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9 小时
国盛证券:英伟达(NVDA.US)财报背后是AI叙事的长逻辑
智通财经APP获悉,国盛证券发布研报称,英伟达财报背后是AI硬件需求的长期持续性和成长性,无论是从技术驱动、需求结构和竞争格局等各个角度出发,都可以论证AI叙事的长逻辑并未发生动摇。该行指出,短期来看,资金流向倾向于AI应用领域,AI硬件估值受到压制。但从行业周期角度,硬件的价值最终将被重新定价,回归合理水平。该行指出,AI应用与硬件相辅相成,硬件需求的增长与AI应用落地将形成正反馈循环。
Barchart on MSN
23 小时
NVDA Stock Looks Cheap to Value Buyers Based on its Huge FCF Margins
Nvidia Inc. (NVDA) reported strong Q3 free cash flow margins and analysts have raised their revenue forecasts. This means ...
3 天
on MSN
Here is Why NVDA Stock May Hit $170 in 3 Months
NVIDIA Corporation (NVDA) just reported its latest earnings results. Nvidia’s third-quarter earnings report exceeded ...
24/7 Wall St on MSN
3 天
Can NVIDIA Stock Hit $1,000 Again After its Recent Stock Split?
Nvidia (NASDAQ:NVDA) just reported some incredibly strong third-quarter numbers that saw sales double. With AI demand still ...
4 天
A股盘前播报 | 吴清释放重磅信号 财报前英伟达(NVDA.US)大涨
证监会主席吴清表示,着力打通社保、保险、理财等资金入市的堵点、痛点,培育鼓励长期投资的市场生态,长期投资、短期投资我们都是欢迎的。目前互换便利首批500亿元操作已经落地,有超过120家上市公司披露回购增持再贷款安排。
4 天
美股前瞻 | 三大股指期货齐涨 英伟达(NVDA.US)财报盘后重磅来袭
1. 11月20日 (周三)美股盘前,美股三大股指期货齐涨。截至发稿,道指期货涨0.19%,标普500指数期货涨0.10%,纳指期货涨0.13%。 2.
3 天
Nvidia Earnings: This Stock Is In Danger Of Hitting A Wall (Rating Downgrade)
Nvidia's Q3 earnings disappoint investors with concerns over revenue growth and gross margin declines. Check out why I am ...
Shacknews
3 天
NVIDIA (NVDA) Q3 2025 earnings results beat revenue and EPS expectations
NVIDIA’s Q3 2025 earnings report was published shortly after the close of markets today. NVIDIA tallied $35.1 billion in ...
4 天
on MSN
Jim Cramer on NVIDIA Corporation (NVDA): ‘If You Don’t Own It, Just Wait’
We recently compiled a list of the Jim Cramer Is Focused on These 15 Stocks This Week. In this article, we are going to take ...
2 天
隔夜美股 | 三大指数上涨 英伟达(NVDA.US)创盘中新高
智通财经获悉,周四,三大指数上涨,奈飞连续四个交易日续创新高,英伟达创盘中新高。美联储古尔斯比称劳动力市场已经稳定,或需要放慢降息步伐。 【美股】截至收盘,道指涨461.88点,涨幅为1.06%,报43870.35点;纳指涨6.28点,涨幅为0.03%,报18972.42点;标普500指数涨31.60点,涨幅为0.53%,报5948.71点。英伟达(NVDA.US)涨0.5%,奈飞(NFLX.US ...
bovnews
1 天
NVIDIA Corp (NVDA) Stock: Beyond the Surface of Its Performance?
On Thursday, NVIDIA Corp (NVDA) stock saw a modest uptick, ending the day at $146.67 which represents a slight increase of $0.78 or 0.53% from the prior close of $145.89. The stock opened at $149.35 ...
3 天
Nvidia stock slides as outlook clouds massive Q3 earnings surge
Nvidia posted stronger-than-expected third-quarter earnings Wednesday, powered by ongoing demand for its legacy AI chips and ...
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