As Nvidia Maintains Chip Supremacy, Jim Cramer Says Foes Of Semiconductor Giant 'Aren't Really Enemies'
As Nvidia Maintains Chip Supremacy, Jim Cramer Says Foes Of Semiconductor Giant 'Aren't Really Enemies'
The company's stock has surged more than 181% year-to-date, dramatically outperforming other "Magnificent Seven" tech stocks like NVIDIA Corp. (NASDAQ:NVDA) continues solidifying its dominance in the artificial intelligence semiconductor market, with CNBC's Jim Cramer emphatically saying that no company can successfully challenge the tech giant's technological supremacy.
NVIDIA公司（納斯達克股票代碼：NVDA）繼續鞏固其在人工智能半導體市場的主導地位，CNBC的吉姆·克萊默強調說，沒有一家公司能夠成功挑戰這家科技巨頭的技術霸主地位。
What Happened: Cramer, host of "Mad Money," underscored Nvidia's unparalleled market position, stating, "I know lots of people are gunning for Nvidia and there are stories all of the time about how other companies are trying to make chips better faster and cheaper than Nvidia's. But they can't. And the so-called enemies of Nvidia aren't really enemies."
發生了什麼：《瘋狂的錢》的主持人克萊默強調了英偉達無與倫比的市場地位，他說：「我知道很多人都在追逐英偉達，而且一直有關於其他公司如何努力製造比英偉達更快、更便宜的芯片的報道。但是他們不能。而所謂的英偉達敵人並不是真正的敵人。」
Nvidia's third-quarter earnings report reinforced Cramer's bullish stance, with the company reporting a staggering $35.1 billion in revenue — a 94% year-over-year increase. Data Center revenue alone reached $30.8 billion, highlighting the company's critical role in AI infrastructure.
英偉達的第三季度業績強化了克萊默的看漲立場，該公司報告的收入達到驚人的351億美元，同比增長94％。僅數據中心收入就達到308億美元，凸顯了該公司在人工智能基礎設施中的關鍵作用。
The company's stock has surged more than 181% year-to-date, dramatically outperforming other "Magnificent Seven" tech stocks like Apple Inc. (25.44%) and Microsoft Corp. (12.92%).
該公司的股票今年迄今已飆升超過181％，大大超過了蘋果公司（25.44％）和微軟公司（12.92％）等其他 「科技巨頭」 科技股。
Cramer emphasized the compelling investment thesis behind Nvidia, quoting CEO Jensen Huang's assertion that customers earn five dollars for every dollar invested in Nvidia chips. "That means they have no choice but to buy Nvidia's chips," Cramer said.
克萊默強調了英偉達背後的引人入勝的投資論點，引用了首席執行官黃延森的斷言，即客戶每投資1美元英偉達芯片即可獲得五美元。克萊默說：「這意味着他們別無選擇，只能購買英偉達的芯片。」
I know lots of people are gunning for Nvidia and there are stories all of the time about how other companies are trying to make chips better faster and cheaper than Nvidia's. But they can't. And the so-called enemies of Nvidia aren't really enemies
— Jim Cramer (@jimcramer) November 25, 2024
我知道很多人都在追逐英偉達，而且一直都有關於其他公司如何努力製造比英偉達更快、更便宜的芯片的故事。但是他們不能。而且 Nvidia 的所謂敵人並不是真正的敵人
— 吉姆·克萊默 (@jimcramer) 2024 年 11 月 25 日
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Why It Matters: Wedbush analyst Dan Ives amplified this sentiment, predicting the Nasdaq could surge to 25,000, driven by an extraordinary multiplier effect where "one dollar spent on GPU chips translates to an $8 to $10 impact across the tech sector."
爲何重要：Wedbush分析師丹·艾夫斯放大了這種情緒，他預測納斯達克指數可能飆升至25,000點，這要歸因於非凡的乘數效應，「在GPU芯片上花費一美元意味着對整個科技行業產生8至10美元的影響。」
Nvidia's recent collaborations with Alphabet Inc's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Quantum AI and initiatives in robotics with companies like Tesla Inc. (NASDAQ:TSLA) demonstrate the company's commitment to technological innovation.
英偉達最近與Alphabet Inc.（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）谷歌量子人工智能的合作以及與特斯拉公司（納斯達克股票代碼：TSLA）等公司在機器人領域的合作表明了該公司對技術創新的承諾。
The company projects fourth-quarter revenue of $37.5 billion, with major clients like Oracle Corp. planning expansive AI computing clusters.
該公司預計第四季度收入爲375億美元，甲骨文公司等主要客戶計劃擴大人工智能計算集群。
A recent Benzinga poll reveals investor confidence, with 48% of respondents believing Nvidia will continue dominating the "Magnificent Seven" stocks in 2025.
Benzinga最近的一項民意調查顯示了投資者信心，48％的受訪者認爲英偉達將在2025年繼續主導 「科技七巨頭」 股票。
Morgan Stanley's Joseph Moore highlighted emerging growth catalysts, including AI PCs, autonomous vehicles, and per-car software licensing revenue.
摩根士丹利的約瑟夫·摩爾重點介紹了新興的增長催化劑，包括人工智能電腦、自動駕駛汽車和每輛車的軟件許可收入。
Despite overwhelming optimism, analysts like Mizuho's Jordan Klein caution about potential near-term volatility, citing reported thermal challenges with the new Blackwell chip systems.
儘管表現出壓倒性的樂觀情緒，但瑞穗的喬丹·克萊因等分析師對潛在的短期波動持謹慎態度，理由是新的布萊克韋爾芯片系統存在散熱挑戰。
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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。
