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06-03
机构喊加仓，那就说明该跑了
英伟达股价强势反弹，市场情绪扭转，机构唱多：加仓时机已至
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href=\"https://laohu8.com/S/AMZN\">亚马逊</a>四大金主未来两年资本支出预计达3300亿美元，较当前再增6%。</p><p>"英伟达用业绩回答了所有关键问题。"Globalt Investments高级投资组合经理托马斯·马丁直言，<strong>"现在是重新加仓的良机。"</strong></p><p>尽管股价较1月历史高点仍有8%距离，但当前英伟达动态市盈率仅29倍，不仅低于自身十年均值34倍，相较纳斯达克100指数26倍的估值溢价也看似温和。更值得关注的是，其PEG比率(市盈率相对盈利增长比率)不足0.9，在科技七巨头中垫底，折射出市场对高增长标的的保守预期。</p><p>WisdomTree宏观策略师塞缪尔·莱恩斯指出："只要AI资本开支持续攀升，英伟达估值就难现大幅回调。"他预计市盈率有望修复至40倍上方。这一观点获多数分析师响应：78名覆盖英伟达的分析师中，有8位给予“持有”评级，仅1人建议“卖出”，平均目标价170美元暗示仍有24%上行空间。</p><p>值得一提的是，相较亚马逊、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、微软91%的机构持仓比例，英伟达74%的基金持股率明显偏低。CFRA Research高级分析师安杰洛·齐诺认为："大量资金被迫回补仓位，叠加AI算力需求呈指数级扩张，2026年前股价创新高是大概率事件。"</p><p>这场AI革命最大受益者的股价走势，正成为检验市场信心的试金石。当微软凭借云业务稳坐市值王座，英伟达用两块GPU芯片改写科技史的戏码，或许才刚拉开帷幕。</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\" 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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英伟达股价强势反弹，市场情绪扭转，机构唱多：加仓时机已至\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 21:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1300861.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，英伟达盘初走高，截至发稿涨幅超1.8%。过去两个月，英伟达上演了一场惊心动魄的市值反击战。这家AI芯片巨头股价强势反弹超45%，市值重返3.4万亿美元高位，距离全球市值冠军微软仅一步之遥。市场情绪的戏剧性转折，始于一份超预期财报化解了三大核心疑虑。上周公布的财报犹如一剂强心针：针对美国对华半导体出口限制的担忧，财报显示该公司中国市场一季度贡献营收比例降至13%，且中东新签采购协议已构筑缓冲垫...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1300861.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/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1300861.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2540377440","content_text":"周二，英伟达盘初走高，截至发稿涨幅超1.8%。过去两个月，英伟达上演了一场惊心动魄的市值反击战。这家AI芯片巨头股价强势反弹超45%，市值重返3.4万亿美元高位，距离全球市值冠军微软仅一步之遥。市场情绪的戏剧性转折，始于一份超预期财报化解了三大核心疑虑。上周公布的财报犹如一剂强心针：针对美国对华半导体出口限制的担忧，财报显示该公司中国市场一季度贡献营收比例降至13%，且中东新签采购协议已构筑缓冲垫;对于Blackwell芯片量产疑虑，管理层明确产能爬坡顺利;而市场最关注的人工智能投入持续性，财报印证下游客户资本开支仍在加速——微软、Meta、谷歌、亚马逊四大金主未来两年资本支出预计达3300亿美元，较当前再增6%。\"英伟达用业绩回答了所有关键问题。\"Globalt Investments高级投资组合经理托马斯·马丁直言，\"现在是重新加仓的良机。\"尽管股价较1月历史高点仍有8%距离，但当前英伟达动态市盈率仅29倍，不仅低于自身十年均值34倍，相较纳斯达克100指数26倍的估值溢价也看似温和。更值得关注的是，其PEG比率(市盈率相对盈利增长比率)不足0.9，在科技七巨头中垫底，折射出市场对高增长标的的保守预期。WisdomTree宏观策略师塞缪尔·莱恩斯指出：\"只要AI资本开支持续攀升，英伟达估值就难现大幅回调。\"他预计市盈率有望修复至40倍上方。这一观点获多数分析师响应：78名覆盖英伟达的分析师中，有8位给予“持有”评级，仅1人建议“卖出”，平均目标价170美元暗示仍有24%上行空间。值得一提的是，相较亚马逊、苹果、微软91%的机构持仓比例，英伟达74%的基金持股率明显偏低。CFRA Research高级分析师安杰洛·齐诺认为：\"大量资金被迫回补仓位，叠加AI算力需求呈指数级扩张，2026年前股价创新高是大概率事件。\"这场AI革命最大受益者的股价走势，正成为检验市场信心的试金石。当微软凭借云业务稳坐市值王座，英伟达用两块GPU芯片改写科技史的戏码，或许才刚拉开帷幕。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442117806502072,"gmtCreate":1748961318868,"gmtModify":1748962008122,"author":{"id":"4207121234134550","authorId":"4207121234134550","name":"赛博特","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207121234134550","idStr":"4207121234134550"},"themes":[],"htmlText":"机构喊加仓，那就说明该跑了","listText":"机构喊加仓，那就说明该跑了","text":"机构喊加仓，那就说明该跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442117806502072","repostId":"2540377440","repostType":2,"repost":{"id":"2540377440","kind":"news","pubTimestamp":1748955912,"share":"https://www.laohu8.com/m/news/2540377440?lang=&edition=full","pubTime":"2025-06-03 21:05","market":"us","language":"zh","title":"英伟达股价强势反弹，市场情绪扭转，机构唱多：加仓时机已至","url":"https://stock-news.laohu8.com/highlight/detail?id=2540377440","media":"智通财经","summary":"一份超预期财报化解了三大核心疑虑。","content":"<html><head></head><body><p>周二，英伟达盘初走高，截至发稿涨幅超1.8%。