[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio21f7bcb8":3},{"user":4,"document":8,"mainDocument":30,"columnUrl":32,"subscription":33,"footer":45,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":26,"videoId":6,"liveVideoUrl":6,"duration":27,"price":27,"priceText":28,"priceBadgeText":28,"priceBadgeClass":29,"freeForMinGroupLevel":27,"redirectUrl":6,"readyToStream":5},"dcio21f7bcb8","英伟达是“一代人才能遇到的机会” 带动AI核能板块再度飙升！","\u002Fdoc\u002F英伟达是一代人才能遇到的机会-带动ai核能板块再度飙升_498699996","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>周一，道指和标普500指数双双回落，结束了连续六周的上涨势头。尽管此前屡创新高，市场因美国国债收益率攀升及对高估值的谨慎情绪表现疲软。\u003C\u002Fp>\n\u003Cp>截至收盘，道指下跌344.31点，跌幅0.80%，报42,931.60点；标普500指数也下跌10.69点，跌幅0.18%，至5,853.98点；不过，纳指上涨50.45点，涨幅0.27%，主要得益于芯片巨头英伟达股价的强劲表现。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"496,61\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241022\u002Fv2_a2072a9b3e8248feaa06913eeed6ee84@5576020_oswg12021oswg496oswg61_img_000\">\u003C\u002Ffigure>\n\u003Cp>10年期美国国债收益率一度升至4.17%，创下12周新高，进一步加剧了投资者对经济过热及美联储可能延缓降息的担忧。CFRA Research首席投资策略师Sam Stovall指出：“国债收益率的上升引发了市场对经济增长过快的疑虑，尤其是就业数据的持续强劲，可能迫使美联储放缓原本的降息计划。”\u003C\u002Fp>\n\u003Cp>市场近期的回调并不令人意外。在连续六周创下历史新高后，适度的调整是符合预期的。正如BMO Family Office首席投资官Carol Schleif所指出的，“适当的喘息对市场是健康的”。展望未来，美联储的政策走向和即将公布的企业财报仍将是关键因素。\u003C\u002Fp>\n\u003Ch2>核能板块再度爆涨\u003C\u002Fh2>\n\u003Cp>\u003Cstrong>今天（周一），核能板块再度迎来强劲表现：OKLO上涨23.64%，NNE大涨超过32%，此外，量子计算相关公司IONQ也表现不俗，涨幅达12.77%。相信看我们文章的粉丝门获利丰厚！\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>文章回顾：\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Ca href=\"http:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917150473&idx=1&sn=f95b1fcf97f17fb4b98617c86f770c3b&chksm=8edcd4eeb9ab5df83d4cf7a715111293136828b69e172e329ad83e9916aa38be0fb3a690ef4e&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>美股核能集体狂飙40%，新一轮增长启动在即! OKLO SMR NNE...\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>\u003Ca href=\"http:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917150530&idx=1&sn=c62b222a2269e5f3d67936c4addf7355&chksm=8edcd4a5b9ab5db3524ae0c61cf1fcdb330fd07e4043e6883bdb204c82d3e0d6b32d6413e591&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>美股核能股爆涨，哪家最值得投资？OKLO LEU NNE SMR CCJ NVDA\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002F322204072mceclip2.png\" width=\"473\" height=\"458\">\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002F521723035mceclip1.png\" width=\"469\" height=\"459\">\u003C\u002Fp>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002F459252808mceclip0.png\" width=\"477\" height=\"466\">\u003C\u002Fp>\n\u003Cp>我们美股投资网团队投入大量时间和精力进行了深入调研，写了一篇5000字的报告，进一步强调了核能的投资潜力。 \u003C\u002Fp>\n\u003Cp>\u003Cstrong>尤其是OKLO，我们最为关注因为其背后有OpenAI创始人山姆·奥特曼、贝索斯、比尔·盖茨等顶尖投资者的支持。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Ch2>\u003Cstrong>我们VIP社群早已布局OKLO\u003C\u002Fstrong>\u003C\u002Fh2>\n\u003Cp>我们的 \u003Cstrong>美股大数据 量化AI交易系统\u003C\u002Fstrong>在上周三开盘后，通过突破上行模型就扫描到OKLO，\u003Cstrong>当时的价格仅为13.68美元。