'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.
英偉達公司（納斯達克股票代碼：NVDA）N的股價在盤後交易中騰飛，因該公司的季度業績而升至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.
發生了什麼：這家芯片製造商公佈的第一季度業績超出了預期，併發布了高於共識的第二季度收入指導。該公司還宣佈將季度股息提高150％，至每股10美分，並以10比1的比例進行股票分割。
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.
在業績電話會議公佈業績和管理層的積極評論之後，該股在盤後交易中突破了先前的高點974美元，突破了1,000美元的心理阻力。盤後報價只是指示性數值，該股在週四開盤時能否維持盤後漲幅還有待觀察。
Higher For Longer: Deepwater Asset Management's Gene Munster weighed in on the quarterly performance and information gleaned from the call. "The $NVDA party is turning into a rager," the fund manager said, adding "We're just getting started, and it will last longer than most think."
長期走高：深水資產管理公司的吉恩·芒斯特權衡了季度業績和電話會議中收集的信息。該基金經理說：“$NVDA派對正在變成狂熱的派對，並補充說，“我們才剛剛起步，它將持續比大多數人想象的更長的時間。”
"This will be the underpinnings of a 3-5 year tech bull market that will end in a bubble burst," the tech entrepreneur said.
這位科技企業家說：“這將是爲期3-5年的科技牛市的基礎，牛市將以泡沫破裂告終。”
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，英偉達首席執行官黃延森表示，該公司今年將受益於布萊克韋爾的大量收入。Blackwell是該公司在3月中旬舉行的GPU技術會議上宣佈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.
在公佈結果之前，芒斯特預測奧斯本效應將影響對Nvidia當前H200加速器的需求，因爲客戶正在等待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."
芒斯特說，英偉達首席財務官科萊特·克雷斯在業績電話會議評論中表示，對H200和布萊克韋爾平台加速器的需求都超過了供應。該基金經理指出，黃預計未來幾個季度上半年的需求將持續增長，但他表示：“考慮到奧斯本效應，這太神奇了。我從未見過這樣的東西。”
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收益的關鍵收穫是，增長將在更長的時間內保持更高的水平。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.
芒斯特還指出，英偉達計劃每年推出新芯片。他說：“保持這種步伐至關重要，因爲他們正在培訓客戶不要等待下一個芯片。”
"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."
“對於他們的客戶來說，培訓時間和向 AGI 的競賽才是最重要的。這意味着Nvidia在未來幾年中處於有利地位。”
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.
根據Benzinga Pro的數據，該股在常規交易日結束時下跌0.46％，至949.50美元，盤後交易中上漲5.94％，至1,005.92美元。
Photo Courtesy: Shutterstock.com
照片提供：Shutterstock.com
譯文內容由第三人軟體翻譯。