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Paul_ZL自由

Paul_ZL自由

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IP属地：北京

80关注

6粉丝

3主题

0勋章

03-24

$特斯拉(TSLA)$ 散户疯狂接盘，这B玩意最多10倍PE，现在100倍。。

03-06

$WTI原油主连 2504(CLmain)$ 啥原因啊，跌这么猛，奔着45去了

03-03

华为的5G：我骄傲了么

抱歉，原内容已删除

03-03

$英伟达(NVDA)$ 200刀的目标价真是说笑了

美银：英伟达仍处于AI芯片领域“主导地位”，上调目标价至200美元

02-28

百万倍就夸张了，100倍撑死了

抱歉，原内容已删除

02-21

$中国联通(00762)$ 赶紧卖

02-21

$华虹半导体(01347)$ 154倍PE，真TM能吹

02-21

$西方石油(OXY)$ 哎，怪不得巴菲特大量买入，早就有消息

01-08

机器人和自动驾驶就不劳烦老黄了，中国全面领先

四个月最大跌幅！英伟达CES发新品、黄仁勋作震撼演讲，为何股价还惨跌？

01-07

$英伟达(NVDA)$ 最后一次逃顶机会

2024-12-12

贸易战经济怎么增长？

2024-12-04

$特斯拉(TSLA)$ 是什么东西能支撑特斯拉95倍的市盈率？嘴炮么[开心] [开心] [开心]

2024-10-04

$老虎证券(TIGR)$ 一个破券商，PE已经超过了科技股来到了54[开心] [开心] [开心]

