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2021-05-26

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Nvidia Reports Earnings Wednesday. Here’s What Might Move the Stock.<blockquote>英伟达周三公布财报。以下是可能影响股票的因素。</blockquote>

Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory

Nvidia Reports Earnings Wednesday. Here’s What Might Move the Stock.<blockquote>英伟达周三公布财报。以下是可能影响股票的因素。</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":136501150,"tweetId":"136501150","gmtCreate":1622025272670,"gmtModify":1634184567690,"author":{"id":3580345754968863,"idStr":"3580345754968863","authorId":3580345754968863,"authorIdStr":"3580345754968863","name":"Stsy","avatar":"https://static.tigerbbs.com/05ebbef21d4c84482aba78be51ee7b1d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Buy!</body></html>","htmlText":"<html><head></head><body>Buy!</body></html>","text":"Buy!","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/136501150","repostId":1118747806,"repostType":4,"repost":{"id":"1118747806","kind":"news","pubTimestamp":1622023056,"share":"https://www.laohu8.com/m/news/1118747806?lang=zh_CN&edition=full","pubTime":"2021-05-26 17:57","market":"us","language":"en","title":"Nvidia Reports Earnings Wednesday. Here’s What Might Move the Stock.<blockquote>英伟达周三公布财报。以下是可能影响股票的因素。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118747806","media":"Barrons","summary":"Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory","content":"Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory for the company and the stock. But when Nvidia issues its fiscal-first-quarter Wednesday after the closing bell, its videogame chips will once again be in focus.<blockquote>芯片制造商英伟达建立了令人印象深刻的数据中心芯片销售业务，改变了该公司和股票的发展轨迹。但当英伟达周三收盘后发布第一财季报告时，其视频游戏芯片将再次成为焦点。</blockquote> The consensus is that Nvidia (ticker: NVDA) doubled its videogame revenue to $2.73 billion for the quarter ended May 2, with expected overall adjusted earnings of $3.31 a share on revenue of $5.41 billion. Revenue estimates edged upward after finance chief Colette&nbsp;Kress&nbsp;said at Nvidia’s April graphics conference&nbsp;that the business was on track to report revenue above its prior forecast of $5.3 billion. Kress didn’t specify how much, and said the strength was “broad-based.”<blockquote>人们普遍认为，截至5月2日的季度，英伟达（股票代码：NVDA）的视频游戏收入翻了一番，达到27.3亿美元，预计调整后总体收益为每股3.31美元，营收为54.1亿美元。在首席财务官Colette Kress在Nvidia 4月份的图形会议上表示，该业务有望报告收入高于之前预测的53亿美元后，收入预期小幅上调。克雷斯没有具体说明具体金额，并表示实力“基础广泛”。</blockquote> What complicates matters for investors—and makes videogame revenue more interesting—are Kress’s comments about cryptocurrency-mining sales. Years ago, miners discovered that graphics processing units, or GPUs, could be effective at mining currencies such as Bitcoin and ethereum. With Nvidia’s latest RTX 30 series, launched last year,miners seemed to have hit the jackpot.<blockquote>让投资者的事情变得复杂的是克雷斯对加密货币挖矿销售的评论，也让视频游戏收入变得更有趣。几年前，矿工发现图形处理单元（GPU）可以有效地挖掘比特币和以太币等货币。随着英伟达去年推出的最新RTX 30系列，矿工们似乎中了大奖。</blockquote> Crypto miners furiously bought the RTX 30 series chips in batches far greater than the one to two graphics boards needed to power a high-performance videogame computer.Nvidia apologized&nbsp;for the rocky launch, and has since wrestled with how to get enough videogame cards to players. Earlier this year, Nvidia launched a specific cryptocurrency-mining specific version of its GPU, and it has said on two occasions it plans to throttle the videogame graphics cards ability to mine cryptocurrency.<blockquote>加密货币矿工疯狂购买RTX 30系列芯片的批量远远超过为高性能视频游戏计算机所需的一到两块显卡。Nvidia为这次不顺利的发布道歉，此后一直在努力解决如何为玩家提供足够的视频游戏卡。今年早些时候，英伟达推出了一种特定的加密货币挖掘特定版本的GPU，并曾两次表示计划限制视频游戏显卡挖掘加密货币的能力。</blockquote> Nvidia counts its cryptocurrency GPU revenue in its videogame segment, and Kress told investors in April the company had tripled its crypto-specific chip sales estimate to $150 million from its prior&nbsp;forecast of $50 million. The overall impact is likely much larger, and when combined with videogame GPUs actually used for mining, BMO Capital Markets analyst Ambrish Srivastava estimates it is $650 million, or over 20% of videogame revenue.<blockquote>Nvidia将其加密货币GPU收入计入其视频游戏领域，Kress在4月份告诉投资者，该公司已将其加密专用芯片销售额预期从之前预测的5000万美元增加了两倍，达到1.5亿美元。总体影响可能要大得多，当与实际用于挖矿的视频游戏GPU相结合时，BMO资本市场分析师Ambrish Srivastava估计其影响为6.5亿美元，占视频游戏收入的20%以上。