Nvidia And Jensen Huang Fueling Tech Sector Boom, Says Wedbush Analyst Dan Ives: 'For Every $1 Spent On...'
Nvidia And Jensen Huang Fueling Tech Sector Boom, Says Wedbush Analyst Dan Ives: 'For Every $1 Spent On...'
Wedbush analyst Dan Ives has underscored the significant influence of Nvidia Corporation's (NASDAQ:NVDA) expansion on the tech industry, stating that every dollar spent on the company's chips generates $8 to $10 in the rest of the sector.
Wedbush的分析師丹·艾夫斯強調了英偉達公司（納斯達克股票代碼：NVDA）擴張對科技行業的重大影響，稱公司芯片上的每一美元可在板塊的其餘部分創造8至10美元的營業收入。
What Happened: On Monday, while appearing on CNBC's Squawk on the Street, Ives explained the ripple effect of Nvidia's success throughout the tech industry.
發生了什麼：週一，艾夫斯在CNBC的節目“Squawk on the Street”上解釋了英偉達的成功對科技行業的連鎖反應。
Ives noted that tech stocks were up another 15%, he said that even though the rally was led by 'Godfather of AI' Jensen Huang, the "multiplier for every dollar spent on an Nvidia chip — $8-10 flows into rest of the tech."
艾夫斯指出科技股上漲了另外15％，他表示即使是由“AI教父”黃仁勳領導的高潮，每在英偉達芯片上花費一美元，就可在科技板塊的其餘部分創造8-10美元的營業收入。
He also pointed out that some tech firms feel the strain, especially those lacking the necessary resources and expertise.
他還指出一些科技公司感受到了壓力，特別是那些缺乏必要資源和專業知識的公司。
Comparing this moment to the pivotal tech boom of 1995 rather than the bubble of 1999, Ives said, "It's a 1995 moment, not a 1999 moment," expressing his sustained bullishness for tech stocks. Ives compared the current situation to a party, with Apple Inc. (NASDAQ:AAPL), Nvidia Corp. (NASDAQ:NVDA), and Microsoft Corporation (NASDAQ:MSFT) playing pivotal roles.
艾夫斯將現在與1995年關鍵的技術繁榮時期做比較，而不是與1999年的泡沫。他表示，“這是一個1995年的時刻，而非1999年的時刻”，表達了他對科技股持續看漲的態度。艾夫斯將當前情況比作一個聚會，蘋果公司（納斯達克股票代碼：AAPL）、英偉達公司（納斯達克股票代碼：NVDA）和微軟公司（納斯達克股票代碼：MSFT）發揮了關鍵作用。
"Apple is now on the dance floor at the AI Party with Nvidia and Microsoft still running the show as DJs....but it's only 9 pm and this AI Party goes till 4 am in our view," he said. When questioned about the longevity of this tech bull market, Ives forecasted a two-year run.
“現在蘋果已經加入人工智能派對，而英偉達和微軟仍然是DJ的主角……但現在才九點，我們認爲這場人工智能派對要持續到凌晨四點，”他說。當被問及這場科技牛市的持久性時，艾夫斯預計爲期兩年。
Apple is now on the dance floor at the AI Party with Nvidia and Microsoft still running the show as DJs....but it's only 9 pm and this AI Party goes till 4 am in our view @SquawkStreet
— Dan Ives (@DivesTech) July 1, 2024
現在蘋果已經加入人工智能派對，而英偉達和微軟仍然是DJ的主角……但現在才九點，我們認爲這場人工智能派對要持續到凌晨四點 @SquawkStreet
— Dan Ives (@DivesTech) 2024年7月1日
Why It Matters: The tech sector has been buzzing with excitement as industry giants race towards a $4 trillion market cap The AI revolution is just beginning, and the second half of 2024 promises even more thrills.
爲什麼重要：隨着行業巨頭向着4萬億美元市值的目標競逐，科技行業一直在忙碌。人工智能革命只是剛剛開始，2024年下半年將會有更多的驚喜。
Nvidia's stock had seen a significant rebound after a recent correction, with Ives suggesting that the company's market cap could reach $4 trillion. He has also identified Palantir Technologies Inc. (NYSE:PLTR) as the "purest" AI stock in terms of use cases.
艾夫斯認爲，英偉達的股價在經歷了最近的調整後有了顯著回升，他建議該公司的市值可達到4萬億美元。他還認爲，Palantir Technologies Inc.（紐交所股票代碼：PLTR）在使用案例方面是“最純”的人工智能股票。
Last week, Peter Thiel, while speaking at the Aspen Ideas Festival, drew parallels between the dot-com bubble of '99 and the current state of AI. He went on to say that Nvidia is capturing 80-85% of the revenue in the AI sector, something Thiel found "very strange." This is because most of the profits are being generated at the hardware level, an area "Silicon Valley doesn't even know much about anymore."
上週，彼得·蒂爾在Aspen Ideas Festival上發表講話，將99年的互聯網泡沫與現在的人工智能狀況相提並論。他接着說，英偉達正在賺取AI行業80-85％的營收，蒂爾發現這“非常奇怪”。這是因爲大部分利潤是在硬件水平上產生的，這是“硅谷現在甚至不太了解的領域”。
Photo Courtesy: Shutterstock.com
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譯文內容由第三人軟體翻譯。