社区
首页
集团介绍
社区
资讯
行情
学堂
TigerGPT
登录
注册
稳扎稳打的勇爸爸
IP属地：北京
+关注
帖子 · 65
帖子 · 65
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
03-21
$英伟达(NVDA)$
阻力位还是在118-119，没有大的消息，延续弱势。
看
524
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
03-10
$小米中银五九沽B.P(29814)
很有意思
看
336
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
03-05
$特斯拉(TSLA)$
等你起稳了，我再来坐火箭，这震荡的太乱！
看
520
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
03-04
$美团摩利五五沽A.P(13396)$
看
457
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
03-04
美银要出货吧
英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！
上周三美股盘后，“AI宠儿”英伟达公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度跌破了3万亿美元大关。该行重申了对英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股还能较当前水平上涨60%以上。财报数据显示，英伟达在第四财季实现营收393.31亿美元，较去年同期增长78%，分析师事前预期为380.5亿美元。美银认为，英伟达3月份的GTC大会是下一个重要的催化剂。
英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！
看
442
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
02-27
$美国超微公司(AMD)$
追赶者越来越远 之前的芯片老二 现在没落带着我也一路向南
看
754
回复
评论
点赞
2
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
02-27
已经亏到没有裤衩了 做多做多 亏亏亏
@美股探路者：
$美国超微公司(AMD)$ 挂单跌到90 all in，删app了。
$美国超微公司(AMD)$ 挂单跌到90 all in，删app了。
看
163
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
02-21
$阿里巴巴-W(09988)$
就这个市盈率还合适
看
691
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
02-21
$恒生科技指数(HSTECH)$
看
291
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
稳扎稳打的勇爸爸
稳扎稳打的勇爸爸
·
02-21
$小米集团-W(01810)$
看
254
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3488407236949514","uuid":"3488407236949514","gmtCreate":1525418610898,"gmtModify":1741082361210,"name":"稳扎稳打的勇爸爸","pinyin":"wzwddybbwenzhawendadeyongbaba","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":82,"tweetSize":65,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.11","exceedPercentage":"80.32%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.08","exceedPercentage":"93.68%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":24,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":415873589985672,"gmtCreate":1742540102320,"gmtModify":1742540103921,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 阻力位还是在118-119，没有大的消息，延续弱势。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 阻力位还是在118-119，没有大的消息，延续弱势。","text":"$英伟达(NVDA)$ 阻力位还是在118-119，没有大的消息，延续弱势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415873589985672","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411868602548840,"gmtCreate":1741586961676,"gmtModify":1741586963207,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/29814\">$小米中银五九沽B.P(29814)</a>很有意思","listText":"<a href=\"https://laohu8.com/S/29814\">$小米中银五九沽B.P(29814)</a>很有意思","text":"$小米中银五九沽B.P(29814)很有意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411868602548840","isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410228441404008,"gmtCreate":1741163109873,"gmtModify":1741163111258,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 等你起稳了，我再来坐火箭，这震荡的太乱！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 等你起稳了，我再来坐火箭，这震荡的太乱！","text":"$特斯拉(TSLA)$ 等你起稳了，我再来坐火箭，这震荡的太乱！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410228441404008","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409847885779352,"gmtCreate":1741070660931,"gmtModify":1741071012317,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/13396\">$美团摩利五五沽A.P(13396)$</a> ","listText":"<a