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Ep_En

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- Ep_EnEp_En
  ·04-10
  $Eos Energy Enterprises Inc.(EOSE)$
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- Ep_EnEp_En
  ·02-20
  Hi
  Market News: Nvidia Nears Finalizing $30 Billion Investment With OpenAI
  2月20日，市场消息：英伟达接近敲定与OpenAI的300亿美元投资，将取代两家公司去年达成的1000亿美元长期承诺。英伟达投资是OpenAI新一轮融资的一部分。（英国金融时报）
  Market News: Nvidia Nears Finalizing $30 Billion Investment With OpenAI
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- Ep_EnEp_En
  ·02-20
  @Enti
  NVIDIA Q4 Earnings Announcement Soon! Oppenheimer Expected to Beat Market Estimates, Reiterates Its 'Outperform' Rating
  美国芯片巨头$英伟达$即将公布第四财季业绩，投行奥本海默预计，公司本次财报有望交出高于市场预期的成绩，相关营收上行空间或在20亿至30亿美元之间。Schafer重申对英伟达的“跑赢大盘”评级，并维持265美元的目标价不变。Schafer表示，云服务提供商的资本开支仍在持续上升，预计2026年全球云厂商资本开支将达到6500亿美元，明显高于2025年超过4000亿美元的水平。Schafer表示，从长期来看，英伟达仍是“最具通用性的AI平台，也是最有胜算的参与者”。
  NVIDIA Q4 Earnings Announcement Soon! Oppenheimer Expected to Beat Market Estimates, Reiterates Its 'Outperform' Rating
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href=\"https://ttm.financial/S/EOSE\">$Eos Energy Enterprises Inc.(EOSE)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/EOSE\">$Eos Energy Enterprises Inc.(EOSE)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Eos Energy Enterprises Inc.(EOSE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/552049931498768","isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534697496098376,"gmtCreate":1771562989506,"gmtModify":1771563905297,"author":{"id":"4207889690499132","authorId":"4207889690499132","name":"Ep_En","avatar":"https://community-static.tradeup.com/news/c30ae86009baae024ffe2340caf72566","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207889690499132","idStr":"4207889690499132"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534697496098376","repostId":"1135010014","repostType":2,"repost":{"id":"1135010014","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1771547025,"share":"https://ttm.financial/m/news/1135010014?lang=en_US&edition=fundamental","pubTime":"2026-02-20 08:23","market":"us","language":"zh","title":"Market News: Nvidia Nears Finalizing $30 Billion Investment With OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=1135010014","media":"老虎资讯综合","summary":"2月20日，市场消息：英伟达接近敲定与OpenAI的300亿美元投资，将取代两家公司去年达成的1000亿美元长期承诺。英伟达投资是OpenAI新一轮融资的一部分。（英国金融时报）","content":"<p><html><head></head><body>On Feb. 20, Nvidia was close to finalizing a $30 billion investment deal in OpenAI, which would replace the company's $100 billion long-term investment deal struck last year, according to people familiar with the matter. The deal will be part of a new funding round for OpenAI, with a final deal likely to be reached as soon as this weekend.</p><p><p style=\"text-align: start;\">OpenAI is planning to raise up to $100 billion in its latest funding round, valuing the company at about $830 billion.</p><p><p style=\"text-align: start;\">OpenAI will reinvest most of its newly acquired funds into Nvidia's hardware products, but the company will not move forward with the $100 billion multi-year investment partnership it announced with Nvidia last September, the sources said.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market News: Nvidia Nears Finalizing $30 Billion Investment With OpenAI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket News: Nvidia Nears Finalizing $30 Billion Investment With OpenAI\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-02-20 08:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Feb. 20, Nvidia was close to finalizing a $30 billion investment deal in OpenAI, which would replace the company's $100 billion long-term investment deal struck last year, according to people familiar with the matter. The deal will be part of a new funding round for OpenAI, with a final deal likely to be reached as soon as this weekend.</p><p><p style=\"text-align: start;\">OpenAI is planning to raise up to $100 billion in its latest funding round, valuing the company at about $830 billion.</p><p><p style=\"text-align: start;\">OpenAI will reinvest most of its newly acquired funds into Nvidia's hardware products, but the company will not move forward with the $100 billion multi-year investment partnership it announced with Nvidia last September, the sources said.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135010014","content_text":"2月20日，据知情人士称，英伟达接近敲定对OpenAI的300亿美元投资协议，这将取代该公司去年达成的 1000 亿美元的长期投资协议。