2024-09-11

$苹果(AAPL)$ 垃圾苹果被华为干翻

2024-08-30

都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱

OpenAI或赢得三大科技巨头“鼎力支持”，最新融资估值剑指千亿美元

2024-08-29

哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓

英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会

2024-08-29

$Faraday Future(FFIE)$ 666

去老虎APP查看更多动态

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啥原因啊，跌这么猛，奔着45去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410341961404984","isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409629587263784,"gmtCreate":1741017134348,"gmtModify":1741017136177,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550108729246590","authorIdStr":"3550108729246590"},"themes":[],"htmlText":"华为的5G：我骄傲了么","listText":"华为的5G：我骄傲了么","text":"华为的5G：我骄傲了么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409629587263784","repostId":"1179650047","repostType":2,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409630531273072,"gmtCreate":1741016993248,"gmtModify":1741016994852,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550108729246590","authorIdStr":"3550108729246590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 200刀的目标价真是说笑了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 200刀的目标价真是说笑了","text":"$英伟达(NVDA)$ 200刀的目标价真是说笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/409630531273072","repostId":"2516508083","repostType":2,"repost":{"id":"2516508083","kind":"news","pubTimestamp":1740986141,"share":"https://www.laohu8.com/m/news/2516508083?lang=&edition=full","pubTime":"2025-03-03 15:15","market":"us","language":"zh","title":"美银：英伟达仍处于AI芯片领域“主导地位”，上调目标价至200美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2516508083","media":"智通财经","summary":"智通财经APP获悉，英伟达此前公布了喜忧参半的业绩，但美国银行表示，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。美国银行的分析师仍然给予了英伟达“买入”评级，并上调了该股的目标价至200美元。去年3月，英伟达推出了其最先进的GPU Blackwell。但美国银行表示，英伟达在Blackwell的销售额为110亿美元，超过了40亿至70亿美元的市场预期。在上次GTC大会上，英伟达宣布了Blackwell。","content":"<html><head></head><body><p>3月3日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>此前公布了喜忧参半的业绩，但美国银行表示，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。不管DeepSeek的出现和对中国贸易的影响如何，该公司仍在继续推出Blackwell芯片，这些芯片超出了过去的销售预期。美国银行的分析师仍然给予了英伟达“买入”评级，并上调了该股的目标价至200美元。</p><p>尽管英伟达上周公布的上一季度超出了预期，但增幅并不大，营收较上年同期增长78%，至393亿美元，略高于华尔街383亿美元的预期。英伟达还预计，其第一季度收入将达到430亿美元左右，比华尔街的预期高出10亿美元。这对投资者来说还不够，他们已经习惯了这家人工智能芯片制造商的井喷式业绩，其股价随后下跌。</p><p>但美国银行的分析师仍持乐观态度，并将目标价从190美元上调至200美元。美国银行在上周一份报告中表示：“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。”</p><p>美国银行指出，英伟达尽管遇到了一些不利因素，比如DeepSeek发布了一个大型语言模型，据称该模型的成本只相当于美国竞争对手的一小部分，但英伟达的总体业绩依然强劲。</p><p>不过，分析师承认投资者感到失望，称英伟达第一季度的收入预期“仅”比市场预期高出10亿美元，而前几个季度的利润率达到了20亿美元。美银补充称，影响市场情绪的其他因素包括，在中国贸易受到限制之际，围绕人工智能整体投资的“疲劳”，以及对投资回报的担忧。</p><p>另一个担忧是由于推出新的Blackwell芯片的成本而导致毛利率下降。