Nvidia Expected To Deliver 'Another Masterpiece Quarter' Driven By AI Demand, Says Dan Ives
Nvidia Expected To Deliver 'Another Masterpiece Quarter' Driven By AI Demand, Says Dan Ives
Ives stated, "We expect another masterpiece quarter from Nvidia; all about AI demand trajectory into 2025." This highlights the significance of Nvidia's earnings in shaping market expectations and investor sentiment for the foreseeable future.Ahead of NVIDIA Corp.'s (NASDAQ:NVDA) highly anticipated earnings report on Wednesday, Wedbush Securities analyst Dan Ives has issued a bold prediction regarding its potential market impact.
在纳斯达克 (NASDAQ:NVDA) 期待已久的财报发布前，Wedbush Securities的分析师丹·艾夫斯发表了对其潜在市场影响的大胆预测。
What Happened: Ives has forecasted that the upcoming earnings report from Nvidia will be a pivotal moment for the market, driven by AI demand.
发生了什么：艾夫斯预测，NVIDIA即将发布的财报将是市场的转折点，受到人工智能需求的推动。
According to a post on X on Thursday, Ives described the forthcoming earnings week as "the most important week for the market this year and potentially in years." He emphasized that Nvidia's performance would be critical, especially given the company's role in AI advancements.
根据周四X的一篇发帖，艾夫斯将即将到来的财报周描述为“今年和未来几年市场上最重要的一周”。他强调，NVIDIA的表现至关重要，尤其是考虑到该公司在人工智能进展中的角色。
Ives stated, "We expect another masterpiece quarter from Nvidia; all about AI demand trajectory into 2025." This highlights the significance of Nvidia's earnings in shaping market expectations and investor sentiment for the foreseeable future.
艾夫斯表示：“我们预计NVIDIA将再次交出一份杰作季报；重点关注人工智能需求在2025年的发展趋势。”这凸显了NVIDIA的财报对于塑造市场预期和投资者情绪的重要性。
Why It Matters: Nvidia has been making significant strides in the AI sector, recently collaborating with Taiwanese supplier Nan Juen International Co for the production of its GB200 AI servers.
为什么这很重要：NVIDIA在人工智能行业取得了重大进展，最近与台湾供应商南决国际合作生产其GB200人工智能服务器。
Moreover, former Google CEO Eric Schmidt recently highlighted Nvidia's dominance in the AI accelerator market, suggesting that major companies could spend billions on AI data centers, primarily benefiting Nvidia. Eric Jackson, founder of EMJ Capital, echoed this sentiment, projecting a potential surge in Nvidia's stock value to $340 in the medium term.
此外，前谷歌CEO埃里克·施密特最近强调了NVIDIA在人工智能加速器市场的主导地位，并表示主要公司可能会在人工智能数据中心上投资数十亿美元，这将主要受益于NVIDIA。EMJ Capital创始人埃里克·杰克逊对此表示赞同，并预测NVIDIA的股价在中期有可能达到340美元。
Despite recent volatility, with Nvidia's stock down from its all-time highs, prominent trader Steve Grasso remains optimistic about re-entering the stock based on future price action.
尽管近期波动性较大，NVIDIA的股价从历史高位下跌，但著名交易员史蒂夫·格拉索对未来的价格走势仍然持乐观态度，并计划重新进入股市。
Additionally, Goldman Sachs has reaffirmed its bullish stance on Nvidia, anticipating strong demand from cloud service providers and enterprises for AI solutions. Analyst Toshiya Hari expects Nvidia's data center segment to drive earnings outperformance, despite some concerns about the timing of the Blackwell GPU launch.
此外，高盛对NVIDIA持看好态度，预计云服务提供商和企业对人工智能解决方案的需求强劲。分析师Toshiya Hari预计NVIDIA的数据中心板块将推动业绩优于预期，尽管对于Blackwell GPU发布的时机存在一些担忧。
Price Action: Nvidia's stock closed at $123.74 on Thursday, down 3.70% for the day. In after-hours trading, the stock slightly recovered, rising by 0.64%. Year to date, NVDA has surged by 156.88%, according to data from Benzinga Pro.
Nvidia股票周四收盘报123.74美元，全天下跌3.70%。盘后交易中，股票稍有回升，上涨0.64%。根据Benzinga Pro的数据，截止到目前为止，NVDA的涨幅已达到156.88%。
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Image Via Shutterstock
图片来自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本报道使用Benzinga Neuro生成，并由Kaustubh Bagalkote