Nvidia Set For Major Surge To $204? Analyst Predicts Post-Q3 Boost Driven By Blackwell GPU Demand, Strong Margins
Nvidia Set For Major Surge To $204? Analyst Predicts Post-Q3 Boost Driven By Blackwell GPU Demand, Strong Margins
Zourmpanos highlights that Nvidia's growth is fueled by the increasing adoption of AI and data-intensive applications, reinforcing its leadership in the industry, Seeking Alpha reported on Wednesday. However, Nvidia faces potential risks from supply chain disruptions, particularly due to its reliance on Financial analyst Yiannis Zourmpanos has predicted that Nvidia Corp. (NASDAQ:NVDA) could witness a significant stock rally, potentially reaching $204, following its third-quarter performance.
金融分析師Yiannis Zourmpanos預測，英偉達公司（納斯達克: 英偉達）可能會見證重大股票漲幅，潛在達到204美元，隨着其第三季度表現。
What Happened: Jensen Huang's company has forecasted third-quarter revenue of approximately $32.5 billion, driven by strong demand for its Hopper and Blackwell GPUs. These GPUs are expected to bolster Nvidia's data center segment, which boasts a robust 68% operating margin. The Blackwell units, priced between $30,000 and $40,000, are in high demand, with production ramping up in the fourth quarter of 2024.
發生了什麼: 趙恩公司預測第三季度收入約325億美元，受Hopper和Blackwell GPU強勁需求推動。預計這些GPU將支撐英偉達的數據中心板塊，擁有強勁的68%營業利潤率。售價在3萬至4萬美元之間的Blackwell單元需求旺盛，在2024年第四季度產量不斷增加。
Nvidia's upcoming earnings report on Nov. 20 is a crucial factor in maintaining its growth momentum.
英偉達將於11月20日發佈的業績是維持其增長動力的關鍵因素。
Zourmpanos highlights that Nvidia's growth is fueled by the increasing adoption of AI and data-intensive applications, reinforcing its leadership in the industry, Seeking Alpha reported on Wednesday. However, Nvidia faces potential risks from supply chain disruptions, particularly due to its reliance on Super Micro Computer (NASDAQ:SMCI) for AI server components.
Zourmpanos強調，英偉達的增長受到人工智能和數據密集應用逐漸普及的推動，鞏固了其在行業板塊的領導地位。然而，英偉達面臨供應鏈中斷的潛在風險，特別是由於其在Super Micro Computer（納斯達克: 超微電腦）對人工智能服務器元件的依賴。
Despite these challenges, Nvidia's technical indicators and historical data suggest a bullish trend, with a 77% chance of positive returns in November. The company's strategic investments and revenue growth position it for potential long-term value appreciation.
儘管面臨這些挑戰，英偉達的技術指標和歷史數據表明看好的趨勢，11月有77%的正收益機會。公司的戰略投資和營收增長使其處於潛在長期價值增值的位置。
Why It Matters: As Nvidia prepares to release its third-quarter results, analysts are closely watching the company's performance. Morgan Stanley analyst Joseph Moore anticipates a strong quarter, aligning with the Street consensus of 74 cents per share earnings on $32.937 billion in revenue. Despite being supply-constrained, Nvidia is expected to generate significant revenue from its Blackwell chips, potentially between $5 billion and $6 billion in the upcoming quarter.
爲什麼重要: 隨着英偉達準備發佈第三季度業績，分析師們密切關注公司的表現。摩根士丹利分析師Joseph Moore預計一個強勁的季度，符合街道對每股收益74美分，營收329.37億美元的共識。儘管受到供應約束，預計英偉達將從其Blackwell芯片中獲得可觀的收入，可能在即將到來的季度達到50億至60億美元之間。
Furthermore, analysts predict a potential 14% rally for Nvidia, highlighting the company's strong market position and growth prospects. This optimism is driven by Nvidia's strategic focus on AI and data-intensive applications, which continue to drive demand for its advanced GPUs.
此外，分析師們預測英偉達可能會出現14%的漲勢，強調公司在市場上的強勁地位和增長前景。這種樂觀情緒是由英偉達對人工智能和數據密集應用的戰略關注驅動的，這些應用持續推動對其先進GPU的需求。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分由Benzinga Neuro幫助製作，並經Benzinga編輯審查和發佈。
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譯文內容由第三人軟體翻譯。
