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Dan Ives Labels Nvidia Correction A 'Near-Term Pullback', Hails Palantir As 'Purest AI Name' Amid Growing Market Use Cases

Dan Ives Labels Nvidia Correction A 'Near-Term Pullback', Hails Palantir As 'Purest AI Name' Amid Growing Market Use Cases

丹·艾維斯將英偉達的調整稱爲“短期回落”,並在增長的市場應用案例中讚揚Palantir作爲“最純粹的人工智能名稱”。
Benzinga ·  06/25 23:45

The stock of NVIDIA Corp (NASDAQ:NVDA) has seen a significant rebound after a recent correction, with a prominent analyst suggesting that the company's market cap could reach $4 trillion. Additionally, the analyst has identified Palantir Technologies Inc. (NYSE:PLTR) as the 'purest' AI stock.

英偉達股票(NASDAQ:NVDA)近期回升了不少,一位知名分析師認爲該公司的市值有望達到4萬億美元。此外,該分析師還將普蘭蒂爾科技股份有限公司(NYSE:PLTR)稱爲“最純淨”的人工智能股票。

What Happened: Dan Ives, an analyst at Wedbush Securities, referred the recent dip in Nvidia's stock as a "near-term pullback," in an interview with BNN Bloomberg.

近日,Wedbush證券分析師丹·艾維斯在接受BNN Bloomberg採訪時,將英偉達股票的近期回撤稱爲“近期回調”。

He also predicted that the company's market cap could soar to $4 trillion, placing it alongside tech giants like Apple Inc. (NASDAQ:AAPL) and Microsoft Corp (NASDAQ:MSFT) as the world's most valuable company.

他還預測該公司的市值可能達到4萬億美元,與蘋果公司(NASDAQ:AAPL)和微軟公司(NASDAQ:MSFT)等科技巨頭並列成爲全球最有價值的公司。

When asked about Nvidia's price target, Ives suggested a bullish case of $200. He also praised Nvidia CEO Jensen Huang as a key figure in the AI industry.

當被問及英偉達的股價目標時,艾維斯提出看漲至200美元的情況。他還讚揚英偉達CEO黃仁勳是人工智能行業的關鍵人物。

Shifting the focus to Palantir Technologies Inc (NYSE:PLTR), Ives dismissed the notion that the company is not at the forefront of cutting-edge technology and sales.

在談到普蘭蒂爾科技股份有限公司(NYSE:PLTR)時,艾維斯駁斥了該公司不是處於尖端技術和銷售的觀點。

He emphasized Palantir's recent developments, labeling the company as the "purest AI name in the market in terms of use cases." Ives expressed optimism about Palantir's future, stating that "monetization is gonna play out" as the industry enters the second derivative of AI.

他強調普蘭蒂爾的最新進展,將該公司標註爲“市場上使用案例最純淨的人工智能名稱”。艾維斯對普蘭蒂爾的未來表示樂觀,稱“貨幣化將得到體現”,因爲行業進入人工智能的二階段。

Why It Matters: The recent correction in Nvidia's stock has been a topic of concern. After reaching a market cap of $3.46 trillion, the company experienced a significant loss, dropping to $3.10 trillion. This sparked concerns about Nvidia's influence on the S&P 500 Index and the possibility of a broader market slump.

近期英偉達股票的回撤受到人們關注。該公司市值曾達到3.46萬億美元,但後來出現了重大虧損,降至3.1萬億美元。這引發了有關英偉達對標普500指數的影響以及更廣泛的市場衰退的擔憂。

Despite these concerns, Ives' comments on the future potential of Nvidia and the growing significance of AI in the market are reassuring. This aligns with the views of other experts, such as economist Jeffrey Roach, who dismissed fears of an AI bubble burst and emphasized the productivity gains from new disruptive technologies like AI.

儘管存在這些擔憂,但艾維斯對英偉達未來潛力和人工智能在市場上的日益重要性的評論令人放心。與此同時,經濟學家傑弗裏·羅奇等其他專家的看法也支持這一觀點,他們否認了人工智能泡沫破裂的擔憂,強調了來自新破壞性技術(如人工智能)的生產率增益。

Palantir's role in the AI market has also been a topic of discussion, with Reddit users debating the company's potential as an investment alongside giants like Microsoft and Amazon.

普蘭蒂爾技術股份有限公司在人工智能市場中的角色也是一個討論的話題。Reddit用戶就該公司與微軟和亞馬遜等巨頭作爲投資的潛力進行了辯論。

Price Action: NVIDIA Corp closed at $126.09 on Tuesday, marking a significant increase of 6.76% for the day. In after-hours trading, the stock continued to climb to $127.24, up by 0.91%. Year to date, NVIDIA has seen a remarkable surge of 161.76%.

英偉達公司週二收盤價爲126.09美元,當天上漲6.76%。盤後交易中,該股繼續上漲,漲幅爲0.91%,至127.24美元。今年以來,英偉達股票已經大漲161.76%。

Meanwhile, Palantir Technologies Inc closed at $24.56 on the same day, with a gain of 1.66%. After hours, the stock slightly increased to $24.61, up by 0.20%. Year to date, Palantir has shown a strong performance, rising by 48.13%, according to the data from Benzinga Pro.

與此同時,普蘭蒂爾技術股份有限公司當天收盤價爲24.56美元,上漲1.66%。盤後交易中,該股略微上漲,漲幅爲0.20%,至24.61美元。據Benzinga Pro的數據顯示,普蘭蒂爾技術股份有限公司的今年以來漲幅爲48.13%。

Image Via Shutterstock

圖片來自Shutterstock。

This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote

這個故事是使用Benzinga Neuro生成的,並由Kaustubh Bagalkote編輯

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