$NVDA 2025 年的目标价为 285 美元。。。。大预测

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$NVDA target of $285 in 2025.  In my opinion revenues of $32.9B, $36.5B, $39.5B, and $42.9B in coming 4 quarters are conservative and likely to revised higher.  


The question is will those revisions keep up with price appreciation following wave-4 triangle break keeping NVDA at 46 x's 2025 earnings or will the stock get more expensive?  Doesn't matter to me what the valuation is when you have a $3T company that's growing 300% this year, 120% next year, and 'only' 42% in 2026



$NVDA 2025 年的目标价为 285 美元。在我看来，未来 4 个季度的 329 亿美元、365 亿美元、395 亿美元和 429 亿


美元的收入是保守的，可能会上调。问题是，这些修正是否会跟上第四波三角突破后的价格升值，使 NVDA 保持


2025 年收益的 46 倍，还是股价会变得更贵？当你拥有一家价值 3 万亿美元的公司，今年增长 300%，明年增长


120%，而 2026 年“仅”增长 42% 时，估值是多少对我来说并不重要

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$NVDA BREAKING Nvidia's Blackwell chip is sold out for the next 12 months!
In a meeting with Morgan Stanley, Nvidia executives revealed that the Blackwell

chip is sold out for the next 12 months. Morgan Stanley predicts Nvidia's market

share will continue to grow in 2025.



$NVDA 突发 Nvidia 的 Blackwell 芯片在未来 12 个月内已售罄！
在与摩根士丹利的会面中，Nvidia高管透露，Blackwell芯片在未来12个月内已经销售一


空。摩根士丹利预测，2025年Nvidia的市场份额将继续增长。




















上午12:43 · 2024年10月11日
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$NVDA Blackwell production revenue in 1Q25 may surpass Hopper - Morgan Stanley

NVIDIA CEO Jensen Huang said in an interview with CNBC that demand for the company's next-generation artificial intelligence chip Blackwell is "insane". Mr Huang said, "Everybody wants to have the most and everybody wants to be first."...while Taiwan semi supply chain is fulfilling the growing chip demand: According to our checks of the GPU testing supply chain, Blackwell chip output should be around 250-300k in 4Q24, contributing US$5-10bn revenue in 4Q24 for NVIDIA, which is still tracking Joe Moore's bullish forecast. And into 1Q25, we understand that Blackwell chip volume may reach 750k-800k units, up almost 3x from 4Q24. Meanwhile, we expect Hopper volume (including H200 and H20) to be around 1500k units in 4Q24, and gradually ramp down to 1000k units in 1Q25. Given B200 chip price is around 60%-70% higher than H200, Blackwell revenue should surpass Hopper in 1Q25.
由
翻译自 英语
$NVDA Blackwell 25 年 1 季度生产收入可能超过 Hopper - 摩根士丹利

NVIDIA 首席执行官黄仁勋在接受 CNBC 采访时表示，该公司下一代人工智能芯片 Blackwell 的需求“疯狂”。黄先生表示：“人人都想拥有最多，人人都想成为第一。 "...而台湾半导体供应链正在满足不断增长的芯片需求：根据我们对 GPU 测试供应链的检查，Blackwell 芯片产量在 4Q24 应该在 250-300k 左右，为 NVIDIA 在 4Q24 贡献 50-100 亿美元的收入，这仍然符合 Joe Moore 的乐观预测。进入 1Q25，我们了解到 Blackwell 芯片的销量可能达到 750k-800k 片，比 4Q24 增长近 3 倍。同时，我们预计 Hopper 的销量（包括 H200 和 H20）在 4Q24 约为 1500k 片，并在 1Q25 逐渐下降至 1000k 片。鉴于 B200 芯片价格比 H200 高出约 60%-70%，Blackwell 的收入应该在 1Q25 超过 Hopper。

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$AMZN JPMorgan Upgrades to Overweight

We are upgrading Amazon to Overweight (from Neutral) today. The firm has boasted improved FCF, consistent debt repayment, and impressive AWS growth over the last year. Further, it continues to benefit from a resilient e-commerce market despite softening in discretionary categories. We argue that the AWS Cloud revenue growth is arguably the firm’s most important metric and expect that to continue. While spreads are admittedly tight, like the rest of the market, we see this as the best risk/reward in large-cap Software and mega-cap Tech spreads at present. Unlike Amazon’s peers, we see aggressive uses of the balance sheet for capital returns and/or M&A as unlikely, and argue that it carries lower geopolitical and consumer demand risks than high-quality peers like Apple. We see the firm’s current battle with the FTC as relatively limited in scope, and view regulatory risks as more significant for peers Alphabet and Meta. Risks to our rating include rising interest in high-cost sports rights, elevated capex to limit FCF growth, or the exploration of re-leveraging M&A. PT $230
由
翻译自 英语
$AMZN摩根大通将评级上调至增持

