Nvidia and Palantir have been two prominent names riding the AI investing wave that's captivated the markets this year. However, questions surrounding valuations exceeding fundamentals are starting to surface. This, in turn, led to famed investor and hedge fund manager Michael Burry announcing short positions on both Nvidia and Palantir. Burry is widely known for his bet against the housing market that eventually collapsed in 2008, which turned into a critically acclaimed book and movie "The Big Short.†Need ...

Not that it was needed, but a case can be made the OpenAI deal is further validation of Nvidia's AI competencies. These traits underpin the broader investment thesis while inviting opportunity with ETFs like NVDU. "OpenAI has grown to over 700 million weekly active users and strong adoption across global enterprises, small businesses and developers. This partnership will help OpenAI advance its mission to build artificial general intelligence that benefits all of humanity,†said Nvidia in a statement. Adding ...

英伟达市场地位与投资者关注度 - 英伟达第二财季业绩公布后 其市值仍将是投资者关注的焦点[1] - 公司在多个主要指数中占据较大权重 这种突出地位为相关杠杆ETF（如NVDU）带来机会[2] 杠杆ETF NVDU的投资逻辑 - NVDU旨在提供英伟达股票每日表现200%的回报 适合短期交易且需要催化剂驱动[3] - 有市场观点认为英伟达股价有望达到200美元 其市值有望达到5万亿美元 截至8月28日公司股价报收18017美元 市值为443万亿美元[3] - 尽管财报公布后股价最初反应平淡 但投资者认可其强劲的基本面 这可能推动NVDU在短期内上涨[4] 英伟达基本面与业绩展望 - 公司当前季度营收指引为540亿美元 同比增长超过50% 并批准了600亿美元的新股票回购计划[5] - 强劲的业绩指引促使分析师普遍上调目标价 平均目标价接近202美元 较8月28日收盘价有约12%的上涨空间[6] 地缘政治因素影响 - 美国前总统特朗普的政策可能限制英伟达向中国出售高端芯片 但公司CEO对与美国政府的谈判持谨慎乐观态度[7] - CEO指出特朗普致力于维持和扩大美国在人工智能领域的领导地位[8]