NVDA Jan 2024 85.000 call
| 前收市價 | 189.60 |
| 開市 | 189.60 |
| 買盤 | 186.95 |
| 賣出價 | 191.05 |
| 拍板 | 85.00 |
| 到期日 | 2024-01-19 |
| 今日波幅 | 189.57 - 189.61 |
| 合同範圍 | 無 |
| 成交量 | |
| 未平倉合約 | 594 |
- Financial Times
AI boom drives gains for chip stocks
Investors are gripped by a fear of missing out on chip stocks. The Philadelphia Semiconductor Index, an index tracking 30 of the world’s biggest semiconductor manufacturers, surged this week to its highest level in 14 months on the back of Nvidia’s blowout earnings. The gains have sent the index up 38 per cent so far this year, far outstripping the tech-heavy Nasdaq Composite.
Yahoo FinanceEighty-two percent of millennials worry AI will threaten their pay, survey says
Investors believe AI is the latest tech revolution. Millennial workers are worried this will mean less pay for the same work.
鉅亨網黃仁勳：AI將重塑電腦產業 是台廠的黃金機遇
AI 晶片大廠輝達 (NVDA-US) 執行長黃仁勳今 (27) 日受邀出席台大畢業典禮，在致詞時除了以輝達的三個故事勉勵畢業生，也指出 AI 正在重塑電腦產業，將是產業的再一次重生，為台灣廠商的黃金機遇。
Yahoo財經美股日誌｜龍頭科技股全線造好 納指升2.4%
美股三大指數全線上升。納指顯著上升2.4%，主要晶片股、Netflix、亞馬遜及Tesla升幅均逾4%。聯儲局重要參考數據PCE物價指數高過市場預期，六月份加息預期上升。
- Financial Times
US stocks hit 9-month high on solid data and debt ceiling hopes
US stocks hit a nine-month high on Friday, propelled by solid economic data and growing investor optimism that a deal on the US debt ceiling will land in the coming days. The S&P 500 closed 1.3 per cent higher, its highest level since mid-August, in a relatively broad rally in which investors scooped up stocks more sensitive to economic growth prospects and spurning traditionally defensive sectors such as utilities, healthcare and consumer staples. The benchmark index added 0.3 per cent in the week, notching its second straight week of gains.
Insider MonkeyLouis Navellier’s 2023 Portfolio: 15 Growth Stocks to Watch
In this article, we discuss 15 growth stocks to watch in Louis Navellier’s 2023 portfolio. If you want to see more stocks in this selection, check out Louis Navellier’s 2023 Portfolio: 5 Growth Stocks to Watch. According to a report featured on Markets Insider in October 2022, Louis Navellier of Navellier & Associates said that the […]
- Financial Times
How Nvidia created the chip powering the generative AI boom
In 2022, US chipmaker Nvidia released the H100, one of the most powerful processors it had ever built — and one of its most expensive, costing about $40,000 each. “We went from a pretty tough year last year to an overnight turnround,” said Jensen Huang, Nvidia’s chief executive. Nvidia announced on Wednesday that its sales for the three months ending in July would be $11bn, more than 50 per cent ahead of Wall Street’s previous estimates, driven by a revival in data centre spending by Big Tech and demand for its AI chips.
Bloomberg乘借人工智能東風 輝達市值向1萬億美元更進一步
【彭博】-- 輝達一直善於乘借科技趨勢的「東風」。這家銷售圖形晶片的公司在從電子遊戲熱潮到加密貨幣崛起，再到整個行業對元宇宙的重金押注中均獲益。不過，可以說沒有什麼趨勢比人工智能(AI)的崛起更能令這家全球市值最高的晶片公司獲益。輝達股價周四飆升24%，使其市值逼近1萬億美元，有望躋身蘋果、微軟、亞馬遜和Alphabet Inc.等科技精英行列。 ROBO Global的高級研究分析師Zeno Mercer說：「我不願說它已贏得了比賽，但目前它是贏家。」在AI浪潮的助推下，輝達本周發布的銷售額預測比華爾街全部分析師更為樂觀，隨後該公司市值周四飆升1,840億美元，創美股史上第三大單日市值漲幅。輝達周三表示，該公司第二財季營收將約為110億美元，遠高於分析師預估均值71.8億美元。推薦閱讀：輝達帶動AI晶片相關股票在全球範圍內勁揚輝達今年的股價表現已優於其所屬主要指數中的其他成份股。這家晶片製造商的市值為9,390億美元，是英特爾市值的八倍，而後者去年的營收是輝達的兩倍多。該股紐約時間周五09:41跌0.4%至378.18美元。「他們可能處於獨特的情況，」Sanford C. Berns
- Yahoo Finance
Why Nvidia's boom isn't a bubble: Morning Brief
Make no mistake, Nvidia has captured the imagination of Wall Street.