今天，我们将亚马逊的评级从中性上调至增持。该公司在过去一年中，自由现金流有所改善，债务偿还稳定，AWS 增长令人印象深刻。此外，尽管非必需品类别有所疲软，但该公司仍继续受益于弹性电子商务市场。我们认为，AWS 云收入增长可以说是该公司最重要的指标，并预计这一趋势将持续下去。虽然与其他市场一样，利差确实很紧，但我们认为这是目前大型软件和超大型科技利差中最佳的风险/回报。与亚马逊的同行不同，我们认为不太可能大举利用资产负债表来获得资本回报和/或并购，并认为它比苹果等优质同行的地缘政治和消费者需求风险更低。我们认为该公司目前与联邦贸易委员会的斗争范围相对有限，并认为同行 Alphabet 和 Meta 面临的监管风险更大。我们评级面临的风险包括对高成本体育转播权的兴趣日益增加、资本支出增加限制了自由现金流的增长，或探索重新利用并购。预期市盈率 230 美元

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network 发表于 2024-10-10 14:05
$AMZN JPMorgan Upgrades to Overweight

We are upgrading Amazon to Overweight (from Neutral) today ...

Nvidia $NVDA CEO Jensen Huang said that the future of AI will be services that can


“reason” but such a stage requires the cost of computing to come down firstNext-generation tools will be able to respond to queries by going through thousands of


steps and reflecting on their own conclusions - Bloomberg

由[/url]翻译自 英语

Nvidia [url=https://x.com/search?q=%24NVDA&src=cashtag_click]$NVDA首席执行官黄仁勋表示，人工智能的未来将是能够“推理”的服务，




但这一阶段需要先降低计算成本
下一代工具将能够通过数千个步骤并反思自己的结论来响应查询 - 彭博社

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Earnings Hub - Savvy Trader






下午10:36 · 2024年10月9日
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Foxconn is building the world's largest $NVDA GB200 chip production line in Mexico, with Foxconn's Benjamin Ting saying "demand is awfully huge."

$TSM $AMD
由
翻译自 英语
富士康正在墨西哥建设全球最大的$NVDA GB200芯片生产线，富士康的Benjamin Ting表示“需求非常巨大”。

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Liquid cooling adoption is projected to surpass 20% next year, driven predominantly by Nvidia's $NVDA Blackwell chips.

$SMCI $DELL $HPE $VRT $AMD
由
翻译自 英语
预计明年液体冷却的采用率将超过 20%，主要受到 Nvidia $NVDA Blackwell 芯片的推动。

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OpenAI is forecasting revenue more than tripling to $11.6 billion in 2025, before rising to a long-term forecast of $100 billion by 2029.

$MSFT $NVDA $GOOG $AMZN
由
翻译自 英语
OpenAI 预测其收入到 2025 年将增长两倍多，达到 116 亿美元，到 2029 年则将长期上升至 1000 亿美元。

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network 发表于 2024-10-10 16:35
OpenAI is forecasting revenue more than tripling to $11.6 billion in 2025, before rising to a long-t ...

$NVDA: "Nations are awakening to the imperative to produce artificial intelligence using their own infrastructure, data, workforces and business networks. Nations are building domestic computing capacity."

由翻译自 英语

$NVDA ：“各国开始意识到利用自己的基础设施、数据、劳动力和商业网络来生产人工智能的必要性。各国正在建设国内计算能力。”

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上午7:00 · 2024年10月9日
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6




19




129




22

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$TSM TSMC reported a 39% rise in quarterly revenue, surpassing estimates with NT$759.7 billion ($23.6 billion) in sales, driven by strong demand for AI chips.

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Interesting—Morgan Stanley believes Nvidia is actually gaining market share, not losing it. When a dominant player gains share, we know something very special.

"Our view continues to be that NVIDIA is likely to actually gain share of AI processors in 2025, as the biggest users of custom silicon are seeing very steep ramps with NVIDIA solutions next year, everything that we heard this week reinforced that."

- Joseph Moore, reiterated his Overweight rating and $150 price target on Nvidia.
由
翻译自 英语
有趣的是，摩根士丹利认为 Nvidia 的市场份额实际上在增长，而不是在下降。当一家占主导地位的公司获得市场份额时，我们就会知道一些非常特别的事情。

“我们仍然认为，NVIDIA 很可能在 2025 年真正获得 AI 处理器的份额，因为定制硅片的最大用户将看到明年 NVIDIA 解决方案的急剧增长，我们本周听到的一切都证实了这一点。”

- 约瑟夫·摩尔 (Joseph Moore) 重申对 Nvidia 的增持评级和 150 美元的目标价。