$NVIDIA (NVDA.US)$ announced its earnings after the market close on August 28. Afterwards, the stock price... after-hours trading.In Decreased by 6.9%.There is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
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The following three factors are believed to have led to profit-taking selling.
1) Falling short of explosive growth expectations.
2Q results exceeded market expectations. 3Q revenue guidance of 32.5 billion dollars ±2%, surpassing the market average of 31.9 billion dollars, but did not reach the bullish estimate of 37.9 billion dollars.
2) Evaluation of the impact of Blackwell delays.
Demand for AI semiconductor Hopper (current product) and Blackwell (next-generation product) have been strong. However, the company acknowledged delays by changing the Blackwell GPU mask to improve yield. The company indicated that Blackwell's revenue is expected to reach several billion dollars in 4Q, but investors seem to be confused about the impact of the delay and how to evaluate the scale of several billion dollars. After the earnings announcement, analysts revised their performance outlook upward.
以下3つの要因が、利益確定売りにつながったとみられる。

$NVIDIA (NVDA.US)$ A financial results briefing for the 2nd quarter of fiscal year 2025 is scheduled to be held at 6:00 a.m. on 2024/8/29 (Thursday) Japan time. This briefing sessionIt will be distributed in subtitle translation format. If you would like to watch it,“reservation”Click on the button.
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