Jim Cramer urged investors to consider NVIDIA Corp.'s (NASDAQ:NVDA) recent stock decline as a buying opportunity, despite the company's shares falling 6.22% on Tuesday following CEO Jensen Huang's CES 2025 keynote presentation.
What Happened: "Understand one thing, the keynote dazzled, the new projects are way ahead of any other company, and this new industrial revolution belongs to Nvidia," Cramer said on CNBC, attributing the stock's decline to "too much hot money" and broader market concerns about interest rates and inflation rather than company fundamentals.
During his Las Vegas presentation, Huang unveiled next-generation GeForce RTX 5000 series graphics cards and the Grace Blackwell NVLink 72 system, positioning Nvidia at the forefront of AI computing.
The flagship RTX 5090, priced at $1,999, promises double the performance of its predecessor and features 32GB of GDDR7 memory.
Why It Matters: The presentation sparked mixed reactions from Wall Street analysts. Bank of America's Vivek Arya maintained a Buy rating with a $190 price target, describing Nvidia as an "end-to-end AI shop."
However, Benchmark analyst Cody Acree, while maintaining a Buy rating, noted the keynote may have been "too technical" for investors seeking near-term guidance.
Cramer advised investors to consider purchasing shares below the all-time high and monitor the upcoming Labor Department employment data.
"If it comes in hot, you will get a chance to buy this stock lower, maybe much lower," he said, suggesting current sellers might regret their decisions.
Nvidia's expanding influence in AI infrastructure is evident in its partnership with Foxconn, which reported strong fourth-quarter results driven partly by AI server demand.
The company is set to release its RTX 5090 and 5080 models on Jan. 30, with more affordable variants following later.
Price Action: Nvidia's stock closed at $140.14 on Tuesday, down 6.22% for the day. In after-hours trading, the stock rose 1.04%. Over the past year, Nvidia's stock has surged 168.21%, according to data from Benzinga Pro.
Nvidia has a consensus price target of $170.56. The highest target is $220, and the lowest is $120. Recent analyst ratings suggest an average target of $161.67, implying a 14.17% upside.
吉姆·克萊默敦促投資者考慮英偉達公司's（納斯達克股票代碼：NVDA）最近股價下跌爲買入機會，儘管在首席執行官黃延森發表CES 2025主題演講後，該公司的股價週二下跌了6.22％。
發生了什麼：克萊默在CNBC上說：「明白一件事，主題演講令人眼花繚亂，新項目遠遠領先於任何其他公司，而這場新的工業革命屬於英偉達，」 他將該股的下跌歸因於 「過多的熱錢」 以及更廣泛的市場對利率和通貨膨脹的擔憂，而不是公司基本面。
在拉斯維加斯的演講中，黃發佈了下一代GeForce RTX 5000系列顯卡和Grace Blackwell NVLink 72系統，使Nvidia處於人工智能計算的最前沿。
旗艦產品RTX 5090售價爲1,999美元，其性能承諾是其前身的兩倍，並配備32Gb的 GDDR7 內存。
爲何重要：該演講引發了華爾街分析師的不同反應。美國銀行的Vivek Arya維持買入評級，目標股價爲190美元，稱英偉達是 「端到端的人工智能商店」。
但是，基準分析師科迪·阿克里在維持買入評級的同時指出，對於尋求短期指導的投資者來說，主題演講可能 「過於技術性」。
克萊默建議投資者考慮購買低於歷史新高的股票，並關注即將發佈的勞工部就業數據。
他說：「如果股市升溫，你將有機會以更低的價格買入這隻股票，」 他暗示當前的賣家可能會後悔他們的決定。
英偉達在人工智能基礎設施領域的影響力不斷擴大，這體現在其與富士康的合作中。富士康公佈了強勁的第四季度業績，部分原因是人工智能服務器需求。
該公司定於1月30日發佈其RTX 5090和5080機型，稍後還會推出更實惠的版本。
價格走勢：英偉達股價週二收於140.14美元，當天下跌6.22％。在盤後交易中，該股上漲了1.04％。根據Benzinga Pro的數據，在過去的一年中，英偉達的股票飆升了168.21％。
英偉達的共識目標股價爲170.56美元。最高目標爲220美元，最低目標爲120美元。最近的分析師評級顯示平均目標爲161.67美元，這意味着上漲14.17％。
