Moodoomoo
讚了
$英偉達 (NVDA.US)$ 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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Moodoomoo
參與了投票
研究表明,市場以高度可預測的方式發展,受到「三強法則」的控制。 「三強法則」。 提及任何一個行業,您更有可能發現最強大、最有效率的三家公司。 控制市場70兆。90%。 控制市場70兆。90%。
當新能源車變得在市場上最受歡迎的概念板塊時,關注新能源車領域的投資者可能會感到似曾相識。
$特斯拉 (TSLA.US)$ , $Rivian Automotive (RIVN.US)$ 百思CEO库克大规模出售股票,套现逾3亿港元。 $Lucid Group (LCID.US)$ 名列新能源車市值榜前三的公司。
它們目前被稱為"新能源車三巨頭"。 這裡來看看它們的市值:
Tesla 市值 $1.017 T
Rivian 市值 $131.94 B
Lucid 市值 $71.80 B
你覺得他們能保持優勢並保持領先地位嗎?還是其他競爭對手會取而代之,例如 $蔚來 (NIO.US)$, $小鵬汽車 (XPEV.US)$ 會很快趕上嗎?
投票和評論告訴我們您的想法!
選擇超過一個答案
當新能源車變得在市場上最受歡迎的概念板塊時,關注新能源車領域的投資者可能會感到似曾相識。
$特斯拉 (TSLA.US)$ , $Rivian Automotive (RIVN.US)$ 百思CEO库克大规模出售股票,套现逾3亿港元。 $Lucid Group (LCID.US)$ 名列新能源車市值榜前三的公司。
它們目前被稱為"新能源車三巨頭"。 這裡來看看它們的市值:
Tesla 市值 $1.017 T
Rivian 市值 $131.94 B
Lucid 市值 $71.80 B
你覺得他們能保持優勢並保持領先地位嗎?還是其他競爭對手會取而代之,例如 $蔚來 (NIO.US)$, $小鵬汽車 (XPEV.US)$ 會很快趕上嗎?
投票和評論告訴我們您的想法!
選擇超過一個答案
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