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Wedbush's Dan Ives Equates Nvidia's Market Stature To Lebron James' Early Career

Wedbush's Dan Ives Equates Nvidia's Market Stature To Lebron James' Early Career

Wedbush的丹·艾夫斯將英偉達的市場地位比作勒布朗·詹姆斯的早期生涯
Benzinga ·  09/01 22:31

Wedbush analyst Dan Ives has drawn a parallel between the market dominance of Nvidia Corp. (NASDAQ:NVDA) and the prowess of a young LeBron James.

Wedbush分析師丹·艾夫斯(Dan Ives)將英偉達公司(NASDAQ:NVDA)在市場上的主導地位與年輕的勒布朗·詹姆斯相提並論。

What Happened: Last week, Ives reiterated his bullish outlook on Nvidia, drawing a comparison to one of the greatest basketball players in history.

發生了什麼:上週,艾夫斯重申了對英偉達的看好,將其與歷史上最偉大的籃球運動員之一進行了比較。

Ives told Bloomberg, "If you look at Nvidia here, this is LeBron in high school in terms of where this story is ultimately going."

艾夫斯告訴彭博:「如果你看看英偉達,這就像勒布朗在高中時期,這個故事最終會發展到哪個地步。」

Ives further emphasized Nvidia's lead over its competitors, referring to it as "the only game in town." Despite the concerns regarding the delay of the upcoming Blackwell chips, Ives lauded Nvidia's strong revenue guidance.

艾夫斯進一步強調了英偉達在競爭對手中的領先地位,稱其爲「這裏唯一的遊戲」。儘管存在關於即將推出的Blackwell芯片延遲的擔憂,艾夫斯讚揚了英偉達強勁的營業收入指引。

According to Fortune, he also underscored the multiplier effect that Nvidia has on the tech sector, explaining that every dollar spent on its chips echoes through the industry by a factor of 8-10 times.

據《財富》報道,他還強調了英偉達對科技行業的乘數效應,解釋說每花在其芯片上的一美元都會在行業中引發8-10倍的效應。

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Ives anticipates $1 trillion of capital expenditures on AI over the next three years, which is double his forecast from six months ago.

艾夫斯預計在未來三年內人工智能領域的資本支出將達到1萬億美元,這是他六個月前預測的兩倍。

Even though Nvidia's stock suffered an 8% weekly loss, most Wall Street analysts, including those at Bank of America Global Research, continue to maintain a "buy" rating on Nvidia shares.

即使英偉達的股價下跌了8%,包括美國銀行全球研究在內的大多數華爾街分析師仍然保持對英偉達股票的「買入」評級。

Why It Matters: Given the absence of context articles, the significance of this news can be inferred from the information provided. Nvidia's comparison to a young LeBron James underscores the company's potential and its unrivaled position in the tech industry.

爲什麼重要:鑑於缺乏背景文章,可以從提供的信息推斷出這則新聞的重要性。英偉達與年輕的勒布朗·詹姆斯的比較突顯了該公司的潛力和在科技行業中無與倫比的地位。

The anticipated capital expenditures on AI and the multiplier effect of Nvidia's chips indicate a promising future for the company, despite short-term stock fluctuations.

對人工智能預期的資本支出和英偉達芯片的倍增效應表明,儘管短期股票波動,但該公司的未來前景仍然充滿希望。

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This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

這一內容部分藉助於本賽思神經和本賽思編輯審核並發表。

譯文內容由第三人軟體翻譯。


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