</blockquote> With the hoopla about cryptocurrencies in the background for Nvidia’s earnings, it might be easy to overlook the company’s sales of graphics chips that will actually be used to power gamers’ machines. But those are equally important, and demand among gamers could act as a hedge for volatility in crypto.<blockquote>由于英伟达盈利的背景下对加密货币的大肆宣传，人们可能很容易忽视该公司图形芯片的销售，这些芯片实际上将用于为游戏玩家的机器提供动力。但这些同样重要，游戏玩家的需求可以对冲加密货币的波动。</blockquote> According to an estimate by Evercore ISI analyst C.J. Muse, only 15% of players around the world have some form of real-time ray-tracing technology in their chips. Real-time ray tracing is a technology pioneered by Nvidia that makes graphics look more realistic and received a big upgrade with its recent RTX 30 series.<blockquote>根据Evercore ISI分析师C.J.的估计。缪斯，全球只有15%的玩家的芯片中有某种形式的实时光线追踪技术。实时光线跟踪是英伟达首创的一项技术，它使图形看起来更加真实，并在最近的RTX 30系列中获得了重大升级。</blockquote> With relatively few gamers owning cards with the latest graphics technology, it’s likely there is a significant amount of potential growth in the future from pent-up demand, especially since gamers have had so much trouble buying the latest graphics chips. Investors should listen for executive updates around the tight supply chain, and when it is expected to ease.<blockquote>由于拥有采用最新图形技术的卡的游戏玩家相对较少，被压抑的需求在未来可能会有大量的潜在增长，特别是因为游戏玩家在购买最新的图形芯片方面遇到了很多麻烦。投资者应关注高管有关供应链紧张的最新情况以及预计何时缓解。</blockquote> Beyond videogames, Nvidia investors will, as usual, want to keep a close eye on the company’s data-center segment. In recent years, that segment’s sales have arguably been the most important driver of the company’s stock price after it became clear that Nvidia GPUs could be put to work crunching artificial intelligence and machine-learning tasks. The consensus is for data-center revenue to grow about 75% to $2.01 billion compared with a year ago.<blockquote>除了视频游戏之外，英伟达投资者将像往常一样密切关注该公司的数据中心业务。近年来，在Nvidia GPU显然可以用于处理人工智能和机器学习任务后，该细分市场的销售可以说是该公司股价最重要的驱动因素。人们普遍认为，数据中心收入将比一年前增长约75%，达到20.1亿美元。</blockquote> Investors value Nvidia at a rich 46 times forward earnings, the third-most expensive stock in the&nbsp;PHLX Semiconductor index,or Sox. But in the past year, Nvidia stock has roughly kept pace with the Sox, rising 73%, as the index advanced the same amount.Nvidia said last week&nbsp;it planned to split stock 4-for-1 in July.<blockquote>投资者对英伟达的预期市盈率高达46倍，是PHLX半导体指数(Sox)中第三贵的股票。但在过去的一年里，英伟达股价与Sox指数大致持平，上涨了73%，而该指数也上涨了相同的幅度。英伟达上周表示，计划在7月份进行4比1的股票分割。</blockquote>","source":"lsy1601382232898","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 Reports Earnings Wednesday. Here’s What Might Move the Stock.<blockquote>英伟达周三公布财报。以下是可能影响股票的因素。</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 Reports Earnings Wednesday. Here’s What Might Move the Stock.<blockquote>英伟达周三公布财报。以下是可能影响股票的因素。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-05-26 17:57\n\n</h4>\n</header>\n<article>\nChip maker Nvidia built an impressive business selling data-center chips that changed the trajectory for the company and the stock. But when Nvidia issues its fiscal-first-quarter Wednesday after the closing bell, its videogame chips will once again be in focus.<blockquote>芯片制造商英伟达建立了令人印象深刻的数据中心芯片销售业务，改变了该公司和股票的发展轨迹。但当英伟达周三收盘后发布第一财季报告时，其视频游戏芯片将再次成为焦点。</blockquote> The consensus is that Nvidia (ticker: NVDA) doubled its videogame revenue to $2.73 billion for the quarter ended May 2, with expected overall adjusted earnings of $3.31 a share on revenue of $5.41 billion. Revenue estimates edged upward after finance chief Colette&nbsp;Kress&nbsp;said at Nvidia’s April graphics conference&nbsp;that the business was on track to report revenue above its prior forecast of $5.3 billion. Kress didn’t specify how much, and said the strength was “broad-based.”<blockquote>人们普遍认为，截至5月2日的季度，英伟达（股票代码：NVDA）的视频游戏收入翻了一番，达到27.3亿美元，预计调整后总体收益为每股3.31美元，营收为54.1亿美元。在首席财务官Colette Kress在Nvidia 4月份的图形会议上表示，该业务有望报告收入高于之前预测的53亿美元后，收入预期小幅上调。克雷斯没有具体说明具体金额，并表示实力“基础广泛”。</blockquote> What complicates matters for investors—and makes videogame revenue more interesting—are Kress’s comments about cryptocurrency-mining sales. Years ago, miners discovered that graphics processing units, or GPUs, could be effective at mining currencies such as Bitcoin and ethereum. With Nvidia’s latest RTX 30 series, launched last year,miners seemed to have hit the jackpot.