As Nvidia Tumbles Post Q2 Earnings, Tech Bull Draws Parallels To Market's Reaction To Apple Stock After WWDC 2024: 'We Always Focus On Demand, Guidance, And Growth'
As Nvidia Tumbles Post Q2 Earnings, Tech Bull Draws Parallels To Market's Reaction To Apple Stock After WWDC 2024: 'We Always Focus On Demand, Guidance, And Growth'
Wedbush analyst Dan Ives has drawn comparisons between Apple Inc.'s (NASDAQ:AAPL) stock following WWDC 2024, with Nvidia Corp.'s (NASDAQ:NVDA) robust second-quarter performance.
Wedbush分析师Dan Ives对苹果公司（纳斯达克：AAPL）在WWDC 2024后的股票做出了比较，以及Nvidia公司（纳斯达克：NVDA）强劲的第二季度业绩。
What Happened: On Wednesday, after Nvidia reported its earnings and the company's shares tumbled, Ives took to X, formerly Twitter, and shared his observation.
发生了什么：周三，Nvidia公布财报后，该公司股票下跌，Ives转战前Twitter，并分享了自己的观察。
He noted a shift in sentiment towards Apple from initial negativity post-WWDC 2024 to a more positive outlook. He said that Apple stock, which was around $190 post-event, has now risen to $226.
他注意到市场对苹果的情绪从WWDC 2024之初的负面转变为更为积极的展望。他说，苹果股票在活动后约为190美元，现已上升至226美元。
"We always focus on demand, guidance, and growth," said Ives, underscoring the key metrics for evaluating a company's performance.
“我们始终关注需求、指导和增长”，Ives强调了评估公司绩效的关键指标。
Ives then drew parallels with Nvidia, which had a strong quarter, meeting or exceeding expectations on these metrics.
Ives随后将其与Nvidia进行了比较，Nvidia在这些指标上达到或超出了预期的强劲季度表现。
Despite Nvidia's stock price declining slightly, Ives suggested that this isn't concerning. "Nvidia checked all 3 boxes tonite [sic] with a massive quarter and we are not focused on stock off a bit," he stated.
尽管Nvidia的股价略有下跌，但Ives认为这并不令人担忧。他表示：“今晚Nvidia在这三个方面都做得很好，我们并没有关注股票稍微下跌。”
Apple at WWDC initial reaction in June was negative and bears were all out at $190...Apple $226 today..we always focus on demand, guidance, and growth...Nvidia checked all 3 boxes tonite with a massive quarter and we are not focused on stock off a bit...@CNBCClosingBell
— Dan Ives (@DivesTech) August 29, 2024
苹果在6月的WWDC初期反应是负面的，熊市全线进攻，股价为190美元...今天苹果226美元...我们始终关注需求、指导和增长...今晚Nvidia在这三个方面都做得很好，我们并没有关注股票稍微下跌...@CNBCClosingBell
— Dan Ives (@DivesTech) 2024年8月29日
Why It Matters: Nvidia's second-quarter earnings and revenue exceeded expectations, driven by strong data center revenue. However, the gross margin contracted from the first quarter. Despite the positive results, the shares slumped.
为什么重要：英伟达第二季度的收入和营业收入超出预期，得益于强劲的idc概念收入。然而，毛利率与第一季度相比有所收缩。尽管结果积极，股价仍大幅下跌。
During the second-quarter report, Nvidia announced modifications to the Blackwell GPU mask to boost production yields.
在第二季度报告中，英伟达宣布对Blackwell GPU mask进行修改，以提高生产产量。
The production ramp for Blackwell is scheduled to kick off in the fourth quarter and extend into fiscal year 2026, as confirmed by Nvidia's CFO Colette M. Kress.
Blackwell的生产增长计划定于第四季度开始，并延伸至2026会计年度，这是由英伟达CFO Colette m. Kress确认的。
This announcement has generated "incredible" customer anticipation, according to the company executives.
这一宣布引发了公司高管的“不可思议”的客户期待。
Price Action: Nvidia shares were down 1.6% in premarket trading at the time of writing on Thursday, after falling 2.1% on Wednesday to close at $125.61, according to Benzinga Pro data.
股价走势：根据Benzinga Pro数据，周三收盘时报价为125.61美元，截至本文写作时周四盘前交易中下跌1.6%，而周三下跌2.1%。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
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