幸福的小豹的个人主页 - 老虎社区

幸福的小豹

幸福的小豹

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IP属地：北京

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幸福的小豹

05-28

这个是预期内的事情，不算是新闻

财报前夜，报道称英伟达GB200的“技术问题”已解决，产量正在迅速攀升

幸福的小豹

05-20

非常认可他说的走法，至少还能持续一个月

幸福的小豹

05-13

是的🙂‍↕️，神话不会被打破

历史经验证明，5月财报发布前是买入英伟达的好机会

幸福的小豹

05-05

微软微软分析的非常好，为啥没有其他家了

幸福的小豹

04-16

$霸王茶姬(CHA)$ 虽然我参与了打新，但是我基本上开盘就会兑现。听了一下公司的调研，24年底门店的GMV增长已经到头。估值虽然低，但是碰到中美冲突，这个时候风口浪尖，确实不好说。有溢价我就很满足了。

幸福的小豹

04-04

保持独立性一直是鲍威尔的方式，这种情况下，混乱局面下更加应该稳定，看清楚了再干，冒然做决策对任何领袖来讲都是不合理的

幸福的小豹

04-04

慢慢抄底，早晚变富

幸福的小豹

03-05

趋势形成了，整个3月份先跌一个月不过分

幸福的小豹

01-29

不会提前上车，很难有巨大的边际增量，让微软有巨大的涨幅

幸福的小豹

01-29

不管怎么样，问题拉长看就很清晰，云厂商的资本开支边际已经很难带来巨大的冲击。因此回到高点难以为继，经过几天的修复反弹之后，急跌之后是为期半年的下跌。不太好三家公司的财报，特斯拉基本面没有改善，鼓吹机器人愿景预期。脸书和微软盛名之下，其实难副。

