Top Analyst Says Nvidia Poised For Strong Q2 Results: 'There's Still A Ton Of Spending On The AI Chips'
Top Analyst Says Nvidia Poised For Strong Q2 Results: 'There's Still A Ton Of Spending On The AI Chips'
According to predictions by Wedbush Securities, Nvidia Corp. (NASDAQ:NVDA) is poised to report another strong quarter of earnings, propelled by the current surge in AI spending.
根据Wedbush证券的预测，英伟达公司（NASDAQ：NVDA）将会继续看好下一个季度的收盈，其中人工智能开支的激增是推动收盈的主要原因。
What Happened: In a CNBC interview on Monday, Wedbush Securities expressed continued confidence in the Jensen Huang-led chip giant ahead of its second-quarter earnings announcement on Aug. 28. The firm had earlier projected a $1 trillion "tidal wave" of AI spending, which is now in full effect.
事件经过：在CNBC周一的一次互动中，Wedbush证券表示继续对Jensen Huang率领的芯片巨头保持信心，纳斯达克将于8月28日公布第二季度收益。该公司此前曾预计将迎来1万亿美元的人工智能开支“潮流”，而现在这一趋势已然形成。
Wedbush's SVP of equity research, Matt Bryson, attributed the recent drop in Nvidia shares to worries about diminishing demand for the company's AI chips and potential problems with Blackwell, its upcoming GPU. However, he pointed out that many of Nvidia's key customers, including Foxconn and Supermicro, have reported strong profits, partially due to increased AI investment.
Wedbush的高级股票研究副总裁Matt Bryson认为，Nvidia股价近期下跌与担忧公司人工智能芯片的需求降低以及其即将推出的Blackwell GPU有关。然而，他指出，Nvidia的许多重要客户，包括富士康和超微等，已经报告了强劲的利润，部分原因是由于增加了对人工智能的投资。Bryson指出：“支撑它的原因是Nvidia制造的人工智能芯片仍然有大量支出。”
"What's fueling it is there's still a ton of spending on the AI chips that Nvidia makes," Bryson pointed out.
尽管一些分析师对英伟达的成功持怀疑态度，但Bryson仍然给于了该公司的“买入”评级，并预计会有一个强劲的季度。他表示，“从客户望来，似乎没有任何动力改变英伟达现有的势头。”
Despite some analysts' doubts about Nvidia's success, Bryson maintains a "buy" rating for the company, expecting another strong quarter.
虽然存在关于Blackwell GPU推出时间的担忧，高盛仍然看好英伟达的长期增长路径，特别是云服务提供商和企业对人工智能的强烈需求。Bryson认为，人工智能开支将是未来的主要趋势。
He noted, "There just doesn't seem to be any change in momentum from their customer base."
他指出，“从客户的动力看，好像没有任何改变。”
Why It Matters: The upcoming earnings report from Nvidia could be a turning point for the company. Investors worldwide are eagerly awaiting insights from CEO Jensen Huang on the future demand for AI chips through 2025.
为英伟达即将公布的收益报告，可能会成为其拐点。全球投资者正热切期待CEO Jensen Huang对2025年人工智能芯片未来需求的洞见。
Despite concerns about the timing of the Blackwell GPU launch, Goldman Sachs remains bullish on Nvidia's long-term growth trajectory, particularly driven by strong demand from cloud service providers (CSPs) and enterprises for artificial intelligence.
虽然Blackwell GPU推出时间存在关注度不高的担忧，高盛仍然看好英伟达的长期增长路径，特别是云服务提供商和企业对人工智能的强烈需求。
Former Google CEO Eric Schmidt highlighted Nvidia as a key player in the AI market, noting that large tech companies are planning substantial investments in Nvidia-based AI data centers, potentially costing up to $300 billion.
前谷歌CEO Eric Schmidt强调，在人工智能市场上，Nvidia是关键性的玩家之一，指出大型科技公司正在计划对基于Nvidia的人工智能数据中心进行大量投资，可能的费用高达3000亿美元。
Price Action: On Tuesday, Nvidia was trading at $129.16, which is 0.65% lower than its Monday's close of $130.00, according to Benzinga Pro.
据Benzinga Pro报道，周二Nvidia的股价为129.16美元，比周一收盘价130.00美元降低了0.65%。
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Image via Shutterstock
图片来自shutterstock。
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本报道使用Benzinga Neuro生成，并由Pooja Rajkumari编辑