Shares of NVIDIAÂ Corp. (NASDAQ:NVDA) gained 1.40% over the past five trading sessions after gaining 5.03% the five prior. ...

Nvidia Corporation’s (NASDAQ: NVDA ) valuation currently exceeds $4.34 trillion, and it is common to see articles questioning whether we’re in an AI bubble. Lately, things are getting even crazier, as we’re seeing deals where Nvidia and Oracle (Bram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on ...

Nvidia Corporation’s (NASDAQ: NVDA ) valuation currently exceeds $4.34 trillion, and it is common to see articles questioning whether we’re in an AI bubble. Lately, things are getting even crazier, as we’re seeing deals where Nvidia and Oracle (Bram de Haas brings 15 years of investing experience to the table and has over 5 years of experience managing a Euro hedge fund. He is also a former professional poker player and utilizes his bundle of risk management skills to uncover lucrative investments based on ...

| 103 PATH UiPath | | | --- | --- | | 12.560 ↑ +0.350 +2.87% = 收盘价 09/29 15:59 美东 | | | 15.560 1 3.000 +23.89% 盘前价 09/30 08:43 美东 | | | ■ 20 9 8 9 日 0 0 0 0 0 0 0 0 00 00 ● 快速交易 | | | 最高价 12.680 | 开盘价 12.310 成交量 1365.96万 | | 最低价 12.170 | 昨收价 12.210 成交额 1.71亿 | | 平均价 12.508 | 市盈率 TM 418.67 总市值 66.7亿 (--) | | 振 幅 4.18% | 市盈率(静) 亏损 总股本 5.31亿 | | 换手率 3.29% | 市净率 4.003 流通值 52.2亿 | | 52周最高 15.930 委 比 -54.70% | 流通股 4.16亿 | | 52周最低 9.380 | 量 比 0.88 每 手 1股 | | 历史最高 90.000 | 股意TIM -- | | 历史最低 9.380 | 股息率 IIM -- | 格隆汇 ...

It's been a bumpier ride for shares of AI chip titan Nvidia (NASDAQ:NVDA) over the past year, but the ride has been worth staying on, at least so far. ...

Nvidia and AMD look set to ride a huge wave of growth as AI spending is expected to explode in the coming years. Citigroup just put a number on it and forecasted that nearly $3 trillion is set to be p... ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG. Uh, the month is winding down and it seems like this one obviously is going to be a win for the bulls, but I wonder if there is some underestimating of potential pain points to come.What's your take. >> Yeah, I would agree. I mean at the end of the day we did have a really decent uh you know September and we are going into the last uh quarter of this year but we have seen outperformance when i ...

市场现状与价格趋势 - 存储芯片市场呈现上行趋势，野村证券称之为“前所未有的超级周期”，由DRAM、HBM和NAND三重周期驱动 [2] - 上游资源涨价已传导至成品端，eMMC、UFS普遍大幅调涨，LPDDR4X因原厂暂停报价且计划大幅涨价而看涨情绪升温 [8] - 三星和SK海力士自今年4月起逐步减少DDR4产能，转向更高利润的DDR5、LPDDR5和HBM，直接导致DDR4系列价格暴涨 [8] - 美光将2025年服务器总出货量增长预期上调至约10%，高于此前中等个位数预期，受AI agents增长及传统服务器工作负载增加推动 [9] - TrendForce指出，受HDD供给短缺影响，云端服务供应商将存储需求转向QLC Enterprise SSD，预计Q4 NAND Flash合约价平均上涨5-10% [10] 涨价核心驱动因素 - AI与数据中心需求爆发：2026年传统服务器资本支出预计增长20-30%，带动DDR4/DDR5内存需求增长约50%，企业级SSD需求近乎翻倍 [14] - NAND市场因HDD供应短缺和AI存储需求激增，预计2026年位元出货量同比增长超50% [14] - 价格与利润率跃升：DRAM营业利润率预计从当前的40-50%升至2026年的近70%，NAND利润率将从盈亏平衡点跃升至30-40% [14] - HBM混合均价预计2025-2026年保持15%以上年增长，将贡献SK海力士75%的营业利润 [14] 近期需求爆发的根本原因 - AI业务从“积累期”迈入“高渗透期”，业务渗透率从20%-30%提升至30%-40%，用户规模大幅扩张 [18][19] - 以豆包为例，DAU从年初的1000万-2000万增至近4000万，传统互联网产品加速AI重构，用户与AI交互频次显著增加 [19] - AI技术逻辑从“快思考”升级为“慢思考”，引入思维链和外部agent协同，单次报告生成的token消耗从此前的约3000token增至3万以上，增长7-10倍 [18][20] - 海外头部模型全面转向多模态，处理图片、视频等非文本数据产生更多存储需求 [20] - 互联网大厂启动AI基础设施重构，构建“热-温-冷”分层存储体系，集中采购DRAM和SSD，直接转化为大量订单 [21] 行业前景与周期判断 - 由AI需求驱动的“超级周期”预计至少持续到2027年，但可能在2028年出现下行转折 [23] - 美光预计2026年行业DRAM供应将趋于紧张，全球存储芯片尤其HBM供需不平衡将加剧，2026年HBM产能已基本锁定 [9] 英伟达相关动态与影响 - SK海力士、三星与英伟达就HBM3E 12Hi和HBM4的定价谈判尚未最终敲定，谈判局势正向DRAM厂商倾斜 [25] - 英伟达要求HBM4速度需突破10Gbps，三星、美光、SK海力士均具备供应能力，对整体HBM市场影响有限 [26] - 英伟达CPX方案将推动Rubin平台对GDDR7的大规模采用，为GDDR7市场带来显著增量，但可能短期内对HBM4需求形成压制 [27] - 英伟达研发HBF方案，利用大容量堆叠NAND替代HBM来提升系统成本效益，优化存储资源配置 [28]

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About. Micron Technology Inc. (NASDAQ:MU) is one of the stocks analysts were recently talking about. Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a latest program on CNBC that Nvidia “has to buy” from Micron, and this places the memory company in a strong position in terms of pricing power. “I think the most important takeaway here, which I don’t think Sanjay (Micron CEO) is going to elaborate on a live inter ...

以下文章来源于投中网 ，作者蒲凡 投中网 . 投中网是领先的创新经济信息服务平台，拥有立体化传播矩阵，为创新经济人群提供深入、独到的智识和洞见，在私募股权投资行业和创新商业领域拥 有权威影响力。官网：www.chinaventure.com.cn 来源 | 投中网 在金庸武侠世界里，有一门神奇的武功，叫梯云纵。 它是武当派的轻功绝学，名门正朔，高深莫测，身躯 " 微一转折 " 就可以 " 纵起丈余 " ，在《倚天屠龙记》里先后被武当七侠和张无忌完美展 示，可以说浑身闪耀着主角光环。然而由于梯云纵的施展方式过于违反物理定律，全程靠 " 左脚踩右脚、右脚踩左脚、借（自己的）力使（自 己的）力 " 来腾空，这个画面又被朱茵版《射雕英雄传》给拍了出来，于是 " 梯云纵 " 这门武功在网络世界里开始迅速梗化。 而在很多人看来，现在的AI赛道，就越来越有"梯云纵"的味道。 9 月 22 日英伟达宣布与 OpenAI 正式签订合作意向书，建立战略合作伙伴关系，未来将为 OpenAI 提供足够的软硬件支持以帮助 OpenAI 完成 下一代 AI 基础设施的建设。 而为了支持整个合作的稳定推进，英伟达将累计向 OpenAI 投 ...