Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
The Santa Clara, California-based company reported quarterly revenue of $30 billion, beating estimates of $28.86 billion, reflecting a 15% increase from the previous quarter and an impressive 122% year-over-year growth.Thursday's trading session unfolded with semiconductor stocks surging despite a drop in Nvidia Corp.'s (NASDAQ:NVDA) shares.
尽管英伟达（NASDAQ:NVDA）股价下跌，周四的交易中，半导体股大幅上涨。
Nvidia's earnings were seen as a critical juncture for the broader stock market in August, with the potential to either boost or reverse the recent rally. However, events did not play out as many had expected.
英伟达的收入被视为八月更广泛股市的一个关键节点，有潜力要么推动要么扭转最近的涨势。然而，事态并没有像许多人预期的那样发展。
Nvidia Shares Fall On Unimpressive Guidance
英伟达股价下跌，业绩指引并不理想
Nvidia's shares failed to rebound after a negative reaction in Wednesday's post-market hours.
英伟达的股价在周三盘后交易中出现负面反应后未能反弹。
The Santa Clara, California-based company reported quarterly revenue of $30 billion, beating estimates of $28.86 billion, reflecting a 15% increase from the previous quarter and an impressive 122% year-over-year growth.
这家总部位于加利福尼亚圣塔克拉拉的公司报告的季度营收为300亿美元，超过288.6亿美元的预期，较上一季度增长15%，年同比增长122%，令人印象深刻。
Net income reached $16.6 billion, up 12% from the prior quarter and a significant 168% increase compared to the same quarter last year. Earnings per share came in at 68 cents, surpassing the expected 64 cents.
净利润达到166亿美元，较上一季度增长12%，较去年同期大幅增长168%。每股收益为68美分，超出预期的64美分。
Despite surpassing Wall Street's revenue and earnings forecasts, Nvidia's outlook failed to meet investors' already lofty expectations for the coming quarters. The company projected this quarter's revenue at $32.5 billion, plus or minus 2%, slightly above the estimated $31.9 billion, but not enough to excite the market.
尽管超过了华尔街对营收和盈利的预测，英伟达的展望却未能满足投资者对未来季度的期望。该公司预测本季度的营收为325亿美元，加减2%，略高于预计的319亿美元，但未能激发市场的热情。
See Also: NVIDIA To Rally Over 31%? Here Are 10 Top Analyst Forecasts For Thursday
点击此处查看：英伟达股价将会上涨超过31%？以下是周四的10位顶级分析师预测
7 Semiconductor ETFs Rise
7家半导体etf上涨
Investors likely viewed Nvidia's quarterly results as a standalone event, opting for caution as the company's guidance did not significantly exceed expectations.
投资者可能将英伟达的季度业绩视为一个独立事件，并谨慎行事，因为公司的业绩指引并未显著超出预期。
Yet, they maintained a generally positive sentiment toward the broader market. Competitors of the AI giant experienced a marked rally, deviating from their usual trend of closely following Nvidia's performance.
然而，他们对整个市场仍保持着一种普遍乐观的情绪。人工智能巨头的竞争对手出现明显的上涨，偏离了他们通常紧随英伟达业绩的惯例。
"We believe Nvidia's comments on Data Center demand were constructive," Toshiya Hari, an analyst at Goldman Sachs, stated. The company's outlook for data center demand bodes well for other semiconductor firms involved in the AI infrastructure build-out.
高盛的分析师Toshiya Hari表示：“我们认为英伟达对数据中心需求的评论是积极的。” 公司对数据中心需求的展望对其他涉足人工智能基础设施建设的半导体公司也是利好。
Hari highlighted "ongoing tightness in High-Bandwidth Memory as a material positive for Buy-rated Micron Technology Inc. (NASDAQ:MU)."
Hari强调，“高带宽内存的持续紧缺对买入评级的美光科技公司（纳斯达克股票代码：MU）是一个实质性的利好。”
Even exchange-traded funds (ETFs) with a significant Nvidia exposure witnessed positive performance during Thursday's trading session. Here are some notable movers:
即使有着大量英伟达暴露度的交易所交易基金（etf）在周四交易日也表现良好。以下是一些值得关注的活跃股票：
- Strive U.S. Semiconductor ETF (NYSE:SHOC): up 0.7%, despite Nvidia comprising 30% of the fund.
- VanEck Semiconductor ETF (NYSE:SMH): up 0.8%.
- VanEck Fabless Semiconductor ETF (NYSE:SMHX): up 1.2%. This newly launched ETF focuses on companies that specialize in chip design and development while outsourcing production.
- Invesco PHLX Semiconductor ETF (NYSE:SOXQ): up 1.4%.
- First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL): up 1.6%.
- iShares Semiconductor ETF (NYSE:SOXX): up 1.7%.
- SPDR S&P Semiconductor ETF (NYSE:XSD): up 2.7%.
- Strive美国半导体etf（纽交所代码：SHOC）：上涨0.7%，尽管英伟达占基金的30%。
- VanEck半导体指数etf（纽交所代码：SMH）：上涨0.8%。
- VanEck半导体ETF (纽交所:SMHX): 上涨1.2%。这只新推出的ETF专注于专门从事芯片设计和开发的公司，同时外包生产。
- Invesco PHLX半导体ETF (纽交所:SOXQ): 上涨1.4%。
- First Trust纳斯达克半导体ETF (纳斯达克:FTXL): 上涨1.6%。
- iShares半导体ETF (纽交所:SOXX): 上涨1.7%。
- SPDR S&P半导体ETF (纽交所:XSD): 上涨2.7%。
Thursday's Top-Performing Semiconductor Stocks
周四表现最佳的半导体股
| Name | 1-Day % |
| Arm Holdings pic (NASDAQ:ARM) | 4.81% |
| Intel Corporation (NASDAQ:INTC) | 4.50% |
| Marvell Technology, Inc. (NASDAQ:MRVL) | 4.29% |
| ON Semiconductor Corporation (NASDAQ:ON) | 4.18% |
| Qorvo, Inc. (NASDAQ:QRVO) | 3.73% |
| Teradyne, Inc. (NASDAQ:TER) | 3.37% |
| Onto Innovation Inc. (NASDAQ:ONTO) | 3.06% |
| Microchip Technology Incorporated (NASDAQ:MCHP) | 2.98% |
| Analog Devices, Inc. (NASDAQ:ADI) | 2.82% |
| Skyworks Solutions, Inc. (NASDAQ:SWKS) | 2.80% |
| 姓名 | 1天 % |
| Arm Holdings图片 (纳斯达克:ARM) | 4.81% |
| 英特尔公司（纳斯达克：INTC） | 4.50% |
| Marvell Technology, Inc. (NASDAQ：MRVL) | 4.29% |
| 安森美半导体公司（纳斯达克：ON） | 4.18% |
| Qorvo公司，股票代码：纳斯达克QRVO | 3.73% |
| 泰瑞达（Teradyne，Inc.）（纳斯达克：TER） | 3.37% |
| Onto Innovation Inc. (纳斯达克:ONTO) | 3.06% |
| 微芯科技公司（纳斯达克：MCHP） | 2.98% |
| 纳斯达克（NASDAQ：ADI）的Analog Devices，Inc。 | 2.82% |
| Skyworks Solutions公司，股票代码：纳斯达克SWKS | 2.80% |
Now Read:
现在就阅读吧:
- Nvidia Analysts Say Pullback Is Buying Opportunity: 'Pushing AI Envelope Too Significant To Slow Down'
- 英伟达分析师表示回调是购买机会：'推动人工智能封装太重要，不能放慢速度'
译文内容由第三方软件翻译。
