Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
Thursday's trading session unfolded with semiconductor stocks surging despite a drop in Nvidia Corp.'s (NASDAQ:NVDA) shares.
儘管英偉達公司(NASDAQ:NVDA)股票下跌，半導體股在週四的交易中大幅上漲。
Nvidia's earnings were seen as a critical juncture for the broader stock market in August, with the potential to either boost or reverse the recent rally. However, events did not play out as many had expected.
8月份，英偉達的盈利被視爲整個股市的至關重要的分水嶺，有可能推動或逆轉最近的漲勢。然而，事情並不像許多人預期的那樣發展。
Nvidia Shares Fall On Unimpressive Guidance
英偉達股價下跌，未能提供令人滿意的指引。
Nvidia's shares failed to rebound after a negative reaction in Wednesday's post-market hours.
英偉達的股票在週三的盤後交易中出現負面反應後未能反彈。
The Santa Clara, California-based company reported quarterly revenue of $30 billion, beating estimates of $28.86 billion, reflecting a 15% increase from the previous quarter and an impressive 122% year-over-year growth.
這家總部位於加利福尼亞州聖克拉拉的公司報告的季度營收爲300億美元，超過了預估的288.6億美元，同比增長15%，同比增長122%。
Net income reached $16.6 billion, up 12% from the prior quarter and a significant 168% increase compared to the same quarter last year. Earnings per share came in at 68 cents, surpassing the expected 64 cents.
淨利潤達到166億美元，比上一季度增長12%，與去年同期相比增長168%。每股收益爲0.68美元，超過了預期的0.64美元。
Despite surpassing Wall Street's revenue and earnings forecasts, Nvidia's outlook failed to meet investors' already lofty expectations for the coming quarters. The company projected this quarter's revenue at $32.5 billion, plus or minus 2%, slightly above the estimated $31.9 billion, but not enough to excite the market.
儘管超過華爾街對營收和盈利的預測，但英偉達的前景未能達到投資者已經很高的預期。該公司預計本季度營收爲325億美元，正負2%，略高於預估的319億美元，但並不足以激起市場的興奮。
See Also: NVIDIA To Rally Over 31%? Here Are 10 Top Analyst Forecasts For Thursday
參見：英偉達股票還會上漲超過31%？以下是10位頂級分析師對週四的預測
7 Semiconductor ETFs Rise
7只半導體etf上漲
Investors likely viewed Nvidia's quarterly results as a standalone event, opting for caution as the company's guidance did not significantly exceed expectations.
投資者可能將英偉達的季度業績視爲孤立事件，並選擇謹慎，因爲該公司的指導意見沒有明顯超過預期。
Yet, they maintained a generally positive sentiment toward the broader market. Competitors of the AI giant experienced a marked rally, deviating from their usual trend of closely following Nvidia's performance.
然而，他們對整個市場仍然保持着普遍積極的情緒。人工智能巨頭的競爭對手經歷了顯著的上漲，偏離了他們通常緊隨英偉達業績的趨勢。
"We believe Nvidia's comments on Data Center demand were constructive," Toshiya Hari, an analyst at Goldman Sachs, stated. The company's outlook for data center demand bodes well for other semiconductor firms involved in the AI infrastructure build-out.
高盛的分析師Toshiya Hari表示：「我們認爲英偉達關於數據中心需求的評論是積極的。該公司對數據中心需求的前景對於參與人工智能基礎設施建設的其他半導體公司是有利的。」
Hari highlighted "ongoing tightness in High-Bandwidth Memory as a material positive for Buy-rated Micron Technology Inc. (NASDAQ:MU)."
Hari強調：「高位帶寬內存的持續緊張局勢對於買入評級的微芯科技有重要積極意義。」
Even exchange-traded funds (ETFs) with a significant Nvidia exposure witnessed positive performance during Thursday's trading session. Here are some notable movers:
即使是與英偉達有重大接觸的交易所交易基金（ETF），在週四的交易中也表現出了積極的業績。以下是一些值得注意的動態：
- Strive U.S. Semiconductor ETF (NYSE:SHOC): up 0.7%, despite Nvidia comprising 30% of the fund.
- VanEck Semiconductor ETF (NYSE:SMH): up 0.8%.
- VanEck Fabless Semiconductor ETF (NYSE:SMHX): up 1.2%. This newly launched ETF focuses on companies that specialize in chip design and development while outsourcing production.
- Invesco PHLX Semiconductor ETF (NYSE:SOXQ): up 1.4%.
- First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL): up 1.6%.
- iShares Semiconductor ETF (NYSE:SOXX): up 1.7%.
- SPDR S&P Semiconductor ETF (NYSE:XSD): up 2.7%.
- Strive美國半導體ETF（紐交所：SHOC）：上漲0.7%，儘管英偉達佔該基金的30%。
- VanEck半導體ETF（紐交所：SMH）：上漲0.8%。
- VanEck Fabless Semiconductor ETF (紐交所：SMHX):上漲1.2%。這隻新推出的etf專注於專門從事芯片設計和開發並外包生產的公司。
- Invesco PHLX Semiconductor ETF (紐交所：SOXQ):上漲1.4%。
- First Trust Nasdaq Semiconductor ETF (納斯達克：FTXL):上漲1.6%。
- iShares Semiconductor ETF (紐交所：SOXX):上漲1.7%。
- SPDR S&P Semiconductor ETF (紐交所：XSD):上漲2.7%。
Thursday's Top-Performing Semiconductor Stocks
週四表現最好的半導體股票
| Name | 1-Day % |
| Arm Holdings pic (NASDAQ:ARM) | 4.81% |
| Intel Corporation (NASDAQ:INTC) | 4.50% |
| Marvell Technology, Inc. (NASDAQ:MRVL) | 4.29% |
| ON Semiconductor Corporation (NASDAQ:ON) | 4.18% |
| Qorvo, Inc. (NASDAQ:QRVO) | 3.73% |
| Teradyne, Inc. (NASDAQ:TER) | 3.37% |
| Onto Innovation Inc. (NASDAQ:ONTO) | 3.06% |
| Microchip Technology Incorporated (NASDAQ:MCHP) | 2.98% |
| Analog Devices, Inc. (NASDAQ:ADI) | 2.82% |
| Skyworks Solutions, Inc. (NASDAQ:SWKS) | 2.80% |
| 姓名 | 1日% |
| Arm Holdings pic (納斯達克:ARM) | 4.81% |
| 英特爾公司（納斯達克：INTC） | 4.50% |
| Marvell Technology, Inc. (NASDAQ：MRVL) | 4.29% |
| 安森美半導體公司（納斯達克：ON） | 4.18% |
| Qorvo公司，股票代碼：納斯達克QRVO | 3.73% |
| 泰瑞達（Teradyne，Inc.）（納斯達克：TER） | 3.37% |
| Onto Innovation Inc. (納斯達克：ONTO) | 3.06% |
| 微芯科技公司（納斯達克：MCHP） | 2.98% |
| 納斯達克（NASDAQ：ADI）的Analog Devices，Inc。 | 2.82% |
| Skyworks Solutions公司，股票代碼：納斯達克SWKS | 2.80% |
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