幸福的小豹

2024-12-02

这是个骗子公司吧

抱歉，原内容已删除

幸福的小豹

2024-10-10

$特斯拉(TSLA)$ 根据产业链调研结果，总体中性，但是未来会改变

幸福的小豹

2024-09-16

难以预测才是美联储要的

抱歉，原内容已删除

幸福的小豹

2024-09-13

$拼多多(PDD)$ 高盛在唱多，公司在自黑，我的观点是趋势的力量最大，积极看多

幸福的小豹

2024-09-04

都不看好，预期给的太高了

去老虎APP查看更多动态

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id=\"id_2871593493\">GB200关键技术突破缓解市场担忧</h2><p>上周，在台北Computex大会上，英伟达的合作伙伴富士康、英业达和纬创表示，GB200机架已于第一季度末开始出货，产能现正迅速提升。</p><p>一位参与制造的工程师透露：</p><blockquote><p>我们的内部测试显示有连接问题……供应链与英伟达合作解决了这些问题，这发生在两到三个月前。</p></blockquote><p><strong>这些包括由72个高性能GPU引起的过热问题、液冷系统泄漏、软件漏洞以及芯片间连接问题，而这些障碍曾威胁到英伟达的年度销售目标，并对公司股价造成负面影响。</strong></p><p>作为英伟达新一代AI基础设施，GB200机架堪称“算力怪兽”：单台整合36个“Grace”中央处理单元和72个Blackwell图形处理单元，通过英伟达的NVLink通信系统连接。</p><p>咨询公司SemiAnalysis的台北分析师Chu Wei-Chia表示：</p><blockquote><p>这项技术确实非常复杂。没有公司曾尝试在如此短的时间内让这么多AI处理器同时在服务器中工作，而且时间框架如此短。英伟达没有给供应链足够的准备时间，因此导致（供应）延迟。<strong>随着制造商在下半年增加机架产量，GB200的库存风险将会缓解。</strong></p></blockquote><p>这些突破为英伟达打了一剂强心针。去年公司CEO黄仁勋宣布推出Blackwell时，曾承诺该产品将大幅提升训练和使用大型语言模型所需的计算能力。同时，英伟达还正在为下一代GB300 AI机架的推出做准备，该机架具有增强的内存能力，设计用于处理更复杂的推理模型。</p><h2 id=\"id_1704724914\">市场聚焦英伟达财报</h2><p>当前，市场焦点现已转向定于周三发布的英伟达第一季度财报，这家市值3.2万亿美元的公司被视为人工智能需求的风向标。投资者最想知道的应该是过去几年强劲的AI需求以及乐观的展望能否延续。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在5月19日的报告中指出，英伟达下半年重回增长轨道的路径已经明晰。同时前期困扰市场的多项中期担忧正逐一解决，包括客户消化周期、GB200瓶颈以及生态系统协作等问题，英伟达有望在2025年下半年重回强劲增长。</p><p>尽管英伟达股价在过去七周内反弹约40%，但仍较1月创下的历史高点低约14%。数据显示，该股当前市盈率约为28倍，远低于其五年平均估值40倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df8484034448c3dd7036cc239eaa3fb7\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>财报前夜，报道称英伟达GB200的“技术问题”已解决，产量正在迅速攀升</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财报前夜，报道称英伟达GB200的“技术问题”已解决，产量正在迅速攀升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-28 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747996><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达GB200 AI服务器机架的过热及液冷泄漏等关键技术难题已解决，富士康等合作伙伴确认，GB200机架已于第一季度末开始出货，目前产能正快速爬升。该突破缓解了市场担忧，为周三财报注入信心。在季度财报发布前夜，英伟达迎来关键利好消息，该公司新一代GB200 AI服务器机架的技术障碍已获突破。据《金融时报》5月28日报道，英伟达的供应链合作伙伴已攻克GB200 AI服务器机架的一系列技术难题，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747996\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3747996","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538941564","content_text":"英伟达GB200 AI服务器机架的过热及液冷泄漏等关键技术难题已解决，富士康等合作伙伴确认，GB200机架已于第一季度末开始出货，目前产能正快速爬升。该突破缓解了市场担忧，为周三财报注入信心。在季度财报发布前夜，英伟达迎来关键利好消息，该公司新一代GB200 AI服务器机架的技术障碍已获突破。据《金融时报》5月28日报道，英伟达的供应链合作伙伴已攻克GB200 AI服务器机架的一系列技术难题，出货量正在迅速攀升。这一进展缓解了市场对其430亿美元季度营收目标的担忧，也为周三的财报披露注入强心剂。GB200关键技术突破缓解市场担忧上周，在台北Computex大会上，英伟达的合作伙伴富士康、英业达和纬创表示，GB200机架已于第一季度末开始出货，产能现正迅速提升。一位参与制造的工程师透露：我们的内部测试显示有连接问题……供应链与英伟达合作解决了这些问题，这发生在两到三个月前。