Nvidia Delivered 'Jaw Dropping' Q3 Earnings, Says Dan Ives: 'This Is The Fourth Revolution Playing Out In Front Of Our Eyes'
Nvidia Delivered 'Jaw Dropping' Q3 Earnings, Says Dan Ives: 'This Is The Fourth Revolution Playing Out In Front Of Our Eyes'
Ives boldly predicted a Nasdaq surge to 25,000, driven by the "fourth revolution" in technology. "This is the rally, get ready," he emphasized, highlighting an extraordinary economic multiplier where "one dollar spent on GPU chips translates to an $8 to $10 impact across the tech sector." The analyst believes the market is underestimating demand for AI technologies in the next 12 to 18 months.Nvidia Corp. (NASDAQ:NVDA) has once again defied market expectations, delivering a blockbuster third-quarter performance that tech analysts are calling a watershed moment for artificial intelligence.
英偉達公司（納斯達克：NVDA）再次超越市場預期，交出了一個令人矚目的第三季度業績，科技分析師稱其爲人工智能的一個分水嶺時刻。
What Happened: Wedbush Securities Managing Director Dan Ives described the results as a "jaw-dropper," emphasizing the transformative potential of the company's AI technology. "This is the fourth revolution playing out in front of our eyes," Ives told CNN, highlighting the broader implications for the tech sector.
發生了什麼：Wedbush證券董事總經理丹·艾夫斯（Dan Ives）將這些結果描述爲「令人驚訝」，強調了公司人工智能技術的變革潛力。艾夫斯告訴CNN：「這是我們眼前正在上演的第四次革命」，強調了對科技行業更廣泛影響的重要性。
Referring to Nvidia's CEO Jensen Huang as the "Godfather of AI," he described the company's performance as a transformative moment.
他將英偉達公司CEO黃仁勳稱爲「人工智能教父」，描述了公司的表現爲一個變革時刻。
Ives boldly predicted a Nasdaq surge to 25,000, driven by the "fourth revolution" in technology. "This is the rally, get ready," he emphasized, highlighting an extraordinary economic multiplier where "one dollar spent on GPU chips translates to an $8 to $10 impact across the tech sector." The analyst believes the market is underestimating demand for AI technologies in the next 12 to 18 months.
艾夫斯大膽預測納斯達克將飆升至25,000點，受到技術領域的「第四次革命」的推動。「這就是行情，做好準備」，他強調，突出了一個非凡的經濟乘數效應，其中「每花費一美元購買gpu芯片在科技行業中產生8到10美元的影響」。分析師認爲，市場低估了未來12到18個月對人工智能技術的需求。
The analyst addressed potential risks to the AI boom, noting initial market nervousness about high spending and profitability concerns. However, he sees improving confidence, citing companies like Palantir Technologies Inc (NYSE:PLTR), ServiceNow Inc (NYSE:NOW), and Oracle Corp (NYSE:ORCL) as positive indicators.
分析師指出人工智能繁榮的潛在風險，注意到最初市場對高額支出和盈利能力的擔憂。然而，他認爲信心正在提升，引用了像Palantir Technologies Inc（紐交所：PLTR）、ServiceNow Inc（紐交所：NOW）和Oracle Corp（紐交所：ORCL）這樣的公司作爲積極指標。
Geopolitical concerns, particularly around China and potential tariffs, remain a consideration. Yet, Ives found reassurance in diplomatic channels, specifically mentioning Tesla Inc (NASDAQ:TSLA) CEO Elon Musk's involvement in negotiations, which he believes will help mitigate potential challenges.
特別是圍繞中國和潛在關稅的地緣政治擔憂仍然需要考慮。然而，艾夫斯在外交渠道中找到了安慰，特別提到特斯拉公司（納斯達克：TSLA）CEO埃隆·馬斯克參與談判，他相信這將有助於化解潛在挑戰。
Nvidia reported third-quarter revenue of $35.1 billion, a 94% increase year-over-year, significantly exceeding Street consensus estimates of $33.12 billion. The company delivered earnings per share of 81 cents, beating analyst expectations of 75 cents.
英偉達報告第三季度營業收入爲351億美元，同比增長94%，大大超過了市場對331.2億美元的共識預期。公司每股收益爲81美分，超過了分析師預期的75美分。
Prior to Nvidia's third-quarter earnings, Ives told CNBC that the company's pathway to a $4 trillion valuation "begins today" with a "drop the mic performance." He emphasized Nvidia's unparalleled market dominance, stating they are "the only game in town" in AI chip development.
在英偉達第三季度業績發佈前，艾夫斯告訴CNBC，公司達到4萬億美元估值的道路「從今天開始」並以「有意義的表現」開始。他強調了英偉達無與倫比的市場主導地位，表示他們在ai芯片開發領域是「唯一的玩家」。
The company's Blackwell product line, which Ives highlighted as critical, is now in full production.
分析師特別強調的公司Blackwell產品系列現已全面生產。
Why It Matters: The analyst's commentary went beyond dry financial analysis, sprinkled with his trademark flair. In a moment that captured both his tech insight and unexpected humor, Ives even ventured into fashion advice for President-elect Donald Trump.
爲什麼重要：分析師的評論超越了枯燥的財務分析，充滿他獨有的風格。在一個捕捉到他對科技的了解和意外幽默的時刻，艾夫斯甚至冒險給候任總統特朗普提出時尚建議。
The earnings report marks Nvidia's ninth consecutive quarter beating revenue estimates and eighth straight quarter exceeding earnings per share expectations.
收益報告顯示，英偉達連續第九個季度超過營業收入預期，連續第八個季度超過每股收益預期。
Price Action: Nvidia's stock closed at $145.89 on Wednesday, down 0.76% for the day. In after-hours trading, the stock dipped further by 2.53%. Year to date, Nvidia's stock has surged 202.86%, according to data from Benzinga Pro.
價格走勢：英偉達股票週三收盤價爲145.89美元，下跌0.76%。盤後交易中，股價進一步下跌了2.53%。據彭博專業數據顯示，英偉達股票年初至今已暴漲202.86%。
譯文內容由第三人軟體翻譯。