href=\"https://laohu8.com/S/13396\">$美团摩利五五沽A.P(13396)$</a> ","text":"$美团摩利五五沽A.P(13396)$","images":[{"img":"https://static.tigerbbs.com/740bc091a94a2f31c5c10109cdfd9a34","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409847885779352","isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":409754549764296,"gmtCreate":1741047269919,"gmtModify":1741047271826,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"美银要出货吧","listText":"美银要出货吧","text":"美银要出货吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409754549764296","repostId":"2516226205","repostType":2,"repost":{"id":"2516226205","kind":"news","pubTimestamp":1740966300,"share":"https://www.laohunote.com/m/news/2516226205?lang=&edition=full","pubTime":"2025-03-03 09:45","market":"us","language":"zh","title":"英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！","url":"https://stock-news.laohu8.com/highlight/detail?id=2516226205","media":"东方财富","summary":"上周三美股盘后，“AI宠儿”英伟达公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度跌破了3万亿美元大关。该行重申了对英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股还能较当前水平上涨60%以上。财报数据显示，英伟达在第四财季实现营收393.31亿美元，较去年同期增长78%，分析师事前预期为380.5亿美元。美银认为，英伟达3月份的GTC大会是下一个重要的催化剂。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/spider20250303/54/w578h276/20250303/0d1f-6668851f53d6006de7b2a79b6494d6f5.png\"/><span></span></div><p cms-style=\"font-L\">上周三美股盘后，“AI宠儿”<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度<font cms-style=\"font-L\">跌破</font>了3万亿美元大关。这进一步引爆了外界对AI领域大笔投资最终能否与回报相匹配的怀疑。</p><p cms-style=\"font-L\">不过，根据美国银行（Bank of America）的说法，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。<font cms-style=\"font-L strong-Bold\">该行重申了对</font>英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股还能较当前水平上涨60%以上。</p><p cms-style=\"font-L\">美银在最新报告中写道：“我们重申对英伟达的买入评级，<font cms-style=\"font-L strong-Bold\">因为该公司在引领</font>人工智能市场向计算密集型推理、代理应用和物理人工智能/<span>机器人</span><span></span>领域发展方面仍处于主导地位。”</p><p cms-style=\"font-L\">该行指出，<font cms-style=\"font-L strong-Bold\">尽管遇到了一些不利因素，比如DeepSeek，但英伟达的总体业绩依然强劲。</font></p><p cms-style=\"font-L\">上个月，中国人工智能初创公司深度求索（DeepSeek）发布了一款成本极其低廉，而计算能力却比肩ChatGPT等头部大模型的人工智能模型，震惊了美国硅谷，同时也引发了投资者对科技巨头在AI技术上巨额支出的质疑，并开始担忧这将拖累英伟达GPU的需求。</p><p cms-style=\"font-L\">黄仁勋此前驳斥市场疑虑称，DeepSeek的效率提升只会加快人工智能被采用和发展的速度。他在业绩电话会议上说，“DeepSeek R1 点燃了全球的热情。这是一项出色的创新，但更重要的是，它开源了一个世界级的推理AI模型。几乎每个AI开发人员都在应用R1或思维链和强化学习技术来扩展其模型的性能。”</p><p cms-style=\"font-L\">美银指出，不管DeepSeek等其他不利因素的影响如何，英伟达仍在继续推出Blackwell芯片，这些芯片超出了过去的销售预期。</p><p cms-style=\"font-L\">不过该行也承认，投资者短期感到失望，并称英伟达第四财季的收入预期“仅”比市场预期高出10亿美元，而前几个季度都起码高出了20亿美元。财报数据显示，英伟达在第四财季实现营收393.31亿美元，较去年同期增长78%，分析师事前预期为380.5亿美元。</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">总得来说，鉴于英伟达仍有很大的发展空间，美银坚持看涨该股。</font></p><p cms-style=\"font-L\">上述报告称：“我们理解将投资组合多样化的愿望，远离人工智能/云计算，但我们认为这低估了人工智能投资的坚实（和全球）步伐，以及英伟达令人信服的估值。”</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">美银认为，英伟达3月份的GTC大会是下一个重要的催化剂。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“我们预计，随着人们对3月中旬举行的GTC大会的兴奋感增强，英伟达将重新焕发活力。”</font>分析师们写道。</p><p cms-style=\"font-L\">该行还补充称，在非人工智能市场，<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>（Texas Instruments）和微芯片科技（Microchip Technologies）等其他芯片股的交易价值高于英伟达，“在我们看来，这似乎不合理。”</p><p cms-style=\"font-L\">（文章来源：科创板日报）</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！</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英伟达今年还能再涨60%？美银上调目标价：仍处主导地位！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-03 09:45 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/us/2025-03-03/doc-ineniuqn9389365.shtml><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周三美股盘后，“AI宠儿”英伟达公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度跌破了3万亿美元大关。这进一步引爆了外界对AI领域大笔投资最终能否与回报相匹配的怀疑。不过，根据美国银行（Bank of America）的说法，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。该行重申了对英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-03-03/doc-ineniuqn9389365.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-03-03/doc-ineniuqn9389365.