股价技术分析 - 英伟达股价近期回调3%至13513美元但过去一个月仍累计上涨24% [1] - 分析师发现杯柄形态技术图形若突破1436美元阻力位可能触发中期200美元目标价 [5][6][7] - 50日和200日均线构成支撑但跌破50日均线将削弱看涨预期 [6][7] 财务表现 - 2025财年Q1调整后每股收益096美元超预期093美元营收4406亿美元高于预期的4331亿美元 [3] - 因美国对华H20芯片出口限制导致下季度营收指引较预期低80亿美元 [3] - 公司计提45亿美元库存减值并损失25亿美元销售额但仍预计当季营收约450亿美元 [4] 市场情绪 - RSI指标出现熊背离显示短期可能回调但华尔街仍看好AI驱动增长前景 [9] - 多家机构上调目标价但中国市场风险持续存在 [9]

The second half of 2025 is fast approaching, and the stock market is promising a crazy ride with some exciting news hitting the headlines. If you’re the kind of investor to plan for the long run, strapping in with some value stocks is definitely the way to go amid shifting interest rate expectations and trade tensions.Accordingly, we’ve pinpointed two companies with promising fundamentals that you should consider in the following months.1. Berkshire Hathaway (NYSE: BRK.B) Berkshire Hathaway (NYSE: BRK.B), t ...

Dell Technologies (NYSE: DELL) reports its quarterly earnings after the market closes today, May 29, 2025. Based on options pricing, traders are anticipating a move of approximately 9% in either direction. The stock has climbed more than 21% over the past month. As of the market open, Dell was trading at $114.30, up 0.47% from the previous close.Looking back at Dell’s post-earnings reactionsAnalysts anticipate the company will post revenue of $23.1 billion and adjusted earnings of $1.70 per share for the qu ...

Nvidia (NASDAQ: NVDA) has just reported no less than $44.06 billion in revenue for the previous quarter and is up 6% premarket. April 28, 2024April 27, 2025Revenue$26.04 billion$44.06 billionOperating income$16.9 billion$21.6 billionDiluted earnings per share$0.60$0.76While NVDA shareholders are undoubtedly throwing their hats into the air, investors in other artificial intelligence (AI) companies also have much to look forward to, as a number of Nvidia’s competitors and clients are likely to see a surge in ...

Following Nvidia‘s blockbuster Q1 earnings, Wall Street analysts across the board are adjusting their price targets and outlooks for the AI chip giant. While some raised their targets modestly, others issued strong upward revisions, citing booming demand for Blackwell GPUs, rapid ramp-up in hyperscaler spending, and improving margins.Bank of America reiterated its Buy rating, bumping its price target from $160 to $180. Analysts were encouraged by Nvidia’s derisking in China, a sharp ramp-up in Blackwell rac ...

Nvidia (NASDAQ: NVDA) will report its quarterly earnings after the market closes today. Based on options pricing, traders are anticipating a 6% move in either direction by the end of the week. That would put the stock somewhere between $143.92, a four-month high, and $127.09, just above where it traded following the recent U.S.-China tariff rollback.Nvidia has rallied nearly 25% over the past month, erasing earlier losses and putting it up around 1% for the year. As of the May 28 open, the stock was trading ...

Apple Inc. (NASDAQ: AAPL) could see a notable lift in the coming months—at least, if Wall Street’s AI-driven models are anything to go by.According to the latest consensus data from 29 top stock market analysts, AAPL’s average 12-month stock price forecast now stands at $228.22, representing a potential upside of 13.99% from its current trading price of $200.21. Among the projections, the most optimistic analyst sees Apple hitting $300 per share, while the most conservative forecast dips to $170.62.AAPL 12- ...

评级与目标价调整 - HSBC Global Research分析师Frank Lee将AMD评级从"减持"上调至"持有" 目标价从75美元大幅提升至100美元 [1] - 目标价上调反映机构对该公司下行风险有限的认可 但短期基本面仍存不确定性 [6] 核心驱动因素 - 特朗普政府与沙特达成600亿美元投资协议 涵盖科技和国防领域 为AMD带来长期潜在市场机会 [2][3] - 关税压力缓解减轻了国际供应链阻力 可能在下半年改善利润率 [3] - AMD的AI芯片路线图(MI300系列)逐步在数据中心领域形成竞争力 缓解短期悲观预期 [4] 市场表现与估值 - AMD股价周二收于11456美元 单日上涨385% 近一个月累计涨幅达1885% [5] - 股价上涨受AI供应链参与度和地缘政治协同效应带来的投资者乐观情绪推动 [5] 长期发展前景 - 沙特积极扩张AI和半导体基础设施 可能显著扩大AMD的总可寻址市场 [2][3] - 尽管未给予"买入"评级 但目标价跃升表明公司长期发展叙事正在巩固 [6]

人工智能行业影响 - 人工智能是近年来最具变革性和盈利性的技术 国际货币基金组织预测AI可能影响全球40%的工作岗位 [1] - 高盛两年前预测到2033年AI将使全球GDP增加至少7万亿美元 [1] 主要AI公司表现 - 英伟达(NVDA)和Palantir(PLTR)等公司在AI热潮中表现突出 Palantir的AIP工具发布后股价飙升超过1000% [2] - Palantir的技术解决方案被美国国防部采用 [2] - CoreWeave(CRWV)在IPO后两个月内股价上涨209% 2025年预计收入达51亿美元 [4] - BigBear(BBAI)股价单日上涨23.3% 但公司仍被视为投机性标的 预计全年收入增长仅1%-14% [13][14] CoreWeave业务分析 - 公司专注于生成式AI的云基础设施 与主要发展边缘AI的高通(QCOM)形成对比 [6] - 任命Carl Holshouser为政府事务副总裁 加强政府关系建设 [5] - 2025年第一季度调整后EBITDA达6.06亿美元 同比增长近六倍 [9] - 上季度非GAAP净亏损1.5亿美元 去年同期为2400万美元 [8] - 业务模式资本密集度高 GPU数据中心建设和扩展成本高昂 [9] 市场观点与预测 - 分析师对BigBear看法分歧 TipRanks四位分析师平均12个月目标价4.83美元 GuruFocus预测可能下跌9.91% [15] - CoreWeave被视为长期成长股 不支付股息 [10] - AI在企业层面的应用仍处于早期阶段 行业发展存在不确定性 [7]

特斯拉内部交易活动 - 特斯拉董事会成员Kimbal Musk于5月27日通过摩根大通证券行使期权购买91,588股普通股 交易价值约3110万美元[1][2] - 另一位董事会成员Ira Ehrenpreis提交Form 144文件计划出售477,572股普通股 预计价值约1.6206亿美元[3] - Kimbal Musk近期持续减持特斯拉股票 2月出售75,000股获利约2760万美元 11月出售60,500股获利约1510万美元[4][5] 特斯拉股票表现 - 特斯拉股价在最近交易日上涨7%至362美元 过去一个月累计上涨26%[6] - 股价上涨与基本面疲软形成反差 欧洲市场4月新车注册量同比下降53%至5,475辆[7] 公司管理层动态 - Elon Musk宣布将投入更多时间直接管理这家总部位于德克萨斯州的电动汽车公司[7]