黑眼圈太重了鄧文
05-01
英伟达从去年开始，每次前高后的大跌，跟几年前的苹果一模一样，当时苹果每次前高后，自己跌大盘跌，
谷歌“历史最大涨幅”、英伟达反而大跌！高盛资深半导体分析师建议“做多云、减持芯片”
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11:32","market":"hk","language":"zh","title":"谷歌“历史最大涨幅”、英伟达反而大跌！高盛资深半导体分析师建议“做多云、减持芯片”","url":"https://stock-news.laohu8.com/highlight/detail?id=2632918816","media":"华尔街见闻","summary":"高盛分析师指出，半导体估值偏高，而超大规模云服务商估值低于历史均值，存在修复空间。无论云巨头投资回报改善还是削减资本支出，云计算板块均有望受益，芯片股则面临下行风险。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>认为在AI基础设施建设热潮中，投资者应将仓位从芯片股转向云计算巨头。</p><p>周四，Alphabet股价单日大涨10%，市值单日增加4210亿美元，创下该公司有史以来最大单日市值增幅，同时也是美国企业史上第二大单日市值增加纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea84c85f8b6552d0bf27301454708da0\" tg-width=\"1024\" tg-height=\"572\"/></p><p>（<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>股价近一年走势）</p><p>与此同时，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价下跌逾4%，跌破200美元关口，单日跌幅金额近10美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52d4de2ea988de4433963186c93a43a7\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>高盛资深半导体分析师Jim Covello在致客户报告中建议"做多超大规模云服务商、低配半导体"。</p><p>Covello在报告中指出，当前市场对超大规模云计算商的投资回报率定价，已反映了"相当程度的悲观预期"，导致该板块估值倍数被大幅压缩。<strong>相比之下，半导体股估值已明显偏高。</strong></p><h2 id=\"id_1421000769\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云强劲增长，点燃市场热情</h2><p>Alphabet此轮暴涨的导火索是一份亮眼的季度业绩报告。</p><p>谷歌云业务单季营收增速达63%，令投资者印象深刻。云业务运营利润率从一年前的17.8%大幅扩张至32.9%，管理层将此归因于更高效的技术基础设施和流程创新。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Doug Anmuth在周四的研报中写道：</p><blockquote><p>我们认为谷歌正在其AI投资上产生清晰、可量化的回报。</p></blockquote><p>他指出，谷歌云的合同积压订单在一季度环比接近翻倍，达到4620亿美元。Anmuth同时强调：</p><blockquote><p>底层芯片、模型改进、用户参与度与商业变现之间的良性循环仍在持续复利。</p></blockquote><p>Alphabet方面在财报电话会议上表示，AI解决方案已成为谷歌云的首要增长驱动力，基于Gemini的AI智能体产品需求旺盛。</p><p>公司披露，Gemini每分钟处理超过160亿个token，环比增长60%。</p><h2 id=\"id_926930875\">Alphabet市值逼近英伟达，差距收窄至约2030亿美元</h2><p>强劲业绩推动Alphabet股价创下历史新高，据道琼斯市场数据，该公司本月累计涨幅已达33.8%，为2004年10月以来最佳单月表现。</p><p>在市值排名上，Alphabet与英伟达之间的差距已缩窄至约2029亿美元，为今年2月5日以来的最小差距。</p><p>今年1月，Alphabet已超越苹果，成为全球市值第二大公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9789c076d1a2242134994f90aebbc8b7\" tg-width=\"1024\" tg-height=\"445\"/></p><p>过去一年，Alphabet股价累计上涨138.5%。该公司已逐步瓦解外界对AI构成其业务"存亡威胁"的叙事，谷歌搜索业务一季度增长19%，查询量创历史新高，印证了AI扩大而非蚕食搜索业务的逻辑。</p><p>据Sensor Tower数据，Gemini已成为仅次于OpenAI旗下ChatGPT的全球第二大下载量AI应用。</p><h2 id=\"id_1905707741\">高盛：芯片估值偏高，云巨头被市场低估</h2><p>Covello在报告中指出，当前半导体股估值已明显偏高，而超大规模云服务商的估值则低于历史均值。</p><p>费城半导体指数的12个月远期市盈率已升至约24倍，高于10年均值19倍；<strong>超大规模云服务商的远期市盈率同样约为24倍，但鉴于其持续现金流与成长前景，该板块历史上通常享有更高溢价。</strong></p><p>过去数月，半导体是投资者最偏爱的AI主题标的，费城半导体指数过去一年累计涨幅接近150%。</p><p>与此同时，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Alphabet、<a href=\"https://laohu8.com/S/META\">Meta</a>等超大规模云服务商，则因大规模数据中心资本开支引发投资者疑虑而表现落后。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d4615c7c47873d54e3351bf72d440c4\" tg-width=\"875\" tg-height=\"601\"/></p><p>（今年四大超大规模数据中心运营商的总资本支出，预计将超过7000亿美元）</p><p>Covello在报告中勾勒了两种对云计算商有利的情景：</p><blockquote><p><strong>第一种情景：</strong>云巨头开始展示出正向投资回报，消除市场对其资本支出的疑虑，推动估值修复，而芯片股的上行空间则因市场已充分定价而受限。</p><p><strong>第二种情景被Covello视为"最佳情景"：</strong>若超大规模云服务商的投资回报率持续承压，被迫削减资本支出，"我们认为云巨头将因现金流前景改善，而迎来显著的反弹，而半导体股则将因资本开支下降冲击营收而大幅下挫。"</p><p><strong>唯一的负面情景是"维持现状"：</strong>即云巨头在投资回报率存疑的情况下继续大手笔支出，持续压缩自身现金流动态，同时继续支撑芯片股估值。Covello指出，这一情景对上述相对价值交易最为不利。</p></blockquote></body></html>","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>谷歌“历史最大涨幅”、英伟达反而大跌！