美股市场个股详情
CSCO 思科
- 47.720
- +0.440+0.93%
交易中 05/08 10:34 (美东)
1932.27亿总市值14.50市盈率TTM
47.750最高价47.250最低价237.89万股成交量47.440今开47.280昨收1.13亿成交额0.06%换手率15.54市盈率(静)40.49亿总股本56.85552周最高4.18市净率1929.09亿流通值44.31952周最低1.56股息TTM40.43亿流通股59.518历史最高3.27%股息率TTM1.06%振幅3.408历史最低47.529平均价1股每手
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$超微电脑(SMCI.US$
The must have darling stock of the dotcom bubble CISCO, didn't retouch its high of 2000 for more than 23 years despite being a sound and growing company.
$美国超微公司(AMD.US$ $特斯拉(TSLA.US$ $优步(UBER.US$ $Coinbase(COIN.US$ $奈飞(NFLX.US$ $Palantir(PLTR.US$
The must have darling stock of the dotcom bubble CISCO, didn't retouch its high of 2000 for more than 23 years despite being a sound and growing company.
$美国超微公司(AMD.US$ $特斯拉(TSLA.US$ $优步(UBER.US$ $Coinbase(COIN.US$ $奈飞(NFLX.US$ $Palantir(PLTR.US$
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Morning Movers
Gapping up
$高盛(GS.US$ Shares of Goldman Sachs surged 3.3% in premarket trading following the company's earnings report, which exceeded Wall Street's first-quarter expectations. The firm reported earnings of $11.58 per share on revenue of $14.21 billion, surpassing analysts' predictions of $8.56 per share and revenue of $12.92 billion, thanks to the strong performance of its trading and investment banki...
Gapping up
$高盛(GS.US$ Shares of Goldman Sachs surged 3.3% in premarket trading following the company's earnings report, which exceeded Wall Street's first-quarter expectations. The firm reported earnings of $11.58 per share on revenue of $14.21 billion, surpassing analysts' predictions of $8.56 per share and revenue of $12.92 billion, thanks to the strong performance of its trading and investment banki...
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1
1. $赛富时(CRM.US$ or $HubSpot(HUBS.US$ acquires $Twilio(TWLO.US$ to redefine what customer engagement can become.
2. $美国超微公司(AMD.US$ or $英伟达(NVDA.US$ make a strategic acquisition in the quantum computing space, aiming to leapfrog competitors in the race for quantum supremacy and secure a future position in high-performance computing markets
3. $奈飞(NFLX.US$ acquires $派拉蒙环球-B(PARA.US$...
2. $美国超微公司(AMD.US$ or $英伟达(NVDA.US$ make a strategic acquisition in the quantum computing space, aiming to leapfrog competitors in the race for quantum supremacy and secure a future position in high-performance computing markets
3. $奈飞(NFLX.US$ acquires $派拉蒙环球-B(PARA.US$...
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5
Nvidia不是Cisco，
是90年代的intel
网上有许多分析师，
把今天的nvidia
对比当年2020年的Cisco
认为Nvidia的成长故事就快要结束了。
但是我认为，
要和Nvidia比较的不是Cisco，
而是90年代的Intel王国
当年Intel推出Pentium，
统治了PC时代10年。
Intel的主要统治力是依赖x86平台建设的CPU
而Intel的芯片发展速度
是根据他的创办人Moore
提出的Moore's Law,
每两年芯片的功效速度增长一倍，
但价格下跌一半。
如今Intel不再有统治力，
AMD也抢CPU饭碗。
这是另一个故事
如今Nvidia 是GPU卡和系统的国王，
老黄在2021年提出Huang‘s Law,
AI GPU的运算能力每10年起10倍，
也就是每年的计算能力要起一倍。
不是有多少芯片内容
只要达到计算速度就对了
他可没有说价格是否会下跌，很聪明。
如今Nvidia推出的B200 双GPU
合成GB200 superchip
GB200的2080亿晶体管数量
是H1...
是90年代的intel
网上有许多分析师，
把今天的nvidia
对比当年2020年的Cisco
认为Nvidia的成长故事就快要结束了。
但是我认为，
要和Nvidia比较的不是Cisco，
而是90年代的Intel王国
当年Intel推出Pentium，
统治了PC时代10年。
Intel的主要统治力是依赖x86平台建设的CPU
而Intel的芯片发展速度
是根据他的创办人Moore
提出的Moore's Law,
每两年芯片的功效速度增长一倍，
但价格下跌一半。
如今Intel不再有统治力，
AMD也抢CPU饭碗。
这是另一个故事
如今Nvidia 是GPU卡和系统的国王，
老黄在2021年提出Huang‘s Law,
AI GPU的运算能力每10年起10倍，
也就是每年的计算能力要起一倍。
不是有多少芯片内容
只要达到计算速度就对了
他可没有说价格是否会下跌，很聪明。
如今Nvidia推出的B200 双GPU
合成GB200 superchip
GB200的2080亿晶体管数量
是H1...
