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Nvidia's Competitive Moat Just Got Better, Analyst Says; Is Nvidia A Buy Or Sell Now?
Investors· 2025-12-30 15:08
BREAKING: Stocks Open Lower In Quiet Trade Today's Spotlight Leaderboard New Year's Sale Something big may be coming to town—check out IBD's guide to the Santa Claus Rally. More News (© Chris Gash) Next Data Center Roadblock For Google, Microsoft, Oracle, Meta Is On Main Street Partner Center Get a head start on your 2026 investing resolutions with 1 month of Leaderboard for only $29. Get Market Insights on IBD Live Join IBD Live to watch and discuss the market action in real time with a team of top market ...
Nvidia Rises Amid AI Chip Partnership News; Is Nvidia A Buy Now?
Investors· 2025-12-26 17:10
英伟达近期业务动态 - 英伟达股价在周一上涨 源于其与人工智能初创公司Groq达成合作的消息[5] - 英伟达与Groq达成技术授权协议 并聘用了该初创公司的关键人员 分析师认为这是一项战略举措[6] - 英伟达可能于2月中旬开始利用现有库存向中国发货H200芯片 并计划恢复H200生产 预计将收到新订单[5] 人工智能与芯片行业趋势 - 定制人工智能芯片的兴起 英伟达与Groq的交易被视为对此趋势的战略应对[6] - 有六家标普500指数中的AI公司因大量举债而被视为潜在的“沉默定时炸弹”[7] - 华尔街在2025年发现了量子计算股票 市场关注这种热情能否持续[7] 市场整体表现与事件 - 股市在英伟达、谷歌和GDP数据的推动下创下历史新高[8] - 道琼斯指数在创纪录后小幅下跌 英伟达、Palantir和特斯拉处于可买入区间[8] - 市场存在对“圣诞老人行情”的期待[3] - 道琼斯指数和标普500指数因对“圣诞老人行情”的期望而创下纪录 一只人工智能股票大幅上涨[10] - 标普500指数创下收盘纪录 英伟达和谷歌发出买入信号[10]