<blockquote>让投资者的事情变得复杂的是克雷斯对加密货币挖矿销售的评论，也让视频游戏收入变得更有趣。几年前，矿工发现图形处理单元（GPU）可以有效地挖掘比特币和以太币等货币。随着英伟达去年推出的最新RTX 30系列，矿工们似乎中了大奖。</blockquote> Crypto miners furiously bought the RTX 30 series chips in batches far greater than the one to two graphics boards needed to power a high-performance videogame computer.Nvidia apologized&nbsp;for the rocky launch, and has since wrestled with how to get enough videogame cards to players. Earlier this year, Nvidia launched a specific cryptocurrency-mining specific version of its GPU, and it has said on two occasions it plans to throttle the videogame graphics cards ability to mine cryptocurrency.<blockquote>加密货币矿工疯狂购买RTX 30系列芯片的批量远远超过为高性能视频游戏计算机所需的一到两块显卡。Nvidia为这次不顺利的发布道歉，此后一直在努力解决如何为玩家提供足够的视频游戏卡。今年早些时候，英伟达推出了一种特定的加密货币挖掘特定版本的GPU，并曾两次表示计划限制视频游戏显卡挖掘加密货币的能力。</blockquote> Nvidia counts its cryptocurrency GPU revenue in its videogame segment, and Kress told investors in April the company had tripled its crypto-specific chip sales estimate to $150 million from its prior&nbsp;forecast of $50 million. The overall impact is likely much larger, and when combined with videogame GPUs actually used for mining, BMO Capital Markets analyst Ambrish Srivastava estimates it is $650 million, or over 20% of videogame revenue.<blockquote>Nvidia将其加密货币GPU收入计入其视频游戏领域，Kress在4月份告诉投资者，该公司已将其加密专用芯片销售额预期从之前预测的5000万美元增加了两倍，达到1.5亿美元。总体影响可能要大得多，当与实际用于挖矿的视频游戏GPU相结合时，BMO资本市场分析师Ambrish Srivastava估计其影响为6.5亿美元，占视频游戏收入的20%以上。</blockquote> With the hoopla about cryptocurrencies in the background for Nvidia’s earnings, it might be easy to overlook the company’s sales of graphics chips that will actually be used to power gamers’ machines. But those are equally important, and demand among gamers could act as a hedge for volatility in crypto.<blockquote>由于英伟达盈利的背景下对加密货币的大肆宣传，人们可能很容易忽视该公司图形芯片的销售，这些芯片实际上将用于为游戏玩家的机器提供动力。但这些同样重要，游戏玩家的需求可以对冲加密货币的波动。</blockquote> According to an estimate by Evercore ISI analyst C.J. Muse, only 15% of players around the world have some form of real-time ray-tracing technology in their chips. Real-time ray tracing is a technology pioneered by Nvidia that makes graphics look more realistic and received a big upgrade with its recent RTX 30 series.<blockquote>根据Evercore ISI分析师C.J.的估计。缪斯，全球只有15%的玩家的芯片中有某种形式的实时光线追踪技术。实时光线跟踪是英伟达首创的一项技术，它使图形看起来更加真实，并在最近的RTX 30系列中获得了重大升级。</blockquote> With relatively few gamers owning cards with the latest graphics technology, it’s likely there is a significant amount of potential growth in the future from pent-up demand, especially since gamers have had so much trouble buying the latest graphics chips. Investors should listen for executive updates around the tight supply chain, and when it is expected to ease.<blockquote>由于拥有采用最新图形技术的卡的游戏玩家相对较少，被压抑的需求在未来可能会有大量的潜在增长，特别是因为游戏玩家在购买最新的图形芯片方面遇到了很多麻烦。投资者应关注高管有关供应链紧张的最新情况以及预计何时缓解。</blockquote> Beyond videogames, Nvidia investors will, as usual, want to keep a close eye on the company’s data-center segment. In recent years, that segment’s sales have arguably been the most important driver of the company’s stock price after it became clear that Nvidia GPUs could be put to work crunching artificial intelligence and machine-learning tasks. The consensus is for data-center revenue to grow about 75% to $2.01 billion compared with a year ago.<blockquote>除了视频游戏之外，英伟达投资者将像往常一样密切关注该公司的数据中心业务。近年来，在Nvidia GPU显然可以用于处理人工智能和机器学习任务后，该细分市场的销售可以说是该公司股价最重要的驱动因素。人们普遍认为，数据中心收入将比一年前增长约75%，达到20.1亿美元。</blockquote> Investors value Nvidia at a rich 46 times forward earnings, the third-most expensive stock in the&nbsp;PHLX Semiconductor index,or Sox. But in the past year, Nvidia stock has roughly kept pace with the Sox, rising 73%, as the index advanced the same amount.Nvidia said last week&nbsp;it planned to split stock 4-for-1 in July.<blockquote>投资者对英伟达的预期市盈率高达46倍，是PHLX半导体指数(Sox)中第三贵的股票。但在过去的一年里，英伟达股价与Sox指数大致持平，上涨了73%，而该指数也上涨了相同的幅度。英伟达上周表示，计划在7月份进行4比1的股票分割。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/nvidia-earnings-videogame-numbers-hold-the-key-to-the-stock-51621895795?mod=hp_LEAD_4\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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.barrons.com/articles/nvidia-earnings-videogame-numbers-hold-the-key-to-the-stock-51621895795?