超越伯克希尔！元宇宙助飞英伟达，成美国第七大公司

华尔街见闻2021-11-04

当地时间11月2日周二，英伟达的市值首次超过伯克希尔哈撒韦公司，位居全美第七。周二，英伟达的股票上涨至264.01美元，涨幅为2.22%，而伯克希尔哈撒韦涨幅为0.6%。根据 FactSet 的数据显示，按照收盘价计算，英伟达的市值为6600亿美元，高于伯克希尔哈撒韦的6524亿美元市值。周三开盘，英伟达股票继续小幅上涨，截至发稿，涨0.31%，总市值达到6600.25亿美元。虽然过去一年...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

随心所欲888
2021-11-04
随心所欲888
英伟达会越来越强，台积电和英伟达没法比，虽然都是高科技，但显然台积电只不过是高科技代工厂，也只不过比代替驴牌做衣服皮包的强而已
- 小猪熊发财:
  是的，但市场更喜欢听故事
- 储婉菡:
  台积电是虚拟和现实交接的地方
Skyline35
2021-11-04
Skyline35
我只能说苹果简直就是个**。拿这么强大的芯片编辑个小视频，大炮打蚊子，就这么点格局。。。如果杀入游戏，ai，挖矿，分分钟秒杀英伟达，功耗性能的绝对霸主，让他们amd intel全部歇菜！
- Changjieming:
  ???

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2180766980?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/abc50f8e9e287e2f39bac1f7bc5312c3","is_english":false,"pubTime":"2021-11-04 08:17","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2180766980","market":"fut","top_or_hot":-1,"title":"超越伯克希尔！元宇宙助飞英伟达，成美国第七大公司","media":"华尔街见闻","content":"<div>\n<p>当地时间11月2日周二，英伟达的市值首次超过伯克希尔哈撒韦公司，位居全美第七。\n周二，英伟达的股票上涨至264.01美元，涨幅为2.22%，而伯克希尔哈撒韦涨幅为0.6%。根据 FactSet 的数据显示，按照收盘价计算，英伟达的市值为6600亿美元，高于伯克希尔哈撒韦的6524亿美元市值。\n周三开盘，英伟达股票继续小幅上涨，截至发稿，涨0.31%，总市值达到6600.25亿美元。\n虽然过去一年...</p>\n\n<a href=\"None\">网页链接</a>\n\n</div>\n","source":null,"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>超越伯克希尔！元宇宙助飞英伟达，成美国第七大公司</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超越伯克希尔！元宇宙助飞英伟达，成美国第七大公司\n</h2>\n\n<h4 class=\"meta\">\n\n2021-11-04 08:17 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间11月2日周二，英伟达的市值首次超过伯克希尔哈撒韦公司，位居全美第七。\n周二，英伟达的股票上涨至264.01美元，涨幅为2.22%，而伯克希尔哈撒韦涨幅为0.6%。根据 FactSet 的数据显示，按照收盘价计算，英伟达的市值为6600亿美元，高于伯克希尔哈撒韦的6524亿美元市值。\n周三开盘，英伟达股票继续小幅上涨，截至发稿，涨0.31%，总市值达到6600.25亿美元。\n虽然过去一年...</p>\n\n<a href=\"None\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":null,"article_id":"2180766980","we_media_id":"1045080548","thumbnails":["https://static.tigerbbs.com/abc50f8e9e287e2f39bac1f7bc5312c3"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2180766980","pubTimestamp":1635985020,"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1045080548","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"当地时间11月2日周二，英伟达的市值首次超过伯克希尔哈撒韦公司，位居全美第七。周二，英伟达的股票上涨至264.01美元，涨幅为2.22%，而伯克希尔哈撒韦涨幅为0.6%。根据 FactSet 的数据显示，按照收盘价计算，英伟达的市值为6600亿美元，高于伯克希尔哈撒韦的6524亿美元市值。周三开盘，英伟达股票继续小幅上涨，截至发稿，涨0.31%，总市值达到6600.25亿美元。01“元宇宙”助飞英伟达在一举超越伯克希尔哈撒韦后，这家做GPU起家的半导体公司的PE已经超过90倍。