Nvidia Downgrade By Pierre Ferragu's Newstreet Countered By Dan Ives: 'Cannot Disagree More...'
Nvidia Downgrade By Pierre Ferragu's Newstreet Countered By Dan Ives: 'Cannot Disagree More...'
Wedbush analyst Dan Ives has strongly opposed a recent downgrade of $NVIDIA (NVDA.US)$ by New Street Research, citing the AI revolution as a key factor.
Wedbush的分析師Dan Ives強烈反對最近由New Street Research發佈的下調Nvidia評級報告，認爲人工智能革命是其中的一個關鍵因素。$英偉達 (NVDA.US)$我們完全不同意New Street Research的負面評價，認爲人工智能革命是一個關鍵的因素，而Nvidia和人工智能之父Jensen是該領域的領先者，正如他在晚上9點派對上所說。
What Happened: Ives expressed his disagreement with the negative assessment of Nvidia's future prospects in a post on X. He emphasized that the AI revolution, led by Nvidia and its CEO Jensen Huang, is just beginning.
發帖中，艾夫斯表示他反對紐街研究公司對英偉達未來前景的負面評估。他強調，由英偉達及其首席執行官黃仁勳領導的人工智能革命才剛剛開始。
"We cannot disagree more with this negative Nvidia call as discussed on @LastCallCNBC last night as the AI Revolution is just starting in our view being led by Nvidia and the Godfather of AI Jensen in this 9 pm party," wrote Ives.
“我們完全不同意這個負面的英偉達看跌，正如在@LastCallCNBC昨晚所討論的那樣，人工智能革命在我們看來正由英偉達和人工智能教父黃仁勳在這個晚上9點派對中領導着運動，”艾夫斯寫道。
We cannot disagree more with this negative Nvidia call as discussed on @LastCallCNBC last night as the AI Revolution is just starting in our view being led by Nvidia and the Godfather of AI Jensen in this 9 pm party
— Dan Ives (@DivesTech) July 6, 2024
我們完全不同意這個負面的英偉達看漲，正如我們在@LastCallCNBC上討論的那樣，因爲在我們看來，人工智能革命才剛剛開始，而由英偉達公司和人工智能之父Jensen領導。
——丹·艾夫斯（@DivesTech）2024年7月6日
New Street Research's Pierre Ferragu downgraded Nvidia to neutral, citing concerns about the stock's overvaluation. Ferragu noted that the demand for Nvidia's products is in line with expectations, which led to the decision to downgrade the stock. "For the first time, we think Nvidia might not exceed expectations," said Ferragu.
紐街研究公司的皮埃爾·費拉古（Pierre Ferragu）將英偉達的評級下調爲中立，稱其擔心股票過度估值。費拉古指出，英偉達產品的需求符合預期，這導致降級決定。“我們認爲英偉達可能不會再超出預期，”費拉古說。
Why It Matters: Nvidia's stock has been on a rollercoaster ride recently. The company received a rare downgrade from New Street Research on Saturday, citing concerns about the stock's overvaluation. The analyst expressed doubts about any additional upside, stating that it would only materialize in a bull case, which is not yet certain. He also warned of a potential risk of derating if the current outlook remains unchanged.
爲什麼這很重要: 英偉達的股票最近一直在過山車行駛。該公司上週六受到紐街研究公司的罕見降級，稱其擔心股票過度估值。他對任何額外上漲表示懷疑，稱這隻有在牛市情況下才會實現，這還不確定。他還警告稱，如果當前前景保持不變，可能存在減值的潛在風險。
Despite the concerns, Ives has been a vocal advocate of Nvidia's impact on the tech industry. He previously underscored the significant influence of Nvidia's expansion, stating that every dollar spent on the company's chips generates $8 to $10 in the rest of the sector.
儘管存在擔憂，艾夫斯一直是英偉達在技術行業影響的積極倡導者。他曾強調英偉達擴張的顯着影響，稱該公司芯片投入的每一美元在其他行業板塊中都能產生8到10美元的收益。
However, the stock has seen some turbulence recently. In addition to the downgrade, European Union competition chief Margrethe Vestager highlighted a significant "bottleneck" in Nvidia AI chip supply.
然而，股票最近出現了一些波動。除了降級之外，歐盟競爭主管瑪格麗特·韋斯塔格（Margrethe Vestager）強調了英偉達AI芯片供應中的重大“瓶頸”。
Price Action: Nvidia Corp's stock closed at $125.83 on Friday, marking a decline of 1.91% for the day. In after-hours trading, the stock further decreased 0.36%. Year to date, Nvidia has shown substantial growth, surging by 161.22%, according to data from Benzinga Pro.
價格走勢: 英偉達公司的股票週五收於125.83美元，當日下跌1.91%。盤後交易中，股票進一步下跌0.36%。根據Benzinga Pro的數據，英偉達今年以來一直顯示出強勁的增長， 漲幅爲161.22%。
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