Update - [Financial Results Summary] NVIDIA's Strong Financial Results, Stock Price Decline, and Investors' High Expectations and Concerns About China Are Burdened
This article uses automatic translation for some of its parts
US semiconductor manufacturers that occupy an overwhelming market share in semiconductors for artificial intelligence (AI), $NVIDIA(NVDA.US$In the FY24Q3 (August/October/3rd quarter) financial results announced on the 21st, net profit was 9.243 billion dollars, about 14 times the same period last year. Sales nearly tripled to 181.2 billion dollars, and bothA record highIt was.
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According to financial results, both EPS and sales were above the expected average of the market. The high-profile data center division also recorded sales that exceeded expectations. In addition, guidance for the fourth quarter has also been announced, showing sales forecasts that exceed expectations.
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Stock prices remained in a negative zone after trading interlaced outside of hours. In particular, the data center division performed well above expectations, but since investors' prior expectations were at a much higher position than consensus predictions, sales of 14.5 billion dollars this time could not sufficiently satisfy investors' high expectations, and the market seems to be showing a calm reaction.
Regarding the change in export restrictions to China by the US government, which was another point of interest in the market, the company says that considering that there is strong demand in other countries, the changes have not affected sales so far. However, it was stated that business restructuring was forced because of that, and there is a possibility that it will have an impact in the future. Jesse Cohen, a senior analyst at Investing.com, also pointed out that investors seem concerned that the expansion of US semiconductor export restrictions to China will have an adverse effect.
CEO Huang strongly refuted the question of whether the company's data center business has reached a peak of growth. He is convinced that demand will continue to expand as the company's supply system is being strengthened and the use of AI hardware by software providers, governments, and enterprise customers is expanding.
“I am convinced that the data center business can grow until 2025,” he said.
— MooMoo News Zeber
Source: moomoo, Reuters, Nihon Keizai Shimbun, Bloomberg, MINKABU, NVIDIA official website
This article uses automatic translation for some of its parts
Source: moomoo, Reuters, Nihon Keizai Shimbun, Bloomberg, MINKABU, NVIDIA official website
This article uses automatic translation for some of its parts
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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181301798 : There are only analysts that don't evaluate athletes who have produced results and cannot be understood by meritocratic America
I can only think of it as jealousy of NVIDIA, which has produced results and won one person 
人類 : That's right.
183003532 : fundamental<technical
181338057犬心久美子 : How about directing export restrictions to India and other Asian regions![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
No matter how you stand on a handstand, China will continue
I don't think we'll get along.
181301798 : They'll work it out as a countermeasure, but since the top 2 America and China only have childish dispatch disputes, they aren't really top that is respected not only by powerful countries or countries with weak economic power, and both are respected by countries that say so, and for example, even if they develop something wonderful, as is the case with nuclear power, semiconductors, depending on how humans do that thing, will also be regulated if they use it with military power, etc., and top
Humans themselves are tested, and there is nothing wrong with the company NVIDIA that develops and makes an effort
ともバフェット : NVIDIA's stock price is unlikely to double in the future. Individual investors seeking performance in a relatively short period of time have a stricter view than analysts.
181301798 : There is also a trend of the times, so I don't know if the AI era will evolve from now on, but I don't know if it will continue forever
, and I know that there are investors who buy and sell in the short term, but I can't honestly evaluate them after issuing such good financial results, stock prices falling, and I can't understand the situation
It also seems that other companies have this much of financial results decided by the preferences of investors who do it outside of hours, such as going up because the outlook is bright even though most companies haven't issued it
ともバフェット 181301798 : That's for sure.
I had done everything before the previous financial results, but contrary to the same favorable financial results this time, stock prices went the next day. So I sold it after that.
The financial results for the first quarter in May were so surprising that stock prices doubled, so I guess there is something called surprise habituation. Moreover, since expectations have already been raised by as much as 20% this month, there will be no increase in stock prices today. It has become a typical example of “buy with expectations and sell with facts.”
Nobinobi2929 181301798 : Before NVIDIA ＜NVDA＞'s financial results and Thanksgiving, profit-taking sales were made to the main stocks of semiconductor-related stocks, there was a big decline.
181301798 ともバフェット : Well, the semiconductor company king TSMC situation has hit bottom and the semiconductor business has bottomed out and turned upward, and I think future movements against semiconductors will also turn upward, so I think I'll keep holding on, the reality that it's said that it's because they made financial statements like Palo Alto and have poor prospects, and the reality that Apple also fell in financial results and went back a little bit, honestly how about moving in the future because there are too many ways of thinking and differences in transaction time and movements outside of time that we are doing
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