저자: DanIves · 외국인
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엔비디아 주가는 AI 수요 강세와 블랙웰 칩 출하 기대로 강세. 실적 발표 전 기대감이 크며 Jensen Huang의 의료·디지털 바이오 중장기 비전도 언급됨. 다만 실적 직후 변동성과 대만 관세 등 지정학 리스크는 존재. 분석가들은 엔비디아를 지속 성장 기대주로 평가.
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I uh look CU es if there was going to be one what I you there demands have st view nto a Brun in high school inac that it's very easy like Nazi farest to this means for the rest of the T in the electrifying Whirlwind of Wall Street there's always a frenzy driving the tickers but nothing seems to spark the Market's imagination quite like the story of nvidia's latest performance as the anticipation for their Q3 earnings report builds investors and Tech enthusiasts alike have their eyes glued to this juggernaut's every move the chip giant having solidified its stature as the world's largest publicly traded company by market cap continues to dazzle with extraordinary gains in the AI sector with Whispers of their latest Blackwell AI chips hitting the market and hints of exceptional earnings figures such as AMD and Intel find themselves scrambling in nvidia's formidable Shadow yet what truly lies ahead for NVIDIA in this highstakes chapter of tech advancements the answer unfolds with intriguing mystery welcome back everyone to investra uh Nvidia Shares are up about 4% uh Jim what's the latest you've been picking up from your many conversations both on air and off air with many of the people who've attended dream Force this week and just been been you know who you've seen in the uh in the uh uh San Francisco area well I think that we can listen to what Lisa Su to say from AMD what she told me was look Nvidia is unsalable lead but there's room for two because there is so much business the demand I just keep getting is more and more and more and the big the big joke out here is that some people really do have Blackwell and it's going to be Elon Musk or Mark Zuckerberg because remember last week Jensen Wongs had just become very emotional who gets his chips I've not seen anything like this David it's like they're scalping him you know what I mean yeah and that's bad he he's had to deal with scalping before but yeah most people just say that Jensen is AI we're waiting for other to kind of join his orb but nobody has that stock collapsed last night it collapsed it went from 15 to 13 as if it was some sort of small cap margarine you know margarine a knife through margarine oh yeah look at that but now it's higher and obviously we've got an S&P Carl that's a new new record right on the S&P yeah yeah this is an all-time high and I think probably for the Dow as well right about 42k the one to watch is inid that was up three and a half now it's up five there was nothing wrong with Nvidia uh but except for the fact that the long KN has been out for it because people think that Jensen can't possibly maintain the strength the stock market often likened to A Hitchhiker's Guide to uncertainty thrives on suspenseful narratives like Invidia emerging as the undeniable leader in the AI Revolution nvidia's trajectory has become The Benchmark of corporate aspiration this quarter's numbers defy gravity projecting an impressive $33.2 billion in Revenue Revenue a dramatic 83% year-over-year growth from the prior q3's $22.1 billion this leap helps investors understand why nvidia's stock price surged about 189% year to date while AMD dipped 8% and Industry stalwart Intel plummeted by an eye-watering 51% nvidia's Forte its data center segment headlines the success story anticipating Revenue to double compared to last year scaling from 14.5 billion to a colossal $29 billion with Gaming revenue crossing the $3 billion Mark nvidia's grip on technology straddles both Innovation and profitability the market Chuckles at the old aphorism why didn't the investor trust the chip stock because it was so flaky but Nvidia stands resolutely as the substance amidst the Bluster despite some investor Jitters the stock did see a 6% dip Post Its impressive Q2 earnings optimism about the future runs high o we're trying and I have my eye on Nvidia uh it's not yet made a higher you know a higher high than the prior Peak so it's definitely still in this sideways mode so I guess I'm going to reserve judgment as to whether this is you know a change in character of this Market that's been been moving away from Tech until we get a few more days of follow through elsewhere Nvidia up another 5% and now up about 10% from just a couple weeks ago the stocks rebound has coincided with Nvidia CEO Jensen Wong's media blitz recently touting the promise of accelerated Computing at a number of conferences just this week at dreamforce with Salesforce CEO Mark benof nvidia's announcement of Japan's soft bank group as the inaugural recipient for the nextg Blackwell chips marks a pivotal moment soft bank's ambition to construct Japan's most formidable AI supercomputer underscores the chips significance CEO Jensen hang with his characteristic cander put nvidia's design hiccup in the rear view acknowledging past delays but emphasizing resolution and boundless future potential forecasting several billion dollars in forthcoming quarters investor curiosity is equally piqued by geopolitical undercurrent notably president-elect Donald Trump's tariff speculations that Target Taiwan manufactured semiconductors as nvidia's fate intertwines with global politics the potential for increased costs and their Ripple effects demands CEO guidance in the upcoming report from technical glitches to Asian manufacturing dependencies nvidia's stormy seas are navigated by its innovative prowess and stakeholder commitn Jim there was the longer term message out of Jensen Wong yesterday talking about the advances we're going to see primarily in medical science over the next 10 years and in his words something you don't want to miss listen to that Mark I'm just getting started these are these are my Finest Hours we're just getting started this is the best I'm nobody nobody should miss the next decade would you agree with that the next decade of Technology advance everybody yeah do don't you're not going to want to miss this movie yeah you're not going to want to miss this movie I think the next 10 years uh the the breakthroughs that we're going to have in digital biology the breakthroughs uh and just helping uh uh diagnosing disease um the breakthroughs in science we're going to have so many scientific assistant Jim what' you think look I think this is uh for Jensen this and obviously just a plan old data center where he has in inside all of his stuff but yeah what he's talking about is the right now you have this disperate collection of records that would take maybe 10 years to sort through to find common genes of what causes cancer and now can be done in three or 4 days this is the accelerated Computing side uh not just the generative AI side and it is it is very exciting Jensen comes in and you you have to understand that you may think that AI is something that is a bubble and then this man comes in he's of a different plane entirely and he's basically telling you look we do not have the ability as humans to get things done but the machines do and he's obviously he feels that the machines David are um good guys uh run by good people as Nvidia prepares to unveil its Q3 earnings The Narrative is clear this isn't just a moment in the stock market cycle it's a litmus test for the future of technological advancement in forecast hints at a robust $37 billion Revenue in Q4 a testament to its unwavering momentum in Ai and Beyond but what's striking is the resilience and adaptability of its stock in the face of global challenges and local operational hiccups as Jensen hang charts the course forward Blackwell's impending success offers tantalizing returns for Discerning investors though past post earnings volatility may cause pause the overall trajectory showcases Nvidia as a Titan poised for sustained growth so where do you stand in this story of innovation and opportunity share your thoughts on nvidia's prospects in place within the digital transformation narrative the questions often lead to the most insightful discussions on the market 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