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDA":"英伟达","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"translate_title":"Beyond Berkshire Hathaway! Meta-universe helps fly to NVIDIA Corp and becomes the seventh largest company in the United States","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/52a44e9a110fd256ea65de7d21ca8829","symbols_score_info":{"BRK.A":0.9,"BRK.B":0.9,"NVDA":0.9},"content_text":"当地时间11月2日周二，英伟达的市值首次超过伯克希尔哈撒韦公司，位居全美第七。\n周二，英伟达的股票上涨至264.01美元，涨幅为2.22%，而伯克希尔哈撒韦涨幅为0.6%。根据 FactSet 的数据显示，按照收盘价计算，英伟达的市值为6600亿美元，高于伯克希尔哈撒韦的6524亿美元市值。\n周三开盘，英伟达股票继续小幅上涨，截至发稿，涨0.31%，总市值达到6600.25亿美元。\n虽然过去一年全球遭遇了“芯片荒”，但是英伟达的股价却一点没受影响。基本面上看，疫情期间数字货币价格的走高助推了英伟达显卡的销售，在此期间，RTX30系显卡价格飙升，“一卡难求”，从而使得英伟达在近年营业利润大增。\n近期，英伟达股票的走势延续了其强劲势头，该股在今年几乎翻倍，在过去十年中上涨了近7500%。相比之下，伯克希尔的股价在过去一年上涨了约40%，在10年内上涨了270%。\n据统计，自2020年3月16日低点以来，英伟达的市值增长了近5300亿美元，这一数值比英特尔与博通当下的市值之和还要高。\n01\n“元宇宙”助飞英伟达\n在一举超越伯克希尔哈撒韦后，这家做GPU起家的半导体公司的PE已经超过90倍。作为对比，台积电的市盈率仅有27.1倍。\n华尔街见闻此前提及，市场给予英伟达如此高溢价的原因可能有以下三点：\n\n英伟达已脱离芯片业的格局，继人工智能及数字双胞胎（Digital Twin），进一步搭上热门的元宇宙（Metaverse）题材，让投资人有更多想像空间。\n作为GPU领导厂商的英伟达，今年进入CPU核心领地，基于Arm构建了三款新处理器。其中，Grace是基于Arm架构，具有革命性的数据中心CPU。主要面向大型数据密集型 HPC 和 AI 应用，将推动AI、云和高性能计算提升至新高度。\n被动投资也将继续令英伟达受益。\n\n02\n走在技术变革前沿\n英伟达的联合创始人黄仁勋有一句广为流传的口头禅：\n\n “我们离倒闭永远只有30天”\n\n拥有危机意识的老黄，也始终走在科技变革的前沿。\n在“皮衣客”黄仁勋的带领下，英伟达领先于整个行业将最初垂直应用与游戏领域的GPU业务进行全面商业化。后来，在AI行业发展初期皆不被市场看好的情况下，“绿厂”又前瞻性地预见了GPU在AI市场的应用，并果断进行研发投资。\n这不仅使得英伟达在Intel、$AMD(AMD)$等半导体巨头们的夹缝中求得生存，更为英伟达如今的辉煌埋下了伏笔。\n如今的英伟达，已经将业务拓宽至数据中心、专业可视化、智能汽车、加密数字货币挖矿等规模和利润更可观的领域，搭建出了强大的护城河。同时，更是凭借自己在AI上软硬件一体化系统的优势搭上了“元宇宙”的快车，令投资者蜂拥而至，疯狂地把钱砸向这家显卡巨头。\n借用英特尔联合创始人安迪·格鲁夫（Andy Grove）的话来说，在这个飞速发展的市场，“只有偏执狂才能生存”。\n03\n风险依然存在\n需要注意的是，虽然数据中心、AI等业务可能更能令投资者感到兴奋，但是，游戏业务仍是公司收入的主要来源之一，而此项业务，波动幅度巨大。\n回顾17-18年的矿难，各层级显卡市场崩盘严重，英伟达公司GPU营收大幅下滑，公司股价也在18-19年经历了长达一年多的低谷期。同时，竞争对手们也正虎视眈眈，借用英伟达创始人黄仁勋的话来说，英伟达正被“追逐同一个巨大机遇的巨头企业”包围。\n在老本行业务，游戏显卡市场上，AMD卷土重来，推出了理论性能可以和RTX 30系一较高下的RX 6000系显卡；x86时代的王者Intel也将在未来进军显卡市场，试图从这个潜力巨大的市场分一杯羹。\n此外，苹果公司也在近期异军突起，其最新发布CPU的图形性能，可以在功耗大幅降低的情况下接近30系高端显卡水平。在M1 Max的强势表现背景下，在创意设计工作领域，尤其是视频制作等领域，高功耗的英伟达显卡似乎不那么具有吸引力了。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":846065342,"gmtCreate":1636035770397,"gmtModify":1636035770397,"author":{"id":"3576496292042162","authorId":"3576496292042162","name":"随心所欲888","avatar":"https://static.tigerbbs.com/7cfb4c274d22b01220d24e49508bb8d9","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"英伟达会越来越强，台积电和英伟达没法比，虽然都是高科技，但显然台积电只不过是高科技代工厂，也只不过比代替驴牌做衣服皮包的强而已","listText":"英伟达会越来越强，台积电和英伟达没法比，虽然都是高科技，但显然台积电