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05-29

后悔死，昨天走了

盘前异动 | 英伟达涨幅扩大至6%，巴克莱、花旗、大摩纷纷上调目标价

03-13

应该是的

抱歉，原内容已删除

01-05

真不要脸，妈的，收割国人还要演戏

抱歉，原内容已删除

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17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四（5月29日）美股盘前时段，刚刚发布亮眼业绩的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 涨幅扩大至6%，截至发稿报142.9美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcc51a1fd0e0ee53d5788856603f9c16\" title=\"\" tg-width=\"1224\" tg-height=\"1264\"/></p><p>消息面上，巴克莱将英伟达目标价由155美元上调至170美元；花旗集团将英伟达的目标价格从150美元调整至180美元，维持买入评级；摩根士丹利将英伟达的目标股价从160美元上调至170美元，维持增持评级。</p><p>财报显示，英伟达Q1营收增长放缓至两年最低的69%，但仍高于分析师预期；当季EPS较预期低13%，但若剔除H20和关税影响，还较预期高3%，毛利率降至61%，但剔除H20影响后仍高于70%。</p><p>因出口限制产生H20相关费用45亿美元，低于4月英伟达预估的计提55亿美元，限制出台前，当季H20销售收入46亿美元；Q2营收指引增长50%、考虑到H20收入减少影响，毛利率指引回升至72%。</p><p>英伟达此次预计，最尖端Blackwell芯片Blackwell Ultra将于本季度、即第二财季开始出货。作为Blackwell ultra的后续产品，GB300将在本季度投产。</p><p>评论认为，Blackwell Ultra出货可能有助于提升未来几个月的营收指引和毛利率。</p><p>此前公布财报的微软等硅谷巨头业绩显示，虽然美国的关税政策不断变化带来不确定性，但这些企业的前景基本未受影响，且仍准备继续大力砸钱投入AI基础设施。微软和 Alphabet承诺明年将加大支出，Meta上调了今年的资本支出预期，这对英伟达等计算硬件制造商来说无疑是利好。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148486645","content_text":"本周四（5月29日）美股盘前时段，刚刚发布亮眼业绩的 英伟达 涨幅扩大至6%，截至发稿报142.9美元：消息面上，巴克莱将英伟达目标价由155美元上调至170美元；花旗集团将英伟达的目标价格从150美元调整至180美元，维持买入评级；摩根士丹利将英伟达的目标股价从160美元上调至170美元，维持增持评级。财报显示，英伟达Q1营收增长放缓至两年最低的69%，但仍高于分析师预期；当季EPS较预期低13%，但若剔除H20和关税影响，还较预期高3%，毛利率降至61%，但剔除H20影响后仍高于70%。因出口限制产生H20相关费用45亿美元，低于4月英伟达预估的计提55亿美元，限制出台前，当季H20销售收入46亿美元；Q2营收指引增长50%、考虑到H20收入减少影响，毛利率指引回升至72%。英伟达此次预计，最尖端Blackwell芯片Blackwell Ultra将于本季度、即第二财季开始出货。作为Blackwell ultra的后续产品，GB300将在本季度投产。评论认为，Blackwell Ultra出货可能有助于提升未来几个月的营收指引和毛利率。此前公布财报的微软等硅谷巨头业绩显示，虽然美国的关税政策不断变化带来不确定性，但这些企业的前景基本未受影响，且仍准备继续大力砸钱投入AI基础设施。微软和 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17:32","market":"us","language":"zh","title":"盘前异动 | 英伟达涨幅扩大至6%，巴克莱、花旗、大摩纷纷上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1148486645","media":"老虎资讯综合","summary":"本周四美股盘前时段，刚刚发布亮眼业绩的 $英伟达(NVDA)$ 涨幅扩大至6%，截至发稿报142.9美元：消息面上，巴克莱将英伟达目标价由155美元上调至170美元。","content":"<html><head></head><body><p>本周四（5月29日）美股盘前时段，刚刚发布亮眼业绩的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 涨幅扩大至6%，截至发稿报142.9美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcc51a1fd0e0ee53d5788856603f9c16\" title=\"\" tg-width=\"1224\" tg-height=\"1264\"/></p><p>消息面上，巴克莱将英伟达目标价由155美元上调至170美元；花旗集团将英伟达的目标价格从150美元调整至180美元，维持买入评级；摩根士丹利将英伟达的目标股价从160美元上调至170美元，维持增持评级。