Nvidia And Jensen Huang Fueling Tech Sector Boom, Says Wedbush Analyst Dan Ives: 'For Every $1 Spent On...'
Nvidia And Jensen Huang Fueling Tech Sector Boom, Says Wedbush Analyst Dan Ives: 'For Every $1 Spent On...'
Wedbush analyst Dan Ives has underscored the significant influence of $NVIDIA (NVDA.US)$'s expansion on the tech industry, stating that every dollar spent on the company's chips generates $8 to $10 in the rest of the sector.
Wedbush分析师Dan Ives强调了英伟达在行业板块上的重大影响。$英伟达 (NVDA.US)$他表示，公司芯片的每一美金在行业板块的产生的价值为8至10美金。
What Happened: On Monday, while appearing on CNBC's Squawk on the Street, Ives explained the ripple effect of Nvidia's success throughout the tech industry.
发生了什么：本周一，Ives在CNBC的股市节目Squawk on the Street上出现时解释了英伟达成功对整个科技行业的牵连效应。
Ives noted that tech stocks were up another 15%, he said that even though the rally was led by 'Godfather of AI' Jensen Huang, the "multiplier for every dollar spent on an Nvidia chip — $8-10 flows into rest of the tech."
Ives指出科技股再度上涨了15％，尽管这次涨势是由“AI教父”Jensen Huang领导的，但“每花费一美元购买英伟达芯片-8-10美元的乘数效应流入到其它科技行业中。“
He also pointed out that some tech firms feel the strain, especially those lacking the necessary resources and expertise.
他还指出，一些科技公司感到压力，特别是那些缺乏必要资源和专业知识的公司。
Comparing this moment to the pivotal tech boom of 1995 rather than the bubble of 1999, Ives said, "It's a 1995 moment, not a 1999 moment," expressing his sustained bullishness for tech stocks. Ives compared the current situation to a party, $Apple (AAPL.US)$, Nvidia, and $Microsoft (MSFT.US)$ playing pivotal roles.
Ives将这一时刻与1995年至关重要的科技繁荣时期相比，而不是1999年的泡沫时期。他表示，“这是一个1995年的时刻，而不是1999年的时刻”，表达了对股票市场的持续看涨。Ives将当前的形势比作一个派对，股票、英伟达和微软都扮演着重要角色。$苹果 (AAPL.US)$英伟达和$微软 (MSFT.US)$苹果正在AI派对上跳舞，而英伟达和微软仍然是DJ掌控全场。但我们看来，这个AI派对要持续到凌晨4点，而现在只有晚上9点。@SquawkStreet
"Apple is now on the dance floor at the AI Party with Nvidia and Microsoft still running the show as DJs....but it's only 9 pm and this AI Party goes till 4 am in our view," he said. When questioned about the longevity of this tech bull market, Ives forecasted a two-year run.
他说：“苹果现在在AI Party的舞池上，而Nvidia和微软仍然是DJ的主角....但现在才9点，我们认为这次AI Party会持续到早上4点。” 当被问及这次科技牛市的长久稳定性时，Ives预测市场会持续两年。
Apple is now on the dance floor at the AI Party with Nvidia and Microsoft still running the show as DJs....but it's only 9 pm and this AI Party goes till 4 am in our view @SquawkStreet
— Dan Ives (@DivesTech) July 1, 2024
英伟达的股票在最近的一次调整后得到了显着的反弹，Ives建议该公司的市值可能达到4万亿美元。他还将股票市场上的苹果视为使用案例中最“纯粹”的人工智能股票。
— Dan Ives (@DivesTech) 2024年7月1日
Why It Matters: The tech sector has been buzzing with excitement as industry giants race towards a $4 trillion market cap The AI revolution is just beginning, and the second half of 2024 promises even more thrills.
为什么这很重要：随着行业巨头们竞相争夺4万亿美元市值的市场，科技板块已经兴奋不已。 AI革命正开始，2024年下半年将带来更多的兴奋。
Nvidia's stock had seen a significant rebound after a recent correction, with Ives suggesting that the company's market cap could reach $4 trillion. He has also identified $Palantir (PLTR.US)$ as the "purest" AI stock in terms of use cases.
作为使用案例中最“纯粹”的人工智能股票，分析师已确认。$Palantir (PLTR.US)$作为应用案例最“纯粹”的人工智能股票。
Last week, Peter Thiel, while speaking at the Aspen Ideas Festival, drew parallels between the dot-com bubble of '99 and the current state of AI. He went on to say that Nvidia is capturing 80-85% of the revenue in the AI sector, something Thiel found "very strange." This is because most of the profits are being generated at the hardware level, an area "Silicon Valley doesn't even know much about anymore."
上周，在Aspen Ideas Festival上发言时，Peter Thiel对99年的互联网泡沫与当前人工智能的现状进行了比较。他接着说，英伟达正在AI领域占据80-85％的收入，这让Thiel感到“非常奇怪”。这是因为大部分的利润是在硬件水平产生的，而这是“硅谷不再了解的领域”之一。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用Benzinga Neuro制作，并由Benzinga编辑审核和发布。