Nvidia Kev Lag Luam 'Zoo heev rau hauv qab,' Hais Analyst

Ntawv loj

Piper Sandler ntseeg tias Nvidia Tshuag tab tom yuav rov qab los.

Hnub Thursday, tus kws tshuaj ntsuam Harsh Kumar tau lees paub nws qhov kev ntsuas hnyav dua thiab $ 200 tus nqi phiaj rau

Nvidia

(Tus zuam:

NVDA

) Tshuag, hais txog lub tuam txhab kev nce qib hauv kev ua haujlwm ntawm nws cov teeb meem oversupply ntawm cov khw muag khoom.

"Peb xav tias Nvidia tau ua tiav nrog nws lub tswv yim los tshem tawm cov khoom lag luam ntau dhau los kom ntseeg tau tias kev loj hlob hauv CY23," nws sau. "Lub tuam txhab tseem tab tom rov muab cov khoom muag Ampere uas twb muaj lawm hauv cov channel txhawm rau pab nrog dej ntws."

Nvidia Tshuag tau nce 4.2% rau $ 125.59 hauv kev lag luam hnub Thursday.

Tus kws tshuaj ntsuam tau hais tias qhov pib muag ntawm lub tuam txhab tshiab Ada Lovelace chip architecture raws li RTX 4090 daim npav, uas tau pib ua ntej lub hli no, tau muaj zog. Nws zoo siab rau lwm cov qauv yav tom ntej ntawm Nvidia lub cim tshiab ntawm daim npav duab.

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Cov ntawv xov xwm sau npe

Lub Barron Hnub

Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.

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Tam sim no Kumar cia siab tias Nvidia lub lag luam kev ua si yuav pib loj hlob zuj zus, pib nrog lub Plaub Hlis 2023 peb lub hlis twg thiab dhau los ntawm lub tuam txhab nyiaj txiag xyoo 2024.

"Zuag qhia tag nrho, peb xav tias yog tias peb tsis nyob hauv qab tam sim no, peb nyob ze rau hauv qab rau Nvidia kev lag luam," nws sau.

Nws yog ib xyoos nyuaj rau Nvidia. Tus tsim chip ua cut nws cov kev kwv yees nyiaj txiag ob peb zaug nyob rau ob peb lub hlis dhau los, liam qhov kev lag luam muag muag thiab kev lag luam qeeb qeeb hauv kev thov rau Nvidia gaming graphics phaib. Kev tswj hwm tau hais tias nws yuav siv sijhawm los ua haujlwm los ntawm kev ua haujlwm ntawm cov ntawv teev npe ua ntej ntawm cov khw muag khoom.

Tom qab ntawd muaj kev txhawj xeeb txog kev sib tw.

Advanced Micro Devices

(

AMD

) tau teeb tsa nws qhov RDNA 3 daim npav yuav los tom ntej ntawm cov khoom lag luam tshwm sim thaum Lub Kaum Ib Hlis 3, thiab yuav muab cov ntsiab lus kev ua tau zoo ntxiv rau cov khoom lag luam tom ntej.

Nvidia cov Tshuag tau poob los ntawm kwv yees li 57% xyoo no, piv rau 42% poob hauv iShares Semiconductor ETF (SOXX), uas taug qab kev ua haujlwm ntawm ICE Semiconductor Index.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]