市场为AI信仰打call，英伟达即将“掀翻”华尔街，狂欢还是哀嚎？

格隆汇2024-08-27

美东时间周三美股盘后，“宇宙硬核第一股”将公布第二季度财报。毋庸置疑的是，无论业绩好坏，英伟达都将给AI概念乃至整个美股带来最为强劲的“刺激”。今年以来，英伟达的狂飙之势令人叹为观止。虽然在7月经历了一轮大回调，但英伟达年内累计涨幅依旧高达155%，市值增加了1.82万亿美元。目前市值为3.11万亿美元。Q2 收入翻倍？眼下，投资者在寻找AI交易在下半年继续主导市场的迹象。而英伟达令人期待的业绩则...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2462913373?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","is_english":false,"pubTime":"2024-08-27 15:05","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2462913373","market":"sg","top_or_hot":-1,"title":"市场为AI信仰打call，英伟达即将“掀翻”华尔街，狂欢还是哀嚎？","media":"格隆汇","content":"<div>\n<p>美东时间周三美股盘后，“宇宙硬核第一股”将公布第二季度财报。毋庸置疑的是，无论业绩好坏，英伟达都将给AI概念乃至整个美股带来最为强劲的“刺激”。今年以来，英伟达的狂飙之势令人叹为观止。虽然在7月经历了一轮大回调，但英伟达年内累计涨幅依旧高达155%，市值增加了1.82万亿美元。目前市值为3.11万亿美元。Q2 收入翻倍？眼下，投资者在寻找AI交易在下半年继续主导市场的迹象。而英伟达令人期待的业绩则...</p>\n\n<a href=\"https://www.gelonghui.com/p/964458\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","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>市场为AI信仰打call，英伟达即将“掀翻”华尔街，狂欢还是哀嚎？</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市场为AI信仰打call，英伟达即将“掀翻”华尔街，狂欢还是哀嚎？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-27 15:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/964458><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间周三美股盘后，“宇宙硬核第一股”将公布第二季度财报。毋庸置疑的是，无论业绩好坏，英伟达都将给AI概念乃至整个美股带来最为强劲的“刺激”。今年以来，英伟达的狂飙之势令人叹为观止。虽然在7月经历了一轮大回调，但英伟达年内累计涨幅依旧高达155%，市值增加了1.82万亿美元。目前市值为3.11万亿美元。Q2 收入翻倍？眼下，投资者在寻找AI交易在下半年继续主导市场的迹象。而英伟达令人期待的业绩则...</p>\n\n<a href=\"https://www.gelonghui.com/p/964458\">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":"LU0061475181.USD","symbol_name":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","start_time":0,"source_url":"https://www.gelonghui.com/p/964458","article_id":"2462913373","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2462913373","pubTimestamp":1724742307,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"宇宙硬核第一股的威慑力","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4548":"巴美列捷福持仓","LU0072462426.USD":"贝莱德全球配置 A2","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4543":"AI","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4527":"明星科技股","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4141":"半导体产品","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4587":"ChatGPT概念","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4592":"伊斯兰概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓"},"translate_title":"The market is calling for AI belief, Nvidia is about to \"overturn\" Wall Street, carnival or mourning?","themeId":"e038d7ba70bb4e2d8f507756d0c4348e","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a6e8c13b635f15cd02e8df03a63eebc8","symbols_score_info":{"NVDA":1},"content_text":"美东时间周三美股盘后，“宇宙硬核第一股”将公布第二季度财报。毋庸置疑的是，无论业绩好坏，英伟达都将给AI概念乃至整个美股带来最为强劲的“刺激”。今年以来，英伟达的狂飙之势令人叹为观止。虽然在7月经历了一轮大回调，但英伟达年内累计涨幅依旧高达155%，市值增加了1.82万亿美元。目前市值为3.11万亿美元。Q2 收入翻倍？眼下，投资者在寻找AI交易在下半年继续主导市场的迹象。而英伟达令人期待的业绩则将在整个科技行业引发连锁反应。华尔街预计，英伟达不仅会超出第二季度的预期，还会上调第三季度的指引，台积电最近的收益超出预期可能会支持这一点。目前市场普遍预计，英伟达第二季度收入有望同比增长约 112%，达到 286.8 亿美元；预计每股收益0.60美元，同比增长141.49%不过，由于需求增长导致生产成本增加，预计其调整后的毛利率预计下降超过3个百分点，从上一季度的78.8%至75.8%。第二季度，英伟达最重要的数据中心业务预计将带来240亿美元的收入，比去年同期的103亿美元增长142%。但值得注意的是，数据中心的增长或低于上一季度 426% 的收入增长和去年第四季度的408%。除了AI收入外，预计英伟达的游戏收入将达到27亿美元。与此同时，市场还预计第三季度的增长速度或将进一步放缓。LSEG 数据显示，英伟达或预计第三季度收入可能会增长75%至316.9亿美元，结束其连续五个季度的三位数增长。预计三季度公司的数据中心收入将进一步放缓，同比增长 91%达到 277 亿美元。华尔街分歧加大市场在为AI信仰打call，华尔街的看涨、看跌呼声却此起彼伏。作为全球AI 芯片设计领头羊，英伟达控制着80%至95%的市场份额。整体来看，市场预计随着推出下一代 Blackwell 芯片系列，英伟达将继续保持领先地位。不过，英伟达下一代Blackwell AI芯片的潜在生产延迟可能会给其带来一些麻烦。此前黄仁勋在5月份表示，这些芯片将在第二季度发货，但分析师指出了可能会推迟时间表的设计障碍。研究机构半分析(semianalysis)表示，这意味着明年上半年的收入增长可能会受到打击。如果英伟达的芯片制造商台积电提高费用的话，利润率也会受到挤压。美银表示，英伟达Q2业绩或令人失望，并提出了一种对冲该股潜在亏损风险的方法，即购买标普500指数的看跌期权。美国银行分析师Gonzalo Asis警告表示，投资者“可能低估了业绩表现令人失望的风险”，对冲这种风险的“更有吸引力”的途径并非购买英伟达的看跌期权，而是购买标普500指数的看跌期权。Synovus Trust高级投资组合经理Daniel Morgan也表示，英伟达不仅是芯片行业的标杆，也是整个人工智能行业的标杆。如果英伟达未能达到预期，投资者可能会抛售所有AI领域的公司。不过，不少华尔街分析师还是认为，英伟达在短期内不会有太大的担忧。在财报公布之际，包括花旗、高盛、KeyBanc在内的华尔街机构重申了对英伟达的看涨观点。摩根士丹利认为，英伟达业绩指引将受到对其H200芯片需求的推动，即便Blackwell系列GPU的出货略有延迟，但客户对该产品线的热情“非常高”。高盛策略师Scott Rubner表示，随着英伟达财报日临近，期权市场暗示英伟达股价有超过9%的上涨空间。期权市场暗示英伟达股价在财报日将上涨9.35%，相当于市值增加约2980亿美元。他表示，鉴于美股科技股出现广泛抛售，英伟达本财报季的门槛远低于近几个季度。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2462913373","isCrawlerRequest":true}