智通财经APP获悉，摩根士丹利上调了对英伟达(NVDA.US)的 2026 年业绩预期，称人工智能处于消化 阶段的想法"很可笑"。 分析师约瑟夫·摩尔在给客户的报告中写道："过去四周，尽管投资者情绪因宏观和供应链风险而恶化， 但在全球范围内，与大多数大语言模型相关的推理芯片短缺，GPU的核心需求却大幅上升。""尽管华尔 街对一系列非常现实的担忧感到焦虑，但硅谷的关注点已转向一个截然不同的挑战——自年初以来，生 成的token数量增长了5倍以上，这极大地挤压了生态系统，并推动了对处理这些工作负载的投资激 增。" 由于近期H20的限制，摩尔维持其对2026财年的预期不变，但将2027财年(2026自然年)的营收预期从之 前的2309亿美元上调至2555亿美元。基于数据中心业务的持续增长，他还将调整后的每股收益预期从之 前的5.37美元上调至6.01美元。 摩尔进一步指出，基于API公司Open Router以及"多种"专有渠道的检查，AI推理需求增长的趋势已变得 明显。他补充说，尽管情绪受到关税、贸易战和其他问题的影响，但这些并未体现在硬数据中。 此外，科技界近期有多条推文称AI需求出现"急剧加速"，包括Open ...

摩根士丹利：将英伟达(NVDA.O)的目标股价由162美元下调至160美元。 ...

Nvidia (NVDA 3.56%) is down roughly 30% below its previous high. This isn't a new experience for the stock. Since its initial public offering (IPO) in 1999, Nvidia's share price has plunged by that amount or more from its previous peak eight other times. Importantly, Nvidia eventually rebounded strongly every time in the past after a steep sell-off. With that in mind, it's probably not surprising that Wall Street is screaming to buy Nvidia stock hand over fist right now. But should you listen?A loud chorus ...

智通财经APP获悉，过去十年间，英特尔(INTC.US)最重大的战略失误之一，就是未能在快速增长的人 工智能(AI)芯片市场撼动英伟达(NVDA.US)的统治地位。 陈立武表示："我们正采取一种全面的方法来重新定义我们的产品组合，针对新兴的AI工作负载对我们 的产品进行优化。我们的目标是成为客户的首选平台。这就要求我们从根本上转变我们的设计和工程理 念，并提前充分预判客户的需求。" 从历史上看，英特尔的策略是让AI初创企业去开发新芯片，然后再将这些企业收购。在2016年至2019 年期间，该公司收购了一系列芯片公司，包括Movidius、Mobileye(MBLY.US)、Nervana和Habana Labs，英特尔原本希望这些收购能助力其打入人工智能市场。 虽然Mobileye在自动驾驶领域仍保持着强大的市场地位，并且英特尔在其分拆后仍持有该公司的股份， 但其余的收购交易都未能帮助英特尔在与英伟达的竞争中取得优势。 Technalysis Research首席分析师Bob O'Donnell表示："英特尔在自主研发重要的新型芯片方面有着悠久 的历史，所以看到他们专注于AI领域的内部研发，我并不感到惊讶。如 ...

Chip export restrictions to China have been an overhang on Nvidia (NVDA 3.56%) shares. But after dipping below the $100 level, Bank of America analyst Vivek Arya believes the leading artificial intelligence (AI) chipmaker is worth buying.Earlier this week, the analyst lowered the firm's price target on the shares from $160 to $150, implying 44% upside over the recent $104 share price, while maintaining a "buy" rating.Why buy Nvidia stockNvidia disclosed on April 15 it would take a $5.5 billion financial hit ...

《科创板日报》25日讯，由于三星HBM3E未能通过英伟达认证，谷歌将美光产品作为替补供应，其于 日前已通知三星更换供应商。 (台湾电子时报) ...

