저자: DanIves · 외국인
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엔비디아 주가가 한 달 전 134달러에서 약 25% 하락해 100달러 부근이다. 발언자는 펀더멘털 훼손은 없고 AI 수요가 공급을 여전히 웃돈다고 보며, 연준 금리 인하 기대와 강한 이익 성장을 근거로 낙관한다. 데이터센터 매출 비중과 AI 수요가 핵심 근거로 제시되며, 자막 중 키체인 할인 광고가 다수 섞여 있다. 자동 자막 오타로 발언 일부는 불분명하다.
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for instance consider Nvidia a month ago it was trading at $134 per share now it's down about 25% to about $100 per share however in my opinion Nvidia will release the report in roughly 3 weeks and it will cost less than $10 get your Nvidia ke Ching as soon as possible we are offering a huge discount exclusively to the first 100 orders by all measures demand is still higher than Supply so that will be very beneficial yes John I am aware that's the other crucial quy though attitude has obviously change I don't think the fundamentals have altered all that much someone has been frightened the FED will begin cutting in a month and after that there will likely be two more that's why I believe the FED has enough ammunition to keep us from experiencing a terrible recession it was over $3 trillion but it might theoretically be less than $2 trillion at some point yes well and keep in mind that nvidia's growth matched its earnings growth they're profitable you know a multiple what is this what does it do while it's down we've probably talked to investors over the past week and part of it was you know you see potentially what's happening in the market it's down 32 people are sniffing out this Retreat you know the stock that they made the most money on was Nvidia that's where you make money it was a great year for me now is not the time to ruin the year let's remove some funds from the cloud table you may actually divide it into three categories the first is AI from Vidia which Powers the models themselves as you may know that is your first priority and the first thing you require it won't go away that will not go away the second section then discusses smartphones followed by PCS we have a lot more optimism about AI on cell phones the stock price of Nvidia The Tech Giant at the Vanguard of artificial intelligence has soared in recent years and the company's technological innovations play a significant role in its valuation additionally economic factors have a significant impact on stock price fluctuations and investor sentiment Nvidia and the economy at large have a complex relationship with a number of important economic issues having a big influence on the company's performance and in turn its market value let's start by talking about global economic growth generally speaking a strong global economy raises demand for semiconductors such as nvidia's gpus data centers game consoles and increasingly AI applications depend on these CPU is for power the demand for the technology that Nvidia offers rises in tandem with the expansion of economies and sectors the company's Revenue growth and stock performance are directly impacted by this demand which is fueled by economic success another important component of nvidia's economic equation is consumer spending the demand for gaming gpus a major source of income for the corporation is directly influenced by consumer confidence and levels of discretionary cash the demand for nvidia's state-of-the-art gpus is fueled by consumers propensity to purchase expensive gaming systems and other Tech driven Goods when they have more money to spend this correlation between vidia's financial performance and customer Behavior highlights the company's strong ties to the larger economy another important factor in nvidia's development is Corporate investment the demand for nvidia's high performance Computing Solutions is driven by businesses capital investment plans especially in the areas of technology and data centers Nvidia stands to gain from this increase in corporate spending as businesses spend more and more to upgrade their technology infrastructure in order to remain competitive this business business dependence on cuttingedge technology strengthens invidious standing as a vital participant in the world economy therefore the situation that most of those had in common was that they all had significant gaps in dips in volume for two 3 and four weeks the market has been poor and then there have been news stories about earnings declines and gaps at companies like Microsoft and Amazon among others we'll see what happens with Nvidia but at this moment you don't get out of it or recover from it soon due to to the aggressive and extreme selling which you would call distribution that's the phrase therefore if and when things do work down and the tiny caps have given up all their gains interest rates are another issue that make it important to get your Nvidia keychain quickly for less than $10 only the first 100 orders will receive this enormous discount which affects the price of nvidia's stock the mood of the market as a whole an investor interest in grow stocks like Nvidia may be impacted by Rising interest rates increased borrowing costs due to higher interest rates have the potential to slow down economic growth at lower demand for nidia's products when interest rates rise investors typically become more cautious which causes nvidia's stock price to fluctuate more as the market reevaluates the company's growth potential for NVIDIA the current state of the economy has brought both opportunities and challenges although the world economy has shown resilient in the face of numerous Challen Alles concerns have been brought about by elements like inflation supply chain interruptions and geopolitical conflicts the semiconductor industry as a whole has been affected by high rates of inflation and continuous supply chain difficulties but these difficulties have been somewhat lessened by nvidia's dominant Market position and pricing strength which has helped the business get through these difficult times more skillfully from an opportunity perspective Nvidia has benefited greatly from the AI explosion the demand for nvidia's GPU is has remained strong as businesses from a variety of industries make significant investments in AI Technologies since nvidia's technology is crucial for training big language models and enabling a variety of AI applications the industry's rapid growth continues to offer prospects for the company despite more General economic difficulties nvidia's growth Pace has been maintained in large part by this AI driven demand nvidia's stock price and econ omic indicators have a complicated and nuanced relationship according to historical data nvidia's stock has frequently outperformed the overall market during times of economic boom indicating the high demand for its products in a developing economy indeed I would conclude that nvidia's stock has dropped by almost 30% since its June Peak the majority of other semiconductor equities that are vulnerable to Data Center AI are therefore underperforming the truth is that we still anticipate Nvidia to lead the data center GPU Market not withstanding the recent corporate worries and the Blackwell delay issues with macro additionally we observe that internal gpus perform well companies like Google and Amazon for example are creating their own internal gpus alternatives to Nvidia gpus such as AMD gpus is are also becoming more and more popular however we anticipate that Nvidia will continue to dominate a market that is expanding incredibly quickly therefore I would suggest that there isn't much reason to be concerned about nvidia's data center revenues despite the fact that the company is currently selling below the trough multiple of the 2018 to 2019 down cycle we see little downside to valuation the proper way to look at things in my opinion yes you did mention 40% of overall revenues in fact viia also reveals that almost half of its data center sales come from the big cloud service providers it's true that we still need to see some more revisions to what consensus is expecting for capex growth next year in order to make room for NVIDIA to be able to meet expectations especially when you look at how much Capital expenditures for the top four hyperscalers are expected to grow this year and next year and break that down between investments in Ai and traditional infrastructure not many changes though 10 to 15% perhaps on the other hand nvidia's stock has been more volatile during recessions as investor mood is affected by market concerns but it's important to understand that company specific elements like new product releases advancements in technology and changes in investor attitude also have an impact on VI's stock price in summary there is a complex and convoluted interaction between Vidia and the economy vidia's success has been largely fueled by its capacity to to innovate and take advantage of new trends even while economic indices clearly have an impact on the company's performance and stock price in order to evaluate nidia's valuation and investment potential investors will need to keep a careful eye on both macroeconomic variables and Company specific changes as the global economy continues to change gaining an understanding of this intricate link can help one better understand the forces influencing vidia's future the quickly evolving Tech sector get your Nvidia keychain quickly for less than $10 we are offering a huge discount exclusively to the first 100 orders
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