PresentationShauna McIntyreChief Executive Officer Well, thank you, everybody, for joining. I appreciate your time. I wanted to give you an update on the exciting things that are going on at Ensurge today. So as always, there's a safe harbor statement. I presume you understand what that is. I'm going to kick into the presentation. So as we all know, AI is an era that is upon us right now, and devices are changing. They are becoming smaller, they're becoming smarter and they're becoming everywhere. As an e ...

Great as always to see. Let's start off with Meta here because I'm looking at the stock uh down about nearly six and a half% here. Aaron, what do you make of the report. What do you think explains the disappointment here at least initially.>> Yeah, could be a combination of the tax hit as you explained uh kind of a one time um in our view um as well as I would say the expenses up a little bit both on operating expense guidance for the remainder of the year um as well as the capex slightly increased as well. ...

市场回调分析 - 股市出现一次合理的科技股回调 道指下跌92点 标普500指数下跌0.38% 纳斯达克指数下跌67点[1][2] - 此次回调被视作获利了结 因市场此前经历了一段直线上升的行情 部分股票出现抛物线式上涨[2][3] - 回调过程伴随恐惧情绪 尤其是一种在早盘反弹后出现反转的抛售 导致早期买入的投资者被套牢[3][4] - 市场回调是一个过程 期间会反复出现关于市场估值过高和存在泡沫的言论[5][6] 投资策略观点 - 在遭遇抛售时 应买入经过深入研究的优质成长股 而非周期性股票[8] - 买入时机需要耐心等待 因许多股票价格仍接近高点 建议等待股价进一步下跌后再行动[9] - 正确的投资态度是在弱势中买入而非卖出 前提是投资者真正了解并看好公司本身而非仅关注股价走势[10] - 控制风险的方法包括逐步积累股票而非一次性全仓买入 这样可将回调日转化为更好的买入点[17] 英伟达公司分析 - 英伟达首席执行官 Jensen Wong 阐述了公司长期计划 即推动第四次工业革命并提升全球GDP 其客户的技术应用计划具有高盈利潜力[18] - 公司市场估值接近4.5万亿美元 但对其长期前景的信心抵消了对估值过高的担忧[20][21] - 有投资者因长期持有英伟达股票而获得巨大收益 例如自2017年持有至今收益超过1000%[18] - 投资者对英伟达的信心源于对公司及其领导层的信任 这种信心支持其在股价下跌时买入更多[16][17][21] 人工智能与科技行业 - 人工智能热潮常被与25年前的互联网泡沫相比较 但怀疑论者主要针对那些没有盈利或收入、仅靠动量上涨的公司[5][8] - 超大规模企业的AI数据中心支出展现出韧性 相关芯片是更大数据中心主导计划的一部分[12][19] - Meta公司认为智能眼镜是获取人工智能的最佳方式 其产品将不断迭代并变得更加复杂[25][26] - 除了知名的数据中心赢家外 还有一些承建这些大型数据中心的公司值得关注 存在一些未被市场充分发掘的标的[28]