Jim Cramer Doubles Down On Nvidia: 'Demand Is Accelerating' As AI Customers 'Have No Choice' But To Buy Its Chips
Jim Cramer Doubles Down On Nvidia: 'Demand Is Accelerating' As AI Customers 'Have No Choice' But To Buy Its Chips
The sentiment is echoed byNVIDIA Corp. (NASDAQ:NVDA) continues to dominate the artificial intelligence landscape, with CNBC's Jim Cramer and Wall Street analysts reinforcing their bullish outlook following the company's stellar third-quarter earnings report.
英偉達公司（納斯達克股票代碼: NVDA）繼續主導人工智能領域，CNBC的吉姆·克拉默和華爾街分析師在公司公佈了出色的第三季度業績後進一步增強了他們的看好態度。
What Happened: "The demand is accelerating because the payoff is so great," Cramer said on Thursday, citing CEO Jensen Huang's assertion that customers earn five dollars for every dollar invested in Nvidia chips.
發生了什麼: "需求正在加速增長，因爲回報是如此巨大，"克拉默在週四表示，引用首席執行官黃仁勳的說法，客戶在Nvidia芯片上的每一美元投資能帶來五美元的收益。
This compelling return on investment, Cramer argues, makes Nvidia's products essential for major tech companies. "That means they have no choice but to buy Nvidia's chips," he said.
克拉默認爲，這種引人注目的投資回報使得英偉達的產品對於主要科技公司至關重要。"這意味着他們別無選擇，只能購買英偉達的芯片，"他說。
The sentiment is echoed by Wedbush's Dan Ives, who called the results a "jaw-dropper." Ives predicts the Nasdaq could surge to 25,000, driven by an extraordinary multiplier effect where "one dollar spent on GPU chips translates to an $8 to $10 impact across the tech sector."
韋德布什證券的丹·艾夫斯對此表示贊同，他稱這一結果是"令人瞠目結舌的"。艾夫斯預測納斯達克可能會飆升至25,000點，受到非凡的乘數效應推動，其中"每在GPU芯片上花費一美元，技術行業將產生8至10美元的影響"。
Why It Matters: Nvidia reported third-quarter revenue of $35.1 billion, up 94% year-over-year, with Data Center revenue alone reaching $30.8 billion. The company's CFO Colette Kress projects gross margins will temporarily dip to the low 70% range as the new Blackwell systems ramp up production.
重要性: 英偉達第三季度的營業收入爲351億美元，同比增長94%，其中數據中心的營業收入單獨達到308億美元。公司的首席財務官柯蕾特·克瑞斯預計毛利率暫時會下滑至低70%的區間，因爲新的布萊斯韋爾系統正在擴大生產規模。
Rosenblatt analyst Hans Mosesmann maintained a Buy rating while raising the price target from $200 to $220.
Rosenblatt分析師漢斯·莫斯曼維持買入評級，將目標股價從200美元上調至220美元。
This optimism is reflected in a recent Benzinga poll, where 48% of respondents believed Nvidia would continue to dominate the "Magnificent Seven" stocks in 2025, followed by Tesla Inc. (NASDAQ:TSLA) at 27%.
最近Benzinga的一項調查表明瞭這種樂觀情緒，48%的受訪者認爲英偉達將繼續在2025年主導"科技七巨頭"股票，其次是特斯拉公司（納斯達克股票代碼: TSLA）佔27%。
Huang describes this period as "the beginnings of two fundamental shifts in computing," highlighting the transition to machine learning and AI's emergence as an industrial capability. The company projects fourth-quarter revenue of $37.5 billion, with Oracle Corp. (NYSE:ORCL) already planning AI computing clusters scaling to over 131,000 Blackwell GPUs.
黃仁勳形容這一時期爲"計算中兩項基本變革的開始"，強調向機器學習的轉變和人工智能作爲產業能力的出現。公司預測第四季度的營業收入爲375億美元，甲骨文公司（紐約證券交易所股票代碼: ORCL）已經計劃將人工智能計算集群擴展到超過131,000個布萊斯韋爾GPU。
Price Action: Nvidia's stock has surged more than 196% year-to-date, significantly outperforming the broader market and its "Magnificent Seven" peers, including Apple Inc. (NASDAQ:AAPL) at 23.3% and Microsoft Corp. (NASDAQ:MSFT) at 11.4%, according to data from Benzinga Pro.
價格走勢：英偉達股票今年迄今已上漲超過196%，大幅跑贏整體市場和其"科技七巨頭"同行，包括蘋果公司（NASDAQ:AAPL）23.3%，微軟公司（NASDAQ:MSFT）11.4%，數據來源爲貝寧薩普羅。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
譯文內容由第三人軟體翻譯。
