The sky is the limit! Bank of America Merrill Lynch raised nvidia's target stock price: it can rise another 38%
①The Bank of America analyst has raised the target stock price of Nvidia to $190 per share; ② they believe that the artificial intelligence market will grow to $400 billion, which will bring 'generational opportunities' to Nvidia.
Nvidia suddenly exploded with explosive news! Guo Mingchi: Microsoft's orders for GB200 chips surged 3-4 times.
Tianfeng International Securities analyst Guo Mingxi's latest release of the industrial chain order information for Nvidia's Blackwell GB200 chip shows that currently Microsoft is the largest GB200 customer globally, with order volume in the fourth quarter of this year surging by 3-4 times, surpassing the total of all other cloud service providers.
nvidia hitting a new high at the close is a sign! Since the Fed's rate cut in September, the logic of the US stock market has changed again.
Is this rebound the beginning of technology stocks regaining dominance in the US stock market, or is it a short-term rebound in the ongoing rotation of US stocks? The market is closely watching the current US earnings season.
Attention, these countries! The USA is reportedly considering restricting the export of ai chips from companies such as nvidia.
①Officials of the Biden administration are reportedly discussing: restricting Nvidia and other US companies from selling advanced AI chips to 'certain countries'; ②Insiders said officials will focus on Gulf countries.
What did Nvidia reveal in the closed-door meeting? Goldman Sachs: Inference computing will boost long-term demand for AI chips.
nvidia stated in a closed-door meeting that with the release of the OpenAI o1 model, a new AI narrative is unfolding, and the increased demand for inference computing power has brought new growth opportunities for nvidia. Goldman Sachs predicts that nvidia's AI processor market share will continue to increase in 2024 and 2025, with a projected ongoing growth trend in shipments.
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