U.S. stocks could open on a tentative note on Wednesday amid simmering geopolitical tensions. Futures of all three major indices were marginally up as investors weighed escalating tensions between Russia and Ukraine, and earnings from AI bellwether Nvidia Corp. NVDA.U.S. equity markets have had a mixed week so far, with the Dow Jones facing pressure even as the S&P 500 and Nasdaq witnessed sideway movements.FuturesChange (+/-)Nasdaq 1000.11%S&P 5000.12%Dow Jones0.19%R2K-0.09%In premarket trading on Wednesda ...

Artificial intelligence (AI) stocks have been all the rage this year, climbing the charts in hockey-stick-like fashion and reaching meteoric valuations. Some expect the rally to continue as interest rates decline and the Federal Reserve engineers a soft landing for the U.S. economy, in which inflation falls and a major recession is avoided.Others, however, are concerned that scenario won't happen and that the AI market has gotten too frothy. One of these investors appears to be the billionaire hedge fund ma ...

As Wall Street looks forward to Nvidia’s (NASDAQ: NVDA) earnings report after the close of the bell on November 20, key insights from the report are likely to dictate the stock’s trajectory.NVDA stock has largely consolidated below the $150 spot, and the equity is looking for catalysts to push it toward the $200 spot. The chipmaker broke out of a ‘Cup and Handle’ pattern in January, after its 10-to-1 stock split, rallying from $63 to $143, but has since been consolidating below the $150 level for six months ...

三季报正式发布前，全球GPU巨头英伟达新动作不断。 在近日举行的2024年超级计算机大会上，英伟达推出了2款新的AI硬件，分别是Hopper H200 NVL和 GB200 NVL4超级芯片。 据介绍，基于PCIe的Hopper H200 NVL已全面上市，这些卡可以通过NVLINK域连接多达4个GPU，可 提供比标准PCIe解决方案快7倍的带宽。英伟达表示，H200 NVL解决方案可以适应任何数据中心，并 提供一系列针对混合HPC和AI工作负载优化的灵活服务器配置。H200 NVL内存容量是此前H100 NVL 的1.5倍，带宽也达1.2倍，拥有1.7倍的AI推理性能，而在HPC应用中性能也高出30%。 英伟达GB200 NVL4则是一个全新的模块，是基于原有的GB200 Grace Blackwell Superchip AI解决方案 的更大扩展。GB200 NVL4模块是在更大的主板上配置两个Blackwell GB200 GPU，即拥有两个Grace CPU和4个Blackwell B200 GPU。 相较于包含4个Grace CPU和4个Hopper GPU的上代GH200 NVL4系统，新的GB2 ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...

Nvidia released numerous AI solutions in the software and hardware market.In today's video, I discuss recent updates impacting Nvidia (NVDA 4.89%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Nov. 18, 2024. The video was published on Nov. 18, 2024. ...

Artificial intelligence (AI) has been the biggest investing theme on the planet in recent times. Investors have piled into AI stocks -- from those creating the technology to those using it -- amid hopes AI will revolutionize both business and your daily life.Today's $200 billion AI market is forecast to reach $1 trillion by the end of the decade, suggesting major opportunities ahead for companies at the forefront. And these AI stocks have driven gains in the S&P 500, helping the index confirm its presence i ...

报告投资评级 - 评级：买入[2] 报告核心观点 - 报告对英伟达2025财年第三季度业绩进行了前瞻分析，认为公司总收入为339亿美元，毛利率环比略有下降至75.1%，净利润为178亿美元[2] 相关目录总结 业绩预期 - 公司将于美国太平洋时间11月20日下午2点（对应北京时间21日上午6点）发布2025财年第三季度业绩[2] - 上季度公司给出的本季度业绩指引为：收入中值325亿美元，毛利率74.4%，GAAP经营开支43亿美元，对应指引计算出的净利润为168亿美元[2] - FY25Q3的彭博一致预期为332亿美元收入与75%毛利率[2] 行业情况 - 行业为半导体行业[2] - 其中数据中心业务将达到300亿美元收入，对应H系列卡出货量将达到110万；游戏业务收入将达到30亿美元；专业视觉业务收入将达到4.8亿美元；汽车业务达到3.5亿美元[2] 股价及市值相关 - 股价为140.15美元，目标价为145.00美元（+3.46%）[2] - 市值为34379亿美元[2] - 已发行股本为245.3亿股[2] 业绩指引预期 - 关于FY25Q4业绩，当前的彭博一致预期为372亿美元，报告认为公司仍然会维持较为保守的业绩指引，预计FY25Q4的业绩指引在375亿美元[2] 其他相关 - 台积电积极指引支持公司26年营收继续成长[2] - 考虑到台积电10月业绩超预期（同比增29.2%）及法说会上对CoWoS产能扩张的积极指引，预计公司在26年（2027财年）的数据中心业务仍旧至少有20%的增长，以及网络产品的需求也将明年贡献超过300亿的营收[2]

