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。

We recently compiled a list of the 14 AI Stocks on Wall Street’s Radar. In this article, we are going to take a look at where ...

Nvidia Inc. (NVDA) reported strong Q3 free cash flow margins and analysts have raised their revenue forecasts. This means ...

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Nvidia's Q3 earnings disappoint investors with concerns over revenue growth and gross margin declines. Check out why I am ...

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。

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 ...

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 ...

Nvidia (NASDAQ:NVDA) just reported some incredibly strong third-quarter numbers that saw sales double. With AI demand still ...

智通财经APP获悉，招银国际发布研报称，英伟达(NVDA.US)25财年第三季度业绩符合公司指引及市场一致预期。数据中心收入再次创下历史新高，数据中心收入中，90%来自算力相关收入(276亿美元，环比增长22.3%)，其余来自网络相关收入(31亿美元，环比下降14.7%)。考虑到Hopper系列需求强劲以及Blackwell系列产量提升，算力业务是公司业务持续增长的主要驱动力。尽管本季度网络相关业 ...

AI advancements have reshaped the entire landscape around tech stocks, with generative AI and other technologies driving ...

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 ...