这些包括由72个高性能GPU引起的过热问题、液冷系统泄漏、软件漏洞以及芯片间连接问题，而这些障碍曾威胁到英伟达的年度销售目标，并对公司股价造成负面影响。作为英伟达新一代AI基础设施，GB200机架堪称“算力怪兽”：单台整合36个“Grace”中央处理单元和72个Blackwell图形处理单元，通过英伟达的NVLink通信系统连接。咨询公司SemiAnalysis的台北分析师Chu Wei-Chia表示：这项技术确实非常复杂。没有公司曾尝试在如此短的时间内让这么多AI处理器同时在服务器中工作，而且时间框架如此短。英伟达没有给供应链足够的准备时间，因此导致（供应）延迟。随着制造商在下半年增加机架产量，GB200的库存风险将会缓解。这些突破为英伟达打了一剂强心针。去年公司CEO黄仁勋宣布推出Blackwell时，曾承诺该产品将大幅提升训练和使用大型语言模型所需的计算能力。同时，英伟达还正在为下一代GB300 AI机架的推出做准备，该机架具有增强的内存能力，设计用于处理更复杂的推理模型。市场聚焦英伟达财报当前，市场焦点现已转向定于周三发布的英伟达第一季度财报，这家市值3.2万亿美元的公司被视为人工智能需求的风向标。投资者最想知道的应该是过去几年强劲的AI需求以及乐观的展望能否延续。摩根士丹利在5月19日的报告中指出，英伟达下半年重回增长轨道的路径已经明晰。同时前期困扰市场的多项中期担忧正逐一解决，包括客户消化周期、GB200瓶颈以及生态系统协作等问题，英伟达有望在2025年下半年重回强劲增长。尽管英伟达股价在过去七周内反弹约40%，但仍较1月创下的历史高点低约14%。数据显示，该股当前市盈率约为28倍，远低于其五年平均估值40倍。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437186554725248,"gmtCreate":1747747793133,"gmtModify":1747747795151,"author":{"id":"3575196591486819","authorId":"3575196591486819","name":"幸福的小豹","avatar":"https://static.tigerbbs.com/5586948f98f290f0cf74e4e1452c805e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575196591486819","authorIdStr":"3575196591486819"},"themes":[],"htmlText":"非常认可他说的走法，至少还能持续一个月","listText":"非常认可他说的走法，至少还能持续一个月","text":"非常认可他说的走法，至少还能持续一个月","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437186554725248","isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434695856328952,"gmtCreate":1747136167565,"gmtModify":1747136169540,"author":{"id":"3575196591486819","authorId":"3575196591486819","name":"幸福的小豹","avatar":"https://static.tigerbbs.com/5586948f98f290f0cf74e4e1452c805e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575196591486819","authorIdStr":"3575196591486819"},"themes":[],"htmlText":"是的🙂‍↕️，神话不会被打破","listText":"是的🙂‍↕️，神话不会被打破","text":"是的🙂‍↕️，神话不会被打破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434695856328952","repostId":"1127898912","repostType":4,"repost":{"id":"1127898912","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1747123167,"share":"https://www.laohu8.com/m/news/1127898912?lang=&edition=full","pubTime":"2025-05-13 15:59","market":"us","language":"zh","title":"历史经验证明，5月财报发布前是买入英伟达的好机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1127898912","media":"老虎资讯综合","summary":"AI基础设施支出计划仍在按计划进行。","content":"<html><head></head><body><p><em>作者：Keithen Drury</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>过去几年，英伟达每发布一季度财报，其股价都会大幅上涨。</p></li><li><p>目前，该股的预期市盈率几乎与2024年5月和2023年5月的水平完全相同。</p></li><li><p>英伟达最大的客户表示，他们的AI基础设施支出计划仍在按计划进行。</p></li></ul><p><strong>估值不变</strong></p><p>英伟达生产的图形处理器 (GPU) 是执行需要大量并行处理能力的计算任务的绝佳工具，例如显示高分辨率视频游戏图形（GPU 最初的设计目标）和人工智能 (AI) 模型训练。</p><p>随着为支持 AI 软件而建设数据中心的竞争拉开帷幕，GPU 的需求在 2023 年初激增。这帮助英伟达的股价在当年 5 月下旬大幅上涨，此前该公司公布了稳健的 2024 财年第一季度业绩，并提供了令人印象深刻的第二季度业绩指引。