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- AthanasiusTAthanasiusT
  ·2021-12-16
  Cool cool
  Moderna’s Long-Term Benefit Is Cursed by Short-Term Thinking<blockquote>Moderna 的长期利益因短期思维而受到诅咒</blockquote>
  The real payoff for MRNA stock is more possible today, but still years away
  Moderna’s Long-Term Benefit Is Cursed by Short-Term Thinking<blockquote>Moderna 的长期利益因短期思维而受到诅咒</blockquote>
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- AthanasiusTAthanasiusT
  ·2021-12-16
  Cool
  Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</blockquote>
  What happened For five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the sh
  Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</blockquote>
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However, in my opinion, the real problem is that the flu underwhelms investors. Since the ...</p><p><blockquote><div>Moderna（纳斯达克股票代码：mRNA）的 mRNA 流感疫苗结果令投资者失望，股价下跌。然而，在我看来，真正的问题是流感让投资者印象不深。自从……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Moderna’s Long-Term Benefit Is Cursed by Short-Term Thinking<blockquote>Moderna 的长期利益因短期思维而受到诅咒</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\">\nModerna’s Long-Term Benefit Is Cursed by Short-Term Thinking<blockquote>Moderna 的长期利益因短期思维而受到诅咒</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-16 09:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Moderna(NASDAQ:MRNA) stock is dropping after results for its mRNA flu vaccine is underwhelming investors. However, in my opinion, the real problem is that the flu underwhelms investors. Since the ...</p><p><blockquote><div>Moderna（纳斯达克股票代码：mRNA）的 mRNA 流感疫苗结果令投资者失望，股价下跌。然而，在我看来，真正的问题是流感让投资者印象不深。自从……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/\">InvestorPlace</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":{"MRNA":"Moderna, Inc."},"source_url":"https://investorplace.com/2021/12/mrna-stock-long-term-benefit-clouded-by-short-term-thinking/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106911730","content_text":"Moderna(NASDAQ:MRNA) stock is dropping after results for its mRNA flu vaccine is underwhelming investors. However, in my opinion, the real problem is that the flu underwhelms investors.\nSince the Moderna vaccine was given an emergency use authorization in November 2020, there have been numerous critics. I’ve heard arguments that the mRNA technology will alter our bodies on the cellular level. There’s no telling what harm will be done to us in five years.\nThat’s not to belittle rightful concerns. These include instances of myocarditis and other side effects that are evident in the vaccinated population.However, my larger point is that Moderna’s mRNA breakthrough has come for a virus that millions of Americans have sloughed off like the flu. And even those who have had more acute symptoms now believe they have natural immunity that is superior to the vaccine.\nAll of this means the risk/reward profile of the vaccine is obvious for those considered at high risk for Covid-19. However, it’s not “serious” enough to capture the national imagination. This is typical of a society that is both blessed and cursed by short-term thinking.\nAnswering the Question, ‘What If?’\nBut what if the issue of the moment was a much more infectious and deadly plague? Then any risk (short or long term) would be easily dismissed. We’d have lines miles long for people begging to get the vaccine.\nWell that’s obvious you say? OK, stick with me for a second. What if you or a loved one had terminal cancer? And what if there was a “vaccine” that could potentially activate the immune system in a way that would attack tumor cells?\nNow imagine that you learned that in order for that to occur the T-cells would have to be re-engineered to seek out and destroy cancer cells?\nMost of us wouldn’t give two thoughts about long-term ramifications. We’d roll up our sleeves or beg our loved one to do the same on the opportunity to not just hold cancer at bay but eradicate it from the body.\nIf that last sentence intrigues you or just excites you, then you can start to understand the real potential of mRNA technology.\nNow before you call the lawyers on me, I’m not making any of the above up. And if you want to read more for yourself, I’d encourage you to read the Penn Medicine article that allowed me to craft the scenario above.\nDoes MRNA Stock Have Risks?\nAbsolutely it does. And one of the largest risks is that it’s not the only biotech company that’s working with mRNA technology. That means that there is a risk that it won’t be first to market with a cancer vaccine, or an HIV vaccine.\nAnd as thePenn Medicinearticle states, this is incredibly complex, customized work. That’s why you need to understand that buying shares of Moderna is an investment in a result that may be years away, if it happens at all.\nBut if Moderna is successful how much would one share of MRNA stock be worth? My guess is the company would be able to name its price.