Top Analyst Says Nvidia Poised For Strong Q2 Results: 'There's Still A Ton Of Spending On The AI Chips'
Top Analyst Says Nvidia Poised For Strong Q2 Results: 'There's Still A Ton Of Spending On The AI Chips'
According to predictions by Wedbush Securities, Nvidia Corp. (NASDAQ:NVDA) is poised to report another strong quarter of earnings, propelled by the current surge in AI spending.
根據Wedbush Securities的預測，受當前人工智能支出激增的推動，英偉達公司（納斯達克股票代碼：NVDA）有望公佈又一個強勁的季度收益。
What Happened: In a CNBC interview on Monday, Wedbush Securities expressed continued confidence in the Jensen Huang-led chip giant ahead of its second-quarter earnings announcement on Aug. 28. The firm had earlier projected a $1 trillion "tidal wave" of AI spending, which is now in full effect.
發生了什麼：在週一接受CNBC採訪時，Wedbush Securities在8月28日公佈第二季度業績之前，對黃延森領導的芯片巨頭表示了持續的信心。該公司早些時候曾預測人工智能支出將出現1萬億美元的 「浪潮」，現已全面生效。
Wedbush's SVP of equity research, Matt Bryson, attributed the recent drop in Nvidia shares to worries about diminishing demand for the company's AI chips and potential problems with Blackwell, its upcoming GPU. However, he pointed out that many of Nvidia's key customers, including Foxconn and Supermicro, have reported strong profits, partially due to increased AI investment.
Wedbush的股票研究高級副總裁馬特·布賴森將最近英偉達股價下跌歸因於對該公司人工智能芯片需求減少的擔憂以及即將推出的GPU布萊克韋爾可能出現問題。但是，他指出，英偉達的許多主要客戶，包括富士康和Supermicro，都報告了豐厚的利潤，部分原因是人工智能投資的增加。
"What's fueling it is there's still a ton of spending on the AI chips that Nvidia makes," Bryson pointed out.
布賴森指出：「推動這種情況的是英偉達製造的人工智能芯片仍有大量支出。」
Despite some analysts' doubts about Nvidia's success, Bryson maintains a "buy" rating for the company, expecting another strong quarter.
儘管一些分析師對英偉達的成功表示懷疑，但布賴森仍維持該公司的 「買入」 評級，預計將迎來又一個強勁的季度。
He noted, "There just doesn't seem to be any change in momentum from their customer base."
他指出：「他們的客戶群勢頭似乎沒有任何變化。」
Why It Matters: The upcoming earnings report from Nvidia could be a turning point for the company. Investors worldwide are eagerly awaiting insights from CEO Jensen Huang on the future demand for AI chips through 2025.
爲何重要：英偉達即將發佈的收益報告可能是該公司的轉折點。全球投資者都在熱切地等待首席執行官黃延森對2025年前人工智能芯片未來需求的見解。
Despite concerns about the timing of the Blackwell GPU launch, Goldman Sachs remains bullish on Nvidia's long-term growth trajectory, particularly driven by strong demand from cloud service providers (CSPs) and enterprises for artificial intelligence.
儘管對Blackwell GPU的發佈時機感到擔憂，但高盛仍然看好英偉達的長期增長軌跡，尤其是在雲服務提供商（CSP）和企業對人工智能的強勁需求的推動下。
Former Google CEO Eric Schmidt highlighted Nvidia as a key player in the AI market, noting that large tech companies are planning substantial investments in Nvidia-based AI data centers, potentially costing up to $300 billion.
谷歌前首席執行官埃裏克·施密特強調英偉達是人工智能市場的關鍵參與者，並指出大型科技公司正計劃對基於英偉達的人工智能數據中心進行大量投資，可能耗資高達3000億美元。
Price Action: On Tuesday, Nvidia was trading at $129.16, which is 0.65% lower than its Monday's close of $130.00, according to Benzinga Pro.
價格走勢：根據Benzinga Pro的數據，週二，英偉達的交易價格爲129.16美元，比周一收盤的130.00美元低0.65％。
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Image via Shutterstock
圖片來自 Shutterstock
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
這個故事是使用 Benzinga Neuro 創作的，由 Pooja Rajkumari