非连续性持有英伟达，_老虎社区_美港股上老虎

济南黑虎
2023-03-22

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？

GTC大会高光时刻！传英伟达AI芯片订单增加

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

GTC大会高光时刻！传英伟达AI芯片订单增加

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":650483716,"tweetId":"650483716","gmtCreate":1679451502235,"gmtModify":1679451503855,"author":{"id":3477536643256540,"authorId":3477536643256540,"authorIdStr":"3477536643256540","name":"济南黑虎","avatar":"https://static.tigerbbs.com/4b1023b4b446872edf2d0308a3d414d0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>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？</p></body></html>","htmlText":"<html><head></head><body><p>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？</p></body></html>","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？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/650483716","repostId":2321962530,"repostType":2,"repost":{"id":"2321962530","pubTimestamp":1679404819,"share":"https://www.laohu8.com/m/news/2321962530?lang=&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; 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>GTC大会高光时刻！传英伟达AI芯片订单增加</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\">\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\">Web Link</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":{"BK4587":"ChatGPT概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","NVDA":"英伟达","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4527":"明星科技股","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4579":"人工智能","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4503":"景林资产持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4549":"软银资本持仓","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4548":"巴美列捷福持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4529":"IDC概念","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4554":"元宇宙及AR概念","SG9999002232.USD":"Allianz Global High Payout USD","LU0109392836.USD":"富兰克林科技股A","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4533":"AQR资本管理(全球第二大对冲基金)"},"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},"isVote":1,"tweetType":1,"viewCount":742,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":56,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}