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There are approximately 194 results for 文章 containing "英伟达"
Who said the demand for computing power stalled? TSMC's revenue in May was NT$320.52 billion, a year-on-year surge of nearly 40%!

Who said the demand for computing power stalled? TSMC's revenue in May was NT$320.52 billion, a year-on-year surge of nearly 40%!

TSMC predicts that the company's profits will hit another new high in 2025.
Cristiano1 day ago
TSMC/NVIDIA/Artificial Intelligence
Something fishy again? 24 hours before Nvidia's earnings report was released, Mu Sister bought more than 30,000 shares in a large manner

Something fishy again? 24 hours before Nvidia's earnings report was released, Mu Sister bought more than 30,000 shares in a large manner

Sister Mutou, personally tore apart ARK's strategic armor that lasted for three years.
Evelyn05-29
Nvidia/Cathie Wood/TSMC
Nvidia's "burst" financial report shocks the market and still faces three major challenges in the future

Nvidia's "burst" financial report shocks the market and still faces three major challenges in the future

Judging from the financial report, in the face of changes, NVIDIA is deploying multiple lines of defense.
Cristiano05-29
nvidia/tesla/Meta
Big news from Nvidia: GB200 has broken through technical obstacles and entered the stage of "capacity climbing"

Big news from Nvidia: GB200 has broken through technical obstacles and entered the stage of "capacity climbing"

Nvidia's earnings report will be released on Wednesday.
Wilson05-28
nvidia/AI/Microsoft
Starting from June, Nvidia will launch a new China special version of GPUs, with a price reduction of more than 30%

Starting from June, Nvidia will launch a new China special version of GPUs, with a price reduction of more than 30%

Sources say that Nvidia's new GPU may be named 6000D or B40.
Cristiano05-26
balckwell/nvidia/AI
What are the reasons behind the surge in the concept of quantum computing in U.S. stocks?

What are the reasons behind the surge in the concept of quantum computing in U.S. stocks?

What happened behind the scenes, Hawk Insight brings you a piece.
Cristiano05-23
Quantum Computing/Nvidia/Microsoft
Style turn! "Sister Mu Mu" added TSMC on the largest scale in the past year

Style turn! "Sister Mu Mu" added TSMC on the largest scale in the past year

Sister Mutou is not an isolated example.
Cristiano05-21
Cathie Wood/TSMC/Nvidia
Manus opens registration, AI productivity revolution continues

Manus opens registration, AI productivity revolution continues

After the registration was opened, user feedback showed obvious "fault phenomenon."
Cristiano05-13
Manus/AI ETF/NVIDIA
Technology giants in anxiety about computing power: Burning 300 billion artificial intelligence "remains a priority"

Technology giants in anxiety about computing power: Burning 300 billion artificial intelligence "remains a priority"

The capital flow of the global technology industry has never been so highly concentrated on the same track-artificial intelligence.
Cristiano05-06
NVIDIA/AI/Microsoft
Enlightenment from Blue Whale Capital's position adjustment: Liquidation of Meta and Microsoft, and counter-trend the bottom of Nvidia

Enlightenment from Blue Whale Capital's position adjustment: Liquidation of Meta and Microsoft, and counter-trend the bottom of Nvidia

Currently, AI development is in a critical period of transition from "model innovation" to "scale application." As a "computing power arms dealer", Nvidia has both certainty and flexibility.
Cristiano04-21
Nvidia/Microsoft/Meta
TSMC Q1 net profit increased by 60% year-on-year, exceeding expectations. The surge in orders on the eve of tariffs cannot hide long-term concerns

TSMC Q1 net profit increased by 60% year-on-year, exceeding expectations. The surge in orders on the eve of tariffs cannot hide long-term concerns

U.S. customers such as Apple and Nvidia placed orders at the end of the first quarter.
Evelyn04-17
TSMC/NVIDIA/Apple
Nvidia cuts off power supply for H20 and Morgan Stanley Fire Line cuts its revenue forecast

Nvidia cuts off power supply for H20 and Morgan Stanley Fire Line cuts its revenue forecast

Sales restrictions on H20 series chips may cause Nvidia's data center business revenue to drop by 8%-9%.
Wilson04-17
Morgan Stanley/Nvidia
What a coincidence? Republican Congressman Marjorie bought technology stocks and sold U.S. bonds before Trump suspended reciprocal tariffs

What a coincidence? Republican Congressman Marjorie bought technology stocks and sold U.S. bonds before Trump suspended reciprocal tariffs

According to congressional disclosures, she made a total of 21 stock purchase transactions between April 8 and 9.
Cristiano04-16
U.S. stocks/Tesla/Nvidia
Semiconductor tariffs are temporarily exempted, and Bank of America is optimistic about the following outstanding stocks

Semiconductor tariffs are temporarily exempted, and Bank of America is optimistic about the following outstanding stocks

Bank of America analyzed that semiconductors, as a core area that accounts for 50% of the total global chip demand, discussions on its terminal market structure will directly affect corporate strategies and capital flows.
Cristiano04-15
AI/Nvidia/Broadcom
Global billionaires reshuffle in Q1: Buffett went against the market to top five, Huang Renxun fell to the altar of hundreds of billions

Global billionaires reshuffle in Q1: Buffett went against the market to top five, Huang Renxun fell to the altar of hundreds of billions

The world's top billionaires have ushered in a major reshuffle.
Cristiano04-02
Jesen Huang/Nvidia/Buffett
Lubemai Fund: The "Big Seven U.S. Stocks" are being abandoned. Wall Street is turning to the "Top Ten" of China. Is spring here?

Lubemai Fund: The "Big Seven U.S. Stocks" are being abandoned. Wall Street is turning to the "Top Ten" of China. Is spring here?

Leading Chinese stock companies are reshaping the logic of global capital allocation with astonishing explosive power.
Gareth03-28
Nvidia/Meituan/Microsoft
Guo Mingxi: Nvidia Performance Bomb B300 is about to be mass-produced

Guo Mingxi: Nvidia Performance Bomb B300 is about to be mass-produced

The B300 's upgrade to HBM3E memory is revolutionary.
Gareth03-17
NVIDIA/AI/B300
US stock earnings outlook| Micron Technology: Revenue and EPS are lower than expected, AI outbreak is difficult to change supply and demand mismatch constraints

US stock earnings outlook| Micron Technology: Revenue and EPS are lower than expected, AI outbreak is difficult to change supply and demand mismatch constraints

Even in the midst of the explosion of AI computing power, the DRAM market, where consumer electronics accounts for more than 70% of the total, has performed sluggish.
Gareth03-17
Micron Technology/NVIDIA
U.S. stocks open black in March: Concerns about stagflation under the hammer of tariffs and speculation about Wall Street interest rates

U.S. stocks open black in March: Concerns about stagflation under the hammer of tariffs and speculation about Wall Street interest rates

The three major stock indexes simultaneously lost key technical levels, and the market panic index VIX soared to a new high for the year above 24.
Gareth03-04
U.S. stocks/Nvidia
Bank of America: NVIDIA can rise another 60% this year and will exceed US$200 by the end of the year

Bank of America: NVIDIA can rise another 60% this year and will exceed US$200 by the end of the year

The trinity advantage of "hardware + software + ecology" allows Nvidia to still be at least one step ahead of its competitors.
Cristiano03-03
Nvidia/Artificial Intelligence ETF/Deepseek
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