文章核心观点 - 台积电计划于明年初在亚利桑那州开始生产BLACKWELL人工智能芯片 [1][2] 公司动态 - 台积电与NVIDIA正在就亚利桑那州工厂生产BLACKWELL芯片进行会谈 [1] - Blackwell芯片未来将给NVIDIA带来"数十亿美元"的收入 [2] 行业影响 - 机构看好BLACKWELL芯片细分领域将收获70亿元增量空间 [2] - 相关产品主要客户包括安费诺，另一家产品主要应用于数据中心内部互联 [2]

The following is excerpted from the book "The Nvidia Way: Jensen Huang and the Making of a Tech Giant," written by Tae Kim, a senior technology writer at Barron's, and publishing Dec. 10 by W.W. Norton & Company. The excerpt is from a chapter about activist hedge fund Starboard Value, founded by Jeff Smith. Early in 2013, Nvidia's shareholders were getting restless. The stock price had been roughly flat for four years, and the financial performance was mixed. In its latest quarter ending in January, sales w ...

With semiconductor stocks, there is a particular desire to find the next big thing. This comes from the incredible success of stocks like NVIDIA NASDAQ: NVDA and Taiwan Semiconductor Manufacturing NYSE: TSM. Those companies have gone from humble beginnings to now being among the top ten largest in the world. Penguin Solutions Today | --- | --- | --- | --- | |---------------------------|-------|-------|-------| | | | | | | | | | | | PENG | | | | | Penguin Solutions | | | | | $19.66 +0.18 (+0.92%) | | | | | 5 ...

ZJK Industrial TodayZJKZJK Industrial$13.65 -3.61 (-20.92%) 52-Week Range$4.00▼$30.50Add to WatchlistZJK Industrial Co. Ltd. NASDAQ: ZJK, a manufacturer specializing in precision metal components for new energy vehicles and smart electronic devices, made headlines yesterday with a significant announcement that sent its stock soaring by over 170% in a single trading session. The company revealed a significant development in its partnership with NVIDIA NASDAQ: NVDA. This news follows a recent meeting at NVID ...

Nvidia (NVDA 3.48%) and Super Micro Computer (SMCI 3.98%) both are playing key roles in one of today's hottest growth areas: artificial intelligence (AI). Nvidia sells graphics processing units (GPUs) that power critical tasks such as the training and inferencing of models, along with many other related products and services. Supermicro is a behind-the-scenes player, integrating these and other top AI chips into its servers and workstations for data centers.Both companies have seen earnings soar in recent q ...

This high-flying stock could keep soaring in 2025 following tremendous gains this year.The S&P 500 index has recorded impressive gains of nearly 27% so far this year as of this writing, and it recently breached the 6,000 level for the first time. The good news for investors is that the index is expected to move even higher in 2025.According to analysts at RBC Capital Markets and Barclays, the S&P 500 could hit 6,600 by the end of 2025. That would be an increase of over 9% from current levels. There are othe ...

