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2021-11-19
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Nvidia: After Chipmaker Beats Consensus, Stock Trades Like a Meme<blockquote>英伟达：芯片制造商超出共识后，股票交易就像模因一样</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":876570762,"tweetId":"876570762","gmtCreate":1637334741086,"gmtModify":1637334741248,"author":{"id":4088776033343660,"idStr":"4088776033343660","authorId":4088776033343660,"authorIdStr":"4088776033343660","name":"674575e6","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/876570762","repostId":1146719331,"repostType":4,"repost":{"id":"1146719331","kind":"news","pubTimestamp":1637334675,"share":"https://www.laohu8.com/m/news/1146719331?lang=zh_CN&edition=full","pubTime":"2021-11-19 23:11","market":"us","language":"en","title":"Nvidia: After Chipmaker Beats Consensus, Stock Trades Like a Meme<blockquote>英伟达：芯片制造商超出共识后，股票交易就像模因一样</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146719331","media":"TheStreet","summary":"One of the most anticipated companies to report earnings this week, Nvidia once again beat consensus","content":"<p>One of the most anticipated companies to report earnings this week, Nvidia once again beat consensus. NVDA stock’s popularity has skyrocketed and now trades like a meme.</p><p><blockquote>作为本周公布财报的最受期待的公司之一，英伟达再次超出了市场预期。NVDA股票的受欢迎程度飙升，现在的交易就像一种模因。</blockquote></p><p> Chipmaker and software company NVIDIA reported its third quarter results on November 17, after the closing bell. The NVIDIA earnings event was one of the most awaited on Reddit forums, since the company is considered a key player in important sub-segments of tech, including gaming and artificial intelligence. NVIDIA topped revenue and EPS expectations, as usual.</p><p><blockquote>芯片制造商和软件公司英伟达于11月17日收盘后公布了第三季度业绩。英伟达的财报活动是Reddit论坛上最受期待的活动之一，因为该公司被认为是游戏和人工智能等重要科技子领域的关键参与者。与往常一样，英伟达的收入和每股收益超出了预期。</blockquote></p><p> In the morning of November 18, NVIDIA stock climbed as high as 12%, boosted by earnings euphoria and the stock’s popularity on the main discussion boards. In fact, NVDA was the most discussed stock on Reddit on November 18 (see below).</p><p><blockquote>11月18日上午，受盈利乐观情绪和该股在主要讨论板上受欢迎程度的提振，英伟达股价飙升12%。事实上，NVDA是11月18日Reddit上讨论最多的股票（见下文）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b62728b93a04ca22411421cf47e2d42f\" tg-width=\"1085\" tg-height=\"401\" width=\"100%\" height=\"auto\"><span>Figure 1: Trending stocks on Reddit on November 18.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：11月18日Reddit上的趋势股票。</span></p></blockquote></p><p> Today, we take a closer look at NVDA; the post-earnings excitement; and why the stock, now up a solid 25% in November alone and around +125% YTD, continues to trade like a meme.</p><p><blockquote>今天，我们仔细看看NVDA；财报发布后的兴奋；以及为什么该股仅在11月份就上涨了25%，年初至今上涨了125%左右，继续像迷因一样交易。</blockquote></p><p> <b>Strong Q3 results and growth pace</b></p><p><blockquote><b>强劲的第三季度业绩和增长速度</b></blockquote></p><p> Despite optimistic estimates by Wall Street, NVIDIA stilldeliveredan easy all-around beat on EPS, by $0.06, and on revenues, by $289 million. All business segments saw robust revenue growth, especially data center – which has been the main revenue growth driver in the past quarters. Nvidia also posted a significant guidance beat on gross margins of 65.2%. Not many companies outside pure software vendors can boast gross margins above 60%.</p><p><blockquote>尽管华尔街做出了乐观的估计，英伟达的每股收益仍然轻松实现了0.06美元的全面增长，营收增长了2.89亿美元。所有业务部门都实现了强劲的收入增长，尤其是数据中心——它一直是过去几个季度收入增长的主要驱动力。Nvidia还公布了65.2%的毛利率，大幅超出预期。除了纯软件供应商之外，没有多少公司能够拥有超过60%的毛利率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f91465c7238d3fa4adf6b9893379d1a9\" tg-width=\"919\" tg-height=\"514\" width=\"100%\" height=\"auto\"><span>Figure 2: NVIDIA quarterly revenue trend.