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资深科技分析师:英伟达真的很便宜_蜘蛛资讯网

张婧仪好圆一颗头

r Technologies, PLTR)即将发布第一季度财报,交易员们关注的焦点并非业绩本身,而是市场持仓情况——这可能使该股在财报公布后面临下跌风险。  分析师预计Palantir将公布每股收益28美分,较去年同期增长一倍以上,营收为15.4亿美元。  期权交易员预计,财报发布后该股将波动约9%,这意味着股价可能从上周五收盘价向任一方向大幅摆动。  Palantir的期权市场似乎严重偏向看涨期

架构产品即将面世。此外,特朗普政府对H200芯片的批准可能为中国市场带来上行空间。  Bernstein重申了对英伟达的“跑赢大盘”评级,并将目标价定为275美元,认为在公司超5000亿美元的Blackwell/Rubin指引背景下,当前的市场预期可能偏低。

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发布时间:03:47:40


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