高盛分析师表示英伟达的股票抛售过度了fxcue.com

高盛(Goldman Sachs)并没有被英伟达(Nvidia)最近的抛售吓倒。英伟达股价上周二下跌近10%，上周市值蒸发约4000亿美元。Bespoke Investment Group的数据显示，标普500指数创下1953年以来最糟糕的9月开局，科技股是推动该指数下挫的最大因素之一，不过该指数周一收复了部分失地。尽管出现了抛售，但高盛首席分析师俊哉·哈里（Toshiya Hari）仍维持了对这家芯片巨头的买入评级。当被问及高盛团队是否认为英伟达股票的抛售过度时，哈里说:“是的，我们认为。”“最近的表现不太好，但我们仍然看好这只股票。”哈里在高盛2024年通讯和技术会议上告诉雅虎财经。“首先，对加速计算的需求仍然非常强劲。我们倾向于花相当多的时间在超大规模企业上——亚马逊(Amazon)、谷歌(Google)、微软(Microsoft)等世界上的大型企业——但你看到的是，对企业的需求正在扩大，甚至在主权国家。”英伟达在8月28日公布的好于预期的收益对华尔街来说还不够好，于是英伟达开始抛售股票。虽然英伟达的收入超出了华尔街的预期4.1%，但这是该公司自2023年第四财季以来的最小利润率。围绕英伟达的一大争论是其盈利势头是否可持续。哈里表示，投资者正在质疑，这种情况是否不仅会出现在2025年，还会出现在2026年。高盛股票研究团队在最近的一份报告中写道，自2023年初以来，投资者对人工智能的看法“发生了近180度的摇摆”。投资者的耐心正在消耗殆尽，他们希望看到——而不是被告知——人工智能驱动的收入流和利润率改善。尽管如此，高盛团队写道，随着人工智能等深刻的世代技术变革，“根据短期成本和回报经济学来做出判断将是徒劳的。”重点是长期的：高盛估计，到2025年下半年，生成式人工智能将开始为行业增长做出实质性贡献。“我认为他们的竞争地位仍然非常强大。”哈里在谈到英伟达时说，“我们确实认为，在商用芯片领域，英伟达是首选，即使与定制芯片相比，他们在创新速度方面也有优势。”英伟达首席执行官黄仁勋于周三上午在会议上发言。

高盛分析师表示英伟达的股票抛售过度了

星巴克新任CEO布莱恩·尼科尔概述了结束该咖啡连锁店低迷的优先事项

高盛表示：一旦美联储开始降息股市的这一角落将跑赢大盘

德拉吉的欧洲计划与各国的国家难题相冲突

数据显示美国几家大型科技公司的员工压倒性地支持卡玛拉·哈里斯

美国银行称：不要在科技股下跌时买入而是要在市场变得更加动荡之际投资防御性股票

美国8月CPI上涨0.2% 年通胀率降至2021年初以来的最低水平

高盛分析师表示英伟达的股票抛售过度了

特朗普的交易在激烈的辩论后陷入混乱因为投资者正在权衡哈里斯成功的可能性

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12/27 Gold Day Short term Strategy Reference:1. First fall back, first see around 2623. Short buy again, lose 2615, target at 2643-2655-2673! 2. Rush high for the first time. Short sell at any time around 2655-58, with a loss of 2660. Target at 2643-2633-2623!

Buy long for spot gold at 2628 or 24, and sell short when it first rises close to 2644 or 2654. Last night, buy long around 2621 and sell short around 2639. Crude oil prices have increased from over 70 to 70.7, but short selling around 71 has not been achieved.

Buy near gold 2622, protect 2612, target 2634-2642;

Today's spot gold is in the short-term range of 2640-2620; Low absorption and high selling within the range; If it stabilizes at 2640-2645, it is necessary to buy long in the short term with a bullish trend; 2640-2645 is the position of the strong weak boundary point;

Today's spot gold operation is considering a pullback layout, with buying long orders as the main strategy and short selling high as a supplement. The upper focus is on the resistance of $2640-2657, and the lower focus is on the support of $2622-2613.

Last Friday's long gold trading took profit, and today's two short selling transactions also took profit, perfect

Buy more directly near the current gold price of 2626, with targets of 2642, 2650, and 2664; If three points of 2642, 2650, and 2664 are given for the first time, short selling is allowed; If you buy more in batches around three o'clock on 2623, 2620, and 2614;

Gold has emerged from the convergence triangle, and you can buy long after the afternoon rebound. Pay attention to the support levels of 2620 and 2616 below, and the pressure level of 2633 above! Buy long near gold 2622 and 2618, stop loss 2612, target 2633-40

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﻿高盛分析师表示 英伟达的股票抛售过度了

﻿星巴克新任CEO布莱恩·尼科尔概述了结束该咖啡连锁店低迷的优先事项

高盛表示：一旦美联储开始降息 股市的这一角落将跑赢大盘

德拉吉的欧洲计划与各国的国家难题相冲突

数据显示 美国几家大型科技公司的员工压倒性地支持卡玛拉·哈里斯

美国银行称：不要在科技股下跌时买入 而是要在市场变得更加动荡之际投资防御性股票

美国8月CPI上涨0.2% 年通胀率降至2021年初以来的最低水平

﻿高盛分析师表示 英伟达的股票抛售过度了

﻿特朗普的交易在激烈的辩论后陷入混乱 因为投资者正在权衡哈里斯成功的可能性

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Trader

12/27 Gold Day Short term Strategy Reference:1. First fall back, first see around 2623. Short buy again, lose 2615, target at 2643-2655-2673! 2. Rush high for the first time. Short sell at any time around 2655-58, with a loss of 2660. Target at 2643-2633-2623!

Buy long for spot gold at 2628 or 24, and sell short when it first rises close to 2644 or 2654. Last night, buy long around 2621 and sell short around 2639. Crude oil prices have increased from over 70 to 70.7, but short selling around 71 has not been achieved.

Buy near gold 2622, protect 2612, target 2634-2642;

Today's spot gold is in the short-term range of 2640-2620; Low absorption and high selling within the range; If it stabilizes at 2640-2645, it is necessary to buy long in the short term with a bullish trend; 2640-2645 is the position of the strong weak boundary point;

Today's spot gold operation is considering a pullback layout, with buying long orders as the main strategy and short selling high as a supplement. The upper focus is on the resistance of $2640-2657, and the lower focus is on the support of $2622-2613.

Last Friday's long gold trading took profit, and today's two short selling transactions also took profit, perfect

Buy more directly near the current gold price of 2626, with targets of 2642, 2650, and 2664; If three points of 2642, 2650, and 2664 are given for the first time, short selling is allowed; If you buy more in batches around three o'clock on 2623, 2620, and 2614;

Gold has emerged from the convergence triangle, and you can buy long after the afternoon rebound. Pay attention to the support levels of 2620 and 2616 below, and the pressure level of 2633 above! Buy long near gold 2622 and 2618, stop loss 2612, target 2633-40

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高盛分析师表示英伟达的股票抛售过度了

星巴克新任CEO布莱恩·尼科尔概述了结束该咖啡连锁店低迷的优先事项

高盛表示：一旦美联储开始降息股市的这一角落将跑赢大盘

数据显示美国几家大型科技公司的员工压倒性地支持卡玛拉·哈里斯

美国银行称：不要在科技股下跌时买入而是要在市场变得更加动荡之际投资防御性股票

高盛分析师表示英伟达的股票抛售过度了

特朗普的交易在激烈的辩论后陷入混乱因为投资者正在权衡哈里斯成功的可能性