去年3月，英伟达推出了其最先进的GPU Blackwell。由于生产延迟，这款芯片直到明年1月才发布。但美国银行表示，英伟达在Blackwell的销售额为110亿美元，超过了40亿至70亿美元的市场预期。分析师预计，英伟达的毛利率将“非常温和地上升”，并在2026财年下半年实现复苏。</p><p>事实上，英伟达首席财务官科莱特•克雷斯称Blackwell是“公司历史上产品发展最快的人”。鉴于英伟达仍有很大的发展空间，美国银行仍然看好该股及其价格。</p><p>美银报告称：“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>美国银行表示，在非人工智能市场，<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>(TXN.US)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>与此同时，英伟达的股票可能会在本月晚些时候的年度GTC贸易展上看到更多的提振，届时所有行业的商业领袖都将解释他们是如何使用被称为代理的人工智能系统的。在上次GTC大会上，英伟达宣布了Blackwell。</p><p>在周三的财报电话会议上，英伟达首席执行官黄仁勋表示，公司在今年的会议上“有一些非常令人兴奋的事情要分享”。该公司计划发布两款新芯片：Blackwell Ultra和新的人工智能平台Vera Rubin。</p><p>美银分析师表示：“我们预计，随着人们对3月中旬举行的GTC贸易展的兴奋感增强，英伟达将重新焕发活力。”</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 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #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美银：英伟达仍处于AI芯片领域“主导地位”，上调目标价至200美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 15:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1256827.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月3日，英伟达此前公布了喜忧参半的业绩，但美国银行表示，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。不管DeepSeek的出现和对中国贸易的影响如何，该公司仍在继续推出Blackwell芯片，这些芯片超出了过去的销售预期。美国银行的分析师仍然给予了英伟达“买入”评级，并上调了该股的目标价至200美元。尽管英伟达上周公布的上一季度超出了预期，但增幅并不大，营收较上年同期增长78%，至393...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1256827.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1256827.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516508083","content_text":"3月3日，英伟达此前公布了喜忧参半的业绩，但美国银行表示，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。不管DeepSeek的出现和对中国贸易的影响如何，该公司仍在继续推出Blackwell芯片，这些芯片超出了过去的销售预期。美国银行的分析师仍然给予了英伟达“买入”评级，并上调了该股的目标价至200美元。尽管英伟达上周公布的上一季度超出了预期，但增幅并不大，营收较上年同期增长78%，至393亿美元，略高于华尔街383亿美元的预期。英伟达还预计，其第一季度收入将达到430亿美元左右，比华尔街的预期高出10亿美元。这对投资者来说还不够，他们已经习惯了这家人工智能芯片制造商的井喷式业绩，其股价随后下跌。但美国银行的分析师仍持乐观态度，并将目标价从190美元上调至200美元。美国银行在上周一份报告中表示：“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。”美国银行指出，英伟达尽管遇到了一些不利因素，比如DeepSeek发布了一个大型语言模型，据称该模型的成本只相当于美国竞争对手的一小部分，但英伟达的总体业绩依然强劲。不过，分析师承认投资者感到失望，称英伟达第一季度的收入预期“仅”比市场预期高出10亿美元，而前几个季度的利润率达到了20亿美元。美银补充称，影响市场情绪的其他因素包括，在中国贸易受到限制之际，围绕人工智能整体投资的“疲劳”，以及对投资回报的担忧。另一个担忧是由于推出新的Blackwell芯片的成本而导致毛利率下降。去年3月，英伟达推出了其最先进的GPU Blackwell。由于生产延迟，这款芯片直到明年1月才发布。但美国银行表示，英伟达在Blackwell的销售额为110亿美元，超过了40亿至70亿美元的市场预期。分析师预计，英伟达的毛利率将“非常温和地上升”，并在2026财年下半年实现复苏。事实上，英伟达首席财务官科莱特•克雷斯称Blackwell是“公司历史上产品发展最快的人”。鉴于英伟达仍有很大的发展空间，美国银行仍然看好该股及其价格。美银报告称：“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。”美国银行表示，在非人工智能市场，德州仪器(TXN.US)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。”与此同时，英伟达的股票可能会在本月晚些时候的年度GTC贸易展上看到更多的提振，届时所有行业的商业领袖都将解释他们是如何使用被称为代理的人工智能系统的。在上次GTC大会上，英伟达宣布了Blackwell。在周三的财报电话会议上，英伟达首席执行官黄仁勋表示，公司在今年的会议上“有一些非常令人兴奋的事情要分享”。