Zoo li lub tshuab hluav taws xob nuclear hauv xyoo 1979 zaj duab xis "Lub Tuam Tshoj Syndrome," Nvidia Corp. tus nqi sib faib thiab kev muag khoom kwv yees tau ploj mus, thiab kev txwv kev muag khoom ntawm cov khoom siv ntse ntse rau Tuam Tshoj yog qhov tseeb los ntxiv rau qhov kub thiab txias.
Ntawm 52.6% plummet, Nvidia yog 2022 qