Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
The Santa Clara, California-based company reported quarterly revenue of $30 billion, beating estimates of $28.86 billion, reflecting a 15% increase from the previous quarter and an impressive 122% year-over-year growth.Thursday's trading session unfolded with semiconductor stocks surging despite a drop in Nvidia Corp.'s (NASDAQ:NVDA) shares.
周四的交易时段展开，尽管英伟达公司下跌，但半导体股票仍飙升。s（纳斯达克股票代码：NVDA）的股票。
Nvidia's earnings were seen as a critical juncture for the broader stock market in August, with the potential to either boost or reverse the recent rally. However, events did not play out as many had expected.
英伟达的收益被视为8月份整个股市的关键时刻，有可能提振或扭转最近的涨势。但是，赛事并没有像许多人预期的那样进行。
Nvidia Shares Fall On Unimpressive Guidance
英伟达股价因预期不佳而下跌
Nvidia's shares failed to rebound after a negative reaction in Wednesday's post-market hours.
英伟达的股价在周三盘后出现负面反应后未能反弹。
The Santa Clara, California-based company reported quarterly revenue of $30 billion, beating estimates of $28.86 billion, reflecting a 15% increase from the previous quarter and an impressive 122% year-over-year growth.
这家总部位于加利福尼亚州圣克拉拉的公司公布的季度收入为300亿美元，超过预期的288.6亿美元，比上一季度增长了15％，同比增长了122％。
Net income reached $16.6 billion, up 12% from the prior quarter and a significant 168% increase compared to the same quarter last year. Earnings per share came in at 68 cents, surpassing the expected 64 cents.
净收入达到166亿美元，比上一季度增长12％，与去年同期相比大幅增长168％。每股收益为68美分，超过预期的64美分。
Despite surpassing Wall Street's revenue and earnings forecasts, Nvidia's outlook failed to meet investors' already lofty expectations for the coming quarters. The company projected this quarter's revenue at $32.5 billion, plus or minus 2%, slightly above the estimated $31.9 billion, but not enough to excite the market.
尽管超过了华尔街的收入和收益预期，但英伟达的前景未能满足投资者对未来几个季度本已很高的预期。该公司预计本季度的收入为325亿美元，正负2％，略高于估计的319亿美元，但不足以刺激市场。
See Also: NVIDIA To Rally Over 31%? Here Are 10 Top Analyst Forecasts For Thursday
另见：NVIDIA的涨幅将超过31％？以下是分析师对周四的十大预测
7 Semiconductor ETFs Rise
7只半导体ETF上涨
Investors likely viewed Nvidia's quarterly results as a standalone event, opting for caution as the company's guidance did not significantly exceed expectations.
投资者可能将英伟达的季度业绩视为独立事件，他们选择谨慎行事，因为该公司的指导没有明显超出预期。
Yet, they maintained a generally positive sentiment toward the broader market. Competitors of the AI giant experienced a marked rally, deviating from their usual trend of closely following Nvidia's performance.
然而，他们对大盘保持了普遍乐观的情绪。这家人工智能巨头的竞争对手经历了明显的反弹，偏离了他们通常密切关注英伟达表现的趋势。
"We believe Nvidia's comments on Data Center demand were constructive," Toshiya Hari, an analyst at Goldman Sachs, stated. The company's outlook for data center demand bodes well for other semiconductor firms involved in the AI infrastructure build-out.
高盛分析师哈里敏也表示：“我们认为英伟达对数据中心需求的评论是建设性的。”对于参与人工智能基础设施建设的其他半导体公司来说，该公司对数据中心需求的前景是个好兆头。
Hari highlighted "ongoing tightness in High-Bandwidth Memory as a material positive for Buy-rated Micron Technology Inc. (NASDAQ:MU)."