文章核心观点 - S&P 500指数在美国经济增长和强劲劳动力市场的背景下突破6,000点，预计在低利率环境下将继续上涨，Wells Fargo & Company的Christopher Harvey预测S&P 500将在2025年达到7,007点，Yardeni Research和Deutsche Bank则预测明年将达到7,000点 [1] - 投资者可以利用当前市场上涨趋势，采用Richard Driehaus的“买高卖更高”策略投资S&P 500中的强势股票，如NVIDIA Corporation和Vistra Corp. [2] 行业研究 - 美国经济和劳动力市场的强劲表现推动了S&P 500指数的上涨，预计在低利率环境下将继续保持上升趋势 [1] - 投资者可以利用Richard Driehaus的策略，通过投资强势股票来抓住市场上涨机会 [2] 公司研究 - NVIDIA Corporation是全球视觉计算技术的领导者，拥有Zacks Rank 2和Momentum Score B，过去四个季度的平均盈利惊喜为9.8% [12] - Vistra Corp.是一家综合零售电力和发电公司，拥有Zacks Rank 1和Momentum Score B，过去四个季度的平均盈利惊喜为7.1% [13] 策略分析 - Driehaus策略强调投资价格上涨的股票，而不是试图预测价格下跌的股票何时会反弹 [3] - 美国个人投资者协会（AAII）将50天移动平均线百分比作为遵循Driehaus策略的关键标准之一，计算方法为月末价格减去50天移动平均线月末价格的差值除以50天移动平均线月末价格 [4][5] - 该策略还包括正相对强度的动量指标，正50天移动平均线百分比表示股票交易价格高于其50天移动平均线水平，表明上涨趋势 [5] - AAII发现Driehaus主要关注强劲的盈利增长率和令人印象深刻的盈利预测，以及具有强劲历史记录的公司，以挑选潜在的优胜者 [6] 筛选参数 - 使用Zacks Research Wizard工具进行股票筛选，考虑Zacks Rank 1（强买）或2（买）和Momentum Score A或B的股票 [7][8] - 筛选参数包括Zacks Rank小于或等于2，过去5年平均EPS增长率高于2%，过去12个月EPS增长率大于0且高于行业中位数，过去四个季度平均EPS惊喜大于5%，50天移动平均线和相对强度在过去4周内为正百分比变化，Momentum Score等于或小于B [9][10][11] - 这些参数将超过7,743只股票缩小到仅51只，其中NVIDIA和Vistra被选为当天的强势股票 [12][13]

核心观点 - 美国芯片巨头Nvidia与泰国科技公司SIAM.AI签署合作协议，共同建设泰国首个“主权云” [1][2] 合作背景 - Nvidia CEO Jensen Huang在访问曼谷期间宣布了这一合作，并表示将支持泰国人工智能的发展 [2] - 此前，Huang曾表示将与泰国政府合作，在泰国开发“世界级AI基础设施” [3] 主权云概念 - 主权云是指一个国家、地区或社区对其数据拥有控制权，包括数据的存储位置、访问方式以及监管方式 [2] - 根据数据公司OpenDataSoft的数据，数字云的主权性“通过限制第三方对敏感信息的访问，更好地保护国家利益” [4] 合作内容 - Huang表示，存储在泰国主权云服务器上的数据可以用于支持本地“AI生态系统”，例如由泰国数据驱动的生成式AI聊天机器人 [3] - Nvidia将与40所泰国大学和50多家初创公司合作，使当地学校和企业“能够访问泰国AI” [3] - Huang提到，主权云还可以应用于泰国的医疗保健、农业、能源、数字和电信行业 [4] 公司背景 - Nvidia是一家专门生产用于训练AI模型的专用计算机芯片的公司，已成为全球市值最高的公司 [5] - SIAM.AI是一家提供虚拟服务器和数据存储的云平台，其首席执行官Ratanaphon Wongnapachant与前总理Thaksin Shinawatra有亲属关系 [5] 行业背景 - 泰国是东南亚第二大经济体，但其科技行业落后于新加坡和印度尼西亚 [6]

公司业绩 - Nvidia在2025财年第三季度表现强劲，数据中心收入同比增长112%至308亿美元，主要由Hopper H200 GPU驱动 [1] 分析师观点 - 分析师Yiannis Zourmpanos认为Nvidia的强劲业绩将推动其股价进一步上涨 [1] 分析师背景 - Yiannis Zourmpanos是Yiazou IQ的创始人，拥有在Deloitte和KPMG的外部/内部审计和咨询经验，持有特许公认会计师资格，并拥有英国商学院的学士和硕士学位 [1] 投资风格 - 分析师专注于GARP/价值股票，即高质量、合理定价且具有强大护城河和显著增长潜力的企业，优先考虑基本面，寻找交易价格低于内在价值的股票，并强调长期投资（5-7年）以通过复利积累财富，同时注重下行保护，并在市场不确定性时采取逆向观点 [1]

There has been no shortage of bullish forecasts for Nvidia (NASDAQ: NVDA) stock throughout 2024, with the semiconductor giant, for example, regularly being named one of the top candidates for the first company to reach a $4 trillion market capitalization.Considering NVDA shares’ performance – they skyrocketed 739.45% in exactly 2 years and are up 194.17% year-to-date (YTD) to their press time price of $141.70 – the prevailing optimism is hardly surprising.NVDA stock YTD price chart. Source: FinboldOne major ...