该公司计划发布两款新芯片：Blackwell Ultra和新的人工智能平台Vera 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justify;\">在此之前，英伟达CEO黄仁勋刚刚在周一开幕的CES大会上面向现场6000多名观众发表主题演讲，并推出一系列新产品和技术https://wallstreetcn.com/articles/3738537，包括但不仅限于基于Blackwell架构的GPU RTX 5090、全球最小的个人AI超级计算机Project Digits，同时展示具有“Teat-Time Scaling”功能的Agentic AI，还开启了“物理AI”大时代，推出全球首个专为理解物理世界的基础模型Cosmos，称物理AI将彻底改变价值50万亿美元的制造业和物流行业。</p><p style=\"text-align: justify;\">看起来英伟达带来一系列令人眼花缭乱的演示，而且对一些领域将产生深远的革命性影响。那为何英伟达股价周二还惨跌？</p><p style=\"text-align: justify;\">有评论认为，英伟达最新发布的消息对该公司的长期前景给出了乐观态度，但短期的上涨空间并不像一些投资者所期待的那么大，并未满足投资者对短线利好的期待。</p><p style=\"text-align: justify;\">Stifel Financial Corp.的报告就称，英伟达当地时间周一发表的消息意义重大，但那是长远而言的。</p><p style=\"text-align: justify;\">还有评论称，黄仁勋周一在CES所作的主题演讲对该公司利润最为丰厚的业务——用于训练和运行AI模型的芯片提供的细节相对较少，只是指出其 Blackwell AI 处理器已全面投入生产。</p><p style=\"text-align: justify;\">Benchmark分析师Cody Acree在报告中写道：</p><blockquote><p style=\"text-align: justify;\">“许多投资者希望获得有关 Blackwell [AI 芯片] 的更多具体进展更新，以及有关该公司下一代 GPU [图形处理单元] 平台 Rubin 进展的一些信息。”</p></blockquote><p style=\"text-align: justify;\">另有评价称，黄仁勋当地时间本周一晚的演讲备受期待，英伟达周二的股价表现像是一个“买传闻、卖事实”的例子，投资者对该个股应该关注长线，不应短视。</p><h2 id=\"id_2907958952\">分析师继续看好</h2><p style=\"text-align: justify;\">尽管周二股价大跌，一些分析师仍在周一的CES演示后继续看好英伟达未来表现。</p><p style=\"text-align: justify;\">Rosenblatt Securities的分析师 Hans Mosesmann重申了对英伟达的买入评级，目标价为 220 美元。这一目标意味着，他预计，英伟达股价将在本周一所创收盘历史高位的基础上，再涨超过47%。</p><p style=\"text-align: justify;\">Mosesmann在发给客户的报告中表示：“我们的主要结论是，英伟达将继续增强和开发 AI 硬件和软件产品，这将有助于在市场向物理 AI 过渡时保持其AI领导地位。”</p><p style=\"text-align: justify;\">Benchmark分析师Acree将英伟达股票评级为“买入”，目标价为190美元，相当于较周一收盘涨27%。</p><p style=\"text-align: justify;\">Wedbush 分析师 Daniel Ives在他的研报中表示，黄仁勋此次展示了英伟达将如何扩大其“巨大的技术领先优势”，这是英伟达“展示实力”的重要时刻，“周一晚间的活动过后，我们对英伟达整个 AI 革命更加乐观。”</p><p style=\"text-align: justify;\">“仅机器人和自动驾驶技术市场就代表着，英伟达在未来几年可以挖掘的另一个 1 万亿美元的增量市场机会，这表明我们认为该公司的市值将超过 4 万亿美元，并最终可能在未来 12 到 18 个月内达到 5 万亿美元的市值，”Ives在研报中写道。</p><p style=\"text-align: justify;\">美国银行的分析师 Vivek Arya 维持了对英伟达股票的“首选”买入评级。Arya 在客户报告中表示，英伟达展示了其“在硬件和软件领域持续的 AI 主导地位，将其影响范围从云端扩展到企业和消费者。”</p></body></html>","source":"wallstreetcn_hot_news","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>四个月最大跌幅！英伟达CES发新品、黄仁勋作震撼演讲，为何股价还惨跌？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n四个月最大跌幅！英伟达CES发新品、黄仁勋作震撼演讲，为何股价还惨跌？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 05:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3738602><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达本次CES发布让人对长期前景感到乐观，但未满足投资者对短线利好的期待；对公司利润最丰厚AI芯片提供的细节较少，缺少Blackwell芯片的更多具体进展。股价在周一创历史新高后回落像是“买传闻、卖事实”的表现。英伟达在本周开幕的消费科技产业“春晚”CES上震撼亮相，似乎还没能打动股市投资者，股价反而创四个月来最差表现。美东时间1月7日周二，英伟达股价高开，盘初曾涨近2.5%，后大幅回落，开盘...