“黄金芯片” 供需比达 10:1 华尔街屏息以待英伟达财报
NVIDIA was in the spotlight this Monday because Wedbush stated that recent surveys showed a chip supply-demand ratio of 10:1 ahead of the company's earnings report scheduled for August 27. Wedbush analysts wrote in a client report: "When NVIDIA releases its earnings report after the market closes this Wednesday, the tech world and Wall Street will be listening closely to every word from Jensen Huang — based on our field surveys in Asia, we still believe the supply-demand ratio for NVIDIA's golden chips is 10:1." The analysts added that NVIDIA's performance is likely to become "another positive catalyst for tech stocks," reassuring investors that the construction of artificial intelligence infrastructure is still in the "early stages of the bottom of the second inning" of a nine-inning game. Analysts generally expect NVIDIA's earnings per share to be $1.01, with revenue reaching $46 billion
According to the Zhitong Finance APP, NVIDIA (NVDA.US) has attracted significant attention this Monday, as Wedbush stated that recent surveys show the chip supply-demand ratio for the company has reached 10:1 ahead of its earnings report scheduled for August 27.
Wedbush analysts wrote in a report to clients: "When NVIDIA releases its earnings report after the market closes this Wednesday, the tech community and Wall Street will be listening closely to every word from Jensen Huang — based on our field surveys conducted in Asia, we still believe the supply-demand ratio for NVIDIA's golden chips is 10:1."
The analysts added that NVIDIA's performance is likely to become "another positive catalyst for tech stocks," reassuring investors that the construction of artificial intelligence infrastructure is still in the "early stages of the bottom of the second inning" of a nine-inning game.
Analysts generally expect NVIDIA's earnings per share to be $1.01, with revenue reaching $46 billion