\nAnd here’s what should really excite long-term investors. Moderna’s Covid-19 vaccine is giving them a sizable war chest of cash that it will need to get its other vaccine candidates through clinical trials.\nShort-Term Trade or Long-Term Investment?\nThat’s the question you need to ask yourself. If you believe that mRNA technology is smoke and mirrors and the company is a one-trick pony, then figure out a trade that works and have at it. Or simply stay away.\nBut if you believe that the company’s mRNA vaccine is just an early-stage payoff for a much grander vision that the company’s pipeline outlines, then I’d encourage you tothen I’d encourage you to buy every dip in MRNA stock until the company proves it can’t make its vision a reality.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690969303,"gmtCreate":1639622409949,"gmtModify":1639622409949,"author":{"id":"3586739130960600","authorId":"3586739130960600","name":"AthanasiusT","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586739130960600","authorIdStr":"3586739130960600"},"themes":[],"title":"","htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690969303","repostId":"1139829157","repostType":4,"repost":{"id":"1139829157","kind":"news","pubTimestamp":1639621783,"share":"https://www.laohunote.com/m/news/1139829157?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:29","market":"us","language":"en","title":"Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139829157","media":"Motley Fool","summary":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the sh","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，它看起来像<b>英伟达</b>（纳斯达克股票代码：NVDA）股票可能表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价持续下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，交易员们从 KeyBanc 的一位分析师那里得到了一些积极的评论。截至下午 4 点美国东部时间，英伟达股价上涨 7.49%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc 分析师 John Vinn 说了什么来阻止下滑？实际上不多，但显然足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>据 StreetInsider.com 报道，该银行的“11 月云实例跟踪器”显示了对云计算服务的强劲需求（英伟达的半导体有助于满足这些需求）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息对<b>微软</b>s（纳斯达克股票代码：MSFT）Azure 业务，以及<b>亚马逊</b>s（纳斯达克股票代码：AMZN）AWS，这两家公司的同比增长速度都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微器件</b>（纳斯达克股票代码：AMD），其芯片在很大程度上为微软的 Azure 提供动力，而关于<b>英特尔</b>（纳斯达克股票代码：INTC），指出英特尔所有主要云服务提供商的处理器部署量环比增长 4%，同比增长 22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据 KeyBanc 的数据，这家半导体公司的“实例”数量同比仅增长了 25%，这很好，但仍低于平均水平。而英伟达与10月份相比仅环比增长1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>在最终分析中，KeyBanc宣布这些结果对AMD有利，对英特尔有利，对英伟达有利，对英伟达只有中性。这不是什么好消息，但似乎至少足以阻止英伟达股票的抛售。</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>Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</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\">\nWhy Nvidia Stock Finally Popped<blockquote>为什么英伟达股价最终暴涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-16 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，它看起来像<b>英伟达</b>（纳斯达克股票代码：NVDA）股票可能表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价持续下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，交易员们从 KeyBanc 的一位分析师那里得到了一些积极的评论。截至下午 4 点美国东部时间，英伟达股价上涨 7.49%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc 分析师 John Vinn 说了什么来阻止下滑？实际上不多，但显然足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>据 StreetInsider.com 报道，该银行的“11 月云实例跟踪器”显示了对云计算服务的强劲需求（英伟达的半导体有助于满足这些需求）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息对<b>微软</b>s（纳斯达克股票代码：MSFT）Azure 业务，以及<b>亚马逊</b>s（纳斯达克股票代码：AMZN）AWS，这两家公司的同比增长速度都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微器件</b>（纳斯达克股票代码：AMD），其芯片在很大程度上为微软的 Azure 提供动力，而关于<b>英特尔</b>（纳斯达克股票代码：INTC），指出英特尔所有主要云服务提供商的处理器部署量环比增长 4%，同比增长 22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据 KeyBanc 的数据，这家半导体公司的“实例”数量同比仅增长了 25%，这很好，但仍低于平均水平。而英伟达与10月份相比仅环比增长1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>在最终分析中，KeyBanc宣布这些结果对AMD有利，对英特尔有利，对英伟达有利，对英伟达只有中性。这不是什么好消息，但似乎至少足以阻止英伟达股票的抛售。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/\">Motley Fool</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.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139829157","content_text":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the share price just kept dropping as investors sought out cheaper ways to play the global semiconductor shortage.\nThat ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up 7.49%.\nSo what\nWhat did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.\nAs StreetInsider.com reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for Microsoft's(NASDAQ:MSFT)Azure business, and Amazon's(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.\nLooking at the chipmakers, KeyBanc was most optimistic about Advanced Micro Devices(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about Intel(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.\nNow what\nAnd Nvidia? That's the strange thing. According to KeyBanc, the semiconductor company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.\nIn the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}