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Biden postpones trip to Colorado as Israel-Hamas conflict intensifies_我的网站

一 |     　　根据Cantor Fitzgerald高级董事总经理兼科技行业分析师CJ Muse的分析，英伟达备受争议的财务举措——循环融资以及到处“兜底”给人融资——实际上可能会让该公司继续保持领先地位。

二 |     WASHINGTON -- President Joe Biden postponed a trip to Colorado on Monday to stay in Washington and focus on the growing conflict in the Middle East, setting aside an opportunity to pitch his economic accomplishments as he runs for reelection.Biden had been heading to the district of Rep. Lauren Boebert, where he was to visit CS Wind, the world's largest facility for wind tower manufacturing. But the White House said just a few hours before Biden was set to take off for the trip that it would be rescheduled. Instead, Biden is expected to hold a series of high-level meetings with aides on Israel and the growing humanitarian concerns in Gaza. The Democratic president is weighing a decision to visit the region in what would be a striking symbol of support for Israel following the Oct. 7 attack by Hamas that killed more than 1,400 Israelis. More than 2,300 Palestinians have died in the ensuing Israeli bombardment of Gaza, which is bracing for a ground invasion. At least 30 U.S. citizens have also died, and 13 remain missing, the State Department says.It’s rare for presidential travel, which is meticulously planned for security and logistical purposes, to be called off at the last minute. Biden's decision reflects the competing pressure that he faces as he tries to manage bloody conflicts in Ukraine, where the Russian invasion is in its second year, and now the Middle East, always one of the world's most combustible regions. There are concerns that a second front could open in Israel's north, which neighbors the Hezbollah-controlled territory in Lebanon's south. There have already been reports of sporadic fighting along the border. Iran backs both Hamas and Hezbollah. Two U.S. aircraft carrier strike groups have been dispatched to the Eastern Mediterranean in an effort to deter a widening war.Domestic and foreign policy priorities have collided for Biden before.He was scheduled to visit Papua New Guinea and Australia after attending the Group of Seven meeting in Japan earlier this year, but the two stops were scrubbed because of the standoff over the debt ceiling back in Washington. Rather than deepening ties with countries in the Indo-Pacific region, Biden jetted home to hash out a deal with Republicans to prevent a first-ever default. The change in Monday's schedule costs Biden a chance to turn Boebert into a political foil as he showcases the Inflation Reduction Act, his signature domestic legislation and the source of hundreds of billions of dollars for clean energy incentives.Boebert has called the law “a massive failure” that “needs to be repealed.” But Biden was planning to demonstrate otherwise when he visits CS Wind in the town of Pueblo. The company is undergoing a $200 million expansion that is expected to create 850 jobs by 2026 with help from the tax benefits in the law.Pueblo is one of the anchors of Colorado's sprawling 3rd Congressional District, which covers more ground than Pennsylvania. Boebert won her seat in 2020 and barely held on to it during the 2022 midterms. There's maximum chaos in Congress right now for House Republicans, who ousted Rep. Kevin McCarthy of California as their speaker but have been unable to settle on a replacement. Rep. Jim Jordan of Ohio, a prominent ally of Donald Trump, is the current leading candidate to replace McCarthy, but victory for him is uncertain. Despite low unemployment and slowing inflation, Biden has been struggling to convince Americans that his policies are good for the U.S. economy.An August poll from The Associated Press-NORC Center for Public Affairs Research said just 36% of U.S. adults approve of Biden's handling of the economy, roughly where his numbers have stood for a year and a half. The president and other top administration officials have been traveling the country to promote their Investing in America agenda. Last week, the president visited a marine terminal in Philadelphia, where he announced that the area would become one of seven regional hubs for producing and delivering hydrogen fuel.“I truly believe this country is about to take off," Biden said. "For the first time in a long time we’re actually investing in America.”。
　　美东时间周三（8月26日）美股盘后，“AI芯片霸主”英伟达将公布2027财年第二季度财报。作为AI交易的风向标，英伟达财报已成为投资者每个季度都翘首以盼的重头戏，其业绩表现不仅关乎自身股价，更将牵动整个AI芯片乃至美股科技板块的走向。

三 | 　　Muse认为，投资者现在对待英伟达股票的态度，就好像该公司在人工智能领域“输了”一样，这种看法完全错误。他在周一给客户的一份报告中写道：“是时候闭上眼睛，重仓买入英伟达的股票了。”　　尽管Muse不确定英伟达股价的下一个利好因素是什么，但他表示：“一旦这支股票开始上涨，我们认为它的涨幅将会非常非常快。

四 | ”　　目前投资者的配置偏低　　Muse指出，如果按照对英伟达2027年每股收益17美元和2028年每股收益25美元的乐观预期来估值，英伟达的股票看起来特别便宜。他指出，该股目前的市盈率是2027年预期收益的14倍，是2028年乐观预期收益的10倍。　　他表示，他建议积极买入英伟达股票的投资者，是那些相信该公司盈利潜力及其在人工智能生态系统中获取更大价值能力的投资者。　　Muse给出的350美元目标价较当前水平高出大约68%。他认为投资者目前对该股的配置属于“低配”，这意味着英伟达在投资组合中的占比低于其在整体市场中的占比。

五 | 　　不仅仅是芯片厂商　　Muse进一步指出，该公司已不再仅仅是一家芯片供应商。他对该公司通过投资OpenAI和Anthropic等人工智能公司，以及与CoreWeave和Nebius Group等新型云平台达成收益分成协议，进行“金融工程”的做法持乐观态度，尽管这种做法确实存在争议。

六 | 　　他认为，市场对这些举措的重视程度还不够。　　Muse表示：“这一战略正变得越来越重要，我们相信，随着我们进一步推进当今强大的AI基础设施建设，这一战略将会大放异彩。”　　尽管英伟达在人工智能半导体市场的主导地位正受到主要云公司日益关注定制芯片项目的威胁，但Muse认为，鉴于该公司正在推动超越主要云提供商的数据中心建设，与“新云服务”（neoclouds）进行收入分成是一种“更具韧性”的方法。　　他还表示，英伟达也在拓展客户群体，将更多企业和主权国家纳入其中。Muse补充说，这种收益分成模式也有助于公司推进其机架、网络和其他组件的完整人工智能系统供应。　　Muse认为，英伟达的股权和收入分成安排，其与领先的金融公司合作筹集5000亿美元用于人工智能基础设施的计划，以及为人工智能初创公司提供计算能力以换取股权的交易，已经将其图形处理单元（GPU）“变成了一种可融资、越来越可替代的资产类别”。　　在他看来，这使得英伟达即使在技术堆栈的任何层面上输给了竞争对手，也能“很难被排挤出局”，因为“英伟达的资金和软件往往是超大规模数据中心基础设施得以存在的根本原因”。（文章来源：财联社）。

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