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cfigure class=\"image align-center\" data-img-size-val=\"1080,733\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241022\u002Fv2_f0fa2b9dd35c41e49b336dc55037e0cb@5576020_oswg112402oswg1080oswg733_img_000\" width=\"710\" height=\"482\">\u003C\u002Ffigure>\n\u003Ch2>华尔街坚定看好英伟达\u003C\u002Fh2>\n\u003Cp>今天英伟达股价大涨4.14%，市值首次突破3.5万亿美元。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"550,174\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241022\u002Fv2_f73651dcca154f5393ed618a3ddcf895@5576020_oswg29837oswg550oswg174_img_000\">\u003C\u002Ffigure>\n\u003Cp>随着11月财报临近，分析师们对英伟达的前景表现出极大的信心。目前，根据美股大数据 StockWe.com追踪共有67位分析师给出“跑赢大盘”评级，仅有7位维持“持有”，而几乎没有人建.议卖出。这一现象本身已经表明，市场普遍认为英伟达的增长潜力仍远未被充分挖掘。\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,571\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241022\u002Fv2_ec983b849b07447781ceee585d84331d@5576020_oswg121846oswg1080oswg571_img_000\" width=\"781\" height=\"413\">\u003C\u002Ffigure>\n\u003Cp>上周，美国银行分析师Vivek Arya将英伟达的目标价从165美元上调至190美元，称这是“\u003Cstrong>一代人才能遇到的投资机会”。这个观点并非毫无根据。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>首先，AI市场正处于快速爆发期，美银预计未来几年AI加速器市场将从当前的450亿美元迅速扩展至2027年的2800亿美元，并在未来继续向4000亿美元迈进。在这个过程中，英伟达已经牢牢占据了行业的主导地位。Arya特别提到，英伟达与微软、埃森哲等企业的深度合作，使其成为企业AI领域首选的硬件和软件供应商，这进一步巩固了它的市场地位。\u003C\u002Fp>\n\u003Cp>不仅如此，CFRA和Wedbush等机构也纷纷上调了对英伟达的目标价。Wedbush分析师Dan Ives指出，\u003Cstrong>随着AI应用场景的不断扩展，企业AI基础设施的支出将在未来几年达到1万亿美元，英伟达正处于这一转型的核心位置。\u003C\u002Fstrong>Ives认为，这场由AI驱动的科技牛市还处于早期阶段，到2025年，科技股还有20%的增长空间。而在Ives的预测中，英伟达无疑是其中最大的受益者之一。\u003C\u002Fp>\n\u003Cp>除了AI市场的宏观趋势外，英伟达供应链上的合作伙伴也提供了强有力的支撑。美光和台积电最近公布的财报均超出了市场预期。台积电不仅报告了强劲的第三季度表现，还上调了全年营收预期，表示AI需求已成为推动整体芯片需求回暖的主要动力。台积电的乐观态度进一步证实了英伟达在供应链中的重要性，这对于市场信心来说无疑是极大的提振。\u003C\u002Fp>\n\u003Cp>接下来，投资者的目光将转向英伟达的重要客户特斯拉的财报。特斯拉一直以来依赖英伟达的GPU来训练其AI模型，并且在驾驶辅助和机器人领域有着广泛的应用。马斯克曾在7月的财报电话会议上表示，对英伟达GPU的需求非常高，甚至有时很难满足特斯拉的供应需求。特斯拉的财报将成为检验英伟达在实际应用中的市场需求的一个重要风向标。\u003C\u002Fp>\n\u003Cp>此外，微软、亚马逊、谷歌和Meta等科技巨头的财报同样至关重要。这些公司在过去一个季度的资本支出预计将超过600亿美元，同比增加56%。它们的支出直接影响英伟达的销售收入，尤其是这些企业对AI基础设施的持续投入，代表着英伟达在这一领域的长期增长潜力。然而，值得关注的是，这些科技巨头正在加大对自研芯片的投资，未来是否会减少对英伟达的依赖，仍是一个潜在的风险点。\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202410-stk\u002FUploaders4n1npxgb54_2024_10_21_18_56_53.jpeg","2024-10-22T01:51:45.07","2024.10.22","2024\u002F10\u002F22",44210,[22,23,24,25],"OKLO","NNE","IONQ","NVDA","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":31,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":26,"videoId":6,"liveVideoUrl":6,"duration":27,"price":27,"priceText":28,"priceBadgeText":28,"priceBadgeClass":29,"freeForMinGroupLevel":27,"redirectUrl":6,"readyToStream":5},[22,23,24,25],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":34,"services":35,"recentDocuments":44},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[36,40],{"productId":37,"serviceName":38,"priceText":39},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":41,"serviceName":42,"priceText":43},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":46,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[47,50,53,56,59,62,65,68],{"label":48,"url":49},"深度报告","\u002Fcol\u002FdepthReport",{"label":51,"url":52},"VIP会员","\u002Fplan",{"label":54,"url":55},"期权推荐","\u002FOption",{"label":57,"url":58},"低价暴涨股","\u002FPenny",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]