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| Name | AI赢家超微电脑 $SMCI 2024展望：仅一个月就股价翻番，未来能否持续上涨？（个股研究24-01）20240204 |
| Video Uploader | Video From 飞鲸投资笔记 |
| Upload Date | This Video Uploaded At 04-02-2024 07:03:39 |
| Video Discription | 美股AI赢家超微电脑（代码SMCI）近两年涨幅惊人。22年在大盘受到加息缩表影响，科技股整体回调的背景下，超微电脑整体上涨了近90% ; 23年借助AI东风，年度涨幅超过240%，甚至比最火爆的英伟达还要稍微强一些。24年刚刚过去一个月，超微电脑在前两年暴涨的高起点前提下居然股价又翻番了！ 本视频关注以下几个问题，一是它上涨的原因是什么？是炒作还是基本面强劲？二是如果说基本面强劲，那能强的过英伟达吗？为何涨幅比英伟达还高呢？三是今年仅一个月股价就又翻番了，那24年剩下时间还能上涨吗？主要看他目标的估值是否合理？ 在去年已经做过对超微电脑基本面介绍，视频链接 https://youtu.be/xdkn6VWLGCg #SMCI #NVDA #人工智能 #DELL [pdQX5GBn4zQ] |
| Category | Science & Technology |
| Tags | Science & Technology Download MP4 | Science & Technology Download MP3 | Science & Technology Download MP4 360p | Science & Technology Download MP4 480p | Science & Technology Download MP4 720p | Science & Technology Download MP4 1080p |