过去两个月，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>上演了一场惊心动魄的市值反击战。这家AI芯片巨头股价强势反弹超45%，市值重返3.4万亿美元高位，距离全球市值冠军<a href=\"https://laohu8.com/S/MSFT\">微软</a>仅一步之遥。市场情绪的戏剧性转折，始于一份超预期财报化解了三大核心疑虑。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4798be4470e888c28dd424b7f585a011\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aea690b2dab2b9a589af9e9b381030ab\" title=\"\" tg-width=\"632\" tg-height=\"371\"/></p><p>上周公布的财报犹如一剂强心针：针对美国对华半导体出口限制的担忧，财报显示该公司中国市场一季度贡献营收比例降至13%，且中东新签采购协议已构筑缓冲垫;对于Blackwell芯片量产疑虑，管理层明确产能爬坡顺利;而市场最关注的人工智能投入持续性，财报印证下游客户资本开支仍在加速——微软、Meta、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>四大金主未来两年资本支出预计达3300亿美元，较当前再增6%。</p><p>"英伟达用业绩回答了所有关键问题。"Globalt Investments高级投资组合经理托马斯·马丁直言，<strong>"现在是重新加仓的良机。"</strong></p><p>尽管股价较1月历史高点仍有8%距离，但当前英伟达动态市盈率仅29倍，不仅低于自身十年均值34倍，相较纳斯达克100指数26倍的估值溢价也看似温和。更值得关注的是，其PEG比率(市盈率相对盈利增长比率)不足0.9，在科技七巨头中垫底，折射出市场对高增长标的的保守预期。</p><p>WisdomTree宏观策略师塞缪尔·莱恩斯指出："只要AI资本开支持续攀升，英伟达估值就难现大幅回调。"他预计市盈率有望修复至40倍上方。这一观点获多数分析师响应：78名覆盖英伟达的分析师中，有8位给予“持有”评级，仅1人建议“卖出”，平均目标价170美元暗示仍有24%上行空间。</p><p>值得一提的是，相较亚马逊、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、微软91%的机构持仓比例，英伟达74%的基金持股率明显偏低。CFRA Research高级分析师安杰洛·齐诺认为："大量资金被迫回补仓位，叠加AI算力需求呈指数级扩张，2026年前股价创新高是大概率事件。"</p><p>这场AI革命最大受益者的股价走势，正成为检验市场信心的试金石。当微软凭借云业务稳坐市值王座，英伟达用两块GPU芯片改写科技史的戏码，或许才刚拉开帷幕。</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\" 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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英伟达股价强势反弹，市场情绪扭转，机构唱多：加仓时机已至\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 21:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1300861.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，英伟达盘初走高，截至发稿涨幅超1.8%。过去两个月，英伟达上演了一场惊心动魄的市值反击战。这家AI芯片巨头股价强势反弹超45%，市值重返3.4万亿美元高位，距离全球市值冠军微软仅一步之遥。市场情绪的戏剧性转折，始于一份超预期财报化解了三大核心疑虑。上周公布的财报犹如一剂强心针：针对美国对华半导体出口限制的担忧，财报显示该公司中国市场一季度贡献营收比例降至13%，且中东新签采购协议已构筑缓冲垫...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1300861.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/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1300861.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2540377440","content_text":"周二，英伟达盘初走高，截至发稿涨幅超1.8%。过去两个月，英伟达上演了一场惊心动魄的市值反击战。这家AI芯片巨头股价强势反弹超45%，市值重返3.4万亿美元高位，距离全球市值冠军微软仅一步之遥。市场情绪的戏剧性转折，始于一份超预期财报化解了三大核心疑虑。上周公布的财报犹如一剂强心针：针对美国对华半导体出口限制的担忧，财报显示该公司中国市场一季度贡献营收比例降至13%，且中东新签采购协议已构筑缓冲垫;对于Blackwell芯片量产疑虑，管理层明确产能爬坡顺利;而市场最关注的人工智能投入持续性，财报印证下游客户资本开支仍在加速——微软、Meta、谷歌、亚马逊四大金主未来两年资本支出预计达3300亿美元，较当前再增6%。\"英伟达用业绩回答了所有关键问题。\"Globalt Investments高级投资组合经理托马斯·马丁直言，\"现在是重新加仓的良机。\"尽管股价较1月历史高点仍有8%距离，但当前英伟达动态市盈率仅29倍，不仅低于自身十年均值34倍，相较纳斯达克100指数26倍的估值溢价也看似温和。更值得关注的是，其PEG比率(市盈率相对盈利增长比率)不足0.9，在科技七巨头中垫底，折射出市场对高增长标的的保守预期。WisdomTree宏观策略师塞缪尔·莱恩斯指出：\"只要AI资本开支持续攀升，英伟达估值就难现大幅回调。\"他预计市盈率有望修复至40倍上方。这一观点获多数分析师响应：78名覆盖英伟达的分析师中，有8位给予“持有”评级，仅1人建议“卖出”，平均目标价170美元暗示仍有24%上行空间。值得一提的是，相较亚马逊、苹果、微软91%的机构持仓比例，英伟达74%的基金持股率明显偏低。CFRA Research高级分析师安杰洛·齐诺认为：\"大量资金被迫回补仓位，叠加AI算力需求呈指数级扩张，2026年前股价创新高是大概率事件。\"这场AI革命最大受益者的股价走势，正成为检验市场信心的试金石。当微软凭借云业务稳坐市值王座，英伟达用两块GPU芯片改写科技史的戏码，或许才刚拉开帷幕。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