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3738602\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3828ca9ba5c9cf9371e4122e35ff8fd0","relate_stocks":{"LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4534":"瑞士信贷持仓","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) 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A2"},"source_url":"https://wallstreetcn.com/articles/3738602","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2501753761","content_text":"英伟达本次CES发布让人对长期前景感到乐观，但未满足投资者对短线利好的期待；对公司利润最丰厚AI芯片提供的细节较少，缺少Blackwell芯片的更多具体进展。股价在周一创历史新高后回落像是“买传闻、卖事实”的表现。英伟达在本周开幕的消费科技产业“春晚”CES上震撼亮相，似乎还没能打动股市投资者，股价反而创四个月来最差表现。美东时间1月7日周二，英伟达股价高开，盘初曾涨近2.5%，后大幅回落，开盘不到半小时后即转跌，此后持续下行，美股尾盘刷新日低时，日内跌6.3%，最终收跌6.2%，创2024年9月3日以来最大单日跌幅，跌落周一连涨第三个交易日刷新的收盘最高纪录。在此之前，英伟达CEO黄仁勋刚刚在周一开幕的CES大会上面向现场6000多名观众发表主题演讲，并推出一系列新产品和技术https://wallstreetcn.com/articles/3738537，包括但不仅限于基于Blackwell架构的GPU RTX 5090、全球最小的个人AI超级计算机Project Digits，同时展示具有“Teat-Time Scaling”功能的Agentic AI，还开启了“物理AI”大时代，推出全球首个专为理解物理世界的基础模型Cosmos，称物理AI将彻底改变价值50万亿美元的制造业和物流行业。看起来英伟达带来一系列令人眼花缭乱的演示，而且对一些领域将产生深远的革命性影响。那为何英伟达股价周二还惨跌？有评论认为，英伟达最新发布的消息对该公司的长期前景给出了乐观态度，但短期的上涨空间并不像一些投资者所期待的那么大，并未满足投资者对短线利好的期待。Stifel Financial Corp.的报告就称，英伟达当地时间周一发表的消息意义重大，但那是长远而言的。还有评论称，黄仁勋周一在CES所作的主题演讲对该公司利润最为丰厚的业务——用于训练和运行AI模型的芯片提供的细节相对较少，只是指出其 Blackwell AI 处理器已全面投入生产。Benchmark分析师Cody Acree在报告中写道：“许多投资者希望获得有关 Blackwell [AI 芯片] 的更多具体进展更新，以及有关该公司下一代 GPU [图形处理单元] 平台 Rubin 进展的一些信息。”另有评价称，黄仁勋当地时间本周一晚的演讲备受期待，英伟达周二的股价表现像是一个“买传闻、卖事实”的例子，投资者对该个股应该关注长线，不应短视。分析师继续看好尽管周二股价大跌，一些分析师仍在周一的CES演示后继续看好英伟达未来表现。Rosenblatt Securities的分析师 Hans Mosesmann重申了对英伟达的买入评级，目标价为 220 美元。这一目标意味着，他预计，英伟达股价将在本周一所创收盘历史高位的基础上，再涨超过47%。Mosesmann在发给客户的报告中表示：“我们的主要结论是，英伟达将继续增强和开发 AI 硬件和软件产品，这将有助于在市场向物理 AI 过渡时保持其AI领导地位。”Benchmark分析师Acree将英伟达股票评级为“买入”，目标价为190美元，相当于较周一收盘涨27%。Wedbush 分析师 Daniel Ives在他的研报中表示，黄仁勋此次展示了英伟达将如何扩大其“巨大的技术领先优势”，这是英伟达“展示实力”的重要时刻，“周一晚间的活动过后，我们对英伟达整个 AI 革命更加乐观。”“仅机器人和自动驾驶技术市场就代表着，英伟达在未来几年可以挖掘的另一个 1 万亿美元的增量市场机会，这表明我们认为该公司的市值将超过 4 万亿美元，并最终可能在未来 12 到 18 个月内达到 5 万亿美元的市值，”Ives在研报中写道。美国银行的分析师 Vivek Arya 维持了对英伟达股票的“首选”买入评级。Arya 在客户报告中表示，英伟达展示了其“在硬件和软件领域持续的 AI 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现在都抄底中国资产 交易量放大，券商股优先受益啊。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348277042802976,"gmtCreate":1726062287040,"gmtModify":1726063555744,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550108729246590","authorIdStr":"3550108729246590"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 垃圾苹果被华为干翻","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 垃圾苹果被华为干翻","text":"$苹果(AAPL)$ 