英伟达(NVDA.O)盘后涨幅一度扩大至0.8%。 本文源自：金融界AI电报 ...

pound your fourth quarter earnings just now crossing the wire. Let's get you those results. Uh Q4 EPS 25 cents versus expectations of 23 cents and revenue up 70% to 1.41% billion.So those are beats on the bottom and the top there. Segment revenue US government 570 million. That's a beat.US commercial that's up 137% to 57 million. So that is also a beat. Turning to the guy, Q1, they're calling for adjusted operating income between 870 and 874 million.That's a beat. Revenue, they're calling for between 1.532% ...

OpenAI首席执行官奥特曼在社交平台X发文表示："我们热爱与英伟达合作，并且他们生产世界上最好 的AI芯片。" OpenAI首席执行官奥特曼在社交平台X发文表示："我们热爱与英伟达合作，并且他们生产世界上最好 的AI芯片。" "我们希望在很长一段时间里成为超级大客户，"他说。"我不明白这些疯狂的说法是从哪里来的。" 责任编辑：李桐 "我们希望在很长一段时间里成为超级大客户，"他说。"我不明白这些疯狂的说法是从哪里来的。" 责任编辑：李桐 ...

>> "BLOOMBERG TECH," LIVE FROM COAST-TO-COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: COMING UP, DISNEY SHARES SINKING AFTER GIVING A TEPID GROWTH OUTLOOK AS THE MARKET AWAITS NEWS ON WHO WILL BE THEIR NEW LEADER. ORACLE, RAISING MORE DEBT AS THEY LOOK TO RAISE OF 45 TO 50 BILLION IN BOND AND ASK AND CAPACITY.SOURCES SAY ELON MUSK IS AN ADVANCED TALKS TO COMBINE SPACEX WITH XAI. MORE DETAILS WITH A CHECK ON THE MARKETS AND IN CERTAIN AREAS, WE BREATHE THE SIGHS OF RELIEF AF ...

来源：滚动播报 英伟达美股盘后跌幅收窄，此前一度跌0.8%。 ...

OpenAI is unsatisfied with some of Nvidia's latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating ... ...

Group 1 - The company provides software that is widely used by developers globally, with a strong emphasis on supporting all developers [1] - The software offerings include video software from CUDA to tensor and TLM, indicating a comprehensive suite for development needs [1] - The company claims to have a community of approximately 5 to 6 million developers worldwide, highlighting its extensive reach in the developer ecosystem [1]

Group 1: Nvidia and OpenAI Investment - Nvidia's potential withdrawal from the $100 billion investment in OpenAI indicates a shift in their perspective since September, reflecting changing market conditions [2][3] - The initial agreement was a letter of intent, meaning Nvidia was not obligated to follow through, and their executives have hinted at this uncertainty since early January [3] - The OpenAI ecosystem has seen a decline of about 25% since October 29, contrasting with a 25% increase in the Google ecosystem during the same period [5][6] Group 2: Market Reactions and Company Performance - Oracle's stock has experienced significant volatility, dropping over 50% from its 52-week high despite a strong quarter reported in September [2][12] - A substantial portion of Oracle's performance obligations, approximately $300 billion, is tied to OpenAI, raising concerns about future financial stability [13] - The market's initial positive reaction to Oracle's announcement of raising $50 billion has shifted to skepticism regarding long-term exposure to OpenAI [13][14]

Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A professional background check is conducted on each insider who purchased shares after the sell-off, adding a layer of due diligence [1] Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - The use of multicolor lines and trend lines in technical analysis indicates a sophisticated approach to charting and market trends [1]

Core Viewpoint - Nvidia is considered a significant investment opportunity despite being the largest company by market cap, primarily due to its expected growth in 2026 and beyond, which is not fully reflected in its current stock price [1]. Group 1: Company Overview - Nvidia specializes in manufacturing graphics processing units (GPUs), originally designed for gaming graphics, but now widely used in various high-computation tasks, with artificial intelligence being the most prominent application [2]. - The company has experienced rapid growth since 2023, driven by its comprehensive technology stack that provides a complete solution for supercomputing [3]. Group 2: Financial Performance - Nvidia's current market capitalization stands at $4.6 trillion, with a current stock price of $187.11, reflecting a day’s change of -2.10% [4]. - The company has reported a gross margin of 70.05% and a dividend yield of 0.02% [4][6]. - Despite perceptions of slowing growth, Nvidia achieved a 63% year-over-year growth, with expectations of 67% revenue growth for Q4 and 52% growth for fiscal year 2027 [5]. Group 3: Valuation and Market Position - Nvidia's stock is currently trading at 24.6 times FY 2027 earnings estimates, which is relatively fair compared to other major tech stocks trading at around 30 times forward earnings [6]. - The S&P 500 trades at 22 times forward earnings, indicating that Nvidia's valuation is only slightly above the broader market, while its revenue is projected to grow at a rate of 50% or more this year [8]. - The current pricing of Nvidia's stock presents a unique opportunity for investors, as it is not trading at a significant premium despite strong growth prospects [9].