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2516226205","content_text":"上周三美股盘后，“AI宠儿”英伟达公布的业绩和业绩指引均未能让投资者们满意，导致股价大跌了约8%，其市值也一度跌破了3万亿美元大关。这进一步引爆了外界对AI领域大笔投资最终能否与回报相匹配的怀疑。不过，根据美国银行（Bank of America）的说法，英伟达仍是一笔可靠的投资，并将其目标价上调了5%。该行重申了对英伟达的“买入”评级，并将其年底目标股价从190美元上调至200美元，这意味着该股还能较当前水平上涨60%以上。美银在最新报告中写道：“我们重申对英伟达的买入评级，因为该公司在引领人工智能市场向计算密集型推理、代理应用和物理人工智能/机器人领域发展方面仍处于主导地位。”该行指出，尽管遇到了一些不利因素，比如DeepSeek，但英伟达的总体业绩依然强劲。上个月，中国人工智能初创公司深度求索（DeepSeek）发布了一款成本极其低廉，而计算能力却比肩ChatGPT等头部大模型的人工智能模型，震惊了美国硅谷，同时也引发了投资者对科技巨头在AI技术上巨额支出的质疑，并开始担忧这将拖累英伟达GPU的需求。黄仁勋此前驳斥市场疑虑称，DeepSeek的效率提升只会加快人工智能被采用和发展的速度。他在业绩电话会议上说，“DeepSeek R1 点燃了全球的热情。这是一项出色的创新，但更重要的是，它开源了一个世界级的推理AI模型。几乎每个AI开发人员都在应用R1或思维链和强化学习技术来扩展其模型的性能。”美银指出，不管DeepSeek等其他不利因素的影响如何，英伟达仍在继续推出Blackwell芯片，这些芯片超出了过去的销售预期。不过该行也承认，投资者短期感到失望，并称英伟达第四财季的收入预期“仅”比市场预期高出10亿美元，而前几个季度都起码高出了20亿美元。财报数据显示，英伟达在第四财季实现营收393.31亿美元，较去年同期增长78%，分析师事前预期为380.5亿美元。总得来说，鉴于英伟达仍有很大的发展空间，美银坚持看涨该股。上述报告称：“我们理解将投资组合多样化的愿望，远离人工智能/云计算，但我们认为这低估了人工智能投资的坚实（和全球）步伐，以及英伟达令人信服的估值。”美银认为，英伟达3月份的GTC大会是下一个重要的催化剂。“我们预计，随着人们对3月中旬举行的GTC大会的兴奋感增强，英伟达将重新焕发活力。”分析师们写道。该行还补充称，在非人工智能市场，德州仪器（Texas Instruments）和微芯片科技（Microchip Technologies）等其他芯片股的交易价值高于英伟达，“在我们看来，这似乎不合理。”（文章来源：科创板日报）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408064672387544,"gmtCreate":1740646378105,"gmtModify":1740646379392,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 追赶者越来越远 之前的芯片老二 现在没落带着我也一路向南","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 追赶者越来越远 之前的芯片老二 现在没落带着我也一路向南","text":"$美国超微公司(AMD)$ 追赶者越来越远 之前的芯片老二 现在没落带着我也一路向南","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408064672387544","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408065060819576,"gmtCreate":1740646327143,"gmtModify":1740646329058,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"已经亏到没有裤衩了 做多做多 亏亏亏","listText":"已经亏到没有裤衩了 做多做多 亏亏亏","text":"已经亏到没有裤衩了 做多做多 亏亏亏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408065060819576","repostId":"407839221801152","repostType":1,"repost":{"id":407839221801152,"gmtCreate":1740585045386,"gmtModify":1740585046650,"author":{"id":"3552481248997546","authorId":"3552481248997546","name":"美股探路者","avatar":"https://static.tigerbbs.com/93785db740378d04439031f463387382","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552481248997546","authorIdStr":"3552481248997546"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 挂单跌到90 all in，删app了。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 挂单跌到90 all in，删app了。","text":"$美国超微公司(AMD)$ 挂单跌到90 all in，删app了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407839221801152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405871292121136,"gmtCreate":1740116772331,"gmtModify":1740120400189,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a><v-v data-views=\"1\"></v-v> 就这个市盈率还合适 ","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$ </a><v-v data-views=\"1\"></v-v> 就这个市盈率还合适 ","text":"$阿里巴巴-W(09988)$ 就这个市盈率还合适","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405871292121136","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405864366461272,"gmtCreate":1740114353473,"gmtModify":1740114354061,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$ </a><v-v data-views=\"0\"></v-v> ","text":"$恒生科技指数(HSTECH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405864366461272","isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405815342494160,"gmtCreate":1740102844263,"gmtModify":1740102845041,"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3488407236949514","authorIdStr":"3488407236949514"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> ","text":"$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405815342494160","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}