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：英伟达季度营收趋势。</span></p></blockquote></p><p> Jensen Huang, founder and CEO of NVIDIA, also mentioned AI demand as a highlight of the quarter:</p><p><blockquote>英伟达创始人兼首席执行官黄仁勋也提到AI需求是本季度的一大亮点：</blockquote></p><p> “ <i>Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies. NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.</i> NVIDIA’s outlook for Q4 is for revenues to reach $7.4 billion and gross margins to land between 65.3% and 67.0%. The gaming cycle refresh and AI demand could be some of the catalysts allowing the company to achieve its guidance goals.</p><p><blockquote>“<i>在超大规模和云横向扩展的推动下，对NVIDIA AI的需求正在激增，并被超过25,000家公司扩大采用。NVIDIA RTX通过光线追踪和AI重塑了计算机图形，是游戏玩家和创作者以及构建家庭工作站的设计师和专业人士这一庞大且不断增长的市场的理想升级。</i>NVIDIA对第四季度的预期是收入将达到74亿美元，毛利率将在65.3%至67.0%之间。游戏周期更新和人工智能需求可能是该公司实现其指导目标的一些催化剂。</blockquote></p><p> <b>Invest or trade?</b></p><p><blockquote><b>投资还是交易？</b></blockquote></p><p> NVIDIA’s latest earnings report proved that business fundamentals remain as strong as ever. Substantial guidance and consensus beat coupled with upbeat outlook on growth and gross margins suggest that this remains a potentially good investment for the long term, especially if one considers largely untapped opportunities in areas like the metaverse.</p><p><blockquote>英伟达最新财报证明，业务基本面依然一如既往地强劲。实质性的指导和共识，加上对增长和毛利率的乐观前景，表明从长远来看，这仍然是一项潜在的良好投资，特别是如果考虑到元宇宙等领域基本上未开发的机会。</blockquote></p><p> The counterpoint is valuation, and whether the market might be pricing NVIDIA’s growth at too high a multiple. A current P/E ratio of 74x is the second highest amongst the 20 largest companies by market cap, only trailing Tesla (TSLA). One can’t help but wonder if NVDA’s meme-like, parabolic climb in 2020, 2021 and especially the current quarter might set the stock up for a pullback in the foreseeable future.</p><p><blockquote>相反的是估值，以及市场是否可能对英伟达的增长定价过高。目前的市盈率为74倍，在市值最大的20家公司中排名第二，仅次于特斯拉(TSLA)。人们不禁想知道，NVDA在2020年、2021年，尤其是本季度的模因式抛物线式攀升是否可能导致该股在可预见的未来出现回调。</blockquote></p><p> Those a bit less concerned about NVIDIA’s valuations may be compelled by the company’s post-earnings euphoria that may continue to entice momentum traders and support share price for now.</p><p><blockquote>那些不太担心英伟达估值的人可能会受到该公司财报发布后的兴奋情绪的影响，这可能会继续吸引动量交易者并暂时支撑股价。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: After Chipmaker Beats Consensus, Stock Trades Like a Meme<blockquote>英伟达：芯片制造商超出共识后，股票交易就像模因一样</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: After Chipmaker Beats Consensus, Stock Trades Like a Meme<blockquote>英伟达：芯片制造商超出共识后，股票交易就像模因一样</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-19 23:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most anticipated companies to report earnings this week, Nvidia once again beat consensus. NVDA stock’s popularity has skyrocketed and now trades like a meme.</p><p><blockquote>作为本周公布财报的最受期待的公司之一，英伟达再次超出了市场预期。NVDA股票的受欢迎程度飙升，现在的交易就像一种模因。</blockquote></p><p> Chipmaker and software company NVIDIA reported its third quarter results on November 17, after the closing bell. The NVIDIA earnings event was one of the most awaited on Reddit forums, since the company is considered a key player in important sub-segments of tech, including gaming and artificial intelligence. NVIDIA topped revenue and EPS expectations, as usual.</p><p><blockquote>芯片制造商和软件公司英伟达于11月17日收盘后公布了第三季度业绩。英伟达的财报活动是Reddit论坛上最受期待的活动之一，因为该公司被认为是游戏和人工智能等重要科技子领域的关键参与者。与往常一样，英伟达的收入和每股收益超出了预期。</blockquote></p><p> In the morning of November 18, NVIDIA stock climbed as high as 12%, boosted by earnings euphoria and the stock’s popularity on the main discussion boards. In fact, NVDA was the most discussed stock on Reddit on November 18 (see below).</p><p><blockquote>11月18日上午，受盈利乐观情绪和该股在主要讨论板上受欢迎程度的提振，英伟达股价飙升12%。事实上，NVDA是11月18日Reddit上讨论最多的股票（见下文）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b62728b93a04ca22411421cf47e2d42f\" tg-width=\"1085\" tg-height=\"401\" width=\"100%\" height=\"auto\"><span>Figure 1: Trending stocks on Reddit on November 18.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：11月18日Reddit上的趋势股票。</span></p></blockquote></p><p> Today, we take a closer look at NVDA; the post-earnings excitement; and why the stock, now up a solid 25% in November alone and around +125% YTD, continues to trade like a meme.</p><p><blockquote>今天，我们仔细看看NVDA；财报发布后的兴奋；以及为什么该股仅在11月份就上涨了25%，年初至今上涨了125%左右，继续像迷因一样交易。</blockquote></p><p> <b>Strong Q3 results and growth pace</b></p><p><blockquote><b>强劲的第三季度业绩和增长速度</b></blockquote></p><p> Despite optimistic estimates by Wall Street, NVIDIA stilldeliveredan easy all-around beat on EPS, by $0.06, and on revenues, by $289 million. All business segments saw robust revenue growth, especially data center – which has been the main revenue growth driver in the past quarters. Nvidia also posted a significant guidance beat on gross margins of 65.2%. Not many companies outside pure software vendors can boast gross margins above 60%.</p><p><blockquote>尽管华尔街做出了乐观的估计，英伟达的每股收益仍然轻松实现了0.06美元的全面增长，营收增长了2.89亿美元。所有业务部门都实现了强劲的收入增长，尤其是数据中心——它一直是过去几个季度收入增长的主要驱动力。Nvidia还公布了65.2%的毛利率，大幅超出预期。除了纯软件供应商之外，没有多少公司能够拥有超过60%的毛利率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f91465c7238d3fa4adf6b9893379d1a9\" tg-width=\"919\" tg-height=\"514\" width=\"100%\" height=\"auto\"><span>Figure 2: NVIDIA quarterly revenue trend.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：英伟达季度营收趋势。</span></p></blockquote></p><p> Jensen Huang, founder and CEO of NVIDIA, also mentioned AI demand as a highlight of the quarter:</p><p><blockquote>英伟达创始人兼首席执行官黄仁勋也提到AI需求是本季度的一大亮点：</blockquote></p><p> “ <i>Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies. NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.</i> NVIDIA’s outlook for Q4 is for revenues to reach $7.4 billion and gross margins to land between 65.3% and 67.0%. The gaming cycle refresh and AI demand could be some of the catalysts allowing the company to achieve its guidance goals.</p><p><blockquote>“<i>在超大规模和云横向扩展的推动下，对NVIDIA AI的需求正在激增，并被超过25,000家公司扩大采用。NVIDIA RTX通过光线追踪和AI重塑了计算机图形，是游戏玩家和创作者以及构建家庭工作站的设计师和专业人士这一庞大且不断增长的市场的理想升级。</i>NVIDIA对第四季度的预期是收入将达到74亿美元，毛利率将在65.3%至67.0%之间。游戏周期更新和人工智能需求可能是该公司实现其指导目标的一些催化剂。</blockquote></p><p> <b>Invest or trade?</b></p><p><blockquote><b>投资还是交易？</b></blockquote></p><p> NVIDIA’s latest earnings report proved that business fundamentals remain as strong as ever. Substantial guidance and consensus beat coupled with upbeat outlook on growth and gross margins suggest that this remains a potentially good investment for the long term, especially if one considers largely untapped opportunities in areas like the metaverse.</p><p><blockquote>英伟达最新财报证明，业务基本面依然一如既往地强劲。实质性的指导和共识，加上对增长和毛利率的乐观前景，表明从长远来看，这仍然是一项潜在的良好投资，特别是如果考虑到元宇宙等领域基本上未开发的机会。</blockquote></p><p> The counterpoint is valuation, and whether the market might be pricing NVIDIA’s growth at too high a multiple. A current P/E ratio of 74x is the second highest amongst the 20 largest companies by market cap, only trailing Tesla (TSLA). One can’t help but wonder if NVDA’s meme-like, parabolic climb in 2020, 2021 and especially the current quarter might set the stock up for a pullback in the foreseeable future.</p><p><blockquote>相反的是估值，以及市场是否可能对英伟达的增长定价过高。目前的市盈率为74倍，在市值最大的20家公司中排名第二，仅次于特斯拉(TSLA)。人们不禁想知道，NVDA在2020年、2021年，尤其是本季度的模因式抛物线式攀升是否可能导致该股在可预见的未来出现回调。