Jim Cramer urged investors to consider NVIDIA Corp.'s (NASDAQ:NVDA) recent stock decline as a buying opportunity, despite the company's shares falling 6.22% on Tuesday following CEO Jensen Huang's CES 2025 keynote presentation.
What Happened: "Understand one thing, the keynote dazzled, the new projects are way ahead of any other company, and this new industrial revolution belongs to Nvidia," Cramer said on CNBC, attributing the stock's decline to "too much hot money" and broader market concerns about interest rates and inflation rather than company fundamentals.
During his Las Vegas presentation, Huang unveiled next-generation GeForce RTX 5000 series graphics cards and the Grace Blackwell NVLink 72 system, positioning Nvidia at the forefront of AI computing.
The flagship RTX 5090, priced at $1,999, promises double the performance of its predecessor and features 32GB of GDDR7 memory.
Why It Matters: The presentation sparked mixed reactions from Wall Street analysts. Bank of America's Vivek Arya maintained a Buy rating with a $190 price target, describing Nvidia as an "end-to-end AI shop."
However, Benchmark analyst Cody Acree, while maintaining a Buy rating, noted the keynote may have been "too technical" for investors seeking near-term guidance.
Cramer advised investors to consider purchasing shares below the all-time high and monitor the upcoming Labor Department employment data.
"If it comes in hot, you will get a chance to buy this stock lower, maybe much lower," he said, suggesting current sellers might regret their decisions.
Nvidia's expanding influence in AI infrastructure is evident in its partnership with Foxconn, which reported strong fourth-quarter results driven partly by AI server demand.
The company is set to release its RTX 5090 and 5080 models on Jan. 30, with more affordable variants following later.
Price Action: Nvidia's stock closed at $140.14 on Tuesday, down 6.22% for the day. In after-hours trading, the stock rose 1.04%. Over the past year, Nvidia's stock has surged 168.21%, according to data from Benzinga Pro.
Nvidia has a consensus price target of $170.56. The highest target is $220, and the lowest is $120. Recent analyst ratings suggest an average target of $161.67, implying a 14.17% upside.
吉姆·克莱默敦促投资者考虑英伟达公司's（纳斯达克股票代码：NVDA）最近股价下跌为买入机会，尽管在首席执行官黄延森发表CES 2025主题演讲后，该公司的股价周二下跌了6.22％。
发生了什么：克莱默在CNBC上说：“明白一件事，主题演讲令人眼花缭乱，新项目远远领先于任何其他公司，而这场新的工业革命属于英伟达，” 他将该股的下跌归因于 “过多的热钱” 以及更广泛的市场对利率和通货膨胀的担忧，而不是公司基本面。
在拉斯维加斯的演讲中，黄发布了下一代GeForce RTX 5000系列显卡和Grace Blackwell NVLink 72系统，使Nvidia处于人工智能计算的最前沿。
旗舰产品RTX 5090售价为1,999美元，其性能承诺是其前身的两倍，并配备32Gb的 GDDR7 内存。
为何重要：该演讲引发了华尔街分析师的不同反应。美国银行的Vivek Arya维持买入评级，目标股价为190美元，称英伟达是 “端到端的人工智能商店”。
但是，基准分析师科迪·阿克里在维持买入评级的同时指出，对于寻求短期指导的投资者来说，主题演讲可能 “过于技术性”。
克莱默建议投资者考虑购买低于历史新高的股票，并关注即将发布的劳工部就业数据。
他说：“如果股市升温，你将有机会以更低的价格买入这只股票，” 他暗示当前的卖家可能会后悔他们的决定。
英伟达在人工智能基础设施领域的影响力不断扩大，这体现在其与富士康的合作中。富士康公布了强劲的第四季度业绩，部分原因是人工智能服务器需求。
该公司定于1月30日发布其RTX 5090和5080机型，稍后还会推出更实惠的版本。
价格走势：英伟达股价周二收于140.14美元，当天下跌6.22％。在盘后交易中，该股上涨了1.04％。根据Benzinga Pro的数据，在过去的一年中，英伟达的股票飙升了168.21％。
英伟达的共识目标股价为170.56美元。最高目标为220美元，最低目标为120美元。最近的分析师评级显示平均目标为161.67美元，这意味着上涨14.17％。