这笔交易将成为OpenAI新一轮融资的一部分，最快可能在本周末达成最终协议。OpenAI正计划在最新一轮融资中筹集至多1000 亿美元，公司估值将达到约8300亿美元。消息人士称，OpenAI将把新获得的大部分资金重新投入到英伟达的硬件产品上，但该公司不会继续推进去年9月份宣布与英伟达达成的1000亿美元的多年投资合作计划。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534706093102480,"gmtCreate":1771562864530,"gmtModify":1771563903979,"author":{"id":"4207889690499132","authorId":"4207889690499132","name":"Ep_En","avatar":"https://community-static.tradeup.com/news/c30ae86009baae024ffe2340caf72566","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207889690499132","idStr":"4207889690499132"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/U/4208351717013772\">@Enti</a>&nbsp;","listText":"<a href=\"https://ttm.financial/U/4208351717013772\">@Enti</a>&nbsp;","text":"@Enti","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534706093102480","repostId":"2612328637","repostType":2,"repost":{"id":"2612328637","kind":"news","pubTimestamp":1771543662,"share":"https://ttm.financial/m/news/2612328637?lang=en_US&edition=fundamental","pubTime":"2026-02-20 07:27","market":"us","language":"zh","title":"NVIDIA Q4 Earnings Announcement Soon! Oppenheimer Expected to Beat Market Estimates, Reiterates Its 'Outperform' Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2612328637","media":"智通财经","summary":"美国芯片巨头$英伟达$即将公布第四财季业绩，投行奥本海默预计，公司本次财报有望交出高于市场预期的成绩，相关营收上行空间或在20亿至30亿美元之间。Schafer重申对英伟达的“跑赢大盘”评级，并维持265美元的目标价不变。Schafer表示，云服务提供商的资本开支仍在持续上升，预计2026年全球云厂商资本开支将达到6500亿美元，明显高于2025年超过4000亿美元的水平。Schafer表示，从长期来看，英伟达仍是“最具通用性的AI平台，也是最有胜算的参与者”。","content":"<p><html><head></head><body>American Chip Giants<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(NVDA.US) is about to announce its fourth fiscal quarter results. Investment bank Oppenheimer predicts that the company's financial report is expected to deliver results higher than market expectations, and the upside of related revenue may be between 2 billion and 3 billion USD. Schafer reiterated an \"outperform\" rating on Nvidia and kept the $265 price target unchanged.</p><p>Oppenheimer analyst Rick Schafer pointed out in a note to clients that Nvidia's revenue guidance for the fourth fiscal quarter (as of January) and the first fiscal quarter of 2026 (as of April) has a \"typical\" upside potential of $2 billion to $3 billion, mainly benefiting from the strong demand for the GB300 Ultra product line. Wall Street's current revenue estimates for the above two quarters are $65.6 billion and $71.6 billion, respectively.</p><p>Schafer said that the capital expenditure of cloud service providers continues to rise, and it is expected that the capital expenditure of global cloud vendors will reach 650 billion USD in 2026, significantly higher than the level of more than 400 billion USD in 2025. At the same time, the scale of cutting-edge large models (LLMs) is still growing at a rate of about 10 times per year, and the demand for inference tokens is also growing at a rate of more than 5 times, which further pushes up the demand for high-performance AI computing power.</p><p>At the product level, Schafer noted that Nvidia's rack-level solution NVL72 remains an industry leader in AI performance per unit power consumption, while the new-generation Vera Rubin (VR200) platform is progressing as planned and is expected to achieve a mass production climb in the third quarter of fiscal 2026, followed by a higher-end VR300 Ultra expected to launch in the early third quarter of fiscal 2027.</p><p>Schafer further estimates that the average selling price of the Vera Rubin platform is expected to be 40% to 50% higher than the GB300. For reference, the GB300 costs about $3.5 million in a single set. Based on this, the Vera Rubin series of products is expected to bring about $8 billion in new revenue to Nvidia in the future.</p><p>In addition, with the reintegration of the Chinese market into the serviceable scope, the potential reachable market size may reach as high as US$50 billion, which may further push up Nvidia's overall serviceable market size (TAM), which is currently estimated to be about US$4 trillion. In the long run, Nvidia remains \"the most versatile AI platform and the most winning player,\" Schafer said.