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NVIDIA CEO to give a key presentation on the 18th – Will the recovery of Stocks continue or be affected?March 18, 2025, 0:46 JST
Attention is focused on statements regarding Blackwell, gross profit margin, and growth prospects.
Can NVIDIA's aggressive advance dispel concerns that the current moment is its peak?
米エヌビディアのジェンスン・フアン最高経営責任者（ＣＥＯ）が18日、年次開発者会議「ＧＴＣ」で基調講演を行う。フアン氏の講演は、人工知能（ＡＩ）ブームによるエヌビディアの快進撃がピークに達したとの懸念を払拭（ふっしょく）できる機会になり得るとみられており、注目が集まっている。
投資家にとっての関心は、次世代ＡＩ半導体「ブラックウェル」や粗利益率、中国事業、競合勢や成長見通しに関する発言だろう。
ウェイブ・キャピタル・マネジメントのチーフストラテジスト、リース・ウィリアムズ氏は「エヌビディアを巡る懸念は、利益は今がピークで、今年下期は同社の見通しほど良好ではないのではないかというものだ」と指摘。「フアン氏が講演を通じて、事業は順調で歯車が狂うことはないとの一定の安心感を提供できるかもしれない」と述べた。
エヌ...
Attention is focused on statements regarding Blackwell, gross profit margin, and growth prospects.
Can NVIDIA's aggressive advance dispel concerns that the current moment is its peak?
米エヌビディアのジェンスン・フアン最高経営責任者（ＣＥＯ）が18日、年次開発者会議「ＧＴＣ」で基調講演を行う。フアン氏の講演は、人工知能（ＡＩ）ブームによるエヌビディアの快進撃がピークに達したとの懸念を払拭（ふっしょく）できる機会になり得るとみられており、注目が集まっている。
投資家にとっての関心は、次世代ＡＩ半導体「ブラックウェル」や粗利益率、中国事業、競合勢や成長見通しに関する発言だろう。
ウェイブ・キャピタル・マネジメントのチーフストラテジスト、リース・ウィリアムズ氏は「エヌビディアを巡る懸念は、利益は今がピークで、今年下期は同社の見通しほど良好ではないのではないかというものだ」と指摘。「フアン氏が講演を通じて、事業は順調で歯車が狂うことはないとの一定の安心感を提供できるかもしれない」と述べた。
エヌ...
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If it rises slightly and then drops sharply the next day, it might be better not to buy carelessly for a while, even if the Indicators are good, they can't be trusted.
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$NVIDIA (NVDA.US)$ It seems like everyone seriously holds a grudge against Trump.
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$NVIDIA (NVDA.US)$ Since Trump took office, it seems that there haven't been many good things...
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hes95
reacted to
$NVIDIA (NVDA.US)$
I still want it to go up. I was impatient last week, but it seems to be calming down. However, negative comments or provocative comments are unpleasant.
I still want it to go up. I was impatient last week, but it seems to be calming down. However, negative comments or provocative comments are unpleasant.
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$NVIDIA (NVDA.US)$
Isn't it a huge increase?
Isn't it a huge increase?
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$NVIDIA (NVDA.US)$
Although the profit is still negative, I'm really grateful.
Although the profit is still negative, I'm really grateful.
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$NVIDIA (NVDA.US)$
I guess prices have indeed gone up, that's good.
I guess prices have indeed gone up, that's good.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
Looks like the consumer Price Index is not good.
Looks like the consumer Price Index is not good.
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
NVIDIA seems to be in bad shape.
NVIDIA seems to be in bad shape.
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