Nvidia Downgrade By Pierre Ferragu's Newstreet Countered By Dan Ives: 'Cannot Disagree More...'
Nvidia Downgrade By Pierre Ferragu's Newstreet Countered By Dan Ives: 'Cannot Disagree More...'
Wedbush analyst Dan Ives has strongly opposed a recent downgrade of $NVIDIA (NVDA.US)$ by New Street Research, citing the AI revolution as a key factor.
Wedbush的分析师丹·艾夫斯强烈反对近期新街研究的降级，将人工智能革命作为关键因素。$英伟达 (NVDA.US)$我们不能更不同意这个消极的英伟达看涨，正如昨晚@LastCallCNBC上所讨论的那样，我们认为人工智能革命才刚刚开始，由Nvidia和AI教父Jensen领导。
What Happened: Ives expressed his disagreement with the negative assessment of Nvidia's future prospects in a post on X. He emphasized that the AI revolution, led by Nvidia and its CEO Jensen Huang, is just beginning.
发帖中，艾夫斯表示他反对纽街研究公司对英伟达未来前景的负面评估。他强调，由英伟达及其首席执行官黄仁勋领导的人工智能革命才刚刚开始。
"We cannot disagree more with this negative Nvidia call as discussed on @LastCallCNBC last night as the AI Revolution is just starting in our view being led by Nvidia and the Godfather of AI Jensen in this 9 pm party," wrote Ives.
“我们完全不同意这个负面的英伟达看跌，正如在@LastCallCNBC昨晚所讨论的那样，人工智能革命在我们看来正由英伟达和人工智能教父黄仁勋在这个晚上9点派对中领导着运动，”艾夫斯写道。
We cannot disagree more with this negative Nvidia call as discussed on @LastCallCNBC last night as the AI Revolution is just starting in our view being led by Nvidia and the Godfather of AI Jensen in this 9 pm party
— Dan Ives (@DivesTech) July 6, 2024
我们不能更不同意这个消极的英伟达看涨，正如昨晚@LastCallCNBC上所讨论的那样，我们认为人工智能革命才刚刚开始，由Nvidia和AI教父Jensen领导，本次9 pm活动的主角。
——丹·艾夫斯（@DivesTech）2024年7月6日
New Street Research's Pierre Ferragu downgraded Nvidia to neutral, citing concerns about the stock's overvaluation. Ferragu noted that the demand for Nvidia's products is in line with expectations, which led to the decision to downgrade the stock. "For the first time, we think Nvidia might not exceed expectations," said Ferragu.
纽街研究公司的皮埃尔·费拉古（Pierre Ferragu）将英伟达的评级下调为中立，称其担心股票过度估值。费拉古指出，英伟达产品的需求符合预期，这导致降级决定。“我们认为英伟达可能不会再超出预期，”费拉古说。
Why It Matters: Nvidia's stock has been on a rollercoaster ride recently. The company received a rare downgrade from New Street Research on Saturday, citing concerns about the stock's overvaluation. The analyst expressed doubts about any additional upside, stating that it would only materialize in a bull case, which is not yet certain. He also warned of a potential risk of derating if the current outlook remains unchanged.
为什么这很重要: 英伟达的股票最近一直在过山车行驶。该公司上周六受到纽街研究公司的罕见降级，称其担心股票过度估值。他对任何额外上涨表示怀疑，称这只有在牛市情况下才会实现，这还不确定。他还警告称，如果当前前景保持不变，可能存在减值的潜在风险。
Despite the concerns, Ives has been a vocal advocate of Nvidia's impact on the tech industry. He previously underscored the significant influence of Nvidia's expansion, stating that every dollar spent on the company's chips generates $8 to $10 in the rest of the sector.
尽管存在担忧，艾夫斯一直是英伟达在技术行业影响的积极倡导者。他曾强调英伟达扩张的显着影响，称该公司芯片投入的每一美元在其他行业板块中都能产生8到10美元的收益。
However, the stock has seen some turbulence recently. In addition to the downgrade, European Union competition chief Margrethe Vestager highlighted a significant "bottleneck" in Nvidia AI chip supply.
然而，股票最近出现了一些波动。除了降级之外，欧盟竞争主管玛格丽特·韦斯塔格（Margrethe Vestager）强调了英伟达AI芯片供应中的重大“瓶颈”。
Price Action: Nvidia Corp's stock closed at $125.83 on Friday, marking a decline of 1.91% for the day. In after-hours trading, the stock further decreased 0.36%. Year to date, Nvidia has shown substantial growth, surging by 161.22%, according to data from Benzinga Pro.
价格走势: 英伟达公司的股票周五收于125.83美元，当日下跌1.91%。盘后交易中，股票进一步下跌0.36%。根据Benzinga Pro的数据，英伟达今年以来一直显示出强劲的增长， 涨幅为161.22%。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
这个故事是使用Benzinga Neuro生成的，并由Kaustubh Bagalkote编辑