NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

https://www.kedglobal.com/korean-chipmakers/newsView/ked202303290001

https://www.cash.ch/news/top-news/nvidia-aktie-auf-der-uberholspur-im-turbo-modus-587847

https://www.finanznachrichten.de/nachrichten-2023-03/58676690-bernstein-research-stuft-nvidia-corp-auf-outperform-322.htm

Würde mich auch mal interessieren welche 2 Aktien es sind

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/nvidia-aktie/nvidia-analyse/?a=3355991664&utm_medium=email&utm_source=newsletter&utm_campaign=newsletter-boersenblick&goal=0_d93daae099-858a1ceec9-411542218#nvidia-die-goetter-muessen-verrueckt-sein

ich sehe auch die 315,- so wie NVIDIA grade im KI Markt durchstartet und mit allen Aufträgen aus der Autobranche kann man den Verlust aus der gerade konsolidierenden Gamingbranche und Kryptonmining wettmachen. Wenn diese "alten " Cash cows erst wieder dazukommen dann gehts sowie so richtig ab.

UBS reiterated a Buy rating on NVIDIA Corp (NASDAQ: NVDA) and raised their price target on the stock to $315.00 (From $270.00) following NVIDIA GTC (GPU Technology Conference). The conference hosted hundreds of panels and presentations ranging from general knowledge to very technical. Analyst, Timothy Arcuri listened to some he considered to be most relevant and, overall, confirmed UBS’ view that “NVDA is quite literally the nexus of AI.” NVDA created necessary corridors of cloud capacity over the past few Qs, announced ~$2.2B of pre-payments to various CSPs, and announced its new DGX Cloud offering last earnings call. This appears to be quickly gaining traction with customers. During its DGX Cloud customer panel, NVDA said “phones have been ringing off the hook” since the product was announced, with many customers in the queue to gain early access to the platform. There were also several sessions dedicated to advances in training and inference of large language models (LLMs), with a significant amount of focus being placed on efforts to improve performance, efficiency and accuracy. Among the various avenues that are being explored to improve training and inference efficiency is quantization with lower-precision number formats. Specifically, there were several sessions that discussed the benefits of utilizing FP8 (8-bit floating point) for training and inference - an approach that was not feasible prior to NVDA's native support of FP8. This is a significant advantage for NVDA relative to AMD, considering the shift in the industry towards FP8 training and inference. Generative AI also serves as a pivotal tool for the development of L3/L4+ autonomous vehicles. Arcuri wrote in a note, “The power behind NVDA’s DRIVE Sim comes from the use of generative AI and Omniverse, allowing it to train models using real-world data captured from sensors and convert it into synthetic 3D models (digital twins) for testing and validation. Additionally, NVDA’s new DRIVE Thor chip integrates AV functionality into a single SoC for digital clusters, infotainment, and driver assistance for more efficient development and faster software iterations.” “We see NVDA’s ability to provide AI capabilities and an expansive software stack alongside its hardware as a key differentiated solution with the ability to train AI in the data center to deliver high-performance centralized in-care computing.” On the heels of the GTC, UBS increased Data Center revenues for their model update. In terms of the Data Center segment revenues, Arcuri continues to take a variant view where UBS remains below the Street on FY23 and well above the Street on FY24. Overall GM moves up due to a higher mix of Data Center revenues vs. the prior model. UBS models 1Q24 estimated revenues and EPS of $6.48B/$0.95 and raised FY23/24 estimated revenues and EPS to $29.8B/$4.70 and $42.4B/$7.24 (from $29.11B/$4.54 and $39.75B/$6.53).

Ich glaube eher das wir nochmal zurück auf die 100 Tagelinie kommen. Der Widerstand bei 250€ wird nicht so einfach zu überwinden sein. Aktie ist sehr ambitioniert Bewertet und das in anbetracht einer zu erwartenden Rezession. Innerhalb von 3 Monaten ohne große Rücksetzer bis an die 250€ durchmarschiert, da wäre es ganz normal wenn die Aktie nun erstmal ein wenig Luft ablässt.

Ich tendiere gerade zu bisschen runter, bevor es wieder nach oben geht. 240 könnte ich mir vorstellen, was meint Ihr? Schon 2x nach oben abgeprallt

The pearl - 90 % last three months👌😎

Typisch clickbait. Solche Artikel sind mit der Grund, warum ich diese Seite meide.

und welche 2 neuen Ki Aktien sind das?

https://www.deraktionaer.de/artikel/aktien/nvidia-spitze-des-eisberges-der-kuenstlichen-intelligenz-wir-kaufen-2-neue-ki-aktien-20329089.html

Ich vermute erst runter bevor hoch. Mal schauen wies kommt. Schönes Wochenende

https://www.aktiencheck.de/news/DAX_100-Kursziel_Anhebungen_fuer_Nvidia_Aktie-15428706