NVDA保持看涨趋势，目标价从330上调至352，并给予强力买入评级；CPU增长被视为额外的增长驱动力。
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随着英伟达财报临近，英伟达似乎刚刚获得了目标价上调。听着，如果你持有英伟达的股票，这可能是未来很长一段时间里最具影响力的日子之一。事实上，这个上方阻力位一次又一次地证明，它可能是英伟达很难突破的一个位置。
With Nvidia earnings just around the corner, it looks like Nvidia just got a price target hike. And listen, if you own Nvidia shares, this could be one of the most impactful days coming up in a very, very long time. And in fact, this overhead resistance has proved time and time again that it could be a really, really hard place for Nvidia to push through.
英伟达目标价上调，美光和闪迪下调，UL 扩张，而且显然根据美国银行的说法，市场上有些板块看起来更理性了。我们很快会剖析即将到来的英伟达财报。
Nvidia price target hike, Micron and Sandis cuts, UL expansion, and then apparently there's pockets of the market that look more rational now according to Bank of America. we will uh we'll dissect the Nvidia earnings coming up here real soon.
像英伟达这样的股票，你即将谈到它，它现在更合理、更实惠了。期待英伟达，我看到昨天期权市场非常疯狂，看涨和看跌的信号混杂在一起。
something like Nvidia which you're about to speak about that uh it's more reasonable now more affordable looking forward to Nvidia I saw the options market was going crazy yesterday and there there were a mix of um you know the the bullish and the bearish
昨天英伟达确实下跌了不少，当日跌幅接近 3%。现在它实际上非常接近进入看跌趋势，当 10 日均线下穿 20 日均线，且价格跌破 50 日均线时，就被认为是看跌趋势。现在我们处于横盘趋势。
老实说，乔，从技术上讲，我们仍然处于看涨趋势，因为价格在 50 日均线上方。昨天不是，但今天是。
well I mean yesterday on Nvidia yeah it fell it was down quite a lot it was down almost 3% on the day on Nvidia right now it's really close to in fact being in a bearish trend when the 10 goes under the 20 and price goes under the 50 that's considered a bearish trend right now we're in a sideways trend Right now we're we're actually technically Joe if I'm being very honest here we're still in a bullish trend because price is over the 50. It wasn't yesterday, but it is today.
英伟达今天实际上在走高。目前上涨超过 1%。雷蒙德詹姆斯对这位重量级中的重量级变得更加看涨。他们将目标价上调至 352 美元，高于此前的 330 美元。他们维持强力买入评级。所以这里不仅有信心，而是信心叠加信心。
不过，对雷蒙德詹姆斯来说，这不仅仅关乎其 GPU 业务。他们看到 CPU 领域的机会在增长，因为雷蒙德詹姆斯今早也一直在关注 AMD。
So, Nvidia actually moving higher today. We're up by more than 1% at the moment. Raymond James becoming more bullish on the heavyweight of heavyweights here. Uh, they're raising their price target to 352. That is up from 330. They maintain a strong buy rating. So, there's not just conviction here. There's conviction upon conviction. It's a call though for Raymond James, not just about his GPU business. They see a growing opportunity in CPUs because Raymond James has been across AMD as well this morning.
CPU 领域增长的机会可能为英伟达的增长故事增添新的动力。为什么 CPU 组件很重要？因为它仍然是英伟达整体业务中较小的一部分。目前这块业务仅占销售额的 3%，但他们预计到 2028 年将增长到总营收的 5% 左右。
他们预计，尽管它仍然占比较小，但它将成为增长最快的业务。所以这是增长故事的一部分。他们认为英伟达有潜力在未来几年内成为 CPU 营收的全球领导者。同时，他们对 AMD 也持建设性看法。
我们知道英伟达最出名的是 GPU，这一直是故事的重要组成部分，因为他们一直是这里的领导者，是 AI 的王者制造者。但他们认为生成式 AI 是下一个驱动力，这就是他们看好 CPU 增长故事的原因，它们将用于推理、处理任务、工具使用等。
the growing opportunity and CPUs could add another leg to the Nvidia growth story. Why does the CPU component matter? Because it's still a smaller piece of Nvidia's overall business here. It's just 3% of sales today for that piece of the business, but they expect that to grow to around 5% of total revenue by 2028. And they uh expect it to be even though again it's a smaller portion, they expect it to be its fastest growing business here. So, it's part of the growth story here. and they believe that Nvidia has a path to be the world leader uh in CPU revenue within the next several years and this is with them also you know there's constructive views on AMD as well uh so we know Nvidia is best known for the GPUs and that's been a big part of the story because they've been the leader here uh the you know AI kingpin and king maker there um but they see a genetic AI as the next driver and that's why they see the growth story for CPUs here um and they'll be used to reason to work through task tool use tools.
你又不是在吃英伟达的芯片。
you're not eating Nvidia chips.
这个频道对 $NVDA 的历次判断
Christopher Uhl - OVTLYR 在这只股票上共 2 条判断，这里只列相邻的几条。