</p><p>财报显示，英伟达Q1营收增长放缓至两年最低的69%，但仍高于分析师预期；当季EPS较预期低13%，但若剔除H20和关税影响，还较预期高3%，毛利率降至61%，但剔除H20影响后仍高于70%。</p><p>因出口限制产生H20相关费用45亿美元，低于4月英伟达预估的计提55亿美元，限制出台前，当季H20销售收入46亿美元；Q2营收指引增长50%、考虑到H20收入减少影响，毛利率指引回升至72%。</p><p>英伟达此次预计，最尖端Blackwell芯片Blackwell Ultra将于本季度、即第二财季开始出货。作为Blackwell ultra的后续产品，GB300将在本季度投产。</p><p>评论认为，Blackwell Ultra出货可能有助于提升未来几个月的营收指引和毛利率。</p><p>此前公布财报的微软等硅谷巨头业绩显示，虽然美国的关税政策不断变化带来不确定性，但这些企业的前景基本未受影响，且仍准备继续大力砸钱投入AI基础设施。微软和 Alphabet承诺明年将加大支出，Meta上调了今年的资本支出预期，这对英伟达等计算硬件制造商来说无疑是利好。</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>盘前异动 | 英伟达涨幅扩大至6%，巴克莱、花旗、大摩纷纷上调目标价</title>\n<style 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17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四（5月29日）美股盘前时段，刚刚发布亮眼业绩的 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 涨幅扩大至6%，截至发稿报142.9美元：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcc51a1fd0e0ee53d5788856603f9c16\" title=\"\" tg-width=\"1224\" tg-height=\"1264\"/></p><p>消息面上，巴克莱将英伟达目标价由155美元上调至170美元；花旗集团将英伟达的目标价格从150美元调整至180美元，维持买入评级；摩根士丹利将英伟达的目标股价从160美元上调至170美元，维持增持评级。</p><p>财报显示，英伟达Q1营收增长放缓至两年最低的69%，但仍高于分析师预期；当季EPS较预期低13%，但若剔除H20和关税影响，还较预期高3%，毛利率降至61%，但剔除H20影响后仍高于70%。</p><p>因出口限制产生H20相关费用45亿美元，低于4月英伟达预估的计提55亿美元，限制出台前，当季H20销售收入46亿美元；Q2营收指引增长50%、考虑到H20收入减少影响，毛利率指引回升至72%。</p><p>英伟达此次预计，最尖端Blackwell芯片Blackwell Ultra将于本季度、即第二财季开始出货。作为Blackwell ultra的后续产品，GB300将在本季度投产。</p><p>评论认为，Blackwell Ultra出货可能有助于提升未来几个月的营收指引和毛利率。</p><p>此前公布财报的微软等硅谷巨头业绩显示，虽然美国的关税政策不断变化带来不确定性，但这些企业的前景基本未受影响，且仍准备继续大力砸钱投入AI基础设施。微软和 Alphabet承诺明年将加大支出，Meta上调了今年的资本支出预期，这对英伟达等计算硬件制造商来说无疑是利好。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148486645","content_text":"本周四（5月29日）美股盘前时段，刚刚发布亮眼业绩的 英伟达 涨幅扩大至6%，截至发稿报142.9美元：消息面上，巴克莱将英伟达目标价由155美元上调至170美元；花旗集团将英伟达的目标价格从150美元调整至180美元，维持买入评级；摩根士丹利将英伟达的目标股价从160美元上调至170美元，维持增持评级。财报显示，英伟达Q1营收增长放缓至两年最低的69%，但仍高于分析师预期；当季EPS较预期低13%，但若剔除H20和关税影响，还较预期高3%，毛利率降至61%，但剔除H20影响后仍高于70%。因出口限制产生H20相关费用45亿美元，低于4月英伟达预估的计提55亿美元，限制出台前，当季H20销售收入46亿美元；Q2营收指引增长50%、考虑到H20收入减少影响，毛利率指引回升至72%。英伟达此次预计，最尖端Blackwell芯片Blackwell Ultra将于本季度、即第二财季开始出货。作为Blackwell ultra的后续产品，GB300将在本季度投产。评论认为，Blackwell Ultra出货可能有助于提升未来几个月的营收指引和毛利率。此前公布财报的微软等硅谷巨头业绩显示，虽然美国的关税政策不断变化带来不确定性，但这些企业的前景基本未受影响，且仍准备继续大力砸钱投入AI基础设施。微软和 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