As Nvidia Tumbles Post Q2 Earnings, Tech Bull Draws Parallels To Market's Reaction To Apple Stock After WWDC 2024: 'We Always Focus On Demand, Guidance, And Growth'
As Nvidia Tumbles Post Q2 Earnings, Tech Bull Draws Parallels To Market's Reaction To Apple Stock After WWDC 2024: 'We Always Focus On Demand, Guidance, And Growth'
Wedbush analyst Dan Ives has drawn comparisons between Apple Inc.'s (NASDAQ:AAPL) stock following WWDC 2024, with Nvidia Corp.'s (NASDAQ:NVDA) robust second-quarter performance.
Wedbush分析師丹·艾夫斯對蘋果公司進行了比較。”s（納斯達克股票代碼：AAPL）在 WWDC 2024 之後的股票，Nvidia Corp.s（納斯達克股票代碼：NVDA）第二季度表現強勁。
What Happened: On Wednesday, after Nvidia reported its earnings and the company's shares tumbled, Ives took to X, formerly Twitter, and shared his observation.
發生了什麼：週三，在英偉達公佈業績且公司股價暴跌之後，艾夫斯轉向了X（前身爲Twitter）並分享了他的觀察。
He noted a shift in sentiment towards Apple from initial negativity post-WWDC 2024 to a more positive outlook. He said that Apple stock, which was around $190 post-event, has now risen to $226.
他指出，對蘋果的情緒從2024年WWDC後最初的消極情緒轉變爲更加樂觀的前景。他說，蘋果股價在賽後約爲190美元，現已升至226美元。
"We always focus on demand, guidance, and growth," said Ives, underscoring the key metrics for evaluating a company's performance.
艾夫斯說：「我們始終關注需求、指導和增長，」 他強調了評估公司業績的關鍵指標。
Ives then drew parallels with Nvidia, which had a strong quarter, meeting or exceeding expectations on these metrics.
然後，艾夫斯與英偉達進行了類比，後者的季度表現強勁，在這些指標上達到或超過了預期。
Despite Nvidia's stock price declining slightly, Ives suggested that this isn't concerning. "Nvidia checked all 3 boxes tonite [sic] with a massive quarter and we are not focused on stock off a bit," he stated.
儘管英偉達的股價略有下跌，但艾夫斯表示這並不令人擔憂。他說：「Nvidia今晚檢查了所有三個方框 [原文如此]，這是一個不錯的季度，我們一點也不專注於庫存下跌。」
Apple at WWDC initial reaction in June was negative and bears were all out at $190...Apple $226 today..we always focus on demand, guidance, and growth...Nvidia checked all 3 boxes tonite with a massive quarter and we are not focused on stock off a bit...@CNBCClosingBell
— Dan Ives (@DivesTech) August 29, 2024
蘋果在6月份的WWDC上的初步反應是負面的，空頭價格均爲190美元... 蘋果今天爲226美元... 我們一直專注於需求、指導和增長... Nvidia今晚選中了所有三個方框，我們一點也不關注股票下跌...@CNBCClosingBell
— 丹·艾夫斯 (@DivesTech) 2024 年 8 月 29 日
Why It Matters: Nvidia's second-quarter earnings and revenue exceeded expectations, driven by strong data center revenue. However, the gross margin contracted from the first quarter. Despite the positive results, the shares slumped.
爲何重要：在強勁的數據中心收入的推動下，英偉達第二季度的收益和收入超出預期。但是，毛利率從第一季度開始萎縮。儘管取得了積極的業績，但股價還是下跌了。
During the second-quarter report, Nvidia announced modifications to the Blackwell GPU mask to boost production yields.
在第二季度報告中，英偉達宣佈對Blackwell GPU面具進行修改，以提高產量。
The production ramp for Blackwell is scheduled to kick off in the fourth quarter and extend into fiscal year 2026, as confirmed by Nvidia's CFO Colette M. Kress.
英偉達首席財務官科萊特·克雷斯證實，布萊克韋爾的增產計劃於第四季度啓動，並延續到2026財年。
This announcement has generated "incredible" customer anticipation, according to the company executives.
據公司高管稱，這一公告引起了 「令人難以置信的」 客戶期待。
Price Action: Nvidia shares were down 1.6% in premarket trading at the time of writing on Thursday, after falling 2.1% on Wednesday to close at $125.61, according to Benzinga Pro data.
價格走勢：根據Benzinga Pro的數據，在撰寫本文時，英偉達股價在週四盤前交易中下跌了1.6％，此前週三下跌了2.1％，收於125.61美元。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：此內容部分是在人工智能工具的幫助下製作的，並由Benzinga的編輯審閱和發佈。
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