AI股现“冰火两重天”

Group 1: Nvidia's Positive Outlook - Nvidia is expected to exceed earnings expectations due to a surge in demand for AI computing capabilities supported by its new Blackwell architecture [1][4][6] - Analysts from Morgan Stanley, Cantor Fitzgerald, and Mizuho have raised their revenue and earnings forecasts for Nvidia, with Cantor Fitzgerald increasing its target price from $200 to $240, the highest on Wall Street [4][6] - Mizuho and Morgan Stanley also adjusted their target prices to $205 and $206 respectively, reflecting optimism about Nvidia's long-term revenue growth potential [8][9] Group 2: Financial Projections - FactSet estimates Nvidia's Q2 revenue at $45.8 billion and earnings per share (EPS) at $1.00, with Cantor Fitzgerald projecting even higher figures of $48 billion in revenue and $1.06 EPS [6][8] - Mizuho's analyst noted a significant increase in capital expenditures from large tech companies, rising from 38% to 54% year-over-year, indicating strong market demand for GPUs [7] Group 3: Palantir's Negative Sentiment - In contrast to Nvidia, Palantir has faced criticism from short-sellers, with Citron Research's Andrew Left arguing that the stock is overvalued compared to true AI leaders like OpenAI [2][12] - Palantir's stock has risen over 130% this year, but its price-to-earnings ratio has reached an astonishing 588, compared to Nvidia's 58 [13][15] - Following Left's comments, Palantir's stock price dropped from a record high of $186.97 to $174.03, reflecting market concerns about its valuation [15]