AI的故事还没结束，_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

趋势为王耐心是唯一的财富
2024-12-25

AI的故事还没结束，继续疯！

还能再涨！分析师预计两大事件将助推英伟达股价再创新高

分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。

还能再涨！分析师预计两大事件将助推英伟达股价再创新高

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":385393854464008,"tweetId":"385393854464008","gmtCreate":1735118047521,"gmtModify":1735118049347,"author":{"id":4192933893656252,"idStr":"4192933893656252","authorId":4192933893656252,"authorIdStr":"4192933893656252","name":"趋势为王 耐心是唯一的财富","avatar":"https://static.tigerbbs.com/12a0684007d39c679f79155f27d93c91","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.07","exceedPercentage":"93.47%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>AI的故事还没结束，继续疯！</p></body></html>","htmlText":"<html><head></head><body><p>AI的故事还没结束，继续疯！</p></body></html>","text":"AI的故事还没结束，继续疯！","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/385393854464008","repostId":2494099556,"repostType":2,"repost":{"id":"2494099556","kind":"highlight","pubTimestamp":1735106794,"share":"https://www.laohu8.com/m/news/2494099556?lang=&edition=full","pubTime":"2024-12-25 14:06","market":"us","language":"zh","title":"还能再涨！分析师预计两大事件将助推英伟达股价再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2494099556","media":"金十数据","summary":"分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。","content":"<html><head></head><body><blockquote><p>分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。</p></blockquote><p>今年是人工智能宠儿<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.O)股价创纪录的一年，而且其势头可能远未结束。尽管近期的下跌使其股价进入了修正区间，但分析师们仍然一边倒地看好这家芯片制造商的股票，预计随着公司人工智能芯片的需求继续超过供应，股价还会有更大的涨幅。</p><p><strong>绝大多数分析师都看好英伟达的上升潜力。</strong>在Visible Alpha追踪的21位股票分析师中，除一位分析师外，其他所有分析师都对该股持有“买入”或同等评级，平均目标价约为177美元，意味着较最新收盘价还有超过25%的上涨空间。</p><h2 id=\"id_709915681\">销售额和股价均创历史新高</h2><p>英伟达首席执行官黄仁勋（Jensen Huang）上个月对投资者表示：“人工智能时代已经来临，而且规模庞大、种类繁多。”随着计算规模的“指数级”增长，英伟达将从中受益。人工智能需求的蓬勃发展使英伟达用于支持人工智能发展的芯片的销售额和公司股价在今年创下历史新高，2024年股价上涨了一倍多。英伟达是目前仅有的三家市值超过3万亿美元的公司之一。</p><p>上个月，公司公布的第三财季季度收入达到351亿美元，创历史新高，数据中心收入同比增长一倍多。在公司的财报电话会议上，高管们表示，他们看到了对公司下一代Blackwell AI系统“惊人的”需求，黄仁勋称该系统“完全改变了行业的游戏规则”。</p><h2 id=\"id_3966623768\">两大事件可能成为上涨催化剂</h2><p>花旗告诉客户，<strong>下一个提振该英伟达股价的大事件可能会在下个月发生——首席执行官黄仁勋将于1月6日在消费电子展（CES）上发表主题演讲</strong>。</p><p>花旗分析师表示，预计黄仁勋可能会在会上宣布更高的Blackwell销售预期，并强调企业和工业对<a href=\"https://laohu8.com/S/300024\">机器人</a>需求不断增长所带来的增长机会。据The Verge报道，预计英伟达还将推出新的显卡，并可能发布其他产品。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>分析师指出，<strong>英伟达还将在3月份举行下届年度GPU技术大会（GTC）</strong>。 在今年的GTC上，英伟达发布了Blackwell平台，宣布扩大与行业领导者的合作关系等。公司第四财季财报预计也将于2月发布。</p><p>黄仁勋此前曾表示，公司计划每年发布一个新的芯片系列，因此公司可能会在未来几个月内提供更多有关Blackwell后继产品Rubin的细节，预计该产品将于2026年发布。