share_log

分析师感叹:人生在世,除了死亡、缴税和英伟达财报超预期,诸事无常!

Analysts lament: In life, apart from death, tax payments, and Nvidia's earnings exceeding expectations, everything is abnormal!

wallstreetcn ·  May 23 14:26

Nvidia's bursting new earnings report sent Wall Street crowds to party: the party began.

Once again, Lord Huang did not disappoint his followers.

$NVIDIA (NVDA.US)$The new earnings report released last night made Wall Street happy again: Q1 revenue soared 260%, and profit increased sixfold.

After the market, the stock price surged 6% to a record high. Not surprisingly, Nvidia's stock price broke through $1,000 when it opened on Thursday.

This money printer started Ding-Ding. Oops, it made investors feel excited.

Even the former Evergreen Apple Company recently saw a decline in revenue due to slow entry into AI and no major product breakthroughs, leaving investors a hundred million points disappointed.

Today, you can count on Nvidia.

Nvidia is like the goddess at the center of the AI storm, and every smile touches the hearts of investors.

As the general leader in US stocks and the hope of the whole village, the chief seller of the AI gold digger, GPU expert, the son of AI, the protector of Cuda, and the chief spokesperson of the Leather Party, if Nvidia's revenue or profit growth slows down, it is likely to affect the US tech giants' sky-high investment in data centers, or influence venture capitalists' bets on AI startups. Even the 10-year long path of US stocks will be smashed into several pits.

Moreover, Nvidia Patriarch Wong In-hoon said that Blackwell architecture chips are expected to bring in a large amount of revenue this year. Following Blackwell, Nvidia will also launch a more powerful next-generation chip architecture later this year, maintaining an ultra-fast pace of updates once a year.

This has also kept Wall Street looking forward to Nvidia. They know that Nvidia, led by Patriarch Huang, will never stand still, and that it will continue to run full of horsepower in the future.

Even Amazon's AWS, the world's largest cloud computing platform, announced yesterday that it will stop purchasing Nvidia's current Grace Hopper superchip, just waiting for Nvidia to launch the latest model later this year.

When it comes to electronic products, you still have to buy new ones or old ones.

Deepwater Asset Management's Gene Munster shouted, “Nvidia's followers are fuming! And this is just the beginning, and the Nvidia craze will last longer than most people think.”

On social media X, today is Nvidia's home ground.

“My eyes are all about Nvidia”

Dan Ives, a well-known analyst at investment bank Wedbush, also yelled in an interview on Wednesday: “The party has just begun. We are now discussing Nvidia's future valuation of $3 or 4 trillion, and growth shows no sign of slowing down.”

Ives even compared the current state of development of artificial intelligence to the “1995 moment,” implying that the development of AI will sooner or later lead to the spillover of Internet technology back then, which in turn will trigger amazing social changes.

For example, Nvidia announced a partnership with PC giant Dell on Wednesday to make a big splash on artificial intelligence infrastructure and benefit related AI infrastructure, software and service companies.

In the past, people often made fun of the three things that Koreans cannot escape in their lifetime: death, taxes, and Samsung.

Now, Ryan Detrick, the chief market analyst at Carson Group, is also teasing Nvidia: in life, not only death and taxes, but Nvidia's earnings have exceeded expectations.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment