'Big Tech Is Your Flight To Safety And Your Flight To Growth,' Says Expert Ahead Of Nvidia Earnings
'Big Tech Is Your Flight To Safety And Your Flight To Growth,' Says Expert Ahead Of Nvidia Earnings
Despite the centralization, Wang believes that this is the right thesis to continue driving the market, especially with falling interest rates. He dismissed the idea that investors would turn to emerging markets when interest rates drop, stating, "Big Tech is your flight to safety, and your flight to growth."Ray Wang of Constellation Research expressed his belief that Big Tech is the ultimate refuge and growth catalyst for investors.
Constellation Research的Ray Wang表示，对投资者来说，大型科技公司是最终的避风港和增长动力。
What Happened: Wang's comments come as the market eagerly awaits the delivery of Nvidia Corp.'s (NASDAQ:NVDA) Blackwell chips. Investors are anticipating strong earnings due to significant investments in data centers and AI chips by almost every tech company.
发生了什么：王的评论是在市场急切期待英伟达公司（纳斯达克股票代码：NVDA）的Blackwell芯片的交付之际发表的。投资者正在预计由几乎每个科技公司在数据中心和人工智能芯片上的重大投资所带来的强劲收益。
However, Wang warned during CNBC's "Sqauawk Box" that while Nvidia's stock might impress Wall Street, it won't necessarily bring others along. He compared the current scenario to the internet era, stating that, unlike the decentralized and open nature of the internet, the tech industry today is more centralized and closed, with only a few players destined to win.
然而，在CNBC的“Sqauawk Box”上，王警告称，尽管英伟达的股票可能给华尔街留下深刻印象，但未必会带动其他科技公司。他将当前情况与互联网时代进行比较，称现如今的科技行业更加集中和封闭，只有少数参与者注定会获胜。
Despite the centralization, Wang believes that this is the right thesis to continue driving the market, especially with falling interest rates. He dismissed the idea that investors would turn to emerging markets when interest rates drop, stating, "Big Tech is your flight to safety, and your flight to growth."
尽管集中化存在，王认为这是在利率下降时继续推动市场的正确论点。他否认投资者在利率下降时将转向新兴市场的想法，称“大型科技公司是你寻求安全和增长的去处。”
Why It Matters: Wang's comments come at a time when Wall Street is in a wait-and-watch mode, particularly with respect to Nvidia's earnings. Nvidia has been a driver of Magnificent 7 volatility Market strategist Ed Yardeni stated that Nvidia's earnings are a function of AI investments by mostly other large-cap tech companies, making Nvidia the fulcrum of not only the AI trade but a large portion of the entire stock market rally.
为什么重要：王的评论是在华尔街处于观望模式的时刻发表的，尤其是关于英伟达的收益。英伟达一直是科技七巨头市场波动性的推手马克·米利将军表示，英伟达的收益是主要来自其他大型科技公司的人工智能投资，使英伟达不仅是人工智能交易的支点，还是整个股市上涨的重要部分。
Moreover, Nvidia's stock might experience a $298 billion market value fluctuation following its second-quarter earnings report, according to a note from Goldman Sachs.
此外，根据高盛的一份报告，英伟达的股价可能在其第二季度收益报告后出现2980亿美元的市值波动。
- Ex-General Chief Mark Milley And Former Google CEO Eric Schmidt Warn US Is 'Unprepared' For AI Warfare Against China And Russia
- 前美军参谋长马克·米利和前谷歌首席执行官埃里克·斯密特警告称，美国在与中国和俄罗斯进行人工智能战争方面“毫无准备”。
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