'Nvidia Party Is Turning Into A Rager,' Says Analyst After Chipmaker's Q1 Beat That Sent Stock Soaring Past $1,000 In After-Hours Trading
'Nvidia Party Is Turning Into A Rager,' Says Analyst After Chipmaker's Q1 Beat That Sent Stock Soaring Past $1,000 In After-Hours Trading
Shares of Nvidia Corp. (NASDAQ:NVDA)N took off in after-hours trading, rising past $1,000 in reaction to the company's quarterly results.
英伟达公司（纳斯达克股票代码：NVDA）N的股价在盘后交易中腾飞，因该公司的季度业绩而升至1,000美元以上。
What Happened: The chipmaker reported first-quarter results that beat elevated expectations and issued an above-consensus second-quarter revenue guidance. The company also announced a 150% quarterly dividend hike to 10 cents per share and a 10-for-1 stock split.
发生了什么：这家芯片制造商公布的第一季度业绩超出了预期，并发布了高于共识的第二季度收入指导。该公司还宣布将季度股息提高150％，至每股10美分，并以10比1的比例进行股票分割。
Following the results and positive management commentary on the earnings call, the stock broke above the previous high of $974 in the after-hours session and went past the psychological resistance of $1,000. After-hours quotes are only indicative values and it remains to be seen if the stock can sustain the after-hours gain when it opens for trading on Thursday.
在财报电话会议公布业绩和管理层的积极评论之后，该股在盘后交易中突破了先前的高点974美元，突破了1,000美元的心理阻力。盘后报价只是指示性数值，该股在周四开盘时能否维持盘后涨幅还有待观察。
Higher For Longer: Deepwater Asset Management's Gene Munster weighed in on the quarterly performance and information gleaned from the call. "The $NVDA party is turning into a rager," the fund manager said, adding "We're just getting started, and it will last longer than most think."
长期走高：深水资产管理公司的吉恩·芒斯特权衡了季度业绩和电话会议中收集的信息。该基金经理说：“$NVDA派对正在变成狂热的派对，并补充说，“我们才刚刚起步，它将持续比大多数人想象的更长的时间。”
"This will be the underpinnings of a 3-5 year tech bull market that will end in a bubble burst," the tech entrepreneur said.
这位科技企业家说：“这将是为期3-5年的科技牛市的基础，牛市将以泡沫破裂告终。”
Munster noted that Nvidia CEO Jensen Huang said the company will benefit from a lot of Blackwell revenue this year. Blackwell is the company's next-gen high-performance accelerator announced at the GPU Technology Conference held in mid-March.
芒斯特指出，英伟达首席执行官黄延森表示，该公司今年将受益于布莱克韦尔的大量收入。Blackwell是该公司在3月中旬举行的GPU技术会议上宣布的下一代高性能加速器。
Ahead of the results, Munster predicted Osborne effect impacting demand for Nvidia's current H200 accelerators as customers await the launch of Blackwell.
在公布结果之前，芒斯特预测奥斯本效应将影响对Nvidia当前H200加速器的需求，因为客户正在等待Blackwell的推出。
In her earnings call comments, Nvidia CFO Colette Kress said demand for both H200 and Blackwell platform accelerators was exceeding supply, Munster said. While noting that Huang expects continued growth in H200 demand in the quarters ahead, the fund manager said, "This is amazing given the Osborne Effect. I've never seen anything like it."
芒斯特说，英伟达首席财务官科莱特·克雷斯在财报电话会议评论中表示，对H200和布莱克韦尔平台加速器的需求都超过了供应。该基金经理指出，黄预计未来几个季度上半年的需求将持续增长，但他表示：“考虑到奥斯本效应，这太神奇了。我从未见过这样的东西。”
The key takeaway from $NVDA earnings is growth will be higher for longer. pic.twitter.com/QtiF0G2M3q
— Gene Munster (@munster_gene) May 22, 2024
NVDA收益的关键收获是，增长将在更长的时间内保持更高的水平。pic.twitter.com/qtif0g2M3Q
— 吉恩·芒斯特 (@munster_gene) 2024 年 5 月 22 日
Munster also noted that Nvidia was planning to come out with new chips on an annual cycle. "Keeping this pace is critical because they're training customers not to wait for the next chip, " he said.
芒斯特还指出，英伟达计划每年推出新芯片。他说：“保持这种步伐至关重要，因为他们正在培训客户不要等待下一个芯片。”
"For their customers, time to train and the race to AGI is all that matters. This means Nvidia is in a great spot for the next few years."
“对于他们的客户来说，培训时间和向 AGI 的竞赛才是最重要的。这意味着Nvidia在未来几年中处于有利地位。”
After ending the regular session down 0.46% at $949.50, the stock rose 5.94% to $1,005.92 in after-hours trading, according to Benzinga Pro data.
根据Benzinga Pro的数据，该股在常规交易日结束时下跌0.46％，至949.50美元，盘后交易中上涨5.94％，至1,005.92美元。
Photo Courtesy: Shutterstock.com
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译文内容由第三方软件翻译。