Nvidia Expected To Deliver 'Another Masterpiece Quarter' Driven By AI Demand, Says Dan Ives
Nvidia Expected To Deliver 'Another Masterpiece Quarter' Driven By AI Demand, Says Dan Ives
Ives stated, "We expect another masterpiece quarter from Nvidia; all about AI demand trajectory into 2025." This highlights the significance of Nvidia's earnings in shaping market expectations and investor sentiment for the foreseeable future.Ahead of NVIDIA Corp.'s (NASDAQ:NVDA) highly anticipated earnings report on Wednesday, Wedbush Securities analyst Dan Ives has issued a bold prediction regarding its potential market impact.
在納斯達克 (NASDAQ:NVDA) 期待已久的業績發佈前，Wedbush Securities的分析師丹·艾夫斯發表了對其潛在市場影響的大膽預測。
What Happened: Ives has forecasted that the upcoming earnings report from Nvidia will be a pivotal moment for the market, driven by AI demand.
發生了什麼：艾夫斯預測，NVIDIA即將發佈的業績將是市場的轉折點，受到人工智能需求的推動。
According to a post on X on Thursday, Ives described the forthcoming earnings week as "the most important week for the market this year and potentially in years." He emphasized that Nvidia's performance would be critical, especially given the company's role in AI advancements.
根據週四X的一篇發帖，艾夫斯將即將到來的業績周描述爲「今年和未來幾年市場上最重要的一週」。他強調，NVIDIA的表現至關重要，尤其是考慮到該公司在人工智能進展中的角色。
Ives stated, "We expect another masterpiece quarter from Nvidia; all about AI demand trajectory into 2025." This highlights the significance of Nvidia's earnings in shaping market expectations and investor sentiment for the foreseeable future.
艾夫斯表示：「我們預計NVIDIA將再次交出一份傑作季報；重點關注人工智能需求在2025年的發展趨勢。」這凸顯了NVIDIA的業績對於塑造市場預期和投資者情緒的重要性。
Why It Matters: Nvidia has been making significant strides in the AI sector, recently collaborating with Taiwanese supplier Nan Juen International Co for the production of its GB200 AI servers.
爲什麼這很重要：NVIDIA在人工智能行業取得了重大進展，最近與臺灣供應商南決國際合作生產其GB200人工智能服務器。
Moreover, former Google CEO Eric Schmidt recently highlighted Nvidia's dominance in the AI accelerator market, suggesting that major companies could spend billions on AI data centers, primarily benefiting Nvidia. Eric Jackson, founder of EMJ Capital, echoed this sentiment, projecting a potential surge in Nvidia's stock value to $340 in the medium term.
此外，前谷歌CEO埃裏克·施密特最近強調了NVIDIA在人工智能加速器市場的主導地位，並表示主要公司可能會在人工智能數據中心上投資數十億美元，這將主要受益於NVIDIA。EMJ Capital創始人埃裏克·傑克遜對此表示贊同，並預測NVIDIA的股價在中期有可能達到340美元。
Despite recent volatility, with Nvidia's stock down from its all-time highs, prominent trader Steve Grasso remains optimistic about re-entering the stock based on future price action.
儘管近期波動性較大，NVIDIA的股價從歷史高位下跌，但著名交易員史蒂夫·格拉索對未來的價格走勢仍然持樂觀態度，並計劃重新進入股市。
Additionally, Goldman Sachs has reaffirmed its bullish stance on Nvidia, anticipating strong demand from cloud service providers and enterprises for AI solutions. Analyst Toshiya Hari expects Nvidia's data center segment to drive earnings outperformance, despite some concerns about the timing of the Blackwell GPU launch.
此外，高盛對NVIDIA持看好態度，預計雲服務提供商和企業對人工智能解決方案的需求強勁。分析師Toshiya Hari預計NVIDIA的數據中心板塊將推動業績優於預期，儘管對於Blackwell GPU發佈的時機存在一些擔憂。
Price Action: Nvidia's stock closed at $123.74 on Thursday, down 3.70% for the day. In after-hours trading, the stock slightly recovered, rising by 0.64%. Year to date, NVDA has surged by 156.88%, according to data from Benzinga Pro.
Nvidia股票週四收盤報123.74美元，全天下跌3.70%。盤後交易中，股票稍有回升，上漲0.64%。根據Benzinga Pro的數據，截止到目前爲止，NVDA的漲幅已達到156.88%。
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Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote