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Ang91
Ang91
·
2021-11-13
Hmmm…
Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>
Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t
Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>
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Ang91
Ang91
·
2021-11-13
Keep it up
@Ang91:
$Lion-OCBC Sec HSTECH S$(HST.SI)$Doing good
$Lion-OCBC Sec HSTECH S$(HST.SI)$Doing good
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Ang91
Ang91
·
2021-11-13
$Lion-OCBC Sec HSTECH S$(HST.SI)$
Doing good
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Ang91
Ang91
·
2021-11-13
It’s a good start of the day
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Ang91
Ang91
·
2021-11-11
$Bank of America(BAC)$
Not bad
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Ang91
Ang91
·
2021-11-09
$VanEck Vectors Semiconductor ETF(SMH)$
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Ang91
Ang91
·
2021-11-07
$Tiger Brokers(TIGR)$
good
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Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性,这表明Nvidia的估值约为其2024年TAM的7倍,销售额约为25倍。相反,他必须在未来几年内将销售增长假设翻倍(从约20%增加到约40%),才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而,布赖森认为,对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下,客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会,特别是元宇宙及其图形密集型需求,已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”,英伟达的基本面也没有改善,但根据估值下调了该股的评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on 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