[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio803931ea":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},"dcio803931ea","博通AVGO要抢英伟达地盘！NVDA下跌进调整区，科技4巨头集体创历史新高","\u002Fdoc\u002F博通avgo要抢英伟达地盘nvda下跌进调整区科技4巨头集体创历史新高_1716510084","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>截至收盘，纳斯达克指数涨1.24%，报20,173.89点，再创历史新高。标普500指数涨0.38%，报6,073.60点；道琼斯指数跌0.25%，连跌八日。\u003C\u002Fp>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202412-stk\u002F2032718087mceclip0.png\" width=\"779\" height=\"497\">\u003C\u002Fp>\n\u003Cp>科技股表现亮眼，苹果、谷歌、亚马逊、特斯拉和博通均创下历史新高。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>特斯拉大涨6%。周日华尔街的分析师加班，继续写报告，Wedbush分析师Dan Ives将特斯拉的目标价从400美元上调至515美元，成为华尔街最高目标价\u003C\u002Fstrong>。他还给出了“乐观情景”下的目标价650美元，这将使特斯拉的市值达到约2.1万亿美元，而目前的新目标价对应的市值约为1.7万亿美元。\u003C\u002Fp>\n\u003Cp>Ives在报告中表示，特朗普将成为“未来几年自动驾驶和人工智能领域对特斯拉和马斯克的游戏规则改变者”。\u003C\u002Fp>\n\u003Cp>特斯拉使用基于人工智能的计算技术训练汽车实现自动驾驶，其最高级别的驾驶辅助软件——全自动驾驶(FSD)功能仍在持续改进。该软件目前在大部分时间能够完成驾驶任务，但仍需人类监督。与此同时，谷歌母公司Alphabet旗下的自动驾驶公司Waymo每周完成超过15万次无人驾驶出租车服务，并计划在2025年将Waymo服务扩展至更多城市。\u003C\u002Fp>\n\u003Cp>随着技术的成熟，Ives和许多华尔街分析师预计，特朗普政策将使提供自动驾驶服务变得更加容易。他在周日报告中写道：“我们认为，特斯拉在未来12至18个月内向2万亿美元市值迈进的步伐已经开始。”\u003C\u002Fp>\n\u003Cp>\u003Cstrong>根据美股大数据 AI量化金融终端 StockWe.com，今天我们的模型不断提醒做多特斯拉的看张期权，最早在美东时间早上9:41分\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202412-stk\u002F2117077560mceclip1.png\" width=\"741\" height=\"441\">\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Ch2>卖英伟达、买博通 AVGO\u003C\u002Fh2>\n\u003Cp>博通以超过11%的涨幅领跑纳斯达克指数，该股上周五大涨逾24%，市值首次突破1万亿美元。\u003Cstrong>博通凭借在AI ASIC定制芯片市场的领军者地位，我们认为博通不久后或将打破英伟达所的“AI芯片垄断地位”。\u003C\u002Fstrong>导致英伟达逆市跌近1.7%，盘中一度跌超2%，较11月创下的历史高点下跌10%，进入回调区间。英伟达旗舰车载AI芯片Thor的连续推迟，正在加大丢失核心客户的风险，Thor原本计划2024年中量产，现已大幅推迟多方信源消息称，其推迟影响着一些国内车企的新车产品决策。\u003Cstrong>美股投资网团队明天将发布深度研究报告，分析博通的芯片和英伟达GPU的对比，市场潜力等，记得点赞关注。\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202412-stk\u002F1898082459mceclip2.png\" width=\"500\" height=\"282\">\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>前OpenAI联合创始人、首席科学家Ilya Sutskever在NeurIPS 2024大会上发表演讲时表示，预训练时代即将结束，数据作为AI的化石燃料是有限的，\u003Cstrong>目前用于AI预训练的数据已经达到了峰值。他提出了一个重磅观点：预训练时代已经结束了，\u003C\u002Fstrong>下一代属于“推理”，如果AI有意识，那就让它觉醒！\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"1080,608\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241217\u002Fv2_4bc75f8fb377425f8565c1a7cbe0ab4e@5576020_oswg47116oswg1080oswg608_img_000\" width=\"537\" height=\"302\">\u003C\u002Ffigure>\n\u003Cp>暗示着通过GPU去训练出AI是方法早晚要被淘汰，我们需要做一个具备推理能力的AI，\u003Cstrong>而不是提供庞大数据集给AI去学习，是否意味着着，接下来科技公司不需要买这么多英伟达GPU呢？\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>高盛推介Buy博通AVGO，并将12个月目标价从190美元上调至240美元，理由是定制芯片产品的新大客户增加，\u003C\u002Fstrong>以及管理层在去年完成对VMware 610亿美元收购后的出色执行力。“我们对公司未来的收入和盈利增长前景更有信心。”巴克莱将该股目标价从200美元上调至205美元，而Truist则将目标价从245美元上调至260美元。\u003C\u002Fp>\n\u003Cp>美联储本周将召开利率会议，尽管市场普遍预计决策者届时将降息25个基点，但之后可能会暂停宽松周期。美国当选总统特朗普扬言要实施激进的关税政策，这可能导致通胀再次上升。\u003C\u002Fp>\n\u003Cp>嘉信理财首席投资策略师Liz Ann Sonders表示，美联储可能很快停止降息，这对于小盘股来说是“稍微不太支持”的因素，也是另一个让投资者回归到现金充裕的大型公司的原因。\u003C\u002Fp>\n\u003Cp>人工智能语音公司SoundHound AI (SOUN)收高16.44%，延续了近期的强劲涨势，成交31.84亿美元。该股今年迄今已上涨约830%。英伟达持有173万股SoundHound股票。但OpenAi随时对 SOUN产生强大的竞争压力！\u003C\u002Fp>\n\u003Cfigure class=\"image\" data-img-size-val=\"638,154\">\u003Cimg src=\"https:\u002F\u002Fimg.36krcdn.com\u002Fhsossms\u002F20241217\u002Fv2_e9adcf956b034b39bb09d56334400d4b@5576020_oswg16430oswg638oswg154_img_000\" width=\"555\" height=\"134\">\u003C\u002Ffigure>\n\u003Cp>除了人工智能，量子计算板块也再度疯狂，有迹象表明，量子计算的潜在崛起可能会对是另外一种创造强大AI的途径，根据美股大数据 AI量化金融终端 StockWe.com，扫描到尽头量子计算板块集体狂飙，我们公众号周末深度报告就分析过\u003C\u002Fp>\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5ODU5NjIzMg==&mid=2917151947&idx=1&sn=8dfab18aacf743a0924e833445e1e881&scene=21#wechat_redirect\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>美股 量子计算是否存在泡沫？美国6家量子计算公司哪家最有潜力？QBTS IONQ RGTI QUBT QMCO GOOG\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>QBTS 爆+45%，QUBT 爆+65%，IONQ 飚+24%\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202412-stk\u002F1971530851mceclip3.png\" width=\"400\" height=\"706\">\u003C\u002Fstrong>\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202412-stk\u002FUploader5nwmsni1xgy_2024_12_16_19_06_04.png","2024-12-17T02:42:21.82","2024.12.17","2024\u002F12\u002F17",57095,[22,23,24,25],"TSLA","AVGO","NVDA","量子计算","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"]