- Financial Times
FirstFT: Corporate bankruptcies rise as US credit squeeze tightens
Also in today’s newsletter, Tesla opens up its charging network to Ford owners and Illumina shareholders back Carl Icahn’s pick for chair
Yahoo財經專欄美股週記│經常坐艇，不是沒有原因的（莫家強）
投資股票，永遠都要先看股票的質素，而非估值。又優質，而估值又便宜，當然最後。但如果沒有這種機會，你就一定要先注意股票的質素，一些劣質的股票，就無論估值多便宜，都不要沾手。
Yahoo財經專欄基金論勢│半導體禁令對華中長期負面（盧志威）
人民幣忽然急跌，加上日本又實施半導體材料的管制，令到港股的市場氣氛很差，股價一落千丈，要在這個市場生存非常難，因為連成交量都不足，顯示購買力極度低迷，這種情況是非常危險。
- Financial Times
Nvidia closes in on the trillion-dollar club
Plus, US chipmaker Nvidia is on track to join the $1tn club. It’s a long time since I’ve read notes from big, grown-up bank analysts like Morgan Stanley that are hyperventilating quite as much as they are about Nvidia’s earnings.
Yahoo財經美股日誌｜英偉達颷24%帶挈AI概念 道指5連跌
華爾街股市個別發展，英偉達受惠人工智能（AI）熱潮，業績強勁兼提高收入指引，股價急颷一度近三成，收市升幅24%，帶領納斯達克指數升1.7%。道瓊斯指數繼續受債務上限談判阻礙而連跌5日，但午市傳出兩黨接近達成協議，道指跌幅收窄並一度倒升，惟收市仍低於200日平均線。加息預期提升，資金從債市流出，10年期國債息率升近10點子。
FortuneNvidia stock gained $184 billion in a day, vaulting it far past Tesla. But a top analyst now calls it ‘priced for fantasy.’
David Trainer, founder of investment research firm New Constructs, ran a model showing Nvidia stock is unlikely to reward future investors at this level.
FortuneNvidia is heading to ‘$1 trillion and beyond’ thanks to its leadership in A.I., Bank of America says
Bank of America analysts led by Vivek Arya tagged Nvidia as their “top pick” with a $450 price target, representing a potential 17% upside.
Yahoo FinanceQualcomm: Why its stock, along with Nvidia, should get a boost from the AI boom, too
Though the AI boom has massively benefited Nvidia, AI – and generative AI specifically – also marks a major opportunity for other chip companies like Qualcomm, the company's SVP of Product Management Ziad Asghar told Yahoo Finance Live.
- Financial Times
Nvidia races towards $1tn club as AI frenzy drives chip stocks higher
Shares across semiconductor sector surge after Silicon Valley chipmaker delivers blowout financial report
- Yahoo Finance
There’s an AI war, and Nvidia is the only arms dealer: Analyst
Shares of Nvidia ripped higher Thursday, as the company rides the AI wave.
Insider Monkey13 Best Vanguard Funds for Retirement
In this article, we will take a look at the 13 best Vanguard funds for retirement. To see more such funds, go directly to 5 Best Vanguard Funds for Retirement. Retirement planning is becoming an extremely important matter for millions of Americans who are fast approaching their retirement age. Millions of Baby Boomers retire each […]
- Financial Times
Nvidia: thanks to AI, the chips are up for CEO Jensen Huang
With one astronomical forecast, Nvidia has gone from a company best known for gaming chips to one whose role in artificial intelligence could make it into the world’s first trillion-dollar semiconductor stock. This sells graphics processing units used to train large-language models needed for generative AI. In the earnings call, Nvidia mentioned that it had procured “substantial” supply for the second half of the year.
BenzingaNvidia Is At The Door Of The $1 Trillion Club
On Wednesday, Nvidia Corporation (NASDAQ: NVDA) shares soared 26% upon strong first quarter results and AI-powered guidance that both shattered expectations, bringing its market value at close to $755 billion. On Thursday during premarket trading, they surged even 29%, bringing the company’s market value to $980 billion and the chipmaker very close to joining, Apple Inc (NASDAQ: AAPL), Microsoft Corporation (NASDAQ: MSFT) and Amazon.com (NASDAQ: AMZN) in the $1 trillion club. First Quarter Figur
BenzingaBill Ackman Thinks Rival Icahn's Firm Still Overvalued, Nvidia Nears $1 Trillion Market Cap, Freshpet's Largest Shareholder Pushes For Board Overhaul: Today's Top Stories
Benzinga Bill Ackman Thinks Rival Icahn's Firm Still Overvalued After Hindenburg Report: 'Reminds Me Somewhat Of Archegos' Pershing Square Capital Management founder and CEO Bill Ackman weighed in on billionaire Carl Icahn and his company following the release of a short report by Hindenburg Research. Ackman commented that there were some interesting takeaways from the unfolding situation. Ackman commented on the situation, stating that the key lesson learned is that a controlling shareholder wi
Yahoo FinanceNvidia stock explodes after 'guidance for the ages': What Wall Street is saying
Nvidia cements its market darling status after a blowout quarter and outlook.