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f231bb8b04efba815ac3e335ed420356\" title=\"\" tg-width=\"804\" tg-height=\"511\"/></p><p>时间快进到2024年5月。英伟达已经发布了全年的惊人业绩，市场对其能否保持增长速度并不确定。然而，英伟达又发布了一份令人印象深刻的第一季度财报，推动股价上涨。</p><p>2025年5月，我们将看到类似的情况。投资者担心英伟达无法保持他们习以为常的增长速度——不过这一次，他们的担忧源于特朗普的关税以及对美国经济即将放缓的担忧等因素。因此，英伟达的季度财报远低于历史最高水平，预期市盈率在26倍左右。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/411dd5bfd224d6ac41485cdf9220cd75\" title=\"\" tg-width=\"800\" tg-height=\"510\"/></p><p>这几乎与英伟达过去两个5月的预期市盈率完全一致。然而，在公布了稳健的第一季度增长并对今年剩余时间的业绩展望乐观之后，该股的市盈率通常会在35到45左右的区间波动。</p><p>由于目前的形势与过去两年几乎相同，我相当有信心，只要没有关于新挑战的意外公告或披露，<strong>英伟达在5月28日发布第一季度财报后，股价将大幅上涨。</strong></p><p><strong>第一季度将减记55亿美元</strong></p><p>今年第一季度，英伟达面临的一个不利因素是美国政府决定限制出口高端芯片。由于出口规则的变化，英伟达本季度不得不减记55亿美元，这将影响其第一季度的收益。这些出口限制也可能拖累未来的需求。</p><p>然而，人工智能超大规模企业在其最近的第一季度报告中表示，尽管特朗普的关税措施带来了越来越大的宏观经济阻力，但他们并未改变其在数据中心的大规模资本支出计划，这些计划主要面向人工智能。他们计划在云基础设施建设上投入的数百亿美元应该会为 Nvidia 带来必要的增长，以证明其当前的估值是合理的。</p><p>英伟达认为，到 2028 年，数据中心的年度资本支出将达到 1 万亿美元，远高于 2024 年的 4000 亿美元左右。如果这一预测成真，那么英伟达的股价应该仍有“巨大的”长期上涨空间。</p><p>短期来看，在 5 月 28 日公布财报后，英伟达的股价可能迎来拉升。考虑到这一点，以目前相当低廉的估值买入股票看起来将是划算的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b225ffed079e9acbd55032081454711a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><em>声明：文章内容仅供参考，不构成任何投资建议。</em></p></body></html>","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>历史经验证明，5月财报发布前是买入英伟达的好机会</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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历史经验证明，5月财报发布前是买入英伟达的好机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-13 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>作者：Keithen Drury</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>过去几年，英伟达每发布一季度财报，其股价都会大幅上涨。</p></li><li><p>目前，该股的预期市盈率几乎与2024年5月和2023年5月的水平完全相同。</p></li><li><p>英伟达最大的客户表示，他们的AI基础设施支出计划仍在按计划进行。</p></li></ul><p><strong>估值不变</strong></p><p>英伟达生产的图形处理器 (GPU) 是执行需要大量并行处理能力的计算任务的绝佳工具，例如显示高分辨率视频游戏图形（GPU 最初的设计目标）和人工智能 (AI) 模型训练。</p><p>随着为支持 AI 软件而建设数据中心的竞争拉开帷幕，GPU 的需求在 2023 年初激增。这帮助英伟达的股价在当年 5 月下旬大幅上涨，此前该公司公布了稳健的 2024 财年第一季度业绩，并提供了令人印象深刻的第二季度业绩指引。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f231bb8b04efba815ac3e335ed420356\" title=\"\" tg-width=\"804\" tg-height=\"511\"/></p><p>时间快进到2024年5月。英伟达已经发布了全年的惊人业绩，市场对其能否保持增长速度并不确定。然而，英伟达又发布了一份令人印象深刻的第一季度财报，推动股价上涨。</p><p>2025年5月，我们将看到类似的情况。投资者担心英伟达无法保持他们习以为常的增长速度——不过这一次，他们的担忧源于特朗普的关税以及对美国经济即将放缓的担忧等因素。因此，英伟达的季度财报远低于历史最高水平，预期市盈率在26倍左右。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/411dd5bfd224d6ac41485cdf9220cd75\" title=\"\" tg-width=\"800\" tg-height=\"510\"/></p><p>这几乎与英伟达过去两个5月的预期市盈率完全一致。然而，在公布了稳健的第一季度增长并对今年剩余时间的业绩展望乐观之后，该股的市盈率通常会在35到45左右的区间波动。