</p></body></html>","source":"xnew_highlight","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>还能再涨！分析师预计两大事件将助推英伟达股价再创新高</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还能再涨！分析师预计两大事件将助推英伟达股价再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-25 14:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=157022&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。今年是人工智能宠儿英伟达(NVDA.O)股价创纪录的一年，而且其势头可能远未结束。尽管近期的下跌使其股价进入了修正区间，但分析师们仍然一边倒地看好这家芯片制造商的股票，预计随着公司人工智能芯片的需求继续超过供应，股价还会有更大的涨幅。绝大多数分析师都看好英伟达的上升潜力。在Visible Alpha追踪的21位股票...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=157022&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67a9390c71fdb7dbc47ece451f2b410d","relate_stocks":{"NVD3.UK":"LS 3X NVIDIA","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4554":"元宇宙及AR概念","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDA":"英伟达","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","NVDS.UK":"LS -1X NVIDIA","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","3NVD.UK":"LS 3X NVIDIA","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","SNVD.UK":"LS -1X NVIDIA","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVD2.UK":"2X NVIDIA ETP","NVIW.SI":"NVDA 3xLongSG261006","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4543":"AI","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","NVDU":"Direxion Daily NVDA Bull 2X Shares","2NVD.UK":"2X NVIDIA ETP","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=157022&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494099556","content_text":"分析师认为英伟达涨势远未结束，预计黄仁勋下月演讲和下届GPU技术大会将继续提振股价。今年是人工智能宠儿英伟达(NVDA.O)股价创纪录的一年，而且其势头可能远未结束。尽管近期的下跌使其股价进入了修正区间，但分析师们仍然一边倒地看好这家芯片制造商的股票，预计随着公司人工智能芯片的需求继续超过供应，股价还会有更大的涨幅。绝大多数分析师都看好英伟达的上升潜力。在Visible Alpha追踪的21位股票分析师中，除一位分析师外，其他所有分析师都对该股持有“买入”或同等评级，平均目标价约为177美元，意味着较最新收盘价还有超过25%的上涨空间。销售额和股价均创历史新高英伟达首席执行官黄仁勋（Jensen Huang）上个月对投资者表示：“人工智能时代已经来临，而且规模庞大、种类繁多。”随着计算规模的“指数级”增长，英伟达将从中受益。人工智能需求的蓬勃发展使英伟达用于支持人工智能发展的芯片的销售额和公司股价在今年创下历史新高，2024年股价上涨了一倍多。英伟达是目前仅有的三家市值超过3万亿美元的公司之一。上个月，公司公布的第三财季季度收入达到351亿美元，创历史新高，数据中心收入同比增长一倍多。在公司的财报电话会议上，高管们表示，他们看到了对公司下一代Blackwell AI系统“惊人的”需求，黄仁勋称该系统“完全改变了行业的游戏规则”。两大事件可能成为上涨催化剂花旗告诉客户，下一个提振该英伟达股价的大事件可能会在下个月发生——首席执行官黄仁勋将于1月6日在消费电子展（CES）上发表主题演讲。花旗分析师表示，预计黄仁勋可能会在会上宣布更高的Blackwell销售预期，并强调企业和工业对机器人需求不断增长所带来的增长机会。据The Verge报道，预计英伟达还将推出新的显卡，并可能发布其他产品。高盛分析师指出，英伟达还将在3月份举行下届年度GPU技术大会（GTC）。 在今年的GTC上，英伟达发布了Blackwell平台，宣布扩大与行业领导者的合作关系等。公司第四财季财报预计也将于2月发布。黄仁勋此前曾表示，公司计划每年发布一个新的芯片系列，因此公司可能会在未来几个月内提供更多有关Blackwell后继产品Rubin的细节，预计该产品将于2026年发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":562,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}