Nvidia Selloff yog ib qho 'Overreaction,' Analyst hais. Lub Tshuag tseem yog Kev Yuav.

Ntawv loj

Shares ntawm

Nvidia

poob ze li ntawm 8% rau hnub Thursday tom qab lub chip txiag tau hais tias tsoomfwv Meskas tau yuam yuav tsum muaj ntawv tso cai tshiab rau siab heev chip muag rau Russia thiab Tuam Tshoj. Qhov ntawd tej zaum yuav yog "kev cuam tshuam ntau dhau," tus kws tshuaj ntsuam Jefferies tau hais.

"Peb pom 8% kev muag khoom hauv Tshuag nag hmo (vs 2% SOX) raws li kev cuam tshuam ntau dhau, thiab saib qhov tsis muaj zog tsis ntev los no raws li lub sijhawm yuav khoom tshwj xeeb," tus kws tshuaj ntsuam Mark Lipacis tau sau.

Daim ntawv tso cai tshiab yuav tsum tau hais txog qhov kev pheej hmoo uas cov chips tsim los ntawm Asmeskas cov tuam txhab tuaj yeem raug funneled rau "kev siv tub rog kawg" hauv

Tuam Tshoj thiab Russia.

Nvidia (tib neeg:

NVDA

) hais tias nws tsis muag rau cov neeg siv khoom hauv tebchaws Russia, tab sis qhov yuav tsum tau muaj tuaj yeem cuam tshuam txog $ 400 lab hauv peb lub hlis twg muag rau Tuam Tshoj.

Lipacis tsis ntseeg tias qhov kev txwv yuav muaj kev pheej hmoo mus tas li rau Nvidia cov nyiaj tau los. Rau ib qho, nws hais tias, cov khoom qub tsis xav tau daim ntawv tso cai muag rau hauv Suav teb, thiab ntau tus neeg ua si huab tseem nyiam mus yuav cov khoom los ntawm cov tiam dhau los.

Tsis tas li ntawd, nws tau sau tias, feem ntau ntawm Nvidia cov chip muag yuav mus rau cov tuam txhab xws li

Alibaba Group Holding

(

BABA

),

Baidu

(

BIDU

) thiab

Tencent Holdings

(

TCEHY

), tsis muaj leej twg yog tub rog, ua rau nws zoo li lub tuam txhab yuav tsum tau txais daim ntawv tso cai rau lawv qhov muag. Qhov kev cuam tshuam loj dua yuav yog rau kev muag khoom los ntawm cov neeg xa khoom uas cov neeg siv khoom kawg tsis meej, nws hais ntxiv.

Tus kws tshuaj ntsuam rov hais dua qhov Kev Ntsuas Kev Lag Luam thiab $ 280 tus nqi phiaj.

Tab sis rau Needham Securities tus kws tshuaj ntsuam Rajvindra Gill, tsoomfwv txoj haujlwm tshiab nthuav tawm "qhov tseem ceeb rau kev lag luam." Gill txo qis nws cov nyiaj tau los kwv yees rau lub tuam txhab cov ntaub ntawv chaw lag luam mus rau $ 3.6 nphom los ntawm $ 4 billion, thiab txiav nws lub hom phiaj tus nqi ntawm cov Tshuag rau $ 170 los ntawm $ 185.

Nws kwv yees tias Tuam Tshoj cov ntaub ntawv chaw nruab nrab yog kwv yees li ib feem peb ntawm tag nrho cov ntaub ntawv chaw cov nyiaj tau los tam sim no, ua rau muaj kev poob qis hauv Suav lag luam tshwj xeeb yog pheej hmoo rau Nvidia. Nws tsis pab tias Suav kev lag luam tau "tsis zoo heev" thiab tuaj yeem ua kom qeeb qeeb thoob plaws xyoo 2022.

Daiwa Securities tau txo qis cov khoom lag luam mus rau nruab nrab ntawm Outperform rau hnub Friday. Tus kws tshuaj ntsuam Louis Miscioscia kuj tau txo nws lub hom phiaj tus nqi mus rau $ 133 los ntawm $ 215, hais tias Nvidia qhov kev ntsuas tam sim no tau siab dhau los muab cov kev txwv tshiab, cov txiaj ntsig peb lub hlis twg tsis muaj zog, thiab muaj peev xwm loj hlob tsawg.

Nvidia Tshuag tau poob 0.2% rau $ 139.08 hauv kev ua lag luam ua ntej hnub Friday. Cov shares poob 7.8% rau hnub Thursday, thiab tau poob 52% xyoo no.

Sau rau Sabrina Escobar ntawm [email tiv thaiv]