</p><p>由于目前的形势与过去两年几乎相同，我相当有信心，只要没有关于新挑战的意外公告或披露，<strong>英伟达在5月28日发布第一季度财报后，股价将大幅上涨。</strong></p><p><strong>第一季度将减记55亿美元</strong></p><p>今年第一季度，英伟达面临的一个不利因素是美国政府决定限制出口高端芯片。由于出口规则的变化，英伟达本季度不得不减记55亿美元，这将影响其第一季度的收益。这些出口限制也可能拖累未来的需求。</p><p>然而，人工智能超大规模企业在其最近的第一季度报告中表示，尽管特朗普的关税措施带来了越来越大的宏观经济阻力，但他们并未改变其在数据中心的大规模资本支出计划，这些计划主要面向人工智能。他们计划在云基础设施建设上投入的数百亿美元应该会为 Nvidia 带来必要的增长，以证明其当前的估值是合理的。</p><p>英伟达认为，到 2028 年，数据中心的年度资本支出将达到 1 万亿美元，远高于 2024 年的 4000 亿美元左右。如果这一预测成真，那么英伟达的股价应该仍有“巨大的”长期上涨空间。</p><p>短期来看，在 5 月 28 日公布财报后，英伟达的股价可能迎来拉升。考虑到这一点，以目前相当低廉的估值买入股票看起来将是划算的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b225ffed079e9acbd55032081454711a\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><em>声明：文章内容仅供参考，不构成任何投资建议。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127898912","content_text":"作者：Keithen Drury来源：The Motley Fool摘要过去几年，英伟达每发布一季度财报，其股价都会大幅上涨。目前，该股的预期市盈率几乎与2024年5月和2023年5月的水平完全相同。英伟达最大的客户表示，他们的AI基础设施支出计划仍在按计划进行。估值不变英伟达生产的图形处理器 (GPU) 是执行需要大量并行处理能力的计算任务的绝佳工具，例如显示高分辨率视频游戏图形（GPU 最初的设计目标）和人工智能 (AI) 模型训练。随着为支持 AI 软件而建设数据中心的竞争拉开帷幕，GPU 的需求在 2023 年初激增。这帮助英伟达的股价在当年 5 月下旬大幅上涨，此前该公司公布了稳健的 2024 财年第一季度业绩，并提供了令人印象深刻的第二季度业绩指引。时间快进到2024年5月。英伟达已经发布了全年的惊人业绩，市场对其能否保持增长速度并不确定。然而，英伟达又发布了一份令人印象深刻的第一季度财报，推动股价上涨。2025年5月，我们将看到类似的情况。投资者担心英伟达无法保持他们习以为常的增长速度——不过这一次，他们的担忧源于特朗普的关税以及对美国经济即将放缓的担忧等因素。因此，英伟达的季度财报远低于历史最高水平，预期市盈率在26倍左右。这几乎与英伟达过去两个5月的预期市盈率完全一致。然而，在公布了稳健的第一季度增长并对今年剩余时间的业绩展望乐观之后，该股的市盈率通常会在35到45左右的区间波动。由于目前的形势与过去两年几乎相同，我相当有信心，只要没有关于新挑战的意外公告或披露，英伟达在5月28日发布第一季度财报后，股价将大幅上涨。第一季度将减记55亿美元今年第一季度，英伟达面临的一个不利因素是美国政府决定限制出口高端芯片。由于出口规则的变化，英伟达本季度不得不减记55亿美元，这将影响其第一季度的收益。这些出口限制也可能拖累未来的需求。然而，人工智能超大规模企业在其最近的第一季度报告中表示，尽管特朗普的关税措施带来了越来越大的宏观经济阻力，但他们并未改变其在数据中心的大规模资本支出计划，这些计划主要面向人工智能。他们计划在云基础设施建设上投入的数百亿美元应该会为 Nvidia 带来必要的增长，以证明其当前的估值是合理的。英伟达认为，到 2028 年，数据中心的年度资本支出将达到 1 万亿美元，远高于 2024 年的 4000 亿美元左右。如果这一预测成真，那么英伟达的股价应该仍有“巨大的”长期上涨空间。短期来看，在 5 月 28 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08:56","market":"nz","language":"zh","title":"财报前夜，报道称英伟达GB200的“技术问题”已解决，产量正在迅速攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=2538941564","media":"华尔街见闻","summary":"英伟达GB200 AI服务器机架的过热及液冷泄漏等关键技术难题已解决，富士康等合作伙伴确认，GB200机架已于第一季度末开始出货，目前产能正快速爬升。该突破缓解了市场担忧，为周三财报注入信心。","content":"<html><head></head><body><blockquote><p>英伟达GB200 AI服务器机架的过热及液冷泄漏等关键技术难题已解决，富士康等合作伙伴确认，GB200机架已于第一季度末开始出货，目前产能正快速爬升。该突破缓解了市场担忧，为周三财报注入信心。</p></blockquote><p>在季度财报发布前夜，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>迎来关键利好消息，该公司新一代GB200 AI服务器机架的技术障碍已获突破。</p><p>据《金融时报》5月28日报道，英伟达的供应链合作伙伴已攻克GB200 AI服务器机架的一系列技术难题，出货量正在迅速攀升。这一进展缓解了市场对其430亿美元季度营收目标的担忧，也为周三的财报披露注入强心剂。</p><h2 id=\"id_2871593493\">GB200关键技术突破缓解市场担忧</h2><p>上周，在台北Computex大会上，英伟达的合作伙伴富士康、英业达和纬创表示，GB200机架已于第一季度末开始出货，产能现正迅速提升。