Nvidia's Unexpected 35% Stock Plunge Amid Chip Delay Could Set The Stage For A Surprising Turn In Stock Performance
Nvidia's Unexpected 35% Stock Plunge Amid Chip Delay Could Set The Stage For A Surprising Turn In Stock Performance
- Nvidia has postponed the launch of its new AI chip, the Blackwell B200, due to a design flaw.
- The delay impacts major cloud service providers like Microsoft, Google, and Meta.
- Nvidia's stock has experienced volatility, dropping 35% from a June 2024 high of $140 to $90 in August.
- 由于设计缺陷，Nvidia推迟了其新AI芯片Blackwell B200的发布。
- 这一延迟影响了微软、谷歌和Meta等主要云服务提供商。
- Nvidia的股票经历了波动，从2024年6月140万亿的高点下跌了35%，到了8月的90美元。
NVIDIA Corp (NASDAQ:NVDA) has announced that it is postponing the release of its highly anticipated AI chip, the Blackwell B200, due to a design flaw discovered late in the production process.
NVIDIA Corp (纳斯达克:NVDA)宣布，由于在生产过程中发现设计缺陷，其备受期待的AI芯片Blackwell B200的发布将被推迟。
This delay will push back production by at least three months, which is unusual for a company known for its cutting-edge technology and quick release schedules.
这一延迟将至少推迟三个月的生产时间，对于一家以其尖端技术和快速发布计划而闻名的公司来说，这是不寻常的。
The Blackwell B200 is set to succeed Nvidia's H100 chips, which have been crucial for AI cloud infrastructures worldwide.
Blackwell B200将取代Nvidia的H100芯片，这些芯片对于全球AI云基础设施至关重要。
These chips have not only strengthened Nvidia's reputation as a technology leader but also significantly boosted its valuation, making it one of the most valuable companies globally.
这些芯片不仅加强了Nvidia作为技术领导者的声誉，还极大地提升了其估值，使其成为全球最有价值的公司之一。
The success of the H100 has created high expectations for the B200, which is expected to further enhance AI capabilities.
H100的成功为B200创造了很高的期望值，预计将进一步增强AI能力。
This delay is particularly significant given the large orders from major cloud service providers like Microsoft, Google, and Meta, which have already invested tens of billions of dollars in B200 chips.
这一延迟对于微软、谷歌和Meta等主要云服务提供商的大量订单来说尤为重要，这些订单已经投资了数百亿美元的B200芯片。
These orders highlight the importance of these chips for AI technologies, meaning the delay is a setback not just for Nvidia, but for the progress of AI services worldwide.
这些订单突显了这些芯片对AI技术的重要性，这意味着这一延迟不仅是Nvidia而且是全球AI服务进展的挫折。
Despite this challenge, Nvidia remains optimistic about its production plans and intends to increase output in the second half of the year. However, large-scale shipments are not expected until the first quarter of next year.
尽管面临这一挑战，Nvidia仍对其生产计划持乐观态度，并计划在今年下半年增加产量。但是，大规模出货预计要等到明年第一季度才会实现。
This change might affect Nvidia's goal of releasing new AI chips annually, which is vital for keeping up with rapid advancements in AI technology and competing with rivals like AMD, which is also quickly developing its own AI chips.
这一变化可能会影响Nvidia每年发布新的AI芯片的目标，而这对于跟上AI技术的快速发展并与像AMD这样的竞争对手竞争至关重要。后者也在加速开发其自己的AI芯片。
Nvidia is dealing with challenges due to recent stock market volatility. After hitting a record high of $140 in June 2024, Nvidia's stock dropped sharply, falling 35% by August to a low of $90.
Nvidia正在应对最近的股市波动所带来的挑战。在2024年6月达到创纪录的140美元后，Nvidia的股票急剧下跌，到8月份跌至90美元的低点，下跌35%。
This has become a strong support level, preventing further declines, with the next key support at the daily 200 simple moving average around $80.
这形成了一个强有力的支撑位，阻止了进一步的下跌，下一个主要支撑位在每日200日简单移动平均线附近的80美元左右。
Despite these setbacks, the stock has still seen impressive year-to-date growth of 102%. This resilience highlights Nvidia's strong fundamentals and the confidence investors have in its market position and recovery potential.
尽管遭遇了这些挫折，但该股票在全年的增长仍然惊人，达到了102%。这种韧性突显出Nvidia强大的基本面和投资者对其市场地位和复苏潜力的信心。
With earnings announcements coming up, investors are optimistic about a repeat of previous positive results that led to a 9% increase in stock value.
随着盈利公告的发布，投资者对于重复以往积极成果的乐观情绪，推动了该股票价值上涨9%。
As Nvidia weathers these challenges, the stock has bounced back above $100, a significant psychological level that could offer more support.
在Nvidia应对这些挑战的过程中，股票已经反弹至100美元以上，这是一个重要的心理关口，可能提供更多支撑。
Looking ahead, a market recovery could push the stock to surpass its previous peak, but it would need to rise 41% to set a new record high.
展望未来，市场的复苏可能推动该股票超越其以前的峰值，但需要上涨41%才能创造新的纪录高点。
After the closing bell on Monday, August 6 the stock closed at $100.45, trading down by 6.36%.
在8月6日周一收盘后，该股票以100.45美元的价格收盘，下跌了6.36%。
This article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.
本文来自非报酬的外部投稿人。它不代表Benzinga的报道，并且没有因为内容或准确性而被编辑。