As Nvidia Maintains Chip Supremacy, Jim Cramer Says Foes Of Semiconductor Giant 'Aren't Really Enemies'
As Nvidia Maintains Chip Supremacy, Jim Cramer Says Foes Of Semiconductor Giant 'Aren't Really Enemies'
The company's stock has surged more than 181% year-to-date, dramatically outperforming other "Magnificent Seven" tech stocks like NVIDIA Corp. (NASDAQ:NVDA) continues solidifying its dominance in the artificial intelligence semiconductor market, with CNBC's Jim Cramer emphatically saying that no company can successfully challenge the tech giant's technological supremacy.
英偉達公司（納斯達克：NVDA）繼續鞏固其在人工智能半導體市場的主導地位，CNBC的吉姆·克萊默強調說，沒有公司能夠成功挑戰這家科技巨頭的技術優勢。
What Happened: Cramer, host of "Mad Money," underscored Nvidia's unparalleled market position, stating, "I know lots of people are gunning for Nvidia and there are stories all of the time about how other companies are trying to make chips better faster and cheaper than Nvidia's. But they can't. And the so-called enemies of Nvidia aren't really enemies."
發生了什麼：節目《瘋狂的金錢》主持人克萊默強調了英偉達無與倫比的市場地位，他表示：「我知道很多人都在針對英偉達，時常有關於其他公司如何試圖製造出比英偉達的芯片更快、更好、更便宜的故事。但是他們做不到。而那些所謂的英偉達的敵人其實並不是真正的敵人。」
Nvidia's third-quarter earnings report reinforced Cramer's bullish stance, with the company reporting a staggering $35.1 billion in revenue — a 94% year-over-year increase. Data Center revenue alone reached $30.8 billion, highlighting the company's critical role in AI infrastructure.
英偉達第三季度的業績進一步增強了克萊默的看好立場，公司營業收入達到了驚人的351億 — 比去年同期增長了94%。僅數據中心的收入就達到了308億，突顯了公司在人工智能基礎設施中的關鍵角色。
The company's stock has surged more than 181% year-to-date, dramatically outperforming other "Magnificent Seven" tech stocks like Apple Inc. (25.44%) and Microsoft Corp. (12.92%).
公司的股票今年迄今飆升超過181%，大幅超過其他「科技七巨頭」科技股票，如蘋果公司（25.44%）和微軟公司（12.92%）。
Cramer emphasized the compelling investment thesis behind Nvidia, quoting CEO Jensen Huang's assertion that customers earn five dollars for every dollar invested in Nvidia chips. "That means they have no choice but to buy Nvidia's chips," Cramer said.
克萊默強調了支持英偉達的令人信服的投資論點，引用首席執行官黃仁勳的說法，稱客戶在每投資一美元於英偉達芯片時，就能賺到五美元。「這意味着他們別無選擇，只能買入英偉達的芯片，」克萊默說道。
I know lots of people are gunning for Nvidia and there are stories all of the time about how other companies are trying to make chips better faster and cheaper than Nvidia's. But they can't. And the so-called enemies of Nvidia aren't really enemies
— Jim Cramer (@jimcramer) November 25, 2024
我知道很多人都在針對英偉達，時常有關於其他公司如何試圖製造出比英偉達的芯片更快、更好、更便宜的故事。但是他們做不到。那些所謂的英偉達的敵人其實並不是真正的敵人。
— 吉姆·克萊默 (@jimcramer) 2024年11月25日
Warren Buffett Announces New Charitable Gifts, Updates Plans For $150B Fortune: Billionaire Wants To Help Others 'Given A Very Short Straw At Birth'
禾倫·巴菲特宣佈新的慈善贈款，更新1500億財富的計劃：億萬富翁希望幫助那些「在出生時就被給予非常短的機會」的人。
Why It Matters: Wedbush analyst Dan Ives amplified this sentiment, predicting the Nasdaq could surge to 25,000, driven by an extraordinary multiplier effect where "one dollar spent on GPU chips translates to an $8 to $10 impact across the tech sector."
重要性：Wedbush分析師Dan Ives強調了這一觀點，預測納斯達克可能會飆升至25,000，驅動這一增長的是一種非凡的乘數效應，即"在gpu芯片上的每一美元支出在所有板塊中轉換爲8到10美元的影響。"
Nvidia's recent collaborations with Alphabet Inc's (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Quantum AI and initiatives in robotics with companies like Tesla Inc. (NASDAQ:TSLA) demonstrate the company's commitment to technological innovation.
英偉達最近與alphabet inc的谷歌量子人工智能及與特斯拉公司的機器人領域合作，展示了該公司對技術創新的承諾。
The company projects fourth-quarter revenue of $37.5 billion, with major clients like Oracle Corp. planning expansive AI computing clusters.
該公司預計第四季度營業收入爲375億，主要客戶如甲骨文公司計劃擴大人工智能計算集群。
A recent Benzinga poll reveals investor confidence, with 48% of respondents believing Nvidia will continue dominating the "Magnificent Seven" stocks in 2025.
最近的一項Benzinga民調顯示投資者信心，48%的受訪者認爲英偉達將在2025年繼續主導"科技七巨頭"股票。
Morgan Stanley's Joseph Moore highlighted emerging growth catalysts, including AI PCs, autonomous vehicles, and per-car software licensing revenue.
摩根士丹利的Joseph Moore強調了新興的增長催化劑，包括人工智能個人電腦、自動駕駛汽車和每輛車的軟件許可收入。
Despite overwhelming optimism, analysts like Mizuho's Jordan Klein caution about potential near-term volatility, citing reported thermal challenges with the new Blackwell chip systems.
儘管樂觀情緒濃厚，但分析師如瑞穗的Jordan Klein對潛在的近期波動發出警告，指出新Blackwell芯片系統報告了熱量問題。
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Image Via Shutterstock
圖片來自Shutterstock。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
譯文內容由第三人軟體翻譯。
