Nvidia Downgrade By Pierre Ferragu's Newstreet Countered By Dan Ives: 'Cannot Disagree More...'
Nvidia Downgrade By Pierre Ferragu's Newstreet Countered By Dan Ives: 'Cannot Disagree More...'
Wedbush analyst Dan Ives has strongly opposed a recent downgrade of Nvidia Corp. (NASDAQ:NVDA) by New Street Research, citing the AI revolution as a key factor.
Wedbush的分析師Dan Ives強烈反對New Street Research最近對Nvidia Corp.(NASDAQ:NVDA)的降級評級，稱AI革命是關鍵因素。
What Happened: Ives expressed his disagreement with the negative assessment of Nvidia's future prospects in a post on X. He emphasized that the AI revolution, led by Nvidia and its CEO Jensen Huang, is just beginning.
發生了什麼：Ives在X上發表的一篇帖子中表達了他對Nvidia未來前景的負面評估的異議。他強調，由Nvidia和其CEO Jensen Huang帶領的人工智能革命才剛剛開始。
"We cannot disagree more with this negative Nvidia call as discussed on @LastCallCNBC last night as the AI Revolution is just starting in our view being led by Nvidia and the Godfather of AI Jensen in this 9 pm party," wrote Ives.
“我們完全不同意這個負面的Nvidia看法，作爲AI革命，我們認爲這只是開始，由Nvidia和AI教父Jensen在9點的派對中引領。”Ives寫道。
We cannot disagree more with this negative Nvidia call as discussed on @LastCallCNBC last night as the AI Revolution is just starting in our view being led by Nvidia and the Godfather of AI Jensen in this 9 pm party
— Dan Ives (@DivesTech) July 6, 2024
我們完全不同意這個負面的Nvidia看法，作爲AI革命，我們認爲這只是開始，由Nvidia和AI教父Jensen在9點的派對中引領。
— Dan Ives (@DivesTech)，2024年7月6日
New Street Research's Pierre Ferragu downgraded Nvidia to neutral, citing concerns about the stock's overvaluation. Ferragu noted that the demand for Nvidia's products is in line with expectations, which led to the decision to downgrade the stock. "For the first time, we think Nvidia might not exceed expectations," said Ferragu.
New Street Research的Pierre Ferragu將Nvidia的評級從看漲調整爲中立，認爲該股票超值。Ferragu指出，Nvidia產品的需求與預期相符，這導致了下調股票的決定。Ferragu表示：“我們認爲，Nvidia可能不會超過預期，這是第一次。”
Why It Matters: Nvidia's stock has been on a rollercoaster ride recently. The company received a rare downgrade from New Street Research on Saturday, citing concerns about the stock's overvaluation. The analyst expressed doubts about any additional upside, stating that it would only materialize in a bull case, which is not yet certain. He also warned of a potential risk of derating if the current outlook remains unchanged.
爲什麼重要：Nvidia的股票最近一直在過山車般地上下波動。公司在週六獲得了來自New Street Research的罕見降級，稱該股票超值。分析師對任何進一步的上行空間表示懷疑，稱這隻會在牛市情況下成爲現實，但這還不確定。他還警告說，如果當前的前景不改變，可能存在降級的風險。
Despite the concerns, Ives has been a vocal advocate of Nvidia's impact on the tech industry. He previously underscored the significant influence of Nvidia's expansion, stating that every dollar spent on the company's chips generates $8 to $10 in the rest of the sector.
儘管存在擔憂，但Ives一直是Nvidia對技術行業影響的積極倡導者。他此前強調了Nvidia擴張的重大影響，稱在該公司芯片上花費每1美元就會在其他行業板塊中產生8至10美元的收益。
However, the stock has seen some turbulence recently. In addition to the downgrade, European Union competition chief Margrethe Vestager highlighted a significant "bottleneck" in Nvidia AI chip supply.
然而，該股票最近出現了一些波動。除了降級之外，歐盟競爭事務負責人Margrethe Vestager還指出了Nvidia人工智能芯片供應中的重大“瓶頸”。
Price Action: Nvidia Corp's stock closed at $125.83 on Friday, marking a decline of 1.91% for the day. In after-hours trading, the stock further decreased 0.36%. Year to date, Nvidia has shown substantial growth, surging by 161.22%, according to data from Benzinga Pro.
股票價格走勢：Nvidia公司的股票於週五收於125.83美元，當日下跌1.91%。在盤後交易中，股票進一步下跌了0.36%。根據Benzinga Pro的數據，Nvidia在今年迄今爲止顯示了實質性的增長，漲幅爲161.22%。
- Options Market On The Rise
- 期權市場正在崛起
Image Via Shutterstock
圖片來自Shutterstock。
This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote
本報道使用Benzinga Neuro生成，並由Kaustubh Bagalkote
譯文內容由第三人軟體翻譯。