机构:英伟达业绩有力验证AI基础设施投资逻辑

【机构:英伟达业绩有力验证AI基础设施投资逻辑】金色财经报道,8月27日,盛宝市场首席投资策略师Charu Chanana表示,英伟达(NVDA.O)的业绩有力验证了人工智能基础设施投资逻辑。她指出,随着产能持续扩张,存储、网络、光通信、电力基础设施以及部分云服务提供商均将从中受益,但市场也越来越需要看到人工智能投资能够带来回报。存储仍是最明确的受益领域之一,英伟达的利润率指引证实供应依然紧张。英伟达业绩公布后,亚洲存储芯片股普遍上涨。不过Chanana补充称,存储芯片行情的下一阶段将越来越取决于AI需求以及每个加速器所搭载的存储容量能否消化不断增加的供应产能,而不再仅仅依赖供应短缺推动价格上涨。()
热门交易所
排名 # 交易平台 24H成交额 成交涨跌幅 活跃度 交易平台 活跃度
1 $180.29亿 -11.28% 86.7% 86.7%
2 $25.70亿 0.44% 68.6% 68.6%
3 $404.56亿 -8.27% 85.4% 85.4%
4 $9.17亿 -15.4% 69.3% 69.3%
5 $108.16亿 -6.72% 65.3% 65.3%
6 $12.22亿 -8.46% 53.3% 53.3%
7 $2.07亿 19.39% 65.3% 65.3%
8 $7.35亿 -8.89% 68.4% 68.4%
9 $2.87亿 -21.03% 56.9% 56.9%
10 $74.02亿 0.49% 71.1% 71.1%
11 $4.29亿 5.52% 36.2% 36.2%
12 $3,096.80万 -18.61% 59.5% 59.5%
13 $221.68亿 -0.42% 31% 31%
14 $110.26亿 1.26% 76.2% 76.2%
15 $1.39亿 -9.65% 66.9% 66.9%
16 $110.07亿 -12.64% 55.2% 55.2%
17 $11.79亿 -6.35% 26% 26%
18 $16.09亿 26.77% 46.9% 46.9%
19 $1.10亿 -10.39% 31.5% 31.5%
20 $1,669.04万 -21.31% 58.2% 58.2%
今日行情
排名 # 币种 最新价 24H最高 24H最低 24H量 流通市值 24H涨跌幅 币种 最新价 24H涨跌幅
1 $ 78827.3 $7.92万 $7.76万 $3.47亿 $1.58兆 -0.27% -0.27%
2 $ 2493.49 $2,515.00 $2,432.57 $2.29亿 $3,009.48亿 1.18% 1.18%
3 $ 1.4072 $1.45 $1.36 $5,653.59万 $857.23亿 -2.42% -2.42%
4 $ 705 $708.40 $692.20 $642.06万 $961.34亿 1.35% 1.35%
5 $ 1.0001 $1.00 $1.00 $2,290.67万 $707.22亿 0.01% 0.01%
6 $ 101.73 $102.44 $94.96 $1.09亿 $576.35亿 4.78% 4.78%
7 $ 0.3345 $0.34 $0.33 $326.34万 $316.83亿 -1.32% -1.32%
8 $ 0.08691 $0.09 $0.08 $1,733.86万 $146.20亿 0.13% 0.13%
9 $ 266.55 $269.65 $258.00 $42.75万 $53.25亿 0.03% 0.03%
10 $ 81.28 $83.75 $79.50 $3,232.71万 $275.82亿 -1.8% -1.8%
11 $ 0.20924 $0.21 $0.20 $462.09万 $75.22亿 -0.72% -0.72%
12 $ 77903.3 $7.92万 $7.79万 $8,519.82 $100.43亿 -1.19% -1.19%
13 $ 9.266 $9.30 $9.17 $634.27 $85.40亿 -0.3% -0.3%
15 $ 0.18233 $0.19 $0.18 $150.96万 $59.10亿 -0.65% -0.65%
16 $ 49.68 $50.88 $49.18 $439.99万 $38.11亿 -1.29% -1.29%
17 $ 0.07742 $0.08 $0.08 $73.82万 $33.13亿 -1.07% -1.07%
18 $ 781.56 $818.30 $758.22 $807.82万 $128.77亿 -1.08% -1.08%
19 $ 7.345 $7.46 $7.16 $151.09万 $31.60亿 -0.29% -0.29%
20 $ 0.000005305 $0.00 $0.00 $64.60万 $31.26亿 -0.5% -0.5%
21 $ 0.7498 $0.77 $0.73 $720.49万 $28.43亿 -2.1% -2.1%
22 $ 0.05923 $0.06 $0.06 $18.88万 $22.86亿 0.15% 0.15%
23 $ 0.05792 $0.06 $0.06 $173.93万 $15.49亿 -1.54% -1.54%
24 $ 4.367 $4.49 $4.14 $341.23万 $27.74亿 1.6% 1.6%
25 $ 0.8761 $0.88 $0.83 $61.98万 $14.48亿 2.92% 2.92%
26 $ 0.5147 $0.51 $0.49 $25.99万 $16.74亿 0.62% 0.62%
27 $ 4601.9 $4,635.82 $4,580.04 $50.75万 $17.53亿 -0.63% -0.63%
28 $ 0.7073 $0.73 $0.68 $211.69万 $17.65亿 0.41% 0.41%
29 $ 125.02 $129.03 $121.35 $289.53万 $19.14亿 -3.01% -3.01%
30 $ 0.000001709 $0.00 $0.00 $1.30万 $17.09亿 0.01% 0.01%
31 $ 238.75 $246.79 $224.31 $410.62万 $25.23亿 2.48% 2.48%
32 $ 111.83 $114.94 $108.84 $264.89万 $23.48亿 -1.93% -1.93%
33 $ 0.000003794 $0.00 $0.00 $612.51万 $15.96亿 -1.42% -1.42%
34 $ 7.89 $7.89 $7.49 $42.04万 $12.23亿 1.38% 1.38%
35 $ 1.866 $1.91 $1.81 $327.52万 $23.97亿 -0.37% -0.37%
36 $ 2.42 $2.42 $2.32 $49.62万 $13.22亿 0.58% 0.58%
37 $ 0.08982 $0.09 $0.09 $49.80万 $7.53亿 -0.53% -0.53%
38 $ 0.4032 $0.42 $0.38 $636.77万 $10.91亿 2.98% 2.98%
39 $ 1.491 $1.57 $1.48 $15.40万 $7.26亿 -2.73% -2.73%
40 $ 0.9987 $1.00 $1.00 $1,261.64万 $9.82亿 0.01% 0.01%
41 $ 0.14663 $0.15 $0.13 $572.80万 $11.67亿 2.78% 2.78%
42 $ 0.9993 $1.00 $1.00 $1,007.72 $8.55亿 -0.01% -0.01%
43 $ 0.02742 $0.03 $0.03 $67.67万 $7.43亿 -1.11% -1.11%
44 $ 62.46 $63.90 $60.68 $5.03万 $7.54亿 -1.51% -1.51%
45 $ 0.0897 $0.09 $0.09 $13.82万 $7.93亿 -0.88% -0.88%
46 $ 0.006345 $0.01 $0.01 $11.57万 $5.25亿 -3.7% -3.7%
47 $ 0.02749 $0.03 $0.03 $19.87万 $5.25亿 -2.3% -2.3%
48 $ 0.5643 $0.57 $0.55 $23.50万 $4.24亿 -0.86% -0.86%

快讯

更多