As Nvidia Corporation NVDA shares closed above the $140 level for the first time in 20 days on Tuesday, traders expect the stock to make new highs if it breaches $145 per share.What Happened: Traders are bullish on Nvidia as its share price exceeded the 50-day simple moving average and moves above $140 apiece for the first time since Dec. 6, on Tuesday’s shortened trading session. According to a quant trader, Peter DiCarlo, the share price could reach $170 apiece in the first quarter if the stock moves beyo ...

A stock trading expert highlighted that Nvidia’s (NASDAQ: NVDA) stock could reach a new record high in the first quarter of 2025, provided the current cycle surpasses the $145 mark.This target seems within reach for Nvidia, especially since the stock has recently managed to stay in the green after facing the risk of dropping below the $130 level. At the close of the December 24 session, Nvidia was priced at $140.22, with year-to-date returns exceeding 190%.NVDA YTD stock price chart. Source: FinboldAccordin ...

调研纪要CH 已关注 Patrick Chen / 陈雅青 本营分析师 简介:覆盖Global Tech，高性能计算和大模型，通信设备，AI应用（游戏及其他），半导体设备，模拟芯片，汽车电子 （IGBT，SiC和其他），晶圆代工厂，智能手机供应链，IoT供应链（MR/VR及其他） 结构，需求较高？ 专家：目前AWS的Trainium2已经正式拉货。一年要拉150万张左右的卡，这些都会优选AEC，更便宜。但是速率 上，基于算力抵不上一张H100卡，所以不需要非用800G的AEC，当然后续AWS也会升级到800G AEC，但目前采 购的情况是，基于很多交换机网卡主要端口都是400G，而且Trainium2算力400G有光模块，所以用400G AEC去连 也够，明年底还会有Trainium3，可能届时800G会慢慢上来，所以他确实是400G用得多。对于微软，100G用的也 多，基于老传统数据中心在采购，但没有增量，AI部分，目前微软也自建网络，然后大量买英伟达的卡，而英伟达 的卡原来配800G AOC，而现在选择更有性价比的800G AEC，所以微软买的是英伟达的卡，性能较高，所以会更 早上800G。 专家：谷歌其 ...

In this articleNVDAJensen Huang, CEO of Nvidia, arrives for the Inaugural AI Insight Forum in the Russell Building on Capitol Hill on Sept. 13, 2023.Tom Williams | CQ-Roll Call, Inc. | Getty ImagesAs Michael MacGillivray saw artificial intelligence becoming more ubiquitous in everyday life, the 25-year-old wanted his investments to reflect that. It didn't take long to figure out how he wanted to play the trend."Whenever you look at AI, it's like, all the roads lead to Nvidia," said MacGillivray, who's spent ...

Following Nvidia’s (NASDAQ: NVDA) stock red-hot run in 2024, its momentum has coincided with significant insider selling activity.Nvidia has been an attractive investment thanks to its dominance in the artificial intelligence (AI) chip space. To put this growth into perspective, NVDA’s share price has gained 191% year-to-date, with a valuation of $140.22 as of press time.NVDA YTD stock price chart. Source: FinboldRegarding selling activity, Nvidia insiders have liquidated 7,320,289 shares in 2024, totaling ...

Shares of Nvidia (NVDA) have gained 2.7% over the past four weeks to close the last trading session at $139.67, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $175.55 indicates a potential upside of 25.7%.The average comprises 42 short-term price targets ranging from a low of $135 to a high of $220, with a standard deviation of $16.81. While the lowest estimate indicates a decl ...

In a year dominated by the hype surrounding artificial intelligence, semiconductor stocks have flourished — and none more so than Jensen Huang-led industry leader Nvidia (NASDAQ: NVDA). However, after a period of continued outperformance, Nvidia stock lost momentum in late November.The chipmaker’s Q3 FY 2025 earning report was far from a failure — but with the stock continually breaching new all-time highs (ATHs), investors initiated a deluge of profit-taking. A day before the earnings call, Nvidia stock wa ...

Warren Buffett's mentor Benjamin Graham once said, "In the short run, the market is a voting machine but in the long run, it is a weighing machine." He understood that stocks are largely driven by investor sentiment, which is inherently fickle over the near term. Graham also knew, though, that business fundamentals matter over the long term. Sometimes, investors' "votes" temporarily cause good stocks to decline. However, the underlying strong business prospects of those stocks still make them great picks fo ...

Nvidia Stock Rises. Why the Chip Maker Is Getting a Festive Boost. ...

耀途资本成立于2015年，目前，耀途资本管理着6支人民币及美元主基金，管理规模超过40亿人民币。 但因奉行极致的人效战略，团队总人数不到20人，半导体方向只有2位投资人，其他同事主要围绕智能 制造、ESG、出海、AI等领域。2022年耀途首次招揽了一位资深投资人宋晔，原阿里、IDG投资总监， 目前专注智能制造尤其是新材料领域的机会。 投出中国的英伟达、AMD或博通，是VC们梦寐以求的目标。2024年下半年，半导体投资火热之中带了 一丝不易察觉的冷静。在竞争尤其激烈、技术迭代快速的半导体行业，中小VC如何比"大块头们"更快 捕捉到优质标的？另外，国内的半导体投资逻辑正在发生哪些变化？借此机会，《中国企业家》与白宗 义聊了聊。 采访期间，他们正准备他们搬家，打算从上海杨浦区的创业园区搬至更靠近市区的虹口区北外滩，他 说："就是想离LP近一些，让LP打车到耀途不那么长时间。" 你站在丛林里，手中拿着一把枪，正瞄准旷野寻找猎物，其中的时机把握很微妙，早一点开枪，可能放 空枪或者只能收获个体小的动物，晚了，则需要更多代价降服猎物。 在耀途，专门有一群人追踪数据，其中一个核心指标就是"顶级客户订单"。比如，半导体或电子领 ...