高盛资深半导体分析师建议“做多云、减持芯片”</title>\n<style 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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谷歌“历史最大涨幅”、英伟达反而大跌！高盛资深半导体分析师建议“做多云、减持芯片”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-01 11:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>认为在AI基础设施建设热潮中，投资者应将仓位从芯片股转向云计算巨头。</p><p>周四，Alphabet股价单日大涨10%，市值单日增加4210亿美元，创下该公司有史以来最大单日市值增幅，同时也是美国企业史上第二大单日市值增加纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea84c85f8b6552d0bf27301454708da0\" tg-width=\"1024\" tg-height=\"572\"/></p><p>（<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>股价近一年走势）</p><p>与此同时，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价下跌逾4%，跌破200美元关口，单日跌幅金额近10美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52d4de2ea988de4433963186c93a43a7\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>高盛资深半导体分析师Jim Covello在致客户报告中建议"做多超大规模云服务商、低配半导体"。</p><p>Covello在报告中指出，当前市场对超大规模云计算商的投资回报率定价，已反映了"相当程度的悲观预期"，导致该板块估值倍数被大幅压缩。<strong>相比之下，半导体股估值已明显偏高。</strong></p><h2 id=\"id_1421000769\"><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云强劲增长，点燃市场热情</h2><p>Alphabet此轮暴涨的导火索是一份亮眼的季度业绩报告。</p><p>谷歌云业务单季营收增速达63%，令投资者印象深刻。云业务运营利润率从一年前的17.8%大幅扩张至32.9%，管理层将此归因于更高效的技术基础设施和流程创新。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Doug Anmuth在周四的研报中写道：</p><blockquote><p>我们认为谷歌正在其AI投资上产生清晰、可量化的回报。</p></blockquote><p>他指出，谷歌云的合同积压订单在一季度环比接近翻倍，达到4620亿美元。Anmuth同时强调：</p><blockquote><p>底层芯片、模型改进、用户参与度与商业变现之间的良性循环仍在持续复利。</p></blockquote><p>Alphabet方面在财报电话会议上表示，AI解决方案已成为谷歌云的首要增长驱动力，基于Gemini的AI智能体产品需求旺盛。</p><p>公司披露，Gemini每分钟处理超过160亿个token，环比增长60%。</p><h2 id=\"id_926930875\">Alphabet市值逼近英伟达，差距收窄至约2030亿美元</h2><p>强劲业绩推动Alphabet股价创下历史新高，据道琼斯市场数据，该公司本月累计涨幅已达33.8%，为2004年10月以来最佳单月表现。</p><p>在市值排名上，Alphabet与英伟达之间的差距已缩窄至约2029亿美元，为今年2月5日以来的最小差距。</p><p>今年1月，Alphabet已超越苹果，成为全球市值第二大公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9789c076d1a2242134994f90aebbc8b7\" tg-width=\"1024\" tg-height=\"445\"/></p><p>过去一年，Alphabet股价累计上涨138.5%。该公司已逐步瓦解外界对AI构成其业务"存亡威胁"的叙事，谷歌搜索业务一季度增长19%，查询量创历史新高，印证了AI扩大而非蚕食搜索业务的逻辑。</p><p>据Sensor Tower数据，Gemini已成为仅次于OpenAI旗下ChatGPT的全球第二大下载量AI应用。</p><h2 id=\"id_1905707741\">高盛：芯片估值偏高，云巨头被市场低估</h2><p>Covello在报告中指出，当前半导体股估值已明显偏高，而超大规模云服务商的估值则低于历史均值。</p><p>费城半导体指数的12个月远期市盈率已升至约24倍，高于10年均值19倍；<strong>超大规模云服务商的远期市盈率同样约为24倍，但鉴于其持续现金流与成长前景，该板块历史上通常享有更高溢价。</strong></p><p>过去数月，半导体是投资者最偏爱的AI主题标的，费城半导体指数过去一年累计涨幅接近150%。</p><p>与此同时，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Alphabet、<a href=\"https://laohu8.com/S/META\">Meta</a>等超大规模云服务商，则因大规模数据中心资本开支引发投资者疑虑而表现落后。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d4615c7c47873d54e3351bf72d440c4\" tg-width=\"875\" tg-height=\"601\"/></p><p>（今年四大超大规模数据中心运营商的总资本支出，预计将超过7000亿美元）</p><p>Covello在报告中勾勒了两种对云计算商有利的情景：</p><blockquote><p><strong>第一种情景：</strong>云巨头开始展示出正向投资回报，消除市场对其资本支出的疑虑，推动估值修复，而芯片股的上行空间则因市场已充分定价而受限。</p><p><strong>第二种情景被Covello视为"最佳情景"：</strong>若超大规模云服务商的投资回报率持续承压，被迫削减资本支出，"我们认为云巨头将因现金流前景改善，而迎来显著的反弹，而半导体股则将因资本开支下降冲击营收而大幅下挫。"</p><p><strong>唯一的负面情景是"维持现状"：</strong>即云巨头在投资回报率存疑的情况下继续大手笔支出，持续压缩自身现金流动态，同时继续支撑芯片股估值。Covello指出，这一情景对上述相对价值交易最为不利。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69bda624dad1064625bad9c30f3beafa","relate_stocks":{"LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4504":"桥水持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 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