Nvidia CEO Jensen Huang Becomes Stock Kingmaker Through Name-Dropping In Presentations
Nvidia CEO Jensen Huang Becomes Stock Kingmaker Through Name-Dropping In Presentations
NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang experienced a drop in his company's stock after a highly anticipated presentation. However, the stocks of other companies mentioned during the event saw a significant rise.
英偉達公司（納斯達克股票代碼：NVDA）首席執行官黃延森在一場備受期待的演講後經歷了公司股票下跌。但是，活動期間提到的其他公司的股票大幅上漲。
What Happened: Despite unveiling a new processor design, Blackwell, Nvidia's shares fell by almost 2% in post-market trading. However, Huang's endorsements of other companies during the two-hour presentation in San Jose, California, led to a surge in their stock prices, reported Bloomberg.
發生了什麼：儘管公佈了新的處理器設計Blackwell，但英偉達的股價在盤後交易中下跌了近2％。但是，彭博社報道，黃在加利福尼亞州聖何塞舉行的爲時兩小時的演講中對其他公司的認可，導致其股價飆升。
Engineering software companies like Synopsys Inc (NASDAQ:SNPS), Cadence Design Systems Inc (NASDAQ:CDNS), and ANSYS Inc (NASDAQ:ANSS) experienced a rise of over 2% after Huang announced that they would be using the new Blackwell-based processors for AI enhancements in their products. Similarly, Dell Technologies Inc (NYSE:DELL) saw a 3.2% increase after Huang praised the company for its enterprise systems.
新思科技公司（納斯達克股票代碼：SNPS）、Cadence Design Systems Inc（納斯達克股票代碼：CDNS）和ANSYS Inc（納斯達克股票代碼：ANSS）等工程軟件公司的漲幅超過2％。同樣，戴爾科技公司（紐約證券交易所代碼：DELL）上漲了3.2％，此前黃讚揚了該公司的企業系統。
"Everybody who is building these chatbots and generative AI, when you're ready to run it, you're going to need an AI factory. Nobody is better at building end-to-end systems of very large scale for the enterprise than Dell," said Huang, who nodded to CEO Michael Dell in the audience.
“每個正在構建這些聊天機器人和生成式人工智能的人，當你準備好運行它時，你將需要一個人工智能工廠。沒有人比戴爾更擅長爲企業構建超大規模的端到端系統。” 黃說，他在聽衆中向首席執行官邁克爾·戴爾點了點頭。
Other companies, such as SAP (NYSE:SAP) and ServiceNow Inc (NYSE:NOW), also witnessed a rise in their stock prices after Huang mentioned their use of Nvidia's platform for service development.
其他公司，例如SAP（紐約證券交易所代碼：SAP）和ServiceNow Inc（紐約證券交易所代碼：NOW），在黃提到他們使用英偉達的服務開發平台後，股價也上漲。
Why It Matters: Huang's keynote, though not immediately impactful on Nvidia's stock, significantly affected the stock market. This event follows a series of notable occurrences in the AI and tech industry, including Huang's assertion of Nvidia's technological dominance in the AI space, and the optimism surrounding Nvidia's GTC 2024 event.
爲何重要：黃的主題演講雖然沒有立即對英偉達的股票產生影響，但對股市產生了重大影響。該事件是在人工智能和科技行業發生了一系列引人注目的事件之後發生的，包括黃對英偉達在人工智能領域的技術主導地位的斷言，以及對英偉達GTC 2024活動的樂觀情緒。
Despite the initial stock drop, Huang's influence on the market is evident, as his speeches are seen as potentially determining the course of the AI rally.
儘管最初的股票下跌，但黃對市場的影響是顯而易見的，因爲他的講話被認爲有可能決定人工智能的漲勢方向。
This event also adds to the anticipation surrounding Nvidia's future developments and partnerships, as highlighted by the enthusiasm expressed by Jim Cramer ahead of the GTC 2024 event.
本次活動也增加了人們對英偉達未來發展和合作夥伴關係的期待，吉姆·克萊默在2024年GTC活動前表達的熱情突顯了這一點。
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譯文內容由第三人軟體翻譯。