Nvidia Stock 'Fully Valued' According To Ross Gerber — Wedbush Analyst Dan Ives Says 'We Strongly Disagree'
Nvidia Stock 'Fully Valued' According To Ross Gerber — Wedbush Analyst Dan Ives Says 'We Strongly Disagree'
As Nvidia Corporation (NASDAQ:NVDA) prepares to release its first-quarter earnings on Wednesday, a wealth manager has expressed skepticism about the stock's potential for growth, while Wedbush analyst Dan Ives holds a contrasting view.
在英伟达公司（纳斯达克股票代码：NVDA）准备在周三公布其第一季度财报之际，一位财富管理公司对该股的增长潜力表示怀疑，而Wedbush分析师丹·艾夫斯则持截然不同的看法。
What Happened: On CNBC's Last Call on Tuesday, Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, stated that Nvidia's stock is "fully valued at the current price," and he believes that the stock may struggle to rise in the short term, despite meeting or exceeding expectations.
发生了什么：在周二的CNBC最后一次电话会议上，格柏川崎财富与投资管理首席执行官罗斯·格伯表示，英伟达的股票 “按当前价格估值已满”，他认为，尽管达到或超过预期，该股在短期内可能难以上涨。
However, Ives holds a different opinion and strongly disagrees with Gerber's assessment, stating, "We strongly disagree with @GerberKawasaki take on Nvidia...this just the start of AI Revolution as we expect to see tomorrow night."
但是，艾夫斯持有不同的看法，强烈不同意格柏的评估，他说：“我们强烈不同意 @GerberKawasaki 对英伟达的看法... 正如我们预计明天晚上看到的那样，这只是人工智能革命的开始。”
We strongly disagree with @GerberKawasaki take on Nvidia...this just the start of AI Revolution as we expect to see tomorrow night @LastCallCNBC
— Dan Ives (@DivesTech) May 21, 2024
我们强烈不同意 @GerberKawasaki 对 Nvidia 的看法... 正如我们预计明天晚上看到的那样，这只是人工智能革命的开始 @LastCallCNBC
— 丹·艾夫斯 (@DivesTech) 2024 年 5 月 21 日
Why It Matters: Nvidia is anticipated by analysts to announce a first-quarter revenue totaling $24.60 billion, according to data from Benzinga Pro. In the first quarter, analysts foresee Nvidia posting earnings per share of $5.58, a significant increase from $1.09 per share in the same period last year. Nvidia has surpassed analysts' earnings per share predictions in the past five consecutive quarters and eight of the last 10 quarters.
为何重要：根据Benzinga Pro的数据，分析师预计英伟达将宣布第一季度总收入为246.0亿美元。分析师预计，英伟达在第一季度公布的每股收益为5.58美元，较去年同期的每股1.09美元大幅增长。在过去的连续五个季度和过去10个季度中的八个季度中，Nvidia的每股收益都超过了分析师的预期。
Traders are also bracing for a significant shift in Nvidia's stock price following the earnings report, with options markets indicating an expected 8.7% swing in the stock, as per Benzinga. This could result in a market cap fluctuation of $200 billion, surpassing the market cap of about 90% of S&P 500 companies.
根据本辛加的说法，交易员们也为英伟达股价的重大变动做好了准备，期权市场预计该股将波动8.7％。这可能导致市值波动2000亿美元，超过标准普尔500指数公司约90％的市值。
NVDA Price Action: Nvidia shares ended Tuesday's regular session 0.64% higher at $953.86. The shares were largely unchanged in the after-hours trading.
NVDA价格走势：英伟达股价在周二的例行交易中上涨0.64％，至953.86美元。股价在盘后交易中基本保持不变。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明： 该内容部分是在... 的帮助下制作的 本辛加神经 并由 Benzinga 编辑审阅和出版。
译文内容由第三方软件翻译。