Group 1 - NVIDIA Corporation (NVDA) is set to report its fiscal fourth quarter earnings results on Wednesday afternoon, which ended on January 31 [1] - The focus of the analysis is on companies with strong cash generation, ideally with a wide moat and significant durability, which can lead to rewarding investments when bought at the right time [1] - The Cash Flow Club community emphasizes access to various investment opportunities, including a personal income portfolio targeting a yield of over 6% [1] Group 2 - The author has a beneficial long position in shares of GOOG and MSFT, indicating a positive outlook on these stocks [2] - There is a potential plan to initiate a long position in NVDA within the next 72 hours, suggesting an anticipated favorable movement in NVDA's stock [2]

有记者提问：美方一名高级官员称，Deepseek最新的AI模型据说是使用英伟达的AI芯片"Blackwell"进行 训练的。这可能违反了美国的出口管制规定。相关情况是否属实？ 毛宁：我不了解你提到的具体情况。关于美国输华芯片问题，中方已经多次表明了原则立场。(完) Deepseek最新AI模型使用英伟达AI芯片进行训练？中方回应 中新网北京2月24日电 (记者 曾玥)中国外交部发言人毛宁24日主持例行记者会。 来源：中国新闻网 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 编辑：王永乐 ...

导读 引言 AI的全球性投资浪潮正在重塑科技行业的结构，也重塑着资本市场的逻辑。以大模型、算力基础设施和数据中心建设 为核心的AI链，形成了自2008互联网以来最强烈的一轮跨周期资本累积。巨头之间的资本开支竞赛不断刷新纪录，从 NVIDIA的GPU出货与企业市值，到微软、亚马逊、谷歌争相投建的超大规模数据中心，再到初创公司围绕模型、 Agent与新型AI服务，展现出一种技术突破叠加资本挤兑式投入的发展结构。与传统科技周期不同，这一轮投资不仅规 模更大、节奏更密集、折旧周期更短，也构成了一个容易产生系统性风险的正反馈循环。在未来收益充满不确定性的 背景下，AI产业仿佛踩在红利与成本现实的双轨之上，推动市场在繁荣与泡沫之间不断摆动，债务与融资结构也逐渐 复杂化：为支撑数据中心和算力扩张，银行、ABS与企业债等多渠道快速扩张，放大了利率与信用风险的传导路径。 01 AI投资的系统梳理 (一) 历史进程 AI投资热潮的发展历程可以大致分为几个阶段。 5、2021年至今，生成式AI的快速发展进一步引爆了新一轮投资热潮。OpenAI发布的ChatGPT引发全球关注，推动企 业和投资者加大对生成式AI及相关基础设施的布局。 ...

人民财讯2月24日电，2月24日，外交部发言人毛宁主持例行记者会。有记者提问，据一位特朗普政府高 级官员称，DeepSeek的AI模型据说是使用英伟达最先进的AI芯片进行训练的。这可能构成对美国出口 管制的违反，美方认为DeepSeek需要将相关设备移除。请问这一说法是否属实？ 转自：证券时报 毛宁表示，不了解你提到的具体情况。关于美国输华芯片问题，中方已经多次表明了原则立场。 ...

汇丰：将英伟达(NVDA.O)目标价从320美元下调至310美元。 本文源自：金融界AI电报 ...

Core Viewpoint - The sustainability of demand for Nvidia's hardware amid the AI boom is uncertain, raising questions about the company's high valuation and future growth prospects [2][6]. Group 1: Current Market Dynamics - Nvidia's market capitalization reached $4.55 trillion following the rise of AI technologies, particularly with the success of ChatGPT [1]. - Major tech companies are significantly increasing their capital expenditures for AI, with Amazon planning to raise its spending by 50% to $200 billion and Alphabet earmarking $175 billion to $185 billion for the year [4]. - Total AI spending is projected to reach $700 billion in 2026, indicating strong demand for Nvidia's products [4]. Group 2: Financial Implications - High capital expenditures by tech giants may come with opportunity costs, potentially impacting shareholder returns through buybacks or dividends [5]. - Nvidia's revenue is heavily reliant on its data center segment, which accounts for approximately 90% of its earnings, making the company vulnerable to market fluctuations [8][12]. Group 3: Future Opportunities - Nvidia is investing in quantum computing, with the potential for commercial viability by the end of the decade, positioning the company to leverage its expertise in chip design [9]. - The automotive hardware and robotics segment, while currently generating $592 million in revenue, has seen a 32% year-over-year growth, indicating potential for further expansion as self-driving technology becomes more mainstream [10]. Group 4: Valuation and Stock Performance - Nvidia's stock is currently valued with a forward price-to-earnings (P/E) multiple of 24, which is considered low given its recent earnings growth of 67% year-over-year [12]. - The current valuation provides a margin of safety as the company navigates uncertainties in the market, suggesting a hold position until more information is available [12].

The S&P 500 fell by around 1% on Monday, but the carnage across the market continues to worsen, with multiple sectors and parts of the market breaking through support levels that suggest more pain lies ahead. The only problem is that, for now, the S&P 500 is supported by a massive level of put gamma at 6,800, which is holding things together. Once that gamma level is eroded, and I suspect it will, the index will likely crack. S&P 500-Daily Chart Original Post What are the best investment opportunities in 20 ...

Market Analysis by covering: Nike Inc, Williams-Sonoma Inc, Lululemon Athletica Inc, RH. Read 's Market Analysis on Investing.com ...

分析师还指出："在过去三年中，'美股七巨头'加上甲骨文的资本支出总额约占经营现金流总额的40%或 更低，但在2025日历年，这一占比已上升至约50%，并预计在2026和2027日历年将达到60%以上。尽管 人工智能驱动的需求为长期投资提供了令人信服的逻辑，但短期后果是自由现金流走弱、资本回报受 限，以及对融资环境的敏感度上升。如果债务成为基础设施扩张更为重要的资金来源，我们预计投资者 的关注点将转向资本密集度更低、更加注重投资资本回报率和资本配置效率的资产。" 智通财经APP获悉，根据Evercore ISI的数据，在人工智能(AI)基础设施支出大举扩张之际，微软 (MSFT.US)预计将成为"美股七巨头"中唯一在2026年实现自由现金流增长的超大规模云服务商。 Evercore指出，亚马逊(AMZN.US)、谷歌(GOOGL.US)以及Meta Platforms(META.US)预计将在2026年出 现自由现金流同比下降，另一家不属于"美股七巨头"的大型云服务提供商甲骨文(ORCL.US)的自由现金 流也预计将出现下滑。相比之下，微软在2026年的自由现金流预计将实现5%的增长，"美股七巨头"中 的另外两 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...