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Dan Ives Labels Nvidia Correction A 'Near-Term Pullback', Hails Palantir As 'Purest AI Name' Amid Growing Market Use Cases

Dan Ives Labels Nvidia Correction A 'Near-Term Pullback', Hails Palantir As 'Purest AI Name' Amid Growing Market Use Cases

丹·艾维斯将英伟达的调整称为“短期回落”,并在增长的市场应用案例中赞扬Palantir作为“最纯粹的人工智能名称”。
Benzinga ·  06/25 23:45

The stock of NVIDIA Corp (NASDAQ:NVDA) has seen a significant rebound after a recent correction, with a prominent analyst suggesting that the company's market cap could reach $4 trillion. Additionally, the analyst has identified Palantir Technologies Inc. (NYSE:PLTR) as the 'purest' AI stock.

英伟达股票(NASDAQ:NVDA)近期回升了不少,一位知名分析师认为该公司的市值有望达到4万亿美元。此外,该分析师还将普兰蒂尔科技股份有限公司(NYSE:PLTR)称为“最纯净”的人工智能股票。

What Happened: Dan Ives, an analyst at Wedbush Securities, referred the recent dip in Nvidia's stock as a "near-term pullback," in an interview with BNN Bloomberg.

近日,Wedbush证券分析师丹·艾维斯在接受BNN Bloomberg采访时,将英伟达股票的近期回撤称为“近期回调”。

He also predicted that the company's market cap could soar to $4 trillion, placing it alongside tech giants like Apple Inc. (NASDAQ:AAPL) and Microsoft Corp (NASDAQ:MSFT) as the world's most valuable company.

他还预测该公司的市值可能达到4万亿美元,与苹果公司(NASDAQ:AAPL)和微软公司(NASDAQ:MSFT)等科技巨头并列成为全球最有价值的公司。

When asked about Nvidia's price target, Ives suggested a bullish case of $200. He also praised Nvidia CEO Jensen Huang as a key figure in the AI industry.

当被问及英伟达的股价目标时,艾维斯提出看涨至200美元的情况。他还赞扬英伟达CEO黄仁勋是人工智能行业的关键人物。

Shifting the focus to Palantir Technologies Inc (NYSE:PLTR), Ives dismissed the notion that the company is not at the forefront of cutting-edge technology and sales.

在谈到普兰蒂尔科技股份有限公司(NYSE:PLTR)时,艾维斯驳斥了该公司不是处于尖端技术和销售的观点。

He emphasized Palantir's recent developments, labeling the company as the "purest AI name in the market in terms of use cases." Ives expressed optimism about Palantir's future, stating that "monetization is gonna play out" as the industry enters the second derivative of AI.

他强调普兰蒂尔的最新进展,将该公司标注为“市场上使用案例最纯净的人工智能名称”。艾维斯对普兰蒂尔的未来表示乐观,称“货币化将得到体现”,因为行业进入人工智能的二阶段。

Why It Matters: The recent correction in Nvidia's stock has been a topic of concern. After reaching a market cap of $3.46 trillion, the company experienced a significant loss, dropping to $3.10 trillion. This sparked concerns about Nvidia's influence on the S&P 500 Index and the possibility of a broader market slump.

近期英伟达股票的回撤受到人们关注。该公司市值曾达到3.46万亿美元,但后来出现了重大亏损,降至3.1万亿美元。这引发了有关英伟达对标普500指数的影响以及更广泛的市场衰退的担忧。

Despite these concerns, Ives' comments on the future potential of Nvidia and the growing significance of AI in the market are reassuring. This aligns with the views of other experts, such as economist Jeffrey Roach, who dismissed fears of an AI bubble burst and emphasized the productivity gains from new disruptive technologies like AI.

尽管存在这些担忧,但艾维斯对英伟达未来潜力和人工智能在市场上的日益重要性的评论令人放心。与此同时,经济学家杰弗里·罗奇等其他专家的看法也支持这一观点,他们否认了人工智能泡沫破裂的担忧,强调了来自新破坏性技术(如人工智能)的生产率增益。

Palantir's role in the AI market has also been a topic of discussion, with Reddit users debating the company's potential as an investment alongside giants like Microsoft and Amazon.

普兰蒂尔技术股份有限公司在人工智能市场中的角色也是一个讨论的话题。Reddit用户就该公司与微软和亚马逊等巨头作为投资的潜力进行了辩论。

Price Action: NVIDIA Corp closed at $126.09 on Tuesday, marking a significant increase of 6.76% for the day. In after-hours trading, the stock continued to climb to $127.24, up by 0.91%. Year to date, NVIDIA has seen a remarkable surge of 161.76%.

英伟达公司周二收盘价为126.09美元,当天上涨6.76%。盘后交易中,该股继续上涨,涨幅为0.91%,至127.24美元。今年以来,英伟达股票已经大涨161.76%。

Meanwhile, Palantir Technologies Inc closed at $24.56 on the same day, with a gain of 1.66%. After hours, the stock slightly increased to $24.61, up by 0.20%. Year to date, Palantir has shown a strong performance, rising by 48.13%, according to the data from Benzinga Pro.

与此同时,普兰蒂尔技术股份有限公司当天收盘价为24.56美元,上涨1.66%。盘后交易中,该股略微上涨,涨幅为0.20%,至24.61美元。据Benzinga Pro的数据显示,普兰蒂尔技术股份有限公司的今年以来涨幅为48.13%。

Image Via Shutterstock

图片来自Shutterstock。

This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote

这个故事是使用Benzinga Neuro生成的,并由Kaustubh Bagalkote编辑

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