</blockquote></p><p> Those a bit less concerned about NVIDIA’s valuations may be compelled by the company’s post-earnings euphoria that may continue to entice momentum traders and support share price for now.</p><p><blockquote>那些不太担心英伟达估值的人可能会受到该公司财报发布后的兴奋情绪的影响，这可能会继续吸引动量交易者并暂时支撑股价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/nvidia-stock-trades-like-a-meme-after-q3-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.thestreet.com/memestocks/other-memes/nvidia-stock-trades-like-a-meme-after-q3-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146719331","content_text":"One of the most anticipated companies to report earnings this week, Nvidia once again beat consensus. NVDA stock’s popularity has skyrocketed and now trades like a meme.\nChipmaker and software company NVIDIA reported its third quarter results on November 17, after the closing bell. The NVIDIA earnings event was one of the most awaited on Reddit forums, since the company is considered a key player in important sub-segments of tech, including gaming and artificial intelligence. NVIDIA topped revenue and EPS expectations, as usual.\nIn the morning of November 18, NVIDIA stock climbed as high as 12%, boosted by earnings euphoria and the stock’s popularity on the main discussion boards. In fact, NVDA was the most discussed stock on Reddit on November 18 (see below).\nFigure 1: Trending stocks on Reddit on November 18.\nToday, we take a closer look at NVDA; the post-earnings excitement; and why the stock, now up a solid 25% in November alone and around +125% YTD, continues to trade like a meme.\nStrong Q3 results and growth pace\nDespite optimistic estimates by Wall Street, NVIDIA stilldeliveredan easy all-around beat on EPS, by $0.06, and on revenues, by $289 million. All business segments saw robust revenue growth, especially data center – which has been the main revenue growth driver in the past quarters. Nvidia also posted a significant guidance beat on gross margins of 65.2%. Not many companies outside pure software vendors can boast gross margins above 60%.\nFigure 2: NVIDIA quarterly revenue trend.\nJensen Huang, founder and CEO of NVIDIA, also mentioned AI demand as a highlight of the quarter:\n\n “\n Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies. NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.\n\nNVIDIA’s outlook for Q4 is for revenues to reach $7.4 billion and gross margins to land between 65.3% and 67.0%. The gaming cycle refresh and AI demand could be some of the catalysts allowing the company to achieve its guidance goals.\nInvest or trade?\nNVIDIA’s latest earnings report proved that business fundamentals remain as strong as ever. Substantial guidance and consensus beat coupled with upbeat outlook on growth and gross margins suggest that this remains a potentially good investment for the long term, especially if one considers largely untapped opportunities in areas like the metaverse.\nThe counterpoint is valuation, and whether the market might be pricing NVIDIA’s growth at too high a multiple. A current P/E ratio of 74x is the second highest amongst the 20 largest companies by market cap, only trailing Tesla (TSLA). One can’t help but wonder if NVDA’s meme-like, parabolic climb in 2020, 2021 and especially the current quarter might set the stock up for a pullback in the foreseeable future.\nThose a bit less concerned about NVIDIA’s valuations may be compelled by the company’s post-earnings euphoria that may continue to entice momentum traders and support share price for now.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3702,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/876570762"}
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