Nvidia, Meta Among Tech Stocks That Stand To Benefit From 'Lots Of Infrastructure Spending On AI,' Says Tesla Bull Ross Gerber
Nvidia, Meta Among Tech Stocks That Stand To Benefit From 'Lots Of Infrastructure Spending On AI,' Says Tesla Bull Ross Gerber
Tesla bull Ross Gerber has suggested that the tech sector's earnings reports are indicative of substantial AI infrastructure spending.
特斯拉牛頭羅斯·格伯表示，科技行業的收益報告表明了大量的人工智能基礎設施支出。
What Happened: Gerber took to X, formerly Twitter, on Thursday to express his views on the tech sector's earnings reports. He believes that the consistent trend of these reports points towards a significant increase in AI infrastructure spending. He also emphasized the potential benefits for companies involved in AI infrastructure.
發生了什麼：週四，格柏在X（前身爲Twitter）上表達了他對科技行業收益報告的看法。他認爲，這些報告的持續趨勢表明，人工智能基礎設施支出將大幅增加。他還強調了參與人工智能基礎設施的公司的潛在好處。
Gerber's post comes at a time when the tech sector is experiencing a surge in AI-related activities.
Gerber的帖子是在科技行業經歷人工智能相關活動激增之際發佈的。
This surge is being driven by companies like Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, which have beaten Street consensus estimates in their March 2024 quarter earnings, led by AI and cloud computing space.
這種激增是由微軟公司（納斯達克股票代碼：MSFT）和Alphabet Inc等公司推動的。”s（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOGL）谷歌，在人工智能和雲計算領域的帶動下，谷歌在2024年3月的季度收益中超過了華爾街的普遍預期。
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"Every earnings report from the tech sector points to lots of infrastructure spending on AI... Bodes very well for the bricks and mortar companies behind AI."
“科技行業的每份收益報告都表明，人工智能方面的大量基礎設施支出...對於人工智能背後的實體公司來說，這是個好兆頭。”
Every earnings report from the tech sector points to lots of infrastructure spending on AI... Bodes very well for the bricks and mortar companies behind AI> $NVDA $SMCI $DELL $ASML $META $TSLA
— Ross Gerber (@GerberKawasaki) April 25, 2024
科技行業的每份收益報告都表明，人工智能方面的大量基礎設施支出...對於 AI> $NVDA $SMCI $DELL $ASML $META $TSLA 背後的實體公司來說，這是個好兆頭
— 羅斯·格伯 (@GerberKawasaki) 2024 年 4 月 25 日
Here's how the stocks Gerber recommended have performed in 2024 so far, according to Benzinga Pro:
根據Benzinga Pro的數據，以下是格柏推薦的股票在2024年迄今爲止的表現：
| Company | Last trading price (as of last closing) | Returns (year-to-date) |
| Nvidia Corp. | $826.32 | 71.55% |
| Super Micro Computer Inc. | $787.40 | 175.85% |
| Dell Technologies Inc. | $124.91 | 67.01% |
| ASML Holding NV | $902.51 | 25.89% |
| Meta Platforms Inc. | $441.38 | 27.46% |
| Tesla Inc. | $170.18 | -31.50% |
| 公司 | 最新交易價格（截至上次收盤） | 回報（年初至今） |
| 英偉達公司 | 826.32 美元 | 71.55% |
| 超級微電腦公司 | 787.40 美元 | 175.85% |
| 戴爾科技公司 | 124.91 美元 | 67.01% |
| ASML Holding NV | 902.51 美元 | 25.89% |
| Meta Platforms Inc. | 441.38 美元 | 27.46% |
| 特斯拉公司 | 170.18 美元 | -31.50% |
Why It Matters: Gerber's tweet is particularly relevant given the recent surge in AI-related activities within the tech sector. Companies like Microsoft have been delivering impressive performances in the AI and cloud computing space, as highlighted by Wedbush's Dan Ives.
爲何重要：鑑於最近科技領域與人工智能相關的活動激增，格柏的推文尤其重要。正如Wedbush的丹·艾夫斯所強調的那樣，微軟等公司在人工智能和雲計算領域取得了令人印象深刻的表現。
"Mad Money" host Jim Cramer also termed Microsoft and Google's recent quarters "spectacular."
《瘋狂的錢》主持人吉姆·克萊默還稱微軟和谷歌最近幾個季度 “引人注目”。
Deepwater Asset Management's Gene Munster applauded Google's $100 billion revenue projection, saying it's a sign that the company is "entering a new growth phase."
深水資產管理公司的吉恩·芒斯特對谷歌的1000億美元收入預測表示讚賞，稱這表明該公司正在 “進入新的增長階段”。
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通過以下方式查看 Benzinga 對消費科技的更多報道 點擊這個鏈接。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在 Benzinga Neuro 的幫助下製作的，並由 Benzinga 編輯審查和出版。
Photo courtesy: Shutterstock
照片來源：Shutterstock
譯文內容由第三人軟體翻譯。