垃圾苹果被华为干翻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348277042802976","isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343863325966552,"gmtCreate":1724980234045,"gmtModify":1724980236212,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550108729246590","authorIdStr":"3550108729246590"},"themes":[],"htmlText":"都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱","listText":"都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱","text":"都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343863325966552","repostId":"2463924130","repostType":2,"repost":{"id":"2463924130","kind":"highlight","pubTimestamp":1724981890,"share":"https://www.laohu8.com/m/news/2463924130?lang=&edition=full","pubTime":"2024-08-30 09:38","market":"sh","language":"zh","title":"OpenAI或赢得三大科技巨头“鼎力支持”，最新融资估值剑指千亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2463924130","media":"智通财经网","summary":"全球最大芯片制造商英伟达(NVDA.US)已探讨加入OpenAI的一轮融资，苹果(AAPL.US)和微软(MSFT.US)也一直在就参与此次融资进行谈判。","content":"<html><head></head><body><div> <p>智通财经APP获悉，据知情人士透露，全球最大芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)已探讨加入OpenAI的一轮融资，该轮融资将使得OpenAI估值超过1,000亿美元。知情人士说，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)也一直在就参与此次融资进行谈判。据报道，这轮融资将由Thrive  Capital领投约10亿美元。其中两位知情人士说，英伟达已经讨论过投资约1亿美元。</p><p>如果谈判取得进展，这将意味着三大最有价值的科技公司都将支持这个突破性聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>ChatGPT的制造商。目前，微软已是OpenAI最大的资助者，投资了大约130亿美元。</p><p>英伟达、苹果、微软、OpenAI和Thrive的代表均拒绝置评。</p><p>一直以来，大型科技公司对人工智能的影响力正受到越来越多的审查，欧盟和美国的监管机构都对英伟达在人工智能芯片领域的主导地位以及微软与OpenAI的密切关系表示担忧。微软已经将OpenAI的服务紧密集成到其Windows和Copilot人工智能平台中，并押注这些能力将利于驱动增长。</p><p>苹果与OpenAI也已达成合作关系，将ChatGPT添加到新人工智能功能套件Apple  Intelligence中。此外，苹果还计划与微软一起获得OpenAI的董事会观察员席位，但这一计划在7月被放弃。</p><p>与此同时，英伟达提供了开发和运行ChatGPT等人工智能工具所需的关键基础设施，这是人工智能加速器的最大制造者，其销量在过去两年飙升。</p><p>在英伟达周三发布的最新季度报告中，该巨头营收增长了一倍多，达到300亿美元。该公司预计，本季度的销售额甚至会更高，超过分析师的平均预期，不过由于营收指引未达到华尔街的最高预期，投资者也已习惯其井喷式业绩，因此发布业绩后该公司股价反而下跌。</p><p>据知情人士透露，OpenAI首席财务长弗雷尔(Sarah  Friar)周三在一份备忘录中对员工说，该公司正在寻求新的资金，但没有透露细节。据报道，至少从去年12月开始，该公司就一直在讨论以1000亿美元或更高的估值进行融资。</p><p>ChatGPT的巨大成功也引发了科技公司之间的军备竞赛，这些巨头正纷纷将人工智能技术整合到自己的产品中，并为其他有前途的初创公司提供资金。</p><p>这笔融资无疑将有力支持这家全球最有价值的风险投资<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>之一。知情人士说，Friar在给员工的备忘录中说，OpenAI将利用这笔融资获得更多算力，并为其他运营费用提供资金。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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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Capital领投约10亿美元。其中两位知情人士说，英伟达已经讨论过投资约1亿美元。如果谈判取得进展，这将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1176068.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/29b66aaa2b29f2e5cdac2482c0fe4dcd","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1176068.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2463924130","content_text":"智通财经APP获悉，据知情人士透露，全球最大芯片制造商英伟达(NVDA.US)已探讨加入OpenAI的一轮融资，该轮融资将使得OpenAI估值超过1,000亿美元。知情人士说，苹果(AAPL.US)和微软(MSFT.US)也一直在就参与此次融资进行谈判。据报道，这轮融资将由Thrive  Capital领投约10亿美元。其中两位知情人士说，英伟达已经讨论过投资约1亿美元。如果谈判取得进展，这将意味着三大最有价值的科技公司都将支持这个突破性聊天机器人ChatGPT的制造商。目前，微软已是OpenAI最大的资助者，投资了大约130亿美元。