AI重磅！英伟达，即将发布

Group 1 - Nvidia is set to announce its quarterly earnings on November 19, highlighting its significance in the market [1] - Citigroup maintains a "buy" rating on Nvidia, raising the target price from $210 to $220 per share, addressing investor concerns about AI capital expenditure [1] - Despite concerns over AI investment funding, analysts note that AI chip supply will remain below demand until 2026 due to limited advanced packaging capacity [1] - Nvidia's current price-to-earnings ratio is approximately 28 times, which is more attractive compared to peers like Broadcom at 38 times and AMD at 37 times [1] - The Nasdaq index experienced a brief drop of 1.9% but recovered to close up 0.1%, with Nvidia's stock showing slight gains ahead of its earnings report [1] - Companies related to OpenAI, such as Oracle and CoreWeave, faced significant stock declines, with Oracle down over 9% and CoreWeave dropping nearly 30% [1] Group 2 - A forthcoming report from The Verge describes CoreWeave as the "core of the AI bubble," questioning its business model and heavy reliance on Nvidia [2] - The report suggests that CoreWeave may struggle to operate without substantial funding and hardware support from Nvidia, raising concerns about its sustainability amid fluctuating AI demand [2] Group 3 - Investors are debating whether the AI bubble has begun to burst, with Allianz's chief economic advisor describing the market as experiencing a "rational bubble" [3] - While the total value created is significant, there are concerns about potential losses, as noted by Mohamed El-Erian [3] - JPMorgan's CEO emphasizes the importance of focusing on future opportunities presented by AI rather than fixating on the existence of a bubble [3]