市场指数表现 - 今日交易时段开盘大幅下跌后市场指数强力回升俄罗斯乌克兰战争升级（今日进入第1000天）导致早盘交易员紧张[1] - 道琼斯指数收盘下跌133点或0.31%是唯一收跌指数标普500指数上涨23点涨幅0.39%纳斯达克指数领涨195点涨幅1.04%罗素2000小型股指数上涨18点涨幅0.80%10年期债券收益率为4.396%2年期为4.285%[3] 公司相关 - 英伟达（NVDA）明日收盘后财报备受期待其股票当日上涨4.89%过去一年左右成为华尔街最大人工智能概念股市值达3.6万亿美元超过苹果预计盈利同比增长85%营收增长82.66%分析师预计周三将连续第八次盈利超预期目前扎克斯评级为1级（强力买入）今年迄今股价又上涨近200%[2][4][5] - 超微电脑（SMCI）避免从纳斯达克潜在退市当日股价飙升32.9%[2] - 特斯拉（TSLA）和X公司首席执行官埃隆·马斯克下午进行星舰助推器第六次测试发射总统当选人特朗普在其身边此次发射未能成功捕获助推器用于未来重复使用助推器坠入德克萨斯州博卡奇卡发射场海岸附近海洋过去一个月特斯拉股票上涨58%[6][7]

公司业绩相关 - Nvidia股票今年迄今上涨近200%自2023年初以来涨幅达900%投资者对其即将发布的财报期望极高 [1] - 本季度分析师对Nvidia每股收益预期在过去60天从2.81美元攀升至2.84美元预计未来三到五年收益将以每年36%的速度增长 [3] - 本季度分析师预计Nvidia收益同比增长85%+ [7] 公司业务相关 - Nvidia处于生成式AI热潮的前沿其GPU对训练大型语言模型和其他AI应用至关重要包括数据处理和自动驾驶系统 [2] - 微软、谷歌、亚马逊等大型科技公司对数据中心和云AI基础设施的投资持续创造对Nvidia高利润产品的巨大需求 [2] - 有供应约束的情况下Nvidia能否继续满足对其GPU的需求是关键问题 [7] - Nvidia的市场领导地位与微软、亚马逊和谷歌等的合作紧密相关这些公司在AI基础设施的投资既支持Nvidia的增长也带来竞争风险 [7] 公司股票相关 - Nvidia的预期惊喜预测(ESP)为2.24%历史上这表明有较大机会超出收益预期且公司近几个季度有连续四次收益超出预期最高达19.64% [4] - Nvidia目前的交易价格是明年预期收益的36倍虽然较高但对于其增长轨迹来说并非不合理 [5] - 与互联网泡沫高峰期或AI炒作周期早期的三位数市盈率相比Nvidia的估值明显较低 [6] - 技术上Nvidia股票目前略低于历史高点这是需求强劲和持续买盘压力的标志但当前涨势使股票有回调风险 [9] - 本周价格跌破自9月初形成的趋势线但这是否是不祥信号尚不清楚 [10] 投资者策略相关 - 对于长期持有者Nvidia在AI领域的主导地位和过往业绩表明持有股票可能会有丰厚回报但在财报发布前减持部分股票可降低投资组合波动 [12] - 对于潜在买家在财报发布后局势明朗前建仓可能是明智的大幅回调可能提供更有吸引力的切入点 [13]