推动英伟达潜在超预期的关键因素是即将推出的Blackwell芯片，该产品预计将在明年1月季度中做出显著贡献。英伟达预计这一产品线在1月季度将带来“数十亿美元”的收入，而华尔街的预测大约为40亿美元。After nvidia released the last financial report, Wall Street speculates that the magnitude of this performance exceeding expectations may not be as significant as the previous few quarters.
After nvidia (NVDA.US) released the last financial report, Wall Street speculates that the magnitude of this performance exceeding expectations may not be as significant as the previous few quarters.
However, the Intelligence Finance APP has learned that Cantor Fitzgerald analyst C.J. Muse believes that in the chip industry, nvidia has the most potential to significantly exceed expectations in the future. He and his team believe that among all the companies they cover, nvidia has the most "outperformance potential in excess of expectations".
The key factor driving nvidia's potential outperformance is the upcoming Blackwell chip, which is expected to make a significant contribution in the quarter ending January next year. Nvidia expects this product line to bring in "tens of billions of dollars" in revenue in the January quarter, while Wall Street's forecast is around 4 billion dollars.
According to nvidia CEO Jensen Huang, the market demand for Blackwell is "extremely crazy", coupled with nvidia's consistently strong execution, Muse believes that the company is poised to exceed expectations. He expects nvidia's revenue in the January quarter to reach around 37 billion dollars, and the revenue in the April quarter to reach around 41 billion dollars, both numbers are about 1 billion dollars higher than the market consensus forecast.
Muse points out that the performance of the Blackwell chip "will drive performance beyond expectations and dispel concerns about possible short-term fluctuations in the future," calling it perhaps the "strongest and most important product cycle" the company has had to date. He added that in such a background, nvidia is "undoubtedly the company we are most bullish about".
nvidia's stock price surged again this Tuesday, closing up 4.04% at $132.884, marking the fifth consecutive day of increase. Currently, nvidia's stock price is only 2.3% lower than the historical high closing price of $135.58 set on June 18th.
Mizuho analyst Jordan Klein stated that long-term investors and hedge fund investors are becoming increasingly interested in nvidia stocks, especially against the backdrop of early 2025. The Blackwell chip may bring greater performance surprises, as demand far exceeds supply.
Klein also pointed out that the demand for Blackwell chips is very strong, as mentioned in a recent media interview by Hon Hai Precision Industry, a manufacturer of ai servers, further fueling market optimism.