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老汉特朗普
11-20 08:47
亏点没啥,毕竟我是坚定的持有者
老汉特朗普
11-20 08:16
坚定持有英伟达!机会常有,但是一般人把握不住,与其把握不住,不如坚定持有!
老汉特朗普
11-17
支持英伟达
一致看好!英伟达业绩将大爆发
老汉特朗普
11-14
我相信,我就认准英伟达!
老汉特朗普
11-11
$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$
老汉特朗普
11-04
$Faraday Future Intelligent Electric Inc(FFAI)$
老汉特朗普
11-04
沃日,我选超威电脑!
老汉特朗普
11-01
非常合理!只要大盘稳住,一万亿稀松平常!
老汉特朗普
10-30
看好特斯拉
老汉特朗普
10-30
没赚多少,也就5万
老汉特朗普
10-30
英伟达绝对的王者!
老汉特朗普
10-30
我还是看好英伟达!
老汉特朗普
10-28
更能说明英伟达实力强悍!
挑战英伟达?高通股价一度狂拉20%
老汉特朗普
10-27
$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$
老汉特朗普
10-25
今年开始炒美股,感觉是地球🌏上最有价值的市场,最有价值的大牌公司都在里面!我一个小卡拉米段在太低,做点小本买卖!
老汉特朗普
10-25
$特斯拉(TSLA)$
特斯拉是我看好的股票,一直都会持有!
老汉特朗普
10-25
阿里现在是标杆,问题不大,只是不知道啥时候!
老汉特朗普
10-23
个人感觉,上车机会来啦!
老汉特朗普
10-23
必须上次啊,特朗普指哪打哪!
老汉特朗普
10-20
剑桥首选!!!其它没啥感觉
去老虎APP查看更多动态
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src=\"https://fid-75186.picgzc.qpic.cn/20251117072904381v152z2wfrbbvcdr\"/><p>Susquehanna指出,五大超大规模云端厂商预料将提高今年资本支出69%,而且重要伙伴鸿海上季财报优于预期,成为英伟达业绩的正面迹象。</p><p>Oppenheimer预估,英伟达GB300硬件将在止于明年1月底的下半年度持续增产,财报和财测都将改善。</p><p>花旗指出,英伟达Blackwell的<span>出货</span>速度,以及新款Rubin芯片的研发速度,都比预期快,超大规模云端投资与主权AI对全年展望的帮助,有助抵消缺乏来自中国市场的营收。</p></article></body></html>","source":"tencent","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>一致看好!英伟达业绩将大爆发</title>\n<style 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}\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一致看好!英伟达业绩将大爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 07:17 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117072911a6fddfa4&s=b><strong>芯报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达预定19日公布止于10月底的年度第3季(上季)财报,华尔街预期营收将年增56%至548.3亿美元,经调整后后每股盈利也将增长54%至1.25美元。分析师普遍看好Blackwell芯片加速量产、规模经济及CUDA等软件整合改善利润,营收和获利都将超出预期。Jefferies和wedbush等均认为,英伟达上季财报将优预期,并将上调财测,因为超大规模云端上季资本支出都高于预期,而且都在谈论要再...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117072911a6fddfa4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","BK4598":"佩洛西持仓","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","SG9999014906.USD":"大华全球优质成长基金Acc USD","NVD2.UK":"2X NVIDIA ETP","HK0000320223.HKD":"TAIKANG KAITAI 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|第一财经李娜10月27日晚间,高通宣布推出人工智能芯片AI200和AI250,正式进军数据中心市场,上述芯片预计将分别于2026年和2027年投入商业使用。这一举动也意味着这家在移动领域驻守的芯片巨头开始向外扩延,并正式向英伟达所在AI计算领域发起挑战。截至发稿前,高通的股价为193.48美元每股,较前一交易日上涨24.54美元,涨幅...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251028001601a6d11b78&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVIW.SI":"NVDA 3xLongSG261006","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND 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。尽管高通目前仍以手机芯片为主,但该公司近年来一直在努力拓宽其营收来源。相较于英特尔从PC到服务器,并以“Intel Inside”打开计算帝国的时代,高通试图通过推动AI技术的规模化落地来实现更多盈利。有观点认为,此次高通的入场,正在改变AI芯片市场的竞争格局。此前,英伟达凭借其全面的软件和硬件生态系统,在AI训练和推理市场占据了主导地位,而高通通过定制化CPU与英伟达GPU的协同设计,既规避了直接对抗传统芯片巨头的风险,又抓住了混合架构算力的核心需求。但也有分析师认为,高通并不会对英伟达等业务以及现有格局造成改变。“高通此前就有所布局,此次芯片更适合边缘AI服务器。”研究机构Gartner半导体行业分析师盛陵海对记者说。微信编辑| 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