华尔街著名芯片Semi分析师，Mr Rangoon on Nvidia & Semi Sector

Mr Rasgon on Semi Sell-off:

1. Semi stocks flew "a little to close to the sun";

2. Consolidation is healthy.

Outperform Ratings, Berstein Research by Mr Rasgon:

1. Broadcom: $1600 PT;

2. Nvidia: $1000 PT;

3. Qualcomm: $170 PT;

4. Applied Materials: $230 

Chips' Cream of the Crop, Performance Since Nov. 1:

Nvidia: +117%; AMD: +113%; Taiwan Semi: +71%; ASML: +68%.

Mr Rasgon on Nvidia:

1. Company is printing money at this point;

2. Prospect for continued growth from here still seems solid.

所有跟帖： 

• 谢谢。 -未知就是风险- ♂ (0 bytes) () 03/08/2024 postreply 13:13:49

• 别客气。马上整理Professor Siegel对Nvidia的评价和分析。 -酒绿春浓- ♀ (0 bytes) () 03/08/2024 postreply 13:16:06