</p><p></body></html></p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Q4 Earnings Announcement Soon! Oppenheimer Expected to Beat Market Estimates, Reiterates Its 'Outperform' Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNVIDIA Q4 Earnings Announcement Soon! Oppenheimer Expected to Beat Market Estimates, Reiterates Its 'Outperform' Rating\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2026-02-20 07:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>American Chip Giants<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>(NVDA.US) is about to announce its fourth fiscal quarter results. Investment bank Oppenheimer predicts that the company's financial report is expected to deliver results higher than market expectations, and the upside of related revenue may be between 2 billion and 3 billion USD. Schafer reiterated an \"outperform\" rating on Nvidia and kept the $265 price target unchanged.</p><p>Oppenheimer analyst Rick Schafer pointed out in a note to clients that Nvidia's revenue guidance for the fourth fiscal quarter (as of January) and the first fiscal quarter of 2026 (as of April) has a \"typical\" upside potential of $2 billion to $3 billion, mainly benefiting from the strong demand for the GB300 Ultra product line. Wall Street's current revenue estimates for the above two quarters are $65.6 billion and $71.6 billion, respectively.</p><p>Schafer said that the capital expenditure of cloud service providers continues to rise, and it is expected that the capital expenditure of global cloud vendors will reach 650 billion USD in 2026, significantly higher than the level of more than 400 billion USD in 2025. At the same time, the scale of cutting-edge large models (LLMs) is still growing at a rate of about 10 times per year, and the demand for inference tokens is also growing at a rate of more than 5 times, which further pushes up the demand for high-performance AI computing power.</p><p>At the product level, Schafer noted that Nvidia's rack-level solution NVL72 remains an industry leader in AI performance per unit power consumption, while the new-generation Vera Rubin (VR200) platform is progressing as planned and is expected to achieve a mass production climb in the third quarter of fiscal 2026, followed by a higher-end VR300 Ultra expected to launch in the early third quarter of fiscal 2027.</p><p>Schafer further estimates that the average selling price of the Vera Rubin platform is expected to be 40% to 50% higher than the GB300. For reference, the GB300 costs about $3.5 million in a single set. Based on this, the Vera Rubin series of products is expected to bring about $8 billion in new revenue to Nvidia in the future.</p><p>In addition, with the reintegration of the Chinese market into the serviceable scope, the potential reachable market size may reach as high as US$50 billion, which may further push up Nvidia's overall serviceable market size (TAM), which is currently estimated to be about US$4 trillion. In the long run, Nvidia remains \"the most versatile AI platform and the most winning player,\" Schafer said.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/1405921.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7cd1f07fc1711bfde661e8db62d4a32","relate_stocks":{"LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4605":"半导体精选","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4608":"AI应用概念股","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4612":"AI芯片","BK4614":"Manus概念股","BK4579":"人工智能","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - 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TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1405921.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612328637","content_text":"美国芯片巨头英伟达(NVDA.US)即将公布第四财季业绩，投行奥本海默预计，公司本次财报有望交出高于市场预期的成绩，相关营收上行空间或在20亿至30亿美元之间。Schafer重申对英伟达的“跑赢大盘”评级，并维持265美元的目标价不变。奥本海默分析师Rick Schafer在致客户的报告中指出，英伟达第四财季(截至1月)及2026财年第一财季(截至4月)的营收指引，存在“典型”的20亿至30亿美元上行潜力，主要受益于GB300 Ultra产品线的强劲需求。当前华尔街对上述两个季度的营收预期分别为656亿美元和716亿美元。Schafer表示，云服务提供商的资本开支仍在持续上升，预计2026年全球云厂商资本开支将达到6500亿美元，明显高于2025年超过4000亿美元的水平。同时，前沿大模型(LLM)规模仍以每年约10倍的速度增长，推理类token的需求增速也超过5倍，这进一步推高了对高性能AI算力的需求。在产品层面，Schafer指出，英伟达的机架级解决方案NVL72在单位功耗下的AI性能方面依然处于行业领先地位，而新一代Vera Rubin(VR200)平台正按计划推进，预计将在2026财年第三季度实现量产爬坡，随后更高端的VR300 Ultra有望在2027财年第三季度初期推出。Schafer进一步估算，Vera Rubin平台的平均售价有望比GB300高出40%至50%。作为参考，GB300单套售价约为350万美元。基于此，Vera Rubin系列产品未来有望为英伟达带来约80亿美元的新增营收。此外，随着中国市场重新纳入可服务范围，潜在可触达市场规模或高达500亿美元，这也可能进一步推升英伟达的总体可服务市场规模(TAM)，目前已被估算至约4万亿美元。Schafer表示，从长期来看，英伟达仍是“最具通用性的AI平台，也是最有胜算的参与者”。","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDG":0.6,"NVDS":0.6,"NVDX":0.6,"NVDQ":0.6,"NVDY":0.6,"NVDA":1.98,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVD":0.6,"NVII":0.6,"NVDS.UK":0.6,"DIPS":0.6,"NVDL":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVDW":0.6,"NVDB":0.6,"ANV":0.6,"2NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}