</p><p>一位参与制造的工程师透露：</p><blockquote><p>我们的内部测试显示有连接问题……供应链与英伟达合作解决了这些问题，这发生在两到三个月前。</p></blockquote><p><strong>这些包括由72个高性能GPU引起的过热问题、液冷系统泄漏、软件漏洞以及芯片间连接问题，而这些障碍曾威胁到英伟达的年度销售目标，并对公司股价造成负面影响。</strong></p><p>作为英伟达新一代AI基础设施，GB200机架堪称“算力怪兽”：单台整合36个“Grace”中央处理单元和72个Blackwell图形处理单元，通过英伟达的NVLink通信系统连接。</p><p>咨询公司SemiAnalysis的台北分析师Chu Wei-Chia表示：</p><blockquote><p>这项技术确实非常复杂。没有公司曾尝试在如此短的时间内让这么多AI处理器同时在服务器中工作，而且时间框架如此短。英伟达没有给供应链足够的准备时间，因此导致（供应）延迟。<strong>随着制造商在下半年增加机架产量，GB200的库存风险将会缓解。</strong></p></blockquote><p>这些突破为英伟达打了一剂强心针。去年公司CEO黄仁勋宣布推出Blackwell时，曾承诺该产品将大幅提升训练和使用大型语言模型所需的计算能力。同时，英伟达还正在为下一代GB300 AI机架的推出做准备，该机架具有增强的内存能力，设计用于处理更复杂的推理模型。</p><h2 id=\"id_1704724914\">市场聚焦英伟达财报</h2><p>当前，市场焦点现已转向定于周三发布的英伟达第一季度财报，这家市值3.2万亿美元的公司被视为人工智能需求的风向标。投资者最想知道的应该是过去几年强劲的AI需求以及乐观的展望能否延续。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>在5月19日的报告中指出，英伟达下半年重回增长轨道的路径已经明晰。同时前期困扰市场的多项中期担忧正逐一解决，包括客户消化周期、GB200瓶颈以及生态系统协作等问题，英伟达有望在2025年下半年重回强劲增长。</p><p>尽管英伟达股价在过去七周内反弹约40%，但仍较1月创下的历史高点低约14%。数据显示，该股当前市盈率约为28倍，远低于其五年平均估值40倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df8484034448c3dd7036cc239eaa3fb7\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>财报前夜，报道称英伟达GB200的“技术问题”已解决，产量正在迅速攀升</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财报前夜，报道称英伟达GB200的“技术问题”已解决，产量正在迅速攀升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-28 08:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747996><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达GB200 AI服务器机架的过热及液冷泄漏等关键技术难题已解决，富士康等合作伙伴确认，GB200机架已于第一季度末开始出货，目前产能正快速爬升。该突破缓解了市场担忧，为周三财报注入信心。在季度财报发布前夜，英伟达迎来关键利好消息，该公司新一代GB200 AI服务器机架的技术障碍已获突破。据《金融时报》5月28日报道，英伟达的供应链合作伙伴已攻克GB200 AI服务器机架的一系列技术难题，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747996\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3747996","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2538941564","content_text":"英伟达GB200 AI服务器机架的过热及液冷泄漏等关键技术难题已解决，富士康等合作伙伴确认，GB200机架已于第一季度末开始出货，目前产能正快速爬升。该突破缓解了市场担忧，为周三财报注入信心。在季度财报发布前夜，英伟达迎来关键利好消息，该公司新一代GB200 AI服务器机架的技术障碍已获突破。据《金融时报》5月28日报道，英伟达的供应链合作伙伴已攻克GB200 AI服务器机架的一系列技术难题，出货量正在迅速攀升。这一进展缓解了市场对其430亿美元季度营收目标的担忧，也为周三的财报披露注入强心剂。GB200关键技术突破缓解市场担忧上周，在台北Computex大会上，英伟达的合作伙伴富士康、英业达和纬创表示，GB200机架已于第一季度末开始出货，产能现正迅速提升。一位参与制造的工程师透露：我们的内部测试显示有连接问题……供应链与英伟达合作解决了这些问题，这发生在两到三个月前。这些包括由72个高性能GPU引起的过热问题、液冷系统泄漏、软件漏洞以及芯片间连接问题，而这些障碍曾威胁到英伟达的年度销售目标，并对公司股价造成负面影响。作为英伟达新一代AI基础设施，GB200机架堪称“算力怪兽”：单台整合36个“Grace”中央处理单元和72个Blackwell图形处理单元，通过英伟达的NVLink通信系统连接。咨询公司SemiAnalysis的台北分析师Chu Wei-Chia表示：这项技术确实非常复杂。没有公司曾尝试在如此短的时间内让这么多AI处理器同时在服务器中工作，而且时间框架如此短。英伟达没有给供应链足够的准备时间，因此导致（供应）延迟。随着制造商在下半年增加机架产量，GB200的库存风险将会缓解。这些突破为英伟达打了一剂强心针。去年公司CEO黄仁勋宣布推出Blackwell时，曾承诺该产品将大幅提升训练和使用大型语言模型所需的计算能力。同时，英伟达还正在为下一代GB300 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