只不过是高科技代工厂，也只不过比代替驴牌做衣服皮包的强而已","text":"英伟达会越来越强，台积电和英伟达没法比，虽然都是高科技，但显然台积电只不过是高科技代工厂，也只不过比代替驴牌做衣服皮包的强而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/846065342","repostId":2180766980,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6456088,"gmtCreate":1636048483046,"gmtModify":1636048483046,"authorId":3584017296125380,"author":{"id":3584017296125380,"authorId":3584017296125380,"name":"小猪熊发财","avatar":"https://static.tigerbbs.com/2085609b68b3b2add8ebe5b9ec128a96","vip":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":"2021.12.28","exceedPercentage":"93.34%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":846065342,"type":1,"supId":6455556,"prevId":0,"content":"是的，但市场更喜欢听故事","text":"是的，但市场更喜欢听故事","html":"是的，但市场更喜欢听故事"},{"id":6455556,"gmtCreate":1636042233631,"gmtModify":1636042233631,"authorId":3480681631334323,"author":{"id":3480681631334323,"authorId":3480681631334323,"name":"储婉菡","avatar":"https://static.tigerbbs.com/0f69fdba20de8242a0be7e3499c19ef2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":846065342,"type":1,"supId":0,"prevId":0,"content":"台积电是虚拟和现实交接的地方","text":"台积电是虚拟和现实交接的地方","html":"台积电是虚拟和现实交接的地方"}],"langContent":"CN"},{"id":848788145,"gmtCreate":1636029673433,"gmtModify":1636029673433,"author":{"id":"3549994723467386","authorId":"3549994723467386","name":"Skyline35","avatar":"https://static.tigerbbs.com/a48e5e3c03ed544a74ff6cace6a8de0e","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"我只能说苹果简直就是个**。拿这么强大的芯片编辑个小视频，大炮打蚊子，就这么点格局。。。如果杀入游戏，ai，挖矿，分分钟秒杀英伟达，功耗性能的绝对霸主，让他们amd intel全部歇菜！","listText":"我只能说苹果简直就是个**。拿这么强大的芯片编辑个小视频，大炮打蚊子，就这么点格局。。。如果杀入游戏，ai，挖矿，分分钟秒杀英伟达，功耗性能的绝对霸主，让他们amd intel全部歇菜！","text":"我只能说苹果简直就是个**。拿这么强大的芯片编辑个小视频，大炮打蚊子，就这么点格局。。。如果杀入游戏，ai，挖矿，分分钟秒杀英伟达，功耗性能的绝对霸主，让他们amd intel全部歇菜！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/848788145","repostId":2180766980,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6453179,"gmtCreate":1636031343887,"gmtModify":1636031343986,"authorId":3574136058061437,"author":{"id":3574136058061437,"authorId":3574136058061437,"name":"Changjieming","avatar":"https://static.tigerbbs.com/fc405e9f366cb34e826787dc45d36977","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":848788145,"type":1,"supId":0,"prevId":0,"content":"???","text":"???","html":"???"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.23.1","shortVersion":"4.23.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2180766980"}