Not Nvidia, Portfolio Manager Says He'd Pick This 'Magnificent 7' Stock In The Near Term, But Expects Jensen Huang-Led Company To Surprise On The Upside Next Week
Not Nvidia, Portfolio Manager Says He'd Pick This 'Magnificent 7' Stock In The Near Term, But Expects Jensen Huang-Led Company To Surprise On The Upside Next Week
The portfolio manager said he planned to add Amazon in a few weeks just ahead of the next earnings season.Tech investor and portfolio manager Eric Jackson on Thursday weighed in with his thoughts on the Magnificent seven stocks in an interview with CNBC.
科技投资者和投资组合经理埃里克·杰克逊在接受CNBC采访时发表了对科技七巨头股票的看法。
Better Mag 7 Bets: Apple, Inc., Meta Platforms, Inc. and Nvidia Corp. are among the favorite Magnificent Seven stocks, said Jackson, the founder of EMJ Capital. Giving his rationale, the portfolio manager said Apple is a good buy going into the iPhone upgrade cycle, Meta is the first posterchild of somebody making money hand over fist from artificial intelligence and Nvidia is the frontrunner among AI.
杰克逊，EMJ资本创始人表示，苹果公司、Meta平台公司和英伟达公司是他最喜欢的科技七巨头股票之一。在阐述理由时，这位投资组合经理表示，苹果在iPhone升级周期中是一个不错的买入标的，Meta是首批通过人工智能赚大钱的成功典范，而英伟达是人工智能领域的领头羊。
Jackson, who sold Amazon, Inc. in July, said the shares of the e-commerce giant are "darn" cheap, as on a five-year forward price/earnings basis, it was trading at an all-time low multiple. There was nothing wrong with the earnings the company reported a couple of weeks ago, he said, adding the stock is definitely on his radar.
杰克逊于7月出售了亚马逊公司的股票，称电子商务巨头的股价"相当"便宜，在未来五年的前瞻市盈率基础上，其交易价格达到了历史最低水平。他表示，公司几周前公布的收益没有任何问题，补充道，这支股票绝对在他的雷达上。
The portfolio manager said he planned to add Amazon in a few weeks just ahead of the next earnings season.
投资组合经理表示，他计划在下一个盈利季度即将到来之前的几周内买入亚马逊的股票。
What To Expect From Nvidia? Nvidia is the most important stock right now, Jackson said, adding that "if they laid an egg, it would be a major problem for the whole market." "I don't think they will. I think they are gonna surprise to the upside," he said.
关于英伟达可以期待什么？杰克逊表示，英伟达现在是最重要的股票，他说，“如果他们失败了，这将是整个市场的重大问题。” “我不认为他们会失败。我认为他们会给市场带来惊喜，” 他说。
"If you look ahead at what Wall Street is counting on, on a go-forward basis, it's almost an explosion of AI revenue that they have seen over a year and a half, it will sort of dry up," Jackson said. That may not be the case, he added.
杰克逊称，如果你展望华尔街在前进的基础上所依靠的内容，你会发现他们对人工智能的营业收入几乎是在过去一年半里激增，但随后可能会逐渐停滞。他补充说，情况可能并非如此。
Jackson referred to a recent speech by ex-Google CEO Eric Schmidt to Stanford and his conversation with OpenAI's Sam Altman, in which the throw-away line was the hyperscalers and the OpenAIs of the world would probably spend $300 billion each on Nvidia AI over the next few years.
杰克逊提到了前谷歌CEO埃里克·施密特最近在斯坦福大学的一次演讲以及他与OpenAI的Sam Altman的交流，其中一句话是，世界上的超大规模公司和OpenAI可能会在接下来的几年里分别向英伟达的人工智能投入3000亿美元。
If Nvidia supplies to those hyperscalers, its order book will be full for the next four years and that is a massive amount of money sitting in front of the company, he said. He also hinted at Advanced Micro Devices, Inc. and Broadcom, Inc. benefiting as well but he thinks the vast majority or 95% of the revenue to go to Nvidia.
他称，如果英伟达供应给那些超大规模用户，其订单簿将在未来四年内充斥着订单，这是公司面前一大笔庞大的资金。他还透露，美国超微公司和博通公司也将受益，但他认为95%的营业收入将流向英伟达。
Nvidia ended Thursday's session down 3.70% to $123.74, according to Benzinga Pro data.
根据Benzinga Pro的数据，英伟达周四收盘下跌3.70%，报收于123.74美元。