Nvidia's Unexpected 35% Stock Plunge Amid Chip Delay Could Set The Stage For A Surprising Turn In Stock Performance
Nvidia's Unexpected 35% Stock Plunge Amid Chip Delay Could Set The Stage For A Surprising Turn In Stock Performance
- Nvidia has postponed the launch of its new AI chip, the Blackwell B200, due to a design flaw.
- The delay impacts major cloud service providers like Microsoft, Google, and Meta.
- Nvidia's stock has experienced volatility, dropping 35% from a June 2024 high of $140 to $90 in August.
- 由於設計缺陷，Nvidia推遲了其新AI芯片Blackwell B200的發佈。
- 這一延遲影響了微軟、谷歌和Meta等主要雲服務提供商。
- Nvidia的股票經歷了波動，從2024年6月140萬億的高點下跌了35%，到了8月的90美元。
NVIDIA Corp (NASDAQ:NVDA) has announced that it is postponing the release of its highly anticipated AI chip, the Blackwell B200, due to a design flaw discovered late in the production process.
NVIDIA Corp (納斯達克:NVDA)宣佈，由於在生產過程中發現設計缺陷，其備受期待的AI芯片Blackwell B200的發佈將被推遲。
This delay will push back production by at least three months, which is unusual for a company known for its cutting-edge technology and quick release schedules.
這一延遲將至少推遲三個月的生產時間，對於一家以其尖端技術和快速發佈計劃而聞名的公司來說，這是不尋常的。
The Blackwell B200 is set to succeed Nvidia's H100 chips, which have been crucial for AI cloud infrastructures worldwide.
Blackwell B200將取代Nvidia的H100芯片，這些芯片對於全球AI雲基礎設施至關重要。
These chips have not only strengthened Nvidia's reputation as a technology leader but also significantly boosted its valuation, making it one of the most valuable companies globally.
這些芯片不僅加強了Nvidia作爲技術領導者的聲譽，還極大地提升了其估值，使其成爲全球最有價值的公司之一。
The success of the H100 has created high expectations for the B200, which is expected to further enhance AI capabilities.
H100的成功爲B200創造了很高的期望值，預計將進一步增強AI能力。
This delay is particularly significant given the large orders from major cloud service providers like Microsoft, Google, and Meta, which have already invested tens of billions of dollars in B200 chips.
這一延遲對於微軟、谷歌和Meta等主要雲服務提供商的大量訂單來說尤爲重要，這些訂單已經投資了數百億美元的B200芯片。
These orders highlight the importance of these chips for AI technologies, meaning the delay is a setback not just for Nvidia, but for the progress of AI services worldwide.
這些訂單突顯了這些芯片對AI技術的重要性，這意味着這一延遲不僅是Nvidia而且是全球AI服務進展的挫折。
Despite this challenge, Nvidia remains optimistic about its production plans and intends to increase output in the second half of the year. However, large-scale shipments are not expected until the first quarter of next year.
儘管面臨這一挑戰，Nvidia仍對其生產計劃持樂觀態度，並計劃在今年下半年增加產量。但是，大規模出貨預計要等到明年第一季度才會實現。
This change might affect Nvidia's goal of releasing new AI chips annually, which is vital for keeping up with rapid advancements in AI technology and competing with rivals like AMD, which is also quickly developing its own AI chips.
這一變化可能會影響Nvidia每年發佈新的AI芯片的目標，而這對於跟上AI技術的快速發展並與像AMD這樣的競爭對手競爭至關重要。後者也在加速開發其自己的AI芯片。
Nvidia is dealing with challenges due to recent stock market volatility. After hitting a record high of $140 in June 2024, Nvidia's stock dropped sharply, falling 35% by August to a low of $90.
Nvidia正在應對最近的股市波動所帶來的挑戰。在2024年6月達到創紀錄的140美元后，Nvidia的股票急劇下跌，到8月份跌至90美元的低點，下跌35%。
This has become a strong support level, preventing further declines, with the next key support at the daily 200 simple moving average around $80.
這形成了一個強有力的支撐位，阻止了進一步的下跌，下一個主要支撐位在每日200日簡單移動平均線附近的80美元左右。
Despite these setbacks, the stock has still seen impressive year-to-date growth of 102%. This resilience highlights Nvidia's strong fundamentals and the confidence investors have in its market position and recovery potential.
儘管遭遇了這些挫折，但該股票在全年的增長仍然驚人，達到了102%。這種韌性突顯出Nvidia強大的基本面和投資者對其市場地位和復甦潛力的信心。
With earnings announcements coming up, investors are optimistic about a repeat of previous positive results that led to a 9% increase in stock value.
隨着盈利公告的發佈，投資者對於重複以往積極成果的樂觀情緒，推動了該股票價值上漲9%。
As Nvidia weathers these challenges, the stock has bounced back above $100, a significant psychological level that could offer more support.
在Nvidia應對這些挑戰的過程中，股票已經反彈至100美元以上，這是一個重要的心理關口，可能提供更多支撐。
Looking ahead, a market recovery could push the stock to surpass its previous peak, but it would need to rise 41% to set a new record high.
展望未來，市場的復甦可能推動該股票超越其以前的峯值，但需要上漲41%才能創造新的紀錄高點。
After the closing bell on Monday, August 6 the stock closed at $100.45, trading down by 6.36%.
在8月6日週一收盤後，該股票以100.45美元的價格收盤，下跌了6.36%。
This article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.
本文來自非報酬的外部投稿人。它不代表Benzinga的報道，並且沒有因爲內容或準確性而被編輯。