英伟达、苹果、微软、OpenAI和Thrive的代表均拒绝置评。一直以来，大型科技公司对人工智能的影响力正受到越来越多的审查，欧盟和美国的监管机构都对英伟达在人工智能芯片领域的主导地位以及微软与OpenAI的密切关系表示担忧。微软已经将OpenAI的服务紧密集成到其Windows和Copilot人工智能平台中，并押注这些能力将利于驱动增长。苹果与OpenAI也已达成合作关系，将ChatGPT添加到新人工智能功能套件Apple  Intelligence中。此外，苹果还计划与微软一起获得OpenAI的董事会观察员席位，但这一计划在7月被放弃。与此同时，英伟达提供了开发和运行ChatGPT等人工智能工具所需的关键基础设施，这是人工智能加速器的最大制造者，其销量在过去两年飙升。在英伟达周三发布的最新季度报告中，该巨头营收增长了一倍多，达到300亿美元。该公司预计，本季度的销售额甚至会更高，超过分析师的平均预期，不过由于营收指引未达到华尔街的最高预期，投资者也已习惯其井喷式业绩，因此发布业绩后该公司股价反而下跌。据知情人士透露，OpenAI首席财务长弗雷尔(Sarah  Friar)周三在一份备忘录中对员工说，该公司正在寻求新的资金，但没有透露细节。据报道，至少从去年12月开始，该公司就一直在讨论以1000亿美元或更高的估值进行融资。ChatGPT的巨大成功也引发了科技公司之间的军备竞赛，这些巨头正纷纷将人工智能技术整合到自己的产品中，并为其他有前途的初创公司提供资金。这笔融资无疑将有力支持这家全球最有价值的风险投资创业公司之一。知情人士说，Friar在给员工的备忘录中说，OpenAI将利用这笔融资获得更多算力，并为其他运营费用提供资金。","news_type":1,"symbols_score_info":{"AAPL":0.8,"MSFT":0.9,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343385112940632,"gmtCreate":1724863364613,"gmtModify":1724863366558,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550108729246590","authorIdStr":"3550108729246590"},"themes":[],"htmlText":"哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓","listText":"哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓","text":"哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343385112940632","repostId":"2462170856","repostType":2,"repost":{"id":"2462170856","kind":"news","pubTimestamp":1724816442,"share":"https://www.laohu8.com/m/news/2462170856?lang=&edition=full","pubTime":"2024-08-28 11:40","market":"us","language":"zh","title":"英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会","url":"https://stock-news.laohu8.com/highlight/detail?id=2462170856","media":"智通财经","summary":"不过，陈立武本人则表示，退出英特尔董事会是他的个人决定，需要重新确定各项工作的优先顺序。资料显示，作为恢复英特尔全球领先芯片制造商地位计划的一部分，陈立武于两年前加入英特尔董事会。然而，这一任命还不到两年就戛然而止，显示出英特尔转型计划的不确定性。股东们表示，英特尔在业务及其制造能力方面的重大虚假或误导性陈述在1月25日至8月1日期间推高了该公司股价。","content":"<html><head></head><body><p>8月26日，据媒体报道，半导体行业资深人士陈立武(Lip-Bu Tan)退出了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>董事会，原因是他与该公司首席执行官Pat Gelsinger和其他董事在公司冗余的员工规模、厌恶风险的文化和人工智能战略落后等问题上存在分歧。</p><p>媒体援引知情人士消息称，陈立武担心英特尔的中层管理人员过多，影响了服务器和台式机芯片部门的发展。知情人士还表示，英特尔一些团队从事项目的员工数量是AMD(AMD.US)等竞争对手的五倍。</p><p>一位与陈立武关系密切的人士表示，随着英特尔董事会没有遵循他关于如何使制造业务更以客户为中心、并消除不必要官僚作风的建议，他变得越来越沮丧。</p><p>不过，陈立武本人则表示，退出英特尔董事会是他的个人决定，需要重新确定各项工作的优先顺序。他还表示，将继续支持英特尔及其重要工作。</p><p>资料显示，作为恢复英特尔全球领先芯片制造商地位计划的一部分，陈立武于两年前加入英特尔董事会。该公司董事会于2023年10月扩大了陈立武的职责，授权他监督制造业务。英特尔董事会主席Omar Ishrak曾指出，陈立武是半导体行业备受尊敬的全球领导者，他在软件、半导体和风险投资上的专业知识、深厚的业界关系和丰富的上市公司董事会经验将为英特尔董事会带来更多宝贵的视角。然而，这一任命还不到两年就戛然而止，显示出英特尔转型计划的不确定性。</p><p><strong>逆风不断</strong></p><p>本月早些时候，英特尔公布的财报显示，该公司第二季度销售额同比下降1%至128亿美元，低于分析师预期的129.5亿美元;调整后的每股收益为0.02美元，低于分析师预期的0.10美元。此外，该公司预计，第三季度销售额将达到125亿至135亿美元，远低于分析师预期的143.8亿美元;预计调整后的每股亏损为3美分，而分析师预期为每股收益30美分。</p><p>英特尔还宣布将裁员逾1.5万人，并暂停了自1992年以来一直实行的派息。