华尔街明星股英伟达今年以来股价下跌了27%，引发了市场对其上涨势头是否已经停滞的质疑。汇丰银 行分析师Frank Lee对英伟达股票的未来走势表示谨慎，认为其上涨空间有限。 基于对服务器机架出货量预期下降，Lee将其2026财年和2027财年的每股收益预期分别下调了8%和 18%，至4.72美元和5.76美元，这与市场普遍预期相近，将英伟达股票的评级从"买入"下调至"持有"， 并将目标价从175美元大幅下调至120美元。 虽然英伟达的GPU平均售价从游戏GPU的约1000美元上涨到第一代AI GPU平台Ampere的13500美元， 后续平台Hopper和Blackwell的平均售价也分别上涨了96%和51%，Blackwell NVL72机架架构的定价更 是从之前的HGX平台的21.2万至32万美元大幅提升至262.35万美元。但是，B200和B300GPU之间，以及 GB200和GB300NVL72机架架构之间并没有明显的平均售价增长。这可能是因为B300/GB300的升级重 点不在性能提升，而在于诸如从HBM3E8hi到HBM3E12hi的内存小幅提升等增量改进，以及系统稳定性 的增强，旨在解决B200 ...

Nvidia (NVDA 3.38%) stock posted gains in Monday's wild day of trading. The company's share price closed out the day up 3.5% and had been up as much as 7.9% earlier in the session. On the other hand, the stock had also been down as much as 8.2% in the day's trading.The stock market saw incredible volatility today as investors reacted to emerging news on tariffs. Major indexes opened the day's trading deeply in the red but managed to recover as the day progressed. The S&P 500 index ended the day down 0.3%, a ...

The chip sector melted down on Friday in response to President Donald Trump's tariffs, with new threats of an additional 50% levy on China if Beijing doesn’t drop retaliatory duties. Today though, Nvidia Corp (NASDAQ:NVDA) stock was last seen up 3.8% to trade at $97.88, as traders rush to buy the dip after a third-straight weekly loss. The shares dropped more than 15% over the past two sessions and earlier slipped to their lowest level since May, culminating in a 26.6% year-to-date deficit.Nvidia was the mo ...

NVIDIA Corporation (NASDAQ: NVDA ), being one of the most valuable and crucial businesses in the modern world, gathered a lot of recognition during the last decade, especially during the last couple ofWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achiev ...

Group 1 - Nvidia is identified as a central player in the artificial intelligence megatrend and is significantly impacted by President Trump's tariffs [1] - The company's shares have declined nearly 30% year-to-date, indicating ongoing volatility and challenges [1] - The report discusses the US trade imbalance and its implications for Nvidia and the AI sector [1]

Core Viewpoint - NVIDIA's share price has experienced significant volatility, with a 40% decline noted in early April, amidst broader market challenges and tariff-induced resets, although its market-leading position in AI and strong cash flow suggest a lower likelihood of total value loss [1][3]. Financial Performance - The company's cash flow has surged alongside the AI boom, with a projected $17 billion annual increase in cash position, representing a 67% year-over-year growth, alongside a 70% increase in total assets and an 80% increase in equity [2]. - NVIDIA is net cash relative to total liabilities and is expected to generate robust cash flow in fiscal years 2025 and 2026 [2]. Market Sentiment - Analysts' sentiment has cooled, with recent reports indicating two downgrades and a price target reduction, suggesting a pause in the NVIDIA bull market until new catalysts emerge [3]. - The consensus price target among analysts is approximately $170, indicating a potential 75% gain from current support levels [3]. Valuation Metrics - NVIDIA's stock has undergone a 35% price correction, leading to a valuation at a 30% to 50% discount compared to recent norms and below the S&P 500 average, trading at 21 times the 2026 consensus [4]. - Even with conservative growth assumptions, the stock remains attractively valued at 14 times earnings, suggesting potential for a 50% to 100% rise over the next decade [5]. Tariff Impact - While NVIDIA is not entirely immune to tariff threats, the impact is expected to be low and short-lived, as semiconductors are largely exempt from tariffs [6][7]. - The company is actively working to onshore production, including a $100 million investment partnership with Taiwan Semiconductor, aimed at enhancing domestic microchip production capabilities [7][8]. Stock Performance and Resistance Levels - NVIDIA's stock sell-off reached a critical point in early Q2, dropping below the $97 resistance level, which may pose significant challenges if not quickly rebounded [9]. - A move above $97 could confirm support at the bottom of the trading range, while potential catalysts for recovery include reduced global economic uncertainty and upcoming earnings releases, with expected revenue growth of 67% [10].

