GTC大会高光时刻！传英伟达AI芯片订单增加

智通财经2023-03-21

英伟达的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予台积电A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。值得注意的是，英伟达 A100、H100 及 A800 系列 GPU，都是针对数据中心的产品，这三款 GPU 的代工订单增加，大概率与 ChatGPT 等近期大热的产品有关。截至发稿，英伟达盘前涨1.42%，报...

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济南黑虎
2023-03-22
济南黑虎
非连续性持有英伟达，五年，也是唯一重仓的。不知道以后能咋样？

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Chuan Ying Wei Da AI chip orders increased","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/388792d24fdcea748682c73571e333d7","symbols_score_info":{"NVDA":1},"content_text":"英伟达的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予台积电A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。值得注意的是，英伟达 A100、H100 及 A800 系列 GPU，都是针对数据中心的产品，这三款 GPU 的代工订单增加，大概率与 ChatGPT 等近期大热的产品有关。截至发稿，英伟达盘前涨1.42%，报262.67美元;台积电盘前涨近1%，报90.70美元。据了解，英伟达首席执行官Jensen Huang将在GTC大会上发表主题演讲，人们普遍预计他将在会上讨论该公司对人工智能未来的愿景。值得一提的是，在GTC大会之前，投资公司Baird上调了英伟达的目标价，并将该公司加入了其新投资名单。该行指出，ChatGPT的“有意义的”订单正在到来，并帮助该公司上调了下半年数据中心收入预期。该行分析师Tristan Gerra表示，英伟达的Hopper芯片很可能受益于大型语言模型的增长，并成为一种“长期趋势”。Gerra补充称，预计英伟达将扩大公司的云战略，成为一家以云为中心的全栈公司。此外，摩根士丹利上周也上调了英伟达的股票评级，称该公司在人工智能领域的投入是“自移动互联网发展以来最重要的技术发展之一”。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":650483716,"gmtCreate":1679451502235,"gmtModify":1679451503855,"author":{"id":"3477536643256540","authorId":"3477536643256540","name":"济南黑虎","avatar":"https://static.tigerbbs.com/4b1023b4b446872edf2d0308a3d414d0","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3477536643256540","authorIdStr":"3477536643256540"},"htmlText":"非连续性持有英伟达，五年，也是唯一重仓的。不知道以后能咋样？","listText":"非连续性持有英伟达，五年，也是唯一重仓的。不知道以后能咋样？","text":"非连续性持有英伟达，五年，也是唯一重仓的。不知道以后能咋样？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650483716","repostId":2321962530,"repostType":2,"repost":{"id":"2321962530","kind":"news","pubTimestamp":1679404819,"share":"https://www.laohu8.com/m/news/2321962530?lang=zh_CN&edition=full","pubTime":"2023-03-21 21:20","market":"us","language":"zh","title":"GTC大会高光时刻！传英伟达AI芯片订单增加","url":"https://stock-news.laohu8.com/highlight/detail?id=2321962530","media":"智通财经","summary":"英伟达的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予台积电A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。值得注意的","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予<a href=\"https://laohu8.com/S/TSM\">台积电</a>A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。</p><p>值得注意的是，英伟达 A100、H100 及 A800 系列 GPU，都是针对数据中心的产品，这三款 GPU 的代工订单增加，大概率与 ChatGPT 等近期大热的产品有关。</p><p>截至发稿，英伟达盘前涨1.42%，报262.67美元;台积电盘前涨近1%，报90.70美元。</p><p>据了解，英伟达首席执行官Jensen Huang将在GTC大会上发表主题演讲，人们普遍预计他将在会上讨论该公司对人工智能未来的愿景。</p><p>值得一提的是，在GTC大会之前，投资公司Baird上调了英伟达的目标价，并将该公司加入了其新投资名单。该行指出，ChatGPT的“有意义的”订单正在到来，并帮助该公司上调了下半年数据中心收入预期。</p><p>该行分析师Tristan Gerra表示，英伟达的Hopper芯片很可能受益于大型语言模型的增长，并成为一种“长期趋势”。</p><p>Gerra补充称，预计英伟达将扩大公司的云战略，成为一家以云为中心的全栈公司。</p><p>此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>上周也上调了英伟达的股票评级，称该公司在人工智能领域的投入是“自移动互联网发展以来最重要的技术发展之一”。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nGTC大会高光时刻！传英伟达AI芯片订单增加\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-21 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/895913.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予台积电A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。值得注意的是，英伟达 A100、H100 及 A800 系列 GPU，都是针对数据中心的产品，这三款 GPU 的代工订单增加，大概率与 ChatGPT 等近期大热的产品有关。截至发稿，英伟达盘前涨1.42%，报...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/895913.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU2063271972.USD":"富兰克林创新领域基金","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4554":"元宇宙及AR概念","SG9999002232.USD":"Allianz Global High Payout USD","NVDA":"英伟达","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","BK4527":"明星科技股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4529":"IDC概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4587":"ChatGPT概念","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/895913.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321962530","content_text":"英伟达的GTC开发者大会于当地时间周二进入高潮，据报道，英伟达给予台积电A100 和 H100 GPU 的代工订单在增加的同时，为中国市场设计的 A800 系列 GPU 的代工订单也在增加。值得注意的是，英伟达 A100、H100 及 A800 系列 GPU，都是针对数据中心的产品，这三款 GPU 的代工订单增加，大概率与 ChatGPT 等近期大热的产品有关。截至发稿，英伟达盘前涨1.42%，报262.67美元;台积电盘前涨近1%，报90.70美元。据了解，英伟达首席执行官Jensen Huang将在GTC大会上发表主题演讲，人们普遍预计他将在会上讨论该公司对人工智能未来的愿景。值得一提的是，在GTC大会之前，投资公司Baird上调了英伟达的目标价，并将该公司加入了其新投资名单。该行指出，ChatGPT的“有意义的”订单正在到来，并帮助该公司上调了下半年数据中心收入预期。该行分析师Tristan Gerra表示，英伟达的Hopper芯片很可能受益于大型语言模型的增长，并成为一种“长期趋势”。Gerra补充称，预计英伟达将扩大公司的云战略，成为一家以云为中心的全栈公司。此外，摩根士丹利上周也上调了英伟达的股票评级，称该公司在人工智能领域的投入是“自移动互联网发展以来最重要的技术发展之一”。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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