(BILI)$
👍👍👍
JJZhou
02-21
$哔哩哔哩(BILI)$
不T不行
JJZhou
02-20
$哔哩哔哩(BILI)$
必须T
JJZhou
02-17
$哔哩哔哩(BILI)$
TTT,不要怕飞
JJZhou
02-10
$老虎证券(TIGR)$
老虎证券,很适合做T
JJZhou
02-03
$老虎证券(TIGR)$
只能不停的T
JJZhou
01-27
$哔哩哔哩(BILI)$
把BILIBILI又全买回来了,做了个大T,仓位多了20%
JJZhou
01-23
$哔哩哔哩(BILI)$
哔哩哔哩!
JJZhou
01-17
$老虎证券(TIGR)$
这成交量太感人了,愣是没成交
JJZhou
01-14
$老虎证券(TIGR)$
跌下来要敢买!
JJZhou
01-08
$哔哩哔哩(BILI)$
白天被大A干,晚上被中概干
JJZhou
01-07
$哔哩哔哩(BILI)$
买买买!
JJZhou
01-07
$瑞幸咖啡(LKNCY)$
瑞幸现在是咖啡的独一档
JJZhou
01-07
$哔哩哔哩(BILI)$
看好中国的油管[微笑]
JJZhou
01-05
$哔哩哔哩(BILI)$
哔哩哔哩,还是值得期待的
JJZhou
01-04
英伟达的股价在未来能否继续称王存在诸多不确定性,以下是具体分析: 有利因素 - 市场需求旺盛:AI的发展仍处于快速增长阶段,对高性能计算芯片的需求持续攀升。英伟达作为AI芯片领域的领导者,其GPU在数据中心、云计算、智能驾驶等众多领域广泛应用,且随着AI技术不断拓展新的应用场景,如医疗、金融等,市场对英伟达芯片的需求有望继续保持高位。 - 技术创新领先:英伟达在芯片设计和研发方面投入巨大,不断推出性能更强大、能效比更高的GPU架构。例如,其Hopper、Blackwell等架构在AI训练和推理方面展现出卓越性能。此外,英伟达还积极布局软件生态,CUDA平台成为AI开发的重要工具,吸引了大量开发者,进一步巩固了其技术优势。 - 财务状况良好:英伟达近年营收和利润增长迅猛,2024年Q1总营收同比增长262%至260亿美元,总营收一举创下历史新高,且连续第三个季度同比增速超过200%。强大的盈利能力为公司持续投入研发和市场拓展提供了坚实的资金支持,也增强了投资者对其未来发展的信心。 - 资金抱团效应:全球资产荒的背景下,优质资产稀缺,英伟达作为科技巨头,成为资金扎堆抱团的对象。大量机构投资者和散户纷纷买入英伟达股票,推动其股价上涨。 不利因素 - 竞争压力增大:AMD、英特尔等竞争对手在AI芯片领域不断发力,推出更具竞争力的产品,与英伟达展开激烈竞争。同时,一些大型科技公司如苹果、谷歌等也在自主研发AI芯片,减少对英伟达的依赖,这可能会对英伟达的市场份额和营收增长造成一定影响。 - 监管风险:随着英伟达在市场中的影响力不断扩大,可能会面临来自各国政府的监管审查。如反垄断调查、出口管制等政策风险,可能会对其业务发展和股价产生不利影响。 - 市场波动风险:全球经济形势和金融市场的不确定性依然存在,如经济衰退、利率上升、贸易摩擦等因素,可能导致股市整体下跌,英伟达股价也难以独善其身。
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