Not Nvidia, Portfolio Manager Says He'd Pick This 'Magnificent 7' Stock In The Near Term, But Expects Jensen Huang-Led Company To Surprise On The Upside Next Week
Not Nvidia, Portfolio Manager Says He'd Pick This 'Magnificent 7' Stock In The Near Term, But Expects Jensen Huang-Led Company To Surprise On The Upside Next Week
The portfolio manager said he planned to add Amazon in a few weeks just ahead of the next earnings season.Tech investor and portfolio manager Eric Jackson on Thursday weighed in with his thoughts on the Magnificent seven stocks in an interview with CNBC.
科技投資者和投資組合經理埃裏克·傑克遜在接受CNBC採訪時發表了對科技七巨頭股票的看法。
Better Mag 7 Bets: Apple, Inc., Meta Platforms, Inc. and Nvidia Corp. are among the favorite Magnificent Seven stocks, said Jackson, the founder of EMJ Capital. Giving his rationale, the portfolio manager said Apple is a good buy going into the iPhone upgrade cycle, Meta is the first posterchild of somebody making money hand over fist from artificial intelligence and Nvidia is the frontrunner among AI.
科技七巨頭的最佳投資：Apple、Meta Platforms和Nvidia Corp.是EMJ Capital創始人傑克遜稱之爲最喜愛的科技七巨頭股票之一。投資組合經理在解釋理由時表示，進入iPhone升級週期時買入Apple是一個不錯的選擇，Meta是首家人工智能領域獲得大量利潤的代表，並且Nvidia是人工智能領域的領跑者。
Jackson, who sold Amazon, Inc. in July, said the shares of the e-commerce giant are "darn" cheap, as on a five-year forward price/earnings basis, it was trading at an all-time low multiple. There was nothing wrong with the earnings the company reported a couple of weeks ago, he said, adding the stock is definitely on his radar.
傑克遜在七月份出售了亞馬遜公司的股票，稱這家電子商務巨頭的股票「非常」便宜，因爲按照未來五年的前瞻市盈率來看，其股價是創歷史新低。他表示，幾周前公司公佈的收益沒有任何問題，並補充說這支股票絕對在他的視線之內。
The portfolio manager said he planned to add Amazon in a few weeks just ahead of the next earnings season.
投資組合經理表示，他計劃在下一個盈利季度即將到來之前的幾周內買入亞馬遜的股票。
What To Expect From Nvidia? Nvidia is the most important stock right now, Jackson said, adding that "if they laid an egg, it would be a major problem for the whole market." "I don't think they will. I think they are gonna surprise to the upside," he said.
關於英偉達可以期待什麼？傑克遜表示，英偉達現在是最重要的股票，他說，「如果他們失敗了，這將是整個市場的重大問題。」 「我不認爲他們會失敗。我認爲他們會給市場帶來驚喜，」 他說。
"If you look ahead at what Wall Street is counting on, on a go-forward basis, it's almost an explosion of AI revenue that they have seen over a year and a half, it will sort of dry up," Jackson said. That may not be the case, he added.
傑克遜稱，如果你展望華爾街在前進的基礎上所依靠的內容，你會發現他們對人工智能的營業收入幾乎是在過去一年半里激增，但隨後可能會逐漸停滯。他補充說，情況可能並非如此。
Jackson referred to a recent speech by ex-Google CEO Eric Schmidt to Stanford and his conversation with OpenAI's Sam Altman, in which the throw-away line was the hyperscalers and the OpenAIs of the world would probably spend $300 billion each on Nvidia AI over the next few years.
傑克遜提到了前谷歌CEO埃裏克·施密特最近在斯坦福大學的一次演講以及他與OpenAI的Sam Altman的交流，其中一句話是，世界上的超大規模公司和OpenAI可能會在接下來的幾年裏分別向英偉達的人工智能投入3000億美元。
If Nvidia supplies to those hyperscalers, its order book will be full for the next four years and that is a massive amount of money sitting in front of the company, he said. He also hinted at Advanced Micro Devices, Inc. and Broadcom, Inc. benefiting as well but he thinks the vast majority or 95% of the revenue to go to Nvidia.
如果英偉達向這些超大規模客戶供貨，其60檔擺盤將會在未來四年飽滿，這是一筆巨額資金直接落入公司帳戶的機會，他說。他還暗示美國超微公司和Broadcom公司也將受益，但他認爲絕大部分或95%的營業收入將流向Nvidia。
Nvidia ended Thursday's session down 3.70% to $123.74, according to Benzinga Pro data.
根據Benzinga Pro的數據，英偉達週四收盤下跌3.70%，報收於123.74美元。