哈里强调说，“高带宽存储器的持续紧张性对买入评级的美光科技公司（纳斯达克股票代码：MU）来说是一个重大利好因素。”
Even exchange-traded funds (ETFs) with a significant Nvidia exposure witnessed positive performance during Thursday's trading session. Here are some notable movers:
即使是拥有大量Nvidia敞口的交易所交易基金（ETF）在周四的交易时段也表现良好。以下是一些值得注意的推动者：
- Strive U.S. Semiconductor ETF (NYSE:SHOC): up 0.7%, despite Nvidia comprising 30% of the fund.
- VanEck Semiconductor ETF (NYSE:SMH): up 0.8%.
- VanEck Fabless Semiconductor ETF (NYSE:SMHX): up 1.2%. This newly launched ETF focuses on companies that specialize in chip design and development while outsourcing production.
- Invesco PHLX Semiconductor ETF (NYSE:SOXQ): up 1.4%.
- First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL): up 1.6%.
- iShares Semiconductor ETF (NYSE:SOXX): up 1.7%.
- SPDR S&P Semiconductor ETF (NYSE:XSD): up 2.7%.
- Strive美国半导体ETF（纽约证券交易所代码：SHOC）：尽管英伟达占该基金的30％，但仍上涨0.7％。
- VanEck 半导体ETF（纽约证券交易所代码：SMH）：上涨0.8％。
- VanEck Fabless Semiconductor ETF（纽约证券交易所代码：SMHX）：上涨1.2％。这个新推出的ETF专注于在外包生产的同时专门从事芯片设计和开发的公司。
- 景顺PHLX半导体ETF（纽约证券交易所代码：SOXQ）：上涨1.4％。
- 第一信托纳斯达克半导体ETF（纳斯达克股票代码：FTXL）：上涨1.6％。
- iShares Semiconductor ETF（纽约证券交易所代码：SOXX）：上涨1.7％。
- SPDR标普半导体ETF（纽约证券交易所代码：XSD）：上涨2.7％。
Thursday's Top-Performing Semiconductor Stocks
周四表现最好的半导体股票
| Name | 1-Day % |
| Arm Holdings pic (NASDAQ:ARM) | 4.81% |
| Intel Corporation (NASDAQ:INTC) | 4.50% |
| Marvell Technology, Inc. (NASDAQ:MRVL) | 4.29% |
| ON Semiconductor Corporation (NASDAQ:ON) | 4.18% |
| Qorvo, Inc. (NASDAQ:QRVO) | 3.73% |
| Teradyne, Inc. (NASDAQ:TER) | 3.37% |
| Onto Innovation Inc. (NASDAQ:ONTO) | 3.06% |
| Microchip Technology Incorporated (NASDAQ:MCHP) | 2.98% |
| Analog Devices, Inc. (NASDAQ:ADI) | 2.82% |
| Skyworks Solutions, Inc. (NASDAQ:SWKS) | 2.80% |
| 姓名 | 1 天百分比 |
| Arm Holdings 图片（纳斯达克股票代码：ARM） | 4.81% |
| 英特尔公司（纳斯达克股票代码：INTC） | 4.50% |
| Marvell科技公司（纳斯达克股票代码：MRVL） | 4.29% |
| 安森美半导体公司（纳斯达克股票代码：ON） | 4.18% |
| Qorvo, Inc.（纳斯达克股票代码：QRVO） | 3.73% |
| 泰瑞达公司（纳斯达克股票代码：TER） | 3.37% |
| Onto Innovation Inc.（纳斯达克股票代码：ON | 3.06% |
| 微芯科技公司（纳斯达克股票代码：MCHP） | 2.98% |
| ADI公司（纳斯达克股票代码：ADI） | 2.82% |
| Skyworks 解决方案有限公司（纳斯达克股票代码：SWKS） | 2.80% |
Now Read:
现在阅读：
- Nvidia Analysts Say Pullback Is Buying Opportunity: 'Pushing AI Envelope Too Significant To Slow Down'
- 英伟达分析师称回调是买入机会：“突破人工智能极限太重要了，不能放慢脚步”