Even though Nvidia (NVDA -0.49%) was spared somewhat from President Donald Trump's global tariff plans, the tech giant's shares plunged with the rest of the market late last week. After a more than 10% two-day drop, Nvidia shares continued to fall by more than 8% early Monday. The stock then reversed course surging higher before going back into the red.Volatility is the name of the game right now. All the selling has pushed the Nasdaq Composite into bear market territory. Every market crash brings both pain ...

There is one name synonymous with the artificial intelligence (AI) revolution in the computer and technology sector. NVIDIA Corp. NASDAQ: NVDA commands over 92% of the graphic processing unit (GPU) market, making it the leading company benefiting from the surge in AI infrastructure demand. Their AI chips are in such demand that their next-generation Blackwell GPUs are already sold out for the next 12 months. They are essential tools for cutting-edge AI, machine learning (ML) and high-performance computing ( ...

每经记者 岳楚鹏 每经编辑 高涵 ①【三大期指齐跌】截至发稿，道指期货跌3.85%、标普500指数期货跌4.02%、纳指期货跌4.33%。 ②【大型科技股多数走低】美股大型科技股盘前多数走低。截至发稿，美光科技跌超7%，英伟达跌超 6%，台积电跌超6%，苹果跌约4%。 ③【银行股大跌】美国银行股盘前大跌，截至发稿，高盛跌超7%，美国银行跌超5%，摩根大通跌超 5%。 ⑤【运营和税收成本上升，壳牌下跌7%】近日，壳牌发布了2025年第一季度交易数据，尽管天然气和 石油交易表现强劲，但公司警告税收和运营成本增加。壳牌表示，预计税收成本在24亿至32亿美元之 间，远高于加拿大皇家银行18亿美元的预估。壳牌还警告称，第一季度可能出现高达50亿美元的营运资 金增加。截至发稿，壳牌下跌7%。 ⑥【捷豹路虎停止向美国发货】近日，捷豹路虎汽车公司表示，由于新关税政策，它将暂停向美国发 货。捷豹路虎汽车公司将此举描述为"短期行动"，并表示将花时间制定长期计划以适应新的经济格局。 ⑦【WTI原油期货跌破每桶60美元，创2021年4月以来最低水平】截至发稿，美国WTI原油期货价格下 跌逾3%，至每桶59.61美元。目前，WTI原油 ...

华尔街分析师Hans Mosesmann指出，液冷技术对于克服AI云端运算挑战非常关键，能为超大规模云端 服务铺路。徐明微也表示，英伟达的这一选择佐证了液冷技术是AI算力的标配。随着AI算力市场需求 的不断扩大，芯片性能和功耗水平已提升至新量级。例如，基于Blackwell架构的B200功率达到 1000W，许多数据中心单机柜密度已经达到70 - 100kW，这些高功耗输出对液冷技术提出了更高要求。 保障AI芯片的性能与运行稳定尤为关键，这就要求液冷系统更加安全可靠。 【环球网科技综合报道】4月7日，在英伟达年度GTC大会上，液冷技术成为其新品的一大亮点，引发行 业广泛关注，液冷市场"奇点"似乎正加速到来。 英伟达新一代Blackwell Ultra芯片通过"液冷 + 硅光子"的协同进化，基于5nm工艺，单颗芯片集成288GB HBM3e显存，FP4算力达15PetaFLOPS。其DGX GB300系统采用Grace Blackwell Ultra超级芯片（包含36 块Grace CPU和72块Blackwell GPU），以及机架级液冷设计，较上一代Hopper架构可提供70倍的AI性 能。此外，英伟达推出 ...