Lub tuam txhab tau hais tias nws cov nyiaj tau los hauv peb lub hlis thib ob yog $ 6.7 nphom, zoo dua nws qhov kev cia siab rau $ 8.1 nphom. Lub tuam txhab tau taw qhia txog 44% lub quarter-dhau-lub hlis twg poob ntawm cov nyiaj tau los ntawm kev ua si rau $ 2.04 billion.
CEO Jensen Huang tau hais tias "Peb cov khoom lag luam gaming muag-los ntawm kev kwv yees tau poob qis vim tias peb lub hlis twg tau nce mus," CEO Jensen Huang tau hais. "Raws li peb cia siab tias cov kev lag luam macroeconomic cuam tshuam rau kev muag khoom mus txuas ntxiv, peb tau nqis tes nrog peb cov koom tes hauv Gaming los kho cov nqi channel thiab cov khoom muag."
Barron tus ceeb toom rau lub Plaub Hlis uas
Nvidia
Cov khoom lag luam tuaj yeem raug kev txom nyem raws li kev xav tau thoob ntiaj teb rau gaming graphics phaib faded, tshwj xeeb tshaj yog yog hais tias crypto miners nrhiav unload high-end phaib raws li lawv npaj rau Ethereum blockchain network kev tsiv teb tsaws mus rau "cov pov thawj-ntawm-tus qauv" los ntawm "pov thawj-ntawm- ua haujlwm." Qhov kev hloov pauv, uas tseem tsis tau tshwm sim, yuav txhais tau tias daim npav duab tsis xav tau ntxiv rau ether mining. Cov neeg soj ntsuam kev lag luam tau pom ib tug uptick nyob rau hauv promotions rau high-end graphics phaib uas ib zaug dhau lawm cim thiab muag zoo tshaj MSRP.
Nvidia
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Cov xov xwm tshaj tawm, uas lub tuam txhab tsis kam tawm tswv yim dhau, tsis tau hais txog kev thim rov qab los ntawm cov neeg lag luam cryptocurrency, tab sis Raymond James tus kws tshuaj ntsuam xyuas Melissa Fairbanks sau tseg tias kwv yees li 44% lub quarter-dhau-quarter poob zoo sib xws hauv qhov loj heev rau kev thim rov qab uas tau hais tseg. nce nrog 2018's crypto tsoo.
"Yog li ntawd, peb ntseeg tias thaum muaj kev xav tsis zoo nyob ib puag ncig ntawm cov neeg siv khoom siv, qhov kev rov pib dua tam sim no yuav tsum muaj kev cuam tshuam txog qee yam ntawm 'tshwj xeeb cov decks' qhov xwm txheej tom qab lub sijhawm muaj kev xav tau tshwj xeeb," Fairbanks tau sau.
Qhov ntawd tsis yog hais tias kev siv nyiaj gaming yog trending. Nyuam qhuav pib lub hlis no, pawg kws tshawb fawb NPD tau hais tias tag nrho cov neeg siv khoom siv nyiaj hauv videogaming hauv Asmeskas tau poob 13% xyoo dhau los rau $ 12.35 nphom hauv lub quarter thib ob.
"Tus nqi siab dua hauv cov khoom siv niaj hnub xws li khoom noj thiab roj, kev rov qab los ntawm kev siv nyiaj txiag xws li kev mus ncig thiab koom nrog cov xwm txheej nyob, ib qho kev tso tawm sib dua ntawm cov kev ua si tshiab, thiab txuas ntxiv cov tiam tshiab console hardware khoom txwv tsis pub muaj feem cuam tshuam rau qhov poob pom. nyob rau lub quarter thib ob, "Mat Piscatella, tus kws tshuaj ntsuam kev lag luam ua si ntawm NPD Group, tau hais hauv xov xwm tso tawm.
Cov qauv zoo li no tseem tuaj yeem cuam tshuam kev siv nyiaj ntawm gaming cards, tshwj xeeb tshaj yog tom qab ntau tus neeg siv khoom upgraded lawv cov computers thaum muaj kev sib kis thoob ntiaj teb, qhov tseem ceeb rub qhov kev thov mus tom ntej. Tom qab kaw rau hnub Monday, tus tshaj tawm videogame
Coj-Ob Sib Tham Software
(TTWO) thiab nco ntsoov cov kws tshuaj ntsuam rau cov nyiaj tau los hloov kho raws li lub tuam txhab ceeb toom kev txhawj xeeb txog kev lag luam macroeconomic cuam tshuam rau cov txiaj ntsig.
Fairbanks txiav nws lub hom phiaj tus nqi mus rau $ 240 los ntawm $ 250 tab sis tuav qhov Strong Buy rating. Thaum nws txiav nws qhov kev cia siab nyob ze, nws xav tias lub tuam txhab yuav tau txais txiaj ntsig los ntawm kev loj hlob mus ntev hauv nws cov chaw lag luam, tsheb thiab software. Nvidia Tshuag poob 6.3% rau $ 177.93 hnub Monday.
"Ib qho tseem ceeb, Datacenter cov nyiaj tau los mus txog lwm cov ntaub ntawv siab, thiab thaum kev muag khoom tau qis dua qhov kev cia siab me ntsis, qhov tsis txaus muaj feem cuam tshuam tag nrho rau kev txwv, ntau dua li qhov xav tau tsis muaj zog," nws sau.
Sau ntawv rau Connor Smith ntawm [email tiv thaiv]