该公司希望借此推进运营模式转型，扭转芯片制造业务长期亏损的局面。首席执行官Pat Gelsinger表示，公司计划在2025年缩减100亿美元开支，因而“必须调整成本结构，以符合新运营模式”。</p><p>这份最新的业绩突显出英特尔在努力实现雄心勃勃的转型并在人工智能时代竞争时面临的诸多不利因素。8月以来，英特尔股价已跌超34%，今年以来则累计跌近60%。多家华尔街机构也下调了对英特尔的目标价或股票评级。</p><p>同样在本月早些时候，英特尔遭遇股东集体诉讼，指控该公司以欺诈手段隐瞒了导致其业绩疲弱、裁员和暂停派息的问题，并导致公司市值在公布最新财报后的一天内蒸发了超320亿美元。提起集体诉讼的股东们表示，英特尔在8月1日披露其晶圆代工业务“举步维艰”令他们感到措手不及，在营收有所下降的同时公司的额外成本却高达数十亿美元。股东们表示，英特尔在业务及其制造能力方面的重大虚假或误导性陈述在1月25日至8月1日期间推高了该公司股价。</p><p>自Pat Gelsinger三年前掌舵英特尔以来，该公司一直以代工企业形象示人，制造其他企业设计的芯片，以寻求在高端芯片制造领域重获一席之地。但近年来，英特尔在芯片制造领域始终落后于竞争对手。该公司在4月提交给美国证券交易委员会的文件显示，其芯片代工业务2023年营运亏损达70亿美元。</p><p>英特尔的投资者对该公司的转型计划已经失去了耐心，该计划涉及在新的芯片和生产技术上大举投资，而英特尔正试图在收入萎缩的情况下这样做。更重要的是，英特尔目前的产品并不是那些向人工智能基础设施投入资金的人想要的，这意味着英特尔正在失去市场份额。</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>英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会</title>\n<style 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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英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 11:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1172828.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，据媒体报道，半导体行业资深人士陈立武(Lip-Bu Tan)退出了英特尔董事会，原因是他与该公司首席执行官Pat Gelsinger和其他董事在公司冗余的员工规模、厌恶风险的文化和人工智能战略落后等问题上存在分歧。媒体援引知情人士消息称，陈立武担心英特尔的中层管理人员过多，影响了服务器和台式机芯片部门的发展。知情人士还表示，英特尔一些团队从事项目的员工数量是AMD(AMD.US)等...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1172828.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1172828.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462170856","content_text":"8月26日，据媒体报道，半导体行业资深人士陈立武(Lip-Bu Tan)退出了英特尔董事会，原因是他与该公司首席执行官Pat Gelsinger和其他董事在公司冗余的员工规模、厌恶风险的文化和人工智能战略落后等问题上存在分歧。媒体援引知情人士消息称，陈立武担心英特尔的中层管理人员过多，影响了服务器和台式机芯片部门的发展。知情人士还表示，英特尔一些团队从事项目的员工数量是AMD(AMD.US)等竞争对手的五倍。一位与陈立武关系密切的人士表示，随着英特尔董事会没有遵循他关于如何使制造业务更以客户为中心、并消除不必要官僚作风的建议，他变得越来越沮丧。不过，陈立武本人则表示，退出英特尔董事会是他的个人决定，需要重新确定各项工作的优先顺序。他还表示，将继续支持英特尔及其重要工作。资料显示，作为恢复英特尔全球领先芯片制造商地位计划的一部分，陈立武于两年前加入英特尔董事会。该公司董事会于2023年10月扩大了陈立武的职责，授权他监督制造业务。英特尔董事会主席Omar Ishrak曾指出，陈立武是半导体行业备受尊敬的全球领导者，他在软件、半导体和风险投资上的专业知识、深厚的业界关系和丰富的上市公司董事会经验将为英特尔董事会带来更多宝贵的视角。然而，这一任命还不到两年就戛然而止，显示出英特尔转型计划的不确定性。逆风不断本月早些时候，英特尔公布的财报显示，该公司第二季度销售额同比下降1%至128亿美元，低于分析师预期的129.5亿美元;调整后的每股收益为0.02美元，低于分析师预期的0.10美元。此外，该公司预计，第三季度销售额将达到125亿至135亿美元，远低于分析师预期的143.8亿美元;预计调整后的每股亏损为3美分，而分析师预期为每股收益30美分。英特尔还宣布将裁员逾1.5万人，并暂停了自1992年以来一直实行的派息。该公司希望借此推进运营模式转型，扭转芯片制造业务长期亏损的局面。首席执行官Pat Gelsinger表示，公司计划在2025年缩减100亿美元开支，因而“必须调整成本结构，以符合新运营模式”。这份最新的业绩突显出英特尔在努力实现雄心勃勃的转型并在人工智能时代竞争时面临的诸多不利因素。8月以来，英特尔股价已跌超34%，今年以来则累计跌近60%。多家华尔街机构也下调了对英特尔的目标价或股票评级。同样在本月早些时候，英特尔遭遇股东集体诉讼，指控该公司以欺诈手段隐瞒了导致其业绩疲弱、裁员和暂停派息的问题，并导致公司市值在公布最新财报后的一天内蒸发了超320亿美元。提起集体诉讼的股东们表示，英特尔在8月1日披露其晶圆代工业务“举步维艰”令他们感到措手不及，在营收有所下降的同时公司的额外成本却高达数十亿美元。股东们表示，英特尔在业务及其制造能力方面的重大虚假或误导性陈述在1月25日至8月1日期间推高了该公司股价。自Pat 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