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118747806","content_text":"Chip maker Nvidia built an impressive business selling data-center chips that changed the trajectory for the company and the stock. But when Nvidia issues its fiscal-first-quarter Wednesday after the closing bell, its videogame chips will once again be in focus.\nThe consensus is that Nvidia (ticker: NVDA) doubled its videogame revenue to $2.73 billion for the quarter ended May 2, with expected overall adjusted earnings of $3.31 a share on revenue of $5.41 billion. Revenue estimates edged upward after finance chief Colette Kress said at Nvidia’s April graphics conference that the business was on track to report revenue above its prior forecast of $5.3 billion. Kress didn’t specify how much, and said the strength was “broad-based.”\nWhat complicates matters for investors—and makes videogame revenue more interesting—are Kress’s comments about cryptocurrency-mining sales. Years ago, miners discovered that graphics processing units, or GPUs, could be effective at mining currencies such as Bitcoin and ethereum. With Nvidia’s latest RTX 30 series, launched last year,miners seemed to have hit the jackpot.\nCrypto miners furiously bought the RTX 30 series chips in batches far greater than the one to two graphics boards needed to power a high-performance videogame computer.Nvidia apologized for the rocky launch, and has since wrestled with how to get enough videogame cards to players. Earlier this year, Nvidia launched a specific cryptocurrency-mining specific version of its GPU, and it has said on two occasions it plans to throttle the videogame graphics cards ability to mine cryptocurrency.\nNvidia counts its cryptocurrency GPU revenue in its videogame segment, and Kress told investors in April the company had tripled its crypto-specific chip sales estimate to $150 million from its prior forecast of $50 million. The overall impact is likely much larger, and when combined with videogame GPUs actually used for mining, BMO Capital Markets analyst Ambrish Srivastava estimates it is $650 million, or over 20% of videogame revenue.\nWith the hoopla about cryptocurrencies in the background for Nvidia’s earnings, it might be easy to overlook the company’s sales of graphics chips that will actually be used to power gamers’ machines. But those are equally important, and demand among gamers could act as a hedge for volatility in crypto.\nAccording to an estimate by Evercore ISI analyst C.J. Muse, only 15% of players around the world have some form of real-time ray-tracing technology in their chips. Real-time ray tracing is a technology pioneered by Nvidia that makes graphics look more realistic and received a big upgrade with its recent RTX 30 series.\nWith relatively few gamers owning cards with the latest graphics technology, it’s likely there is a significant amount of potential growth in the future from pent-up demand, especially since gamers have had so much trouble buying the latest graphics chips. Investors should listen for executive updates around the tight supply chain, and when it is expected to ease.\nBeyond videogames, Nvidia investors will, as usual, want to keep a close eye on the company’s data-center segment. In recent years, that segment’s sales have arguably been the most important driver of the company’s stock price after it became clear that Nvidia GPUs could be put to work crunching artificial intelligence and machine-learning tasks. The consensus is for data-center revenue to grow about 75% to $2.01 billion compared with a year ago.\nInvestors value Nvidia at a rich 46 times forward earnings, the third-most expensive stock in the PHLX Semiconductor index,or Sox. But in the past year, Nvidia stock has roughly kept pace with the Sox, rising 73%, as the index advanced the same amount.Nvidia said last week it planned to split stock 4-for-1 in July.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1430,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Nvidia Reports Earnings Wednesday. Here’s What Might Move the Stock.<blockquote>英伟达周三公布财报。以下是可能影响股票的因素。</blockquote>

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