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$英伟达 (NVDA.US)$ NVIDIA NVDA has been a rocket in the past month -- up over 40% since October 25 -- even before two events which sent it higher still.
The two events were (1) its annual GPU Tech Conference on November 9, which is always full of great surprises from Jensen Huang and his teams of engineering wizards; and (2) its Q3 beat-and-raise earnings report last Wednesday.
Needham analyst Rajvindra Gill raised his price target on NVDA to $400 from $245, highlighting the 42% growth in Gaming and 55% growth in Data Center revenue. Gill added that only 25% of the current 250M GeForce installed base is on RTX-enabled cards, suggesting a lengthy upgrade cycle ahead and more Gaming upside.
Meanwhile the analyst noted that NVIDIA's Data Center business is being driven by growth of deep learning Inference as GPU acceleration continues to proliferate in servers with more processors moving to the Ampere architecture. $Meta Platforms (FB.US)$
Article excerpted from Yahoo.
The two events were (1) its annual GPU Tech Conference on November 9, which is always full of great surprises from Jensen Huang and his teams of engineering wizards; and (2) its Q3 beat-and-raise earnings report last Wednesday.
Needham analyst Rajvindra Gill raised his price target on NVDA to $400 from $245, highlighting the 42% growth in Gaming and 55% growth in Data Center revenue. Gill added that only 25% of the current 250M GeForce installed base is on RTX-enabled cards, suggesting a lengthy upgrade cycle ahead and more Gaming upside.
Meanwhile the analyst noted that NVIDIA's Data Center business is being driven by growth of deep learning Inference as GPU acceleration continues to proliferate in servers with more processors moving to the Ampere architecture. $Meta Platforms (FB.US)$
Article excerpted from Yahoo.
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研究表明,市场以高度可预测的方式发展,受以下因素的支配 “三法则。” 说出任何行业的名字,你很可能会发现 三家实力最强、效率最高的公司 控制70万英镑。90%的市场份额。
当电动汽车成为市场上最受欢迎的概念时,关注电动汽车领域的投资者可能会有一种似曾相识的感觉。
$特斯拉 (TSLA.US)$ , $Rivian Automotive (RIVN.US)$ ,以及 $Lucid Group (LCID.US)$ 是电动汽车市值清单上排名前三的名字。
他们目前是 “电动汽车三巨头。”
他们的市值来了:
特斯拉 1.017 吨
里维安 131.94 亿美元
清醒 71.80 亿美元
你认为他们能保持自己的优势并保持领先地位吗?或者其他竞争对手,比如 $蔚来 (NIO.US)$, $小鹏汽车 (XPEV.US)$ 很快就能赶上吗?
投票和评论说出你的想法!
选择多个答案
当电动汽车成为市场上最受欢迎的概念时,关注电动汽车领域的投资者可能会有一种似曾相识的感觉。
$特斯拉 (TSLA.US)$ , $Rivian Automotive (RIVN.US)$ ,以及 $Lucid Group (LCID.US)$ 是电动汽车市值清单上排名前三的名字。
他们目前是 “电动汽车三巨头。”
他们的市值来了:
特斯拉 1.017 吨
里维安 131.94 亿美元
清醒 71.80 亿美元
你认为他们能保持自己的优势并保持领先地位吗?或者其他竞争对手,比如 $蔚来 (NIO.US)$, $小鹏汽车 (XPEV.US)$ 很快就能赶上吗?
投票和评论说出你的想法!
选择多个答案
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