21
7
Part of $英伟达(NVDA.US$ 's moat & value-add is its control of the networking for AI data center.
And $博通(AVGO.US$ remains the only alternative chip vendor to it, while $Arista Networks(ANET.US$ served as the end OEM.
$Meta Platforms(META.US$ 's latest two H100 DCs use two different networking infra, one from $英伟达(NVDA.US$ 's full stack including Mellanox switch while another uses $Arista Networks(ANET.US$ switch powered by $博通(AVGO.US$ chip, and $思科(CSCO.US$ swi...
And $博通(AVGO.US$ remains the only alternative chip vendor to it, while $Arista Networks(ANET.US$ served as the end OEM.
$Meta Platforms(META.US$ 's latest two H100 DCs use two different networking infra, one from $英伟达(NVDA.US$ 's full stack including Mellanox switch while another uses $Arista Networks(ANET.US$ switch powered by $博通(AVGO.US$ chip, and $思科(CSCO.US$ swi...
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1
The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by $高盛(GS.US$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles.
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
74
1
$思科(CSCO.US$ bad news
1
$ARK Innovation ETF(ARKK.US$ Cathie Wood of ARK Investment hints at possible correction in semiconductor stocks.
Points to improving supply chain conditions for tech components.
Nvidia's shares surged 80% this year, following a 240% increase in 2023.
Wood cites eased shortages in GPUs and reduced lead times for Nvidia orders.
Suggests past double and triple ordering amid shortages will need inventory adjustmen...
Points to improving supply chain conditions for tech components.
Nvidia's shares surged 80% this year, following a 240% increase in 2023.
Wood cites eased shortages in GPUs and reduced lead times for Nvidia orders.
Suggests past double and triple ordering amid shortages will need inventory adjustmen...
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2
A review of Friday done on a Saturday and posted Sunday 🙄 I apologize. this started out to be a quick overview but turned into much, much more 😅. This is written over multiple sessions, so the style changes. Hang in there it may be worth the read 🤷 this turned out longer than I had planned, but my best ones often do 😉
Alright... I know, a complete bother. this iam guy 🔴 filling up Moomoo with his memes and junk 😆 so, what's more junk 🤷 I'll give this a go and see if moo all lik...
Alright... I know, a complete bother. this iam guy 🔴 filling up Moomoo with his memes and junk 😆 so, what's more junk 🤷 I'll give this a go and see if moo all lik...
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Lu Loh : 如果它被华尔街放弃，他就不是宠儿。华尔街的资金更加钟意新的创业者，他们更加喜欢空手套白狼的剧情
Fox River : 連台積電和奈飛都被嫌棄，更何況它？我們在四月結束前賣空半導體指數就對了。
MultiBaggers : Tesla is going to follow the footsteps of Cisco. The competition from BYD is too stiff for Tesla. Years ago, Elon Musk used to laugh at BYD in that famous interview. Now, look who has the last laugh.
10baggerbamm : here's why you are wrong you and every other bobblehead on TV that just regurgitates the same bullshit. in 1999 and so you know I owned a broker dealer I was in the thick of it I sat on my trading desk I was raising tens of millions of dollars for startups for small cap companies for Angel financing so I have a little bit of familiarity with what's going on first hand not what somebody told me what I heard on TV. in 1999 companies were trading at 4 and 5 years forward projected best case scenario revenue and then at 100 times multiples in today's value. so if a company announced oh we're going to build a website their stock went up hundreds of percent if a company said we are going to be selling products on our website just like Amazon their stock went up hundreds of percent in other words these bobblehead analysts projected 2003-2004 what would the revenues be with exponential growth and exponential profits and let's assign a hundred PE because they're growing at 100 plus percent a year so it can easily substantiate that and hold that level in today's price. THAT'S NOT HAPPENING IN TODAY'S MARKETPLACE NUMBER ONE..
10baggerbamm : number two back then the IPO Market was spitting out companies like a rabbit spits out baby rabbits every week there was 10 to 15 new IPOs coming out every week they were evolutionary revolutionary going to change the world in the markets that they were creating and or competing in. and these companies were trading at valuations of 100 to 150 times 4 to 5 year projected revenues and many of them had little to no sales currently and they certainly had zero profits because they had little to no revenue. and these companies traded 80 90 100 $120 a share with little to no revenues no profits and only projections four and five years down the road at 100 times PE multiples in today's marketplace. THAT'S NOT HAPPENING TODAY. AND I KNOW EVERYBODY USES CISCO AS WALL STREET'S DARLING BACK THEN BUT CISCO HAS LOST THEIR WAY OVER THE YEARS. WHY DON'T YOU LOOK AT AMAZON OR MICROSOFT OR APPLE AND SEE WHAT THEY DID VERSUS CISCO WHICH HAS FALLEN BY THE WAYSIDE FROM A TECHNOLOGY STANDPOINT.
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