Tech Bull Gene Munster Maintains AI Will Have 'Bigger Impact' On Humanity And Investing Than Internet Even As Nvidia's Market Cap Nosedives Nearly $300B, Dragging Nasdaq By Over 3%
Tech Bull Gene Munster Maintains AI Will Have 'Bigger Impact' On Humanity And Investing Than Internet Even As Nvidia's Market Cap Nosedives Nearly $300B, Dragging Nasdaq By Over 3%
However, the Nasdaq ended up dropping 3.3% on the same day — a rare occurrence, as it was only the eighth time in the last 500 trading days that the index declined by more than 3%, Munster noted.Deepwater Asset Management's managing partner Gene Munster remains bullish on the transformative potential of AI, even as Nvidia Corp.'s (NASDAQ:NVDA) market cap nosedived by nearly $300B, dragging Nasdaq down by over 3%.
深水资产管理公司的管理合伙人吉恩·芒斯特仍然看好人工智能的变革潜力，尽管英伟达公司s（纳斯达克股票代码：NVDA）的市值暴跌了近3000亿美元，使纳斯达克下跌了3％以上。
What Happened: On Tuesday, Munster took to X, formerly Twitter, and said that he still believes in the long-term impact of AI, despite the short-term market fluctuations.
发生了什么：周二，芒斯特在X（前身为Twitter）上表示，尽管短期市场波动，但他仍然相信人工智能的长期影响。
He first commented on the unfortunate timing of his earlier statement during an appearance on CNBC, where the analyst said that tech stocks would likely continue to rise in September.
他在CNBC露面时首次评论了他早些时候发表声明的不幸时机，该分析师表示，科技股可能会在9月份继续上涨。
However, the Nasdaq ended up dropping 3.3% on the same day — a rare occurrence, as it was only the eighth time in the last 500 trading days that the index declined by more than 3%, Munster noted.
但是，芒斯特指出，纳斯达克指数在同一天下跌了3.3％，这种情况很少见，因为这是该指数在过去500个交易日中第八次下跌超过3％。
"Shame on me for trying to predict what the market will do in the near-term. That said, the fundamentals of AI are most important to what the market does over the next 3-5 years," he posted.
“我试图预测市场在短期内的走势真是太可惜了。尽管如此，人工智能的基本面对于未来3-5年的市场表现最为重要，” 他发帖说。
"I continue to believe AI will have a bigger impact on our lives and on investing than the internet."
“我仍然相信，人工智能将比互联网对我们的生活和投资产生更大的影响。”
Talk about bad timing. This morning I was on @SquawkCNBC and I made the case that tech would continue to move higher in September. The Nasdaq traded down 3.3% today. This was only 1 of 8 times the Nasdaq has traded down more than 3% in the last 500 trading days.
— Gene Munster (@munster_gene) September 3, 2024
Shame on me for...
谈谈不好的时机。今天早上我在 @SquawkCNBC 上，我证明九月份科技股将继续走高。纳斯达克指数今天下跌了3.3％。这只是纳斯达克在过去500个交易日中下跌超过3％的8次中的1次。
— 吉恩·芒斯特 (@munster_gene) 2024 年 9 月 3 日
我真可惜...
Why It Matters: The plunge in Nvidia's market cap comes after the company's second-quarter earnings report in which it exceeded expectations on earnings and revenue, yet investors pulled back afterward – its stock price fell about 10% in a single day, resulting in a loss of $300 billion from the chipmaker's market capitalization.
为何重要：英伟达的市值暴跌是在该公司发布第二季度财报之后发生的，在该报告中，其收益和收入超出了预期，但投资者随后撤回了——其股价在一天之内下跌了约10％，导致该芯片制造商的市值损失了3000亿美元。
This was part of a broader market downturn, with the Dow Jones sliding 1.5% and the Nasdaq pulling back 3.3%.
这是更广泛的市场低迷的一部分，道琼斯指数下跌1.5％，纳斯达克指数下跌3.3％。
On the same day, the Jensen Huang-led company also received a subpoena from the U.S. Department of Justice, as it stepped up its investigation into possible antitrust violations by the AI computing giant.
同一天，这家由黄延森领导的公司还收到了美国司法部的传票，以加强对这家人工智能计算巨头可能存在的反垄断违规行为的调查。
Price Action: At the time of writing, in after-hours trading, Nvidia shares have fallen by 2.41% to $105.40. The tech giant closed Tuesday's session at $108, down 9.53%, according to Benzinga Pro data.
价格走势：在撰写本文时，英伟达股价在盘后交易中下跌2.41％，至105.40美元。根据Benzinga Pro的数据，这家科技巨头周二收于108美元，下跌9.53％。
- Cathie Wood Congratulates Elon Musk On xAI Milestone After AI Firm Brings 100K Nvidia GPU Colossus Cluster Online In Just 122 Days: 'Many Big Announcements Ahead'
- 凯西·伍德祝贺埃隆·马斯克达成 xAI 里程碑，此前人工智能公司在短短 122 天内将 10,000 个 Nvidia GPU Colossus 集群上线：“未来有许多重大公告”
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在人工智能工具的帮助下制作的，并由Benzinga的编辑审阅和发布。
Photo courtesy: Shutterstock
照片来源：Shutterstock