公司动态 - Nvidia发布了新的GeForce RTX 50系列芯片，这些芯片采用与公司最快的AI处理器相同的Blackwell架构 [1][2] - 新芯片将预装在价格范围约为550美元至2000美元的电脑中，搭载这些芯片的笔记本电脑将于3月开始发货 [2] - Nvidia在CES上展示了这些处理器，CEO Jensen Huang在主题演讲中展示了搭载Blackwell架构的笔记本电脑 [2] 市场表现 - Nvidia的市值已超过3.5万亿美元，主要得益于向大型云供应商和其他科技公司销售AI芯片 [3] - 在截至10月的季度中，Nvidia的游戏销售占总收入的比例不到10%，而数据中心芯片的销售占比达到88% [4] - Nvidia在数据中心AI GPU市场中占据主导地位，领先于竞争对手AMD和Intel [4] 行业趋势 - Nvidia最初以销售用于加速3D游戏的图形处理单元（GPU）而闻名，但近年来其业务重心已转向AI芯片 [3] - 尽管Nvidia的游戏业务在AI爆炸式增长的背景下受到华尔街的冷落，但CES仍然聚焦于消费产品，新发布的芯片主要面向游戏市场 [5]

Next Generation of GeForce RTX GPUs Deliver Stunning Visual Realism and 2x Performance Increase, Made Possible by AI, Neural Shaders and DLSS 4 NVIDIA Blackwell GeForce RTX 50 Series Powered by the NVIDIA Blackwell architecture, fifth-generation Tensor Cores and fourth-generation RT Cores, the GeForce RTX 50 Series delivers breakthroughs in AI-driven rendering, including neural shaders, digital human technologies, geometry and lighting. LAS VEGAS, Jan. 06, 2025 (GLOBE NEWSWIRE) -- CES -- NVIDIA today unv ...

市场表现 - 纳斯达克和标普500连续第二天收涨 纳斯达克上涨246点或1.25% 标普500上涨32点或0.55% 道琼斯指数下跌25点或0.06% 罗素2000指数下跌0.12% [1] 半导体行业 - 英伟达股价创历史新高 收盘价达149.43美元 过去一年股价上涨189% 公司CEO将在CES发表主题演讲 该演讲曾对科技市场产生重大影响 [2] 经济数据 - 12月服务业PMI终值为56.8 高于上月的56.1 但低于11月的58.5 仍为2022年3月以来最高水平 [4] - 11月工厂订单下降0.4% 低于预期的0.3% 耐用消费品行业下降1.2% 非耐用消费品行业增长0.4% [6] 服务业 - 服务业就业人数小幅增加 为过去五个月来首次增长 成本压力缓解和商业信心达到18个月高点推动增长 市场预期特朗普政府将带来积极影响 [5] 未来预期 - 预计12月ISM服务业指数将升至53.4% 高于上月的52.1% 贸易逆差预计扩大至784亿美元 但仍好于2022年3月创纪录的1019亿美元 [8] - 11月JOLTS职位空缺数预计维持在770万 自去年6月以来保持稳定 [7]

行业趋势 - AI 技术仍然是 2025 年的核心主题，美国科技巨头在 AI 领域的资本支出持续增加 [1] - 超过 40% 的标普 500 公司在 2024 年第二季度的财报电话会议中提到 AI，金融、工业和医疗保健等行业都在关注 AI 趋势 [6][7] 公司表现 - NVIDIA 在 2024 年股价上涨 171%，远超标普 500 的 25% 涨幅 [2] - 公司占标普 500 指数 2024 年涨幅的五分之一以上 [2] - 2024 年下半年股价波动较大，但第三季度数据中心收入创纪录，超出分析师预期 [4][8] 公司动态 - NVIDIA 将在 2025 年 1 月 6 日的 CES 大会上展示最新机器人创新、RTX 50xx 游戏显卡、AI PC 市场进入计划以及 Blackwell 和 Rubin 芯片的最新进展 [4] - 公司 CEO Jensen Huang 将在 CES 上发表主题演讲，并参加 J P Morgan 的分析师炉边谈话 [4][5] - 公司将在 2025 年 2 月 26 日公布 2025 财年第四季度财报，预计非 GAAP 每股收益为 0 85 美元，同比增长 64% [9] 市场预期 - 分析师预计 NVIDIA 2025 财年每股收益将增长 128% 至 2 95 美元，2026 财年收入可能增长 20% 以上 [9] - 公司的远期 PEG 比率为 0 6x，低于其他大型科技股的 2-2 5x [9] 投资者关注点 - 投资者将密切关注 Blackwell 芯片的潜在缺陷和生产延迟问题，以及 AI 需求的趋势 [4][8] - CES 大会和 J P Morgan 医疗保健会议可能成为股价波动的催化剂 [4][5][10]

Key TakeawaysNvidia shares climbed to close at an all-time high Monday.The gains came after Nvidia supplier Foxconn posted record fourth-quarter revenue.CEO Jensen Huang is also set to deliver the opening keynote at a major consumer electronics show Monday evening. Nvidia (NVDA) shares climbed to close at an all-time high Monday after Taiwan's Foxconn reported record fourth-quarter revenue.  Foxconn, a key supplier for Nvidia, Apple (AAPL), and many other tech giants, posted fiscal fourth-quarter revenue th ...

Warren Buffett's great investment success can be attributed to what he once said, “If you make a couple of good decisions during a lifetime and avoid serious mistakes.” For many investors, the above is probablyAdvanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of investment also include ...

A couple of developments appear to be fueling the AI specialist's rise.Nvidia (NVDA 4.58%) stock hit a new all-time high Monday morning, shaking off its mid-December slump and jumping as much as 5.3%. As of 1:19 p.m. ET, the stock was still up 4.7%.There were a couple of developments that sent the artificial intelligence (AI) chipmaker higher, as shareholders eagerly await an update from the company's rock star CEO.Kicking off CESCES is one of the biggest tech-focused events in the world. The annual trade s ...

Up more than 200% over the last year, can Nvidia stock keep delivering wins?Nvidia (NVDA 4.74%) stock is seeing strong gains in Monday's trading. The company's share price was up 4.7% as of 12:30 p.m. ET. Meanwhile, the S&P 500 (^GSPC 0.92%) was up 1.1%, and the Nasdaq Composite (^IXIC 1.44%) was up 1.6%.Nvidia stock is climbing today following a fourth-quarter report from Foxconn (otherwise known as Hon Hai Precision Industry) that suggests demand continues to be very strong in the artificial intelligence ...

I have worked in investment banking for almost a decade, before I decided to fully turn my attention to the stock market and my private investments. As a contributor to Seeking Alpha, my articles have a focus on accounting and financial analysis. I am an ex-colleague and close friend of Cavenagh Research, who also writes on Seeking Alpha.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ne ...

Nvidia will be present at an upcoming event for healthcare analysts.In today's video, I discuss Nvidia (NVDA 4.45%) and recent updates affecting the company. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Jan. 3, 2025. The video was published on Jan. 5, 2025. ...