Core Insights - OpenAI projects total revenue to exceed $125 billion by 2029, with further growth expected to reach $174 billion by 2030, indicating a significant expansion in its commercial channels beyond ChatGPT [1][3] - The company anticipates a substantial improvement in gross margins, with projections showing an increase from 40% to nearly 70% by 2029, driven by slowing growth in operational costs and rising revenues [6][11] Revenue Growth Projections - OpenAI's revenue reached $3.7 billion in the previous year, nearly quadrupling from the year before, with weekly active users surpassing 500 million [2][3] - Revenue from ChatGPT subscriptions is expected to grow from approximately $8 billion in 2023 to $50 billion by 2029, while API service revenue is projected to rise from $2 billion to $22 billion in the same period [7][8] Cost Management and Profitability - The company expects to incur $46 billion in cash burn over the next four years due to rising operational costs, but anticipates generating nearly $12 billion in cash by 2029, transitioning to positive cash flow [3][6] - OpenAI's inference costs are projected to double to $6 billion in 2023 but are expected to grow at a slower rate thereafter, improving overall profitability [6][11] Product and Market Expansion - OpenAI is exploring new product offerings, including AI agents and potential expansions into humanoid robots and AI chips, while maintaining ChatGPT and API as primary revenue sources [7][8] - The company is also looking to monetize its large user base through shopping partnerships and affiliate marketing, similar to strategies employed by competitors [11][12] Strategic Outlook - OpenAI's diverse commercialization strategies and strong growth potential are evident, with ongoing efforts to enhance product efficiency and explore new revenue streams [13]

据香港IDC新天域互联了解，在哈姆研究所于俄克拉荷马城组织的一场科技和能源公司会议上，，亚马 逊和英伟达的高管们表示，尽管市场对经济衰退的担忧不断升温，但人工智能（AI）数据中心的建设 需求依然强劲。这一表态与华尔街上对科技公司可能削减投资计划的担忧形成鲜明对比。 英伟达的企业可持续发展高级总监乔什·帕克（Josh Parker）也证实，公司的数据中心需求没有减缓的迹 象。他表示："我们没有看到任何放缓的迹象。"近期，中国人工智能初创企业DeepSeek引发市场对电力 需求的担忧，但帕克认为，这种反应是"过度反应"。 人工智能的崛起使得对计算和能源的需求不断增加。安索普的联合创始人杰克·克拉克（Jack Clark）提 到，到2027年，AI领域将需要新增50吉瓦的电力供应，这相当于50座新的核电站的产能。 在会议上，科技和能源公司共同探讨了如何满足AI日益增长的能源需求。与会者达成共识，认为天然 气将成为满足这一需求的重要能源来源。随着AI技术的快速发展，如何确保充足的电力供应将成为各 大企业面临的关键挑战。 亚马逊与英伟达的高管们的发言清晰地表明，尽管市场对经济前景有所担忧，但AI数据中心的需求仍 在稳步 ...

昨夜今晨，随着多位美联储官员公开讨论降息事宜，美股三大股指迎来连续第三个交易日的集体上涨。当地时间4月24日，美股大幅收涨，道指上涨486.83 点，涨幅1.23%；纳指上涨457.99点，涨幅2.74%；标普500指数上涨108.91点，涨幅2.03%。 明星科技股普涨，特斯拉、亚马逊、微软涨超3%，谷歌、Meta涨逾2%，苹果涨近2%。半导体板块涨幅居前，美光科技、博通涨逾6%，英特尔、AMD涨 超4%，英伟达涨逾3%。 其中，英伟达市值一夜增加908亿美元（约合人民币6618亿元）。 | 英伟达 | | | | --- | --- | --- | | NVDA US 空 | | | | 106.540 昨收 102.710 量比 0.75 | | 106.430 | | 103.110 | 市值2.60万亿 换 0.93% | | | 103.475 市盈™ 35.63 | 额 230.94亿 | 3.720 3.62% | | 纳指科技ETF -1.90% 含英伟达 12.0% > | | 相关ETF ⑦ | | 0.309 | 0.29% ⊙ 18:07 美东时间 | 盘后 106.739 | | ...

Market Performance - The Dow Jones Industrial Average rose by approximately 1.2% [1] - The S&P 500 index increased by 2% [1] - The Nasdaq Composite surged by 2.7% [1] Company Highlights - Apple (AAPL.O) saw an increase of nearly 2% [1] - Nvidia (NVDA.O) and Tesla (TSLA.O) both rose by over 3.5% [1] - Alibaba (BABA.N) experienced a slight increase, while NIO (NIO.N) rose by over 6% [1] - TAL Education Group (TAL.N) fell by more than 18% [1] Chinese Market Indicators - The Nasdaq Golden Dragon China Index increased by 0.68% [1]