share_log

英伟达估值或将突破5万亿美元,分析师看好前景

NVIDIA's valuation may surpass 5 trillion dollars, Analysts are Bullish on the outlook.

FX168 ·  08:07

FX168 Financial News (North America) reports that in the new week, Wall Street darling NVIDIA has once again sparked bullish sentiment in the market.

Recently, Wedbush Analyst Dan Ives participated in an interview on the 'Opening Bid' podcast with Yahoo Finance Executive Editor Brian Sozzi, discussing NVIDIA's future prospects.

Recently, news about NVIDIA has caused quite a stir in the market. It was reported that Peking is launching an antitrust investigation into NVIDIA. If violations are confirmed, NVIDIA could face fines of up to 1 billion dollars.

This news has shaken the market, and since reaching a historic high in early November, NVIDIA's stock price has fallen by 12%, including a 5% drop in the past week.

Despite this, Dan Ives remains optimistic about the situation. In the interview, he stated: 'I am more focused on important things at hand, like whether my cappuccino in the morning is hot.'

He responded to market concerns with this humorous remark, emphasizing that he is more focused on the company's long-term development rather than short-term fluctuations. He pointed out: 'Short sellers always focus on any news that could trigger panic, but none of this is enough to change the big picture.'

Ives, who just returned from a trip to Asia, shared some positive insights. He mentioned that NVIDIA's demand far exceeds its supply, at a ratio of 15:1. 'Do you think an antitrust investigation will stop NVIDIA in its tracks?' he retorted.

Ives compared NVIDIA's current situation to an all-night party: 'In the past, parties usually started at 9 PM, but now it goes on until 4 AM.'

Although there may be tense moments during this period, such as hearing the sound of sirens, it is believed to be just a small setback in long-term growth. "We are still in the second year of NVIDIA's ten-year growth blueprint," he said.

Since the beginning of this year, NVIDIA's stock performance has been remarkable, and the company has ranked among the highest in global Market Cap. Meanwhile, the strong demand for NVIDIA Servers in the Cryptos Industry has further enhanced the company's reputation.

Bank of America Analyst Vivek Arya pointed out that NVIDIA's product upgrade speed is astonishing, with the upcoming Blackwell and Rubin GPUs expected to be launched in the third quarter of 2025, further solidifying its market position.

Overall, despite facing short-term challenges, NVIDIA is still expected to achieve long-term growth through continuous technological innovation and market demand, and may even exceed a $5 trillion valuation.

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