美股異動丨英偉達升2.43%至138.07美元,時隔四個月再創收盤歷史新高
英偉達(NVDA.US)收升2.43%,報138.07美元,突破6月18日所創收盤歷史最高位135.58美元,總市值3.39萬億美元。英偉達近期增長主要得益於公司成功平息了投資者對其產品延遲和長期增長前景的擔憂,首席執行官黃仁勛宣佈Blackwell芯片已全面投產,市場需求旺盛,摩根士丹利的報吿也支持了這一樂觀態度,指出訂單已排至12個月後,業務和前景依然強勁。此外,數據顯示,分析師預計英偉達本財年的收入將增長一倍以上,下財年將再增長44%,華爾街也在持續上調對英偉達的收益和利潤預期。此外,有媒體指出,本輪英偉達股價上升始於10月2日。當天OpenAI宣佈完成66億美元的新一輪鉅額融資,估值達到1570億美元,據稱英偉達也參投。在OpenAI獲得的這些融資中,大批都有望“迴流”英偉達,因為OpenAI 的能源需求不斷增長,需要配置的AI芯片也增多。(格隆匯)

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.