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Analysts are ratcheting up earnings forecasts for the current quarter at the swiftest pace in two years, suggesting that the worst of Corporate America’s profit slump may be firmly in the rear-view mi

英伟达股票一路飙升，但现在是时候买入还是观望？两位基金经理分别提出了不同的看法。

NVIDIA 创始人兼首席执行官黄仁勋在 GTC 2024 主题演讲上表示：下一波 AI 浪潮将是 AI 对物理世界的学习。NVIDIA Omniverse 中国区业务负责人何展表示，AI 正在进入物理世界。来听 NVIDIA 英伟达的专家们聊聊，如何将物理世界模拟和 AI 融合在一起。众所周知，NVIDIA 是靠图形学起家的。何展表示，不夸张地说，几乎每一位 NVIDIA 的员工都以此为傲。利用 NVIDIA 的底层技术，开发者们可以将现实世界中每一个真实存在物品，都极度逼真地渲染及模拟出来。

The recent earnings season has made it abundantly clear that the AI revolution is not just knocking on the door but has forcefully entered the tech world.The impressive results from tech giants such as Microsoft Corp. , Alphabet Inc. and Amazon.com Inc. underscored this transition, according to Daniel Ives, an equity analyst at Wedbush.These companies have reported “eye-popping capital expenditure numbers,” initiating an “AI tidal wave” in software and cloud development driven by generative AI.The expert said companies were “laser-focused on deploying generative AI” across various sectors. Additionally, major players such as Meta and Apple were diving deep into AI, heralding a consumer AI cycle that promised significant spending in the coming years.Ives projected AI and related purchases will account for 8%-10% of IT budgets in 2024, a stark increase from less than 1% in 2023. This surge represented a “massive growth catalyst” in what he referred to as the “initial wave of AI softwar

美国银行驳斥了“五月卖出然后走人”的说法，并预计市场可能会在今年夏天大幅上涨。

受到近期科技巨头积极评论的鼓舞，高盛上调了英伟达目标价，但此前同样看好AI的传奇投资者德鲁肯米勒现在却退缩了.......

省流：506-517市场整体震荡为主：期权买方中期头寸（3个月到期）建议多roll一个月，对抗时间损耗；短期建议日内短线。期权卖方非常省心，无论是卖出看涨期权还是看跌期权，这段时间持仓都会非常舒适。517行情大概率继续延续震荡横盘，无法复现419。 $英伟达(NVDA)$ 本周英伟达最大的阻力位在900美元和920美元 $NVDA 20240510 920.0 CALL$ 。所以周一股价哐哐上涨别高兴太早，920大概率触顶回调。下行最低回调位置不确定，反正天塌下来800扛着。sell put行权价选800是最保守的选择 $NVDA 20240510 800.0 PUT$ 。如果有钱接盘的话，我个人认为850美元或880美元的行权价位也可以考虑。为什么选择这个区间呢？因为下周五收盘很可能在850～880。顺便一说，517大概率无法复现419行情。因为5月17日的期权未平仓分布与本周类似，偏向于杀看涨期权。而看跌期权的未平仓量按行权价排序并不足以形成squeeze，跌也不会跌太多，因此股价很可能在某个区间内形成平衡。 $特斯拉(TSLA)$ 本周特斯拉股价的波动区间为180美元至185美元。你们有没有感觉这周一走势跟上周一有点类似？都是在开盘后先涨后跌。复盘一下上周，发现我白为市场空头操心了。事实证明做市商大部分站空头一方，他们上周割多头韭菜的操作真是太经

$NVIDIA Corp(NVDA)$ is set to release its first-quarter earnings, and the company is already making waves in the AI sector. The tech giant’s AI infrastructure is in high demand, as evidenced by the in

黄仁勋表示，AI 是科技行业对社会提升的最大贡献。“我相信，AI 是科技行业对社会进步的最大贡献，让所有被落后的人得到越级提升，”黄仁勋强调，AI 有望推动全球数十亿人迎来一场新的“数字革命”。黄仁勋指出，毫无疑问，AI 技术改变教育、将改变人们的学习方式。黄仁勋表示，AI 技术的提升，让所有因缺乏对计算理解而被抛在后面的人的能力得到提升，AI 技术对社会的影响是“非凡”的。

My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500.Nvidia Corporation delivered strong fiscal Q4 financial resul