Nvidia's 'Hyperfocused' Investors Might Trigger Negative Stock Trend After Earnings, Says Gene Munster: Here's Why
Nvidia's 'Hyperfocused' Investors Might Trigger Negative Stock Trend After Earnings, Says Gene Munster: Here's Why
据吉恩·芒斯特表示，英伟达的“超级聚焦”的投资者可能会在财报后引发股票的负面趋势，以下是原因
As NVIDIA(NVDA.US) prepares for its upcoming earnings report on Wednesday, Gene Munster, managing partner at Deepwater Asset Management, offers insights into the tech giant's future. Despite potential short-term setbacks, Munster foresees sustained growth for Nvidia through 2026.
正如《华盛顿邮报》今年早些时候所指出的那样，数据中心在2022年消费的全国电力总量超过了4％。鉴于人工智能和各种数字创新的爆炸性需求，这并不令人惊讶。然而，这些技术对电网造成了巨大压力。英伟达 准备在周三举行业绩报告的时候，Deepwater资产管理的合伙人吉恩·芒斯特提供了对这家科技巨头未来的见解。尽管可能会出现短期挫折，芒斯特预见英伟达在2026年之前将保持持续增长。
What Happened: Munster believes that despite Nvidia's recent stock surge, the ongoing demand-supply imbalance and potential delays in Blackwell could negatively impact investor sentiment.
发生了什么：Munster认为，尽管英伟达的股票最近出现了上涨，持续存在的需求供应失衡和Blackwell可能的延迟可能会对投资者情绪产生负面影响。
Munster anticipates a possible dip in Nvidia's stock following the earnings report, citing the recent 30% surge and proximity to all-time highs.
Munster预计在财报发布后，英伟达的股票可能会出现下跌，他提到最近的30%涨幅以及接近历史高点的原因。
"For investors who are just hyperfocused on every minute of what...
"对于那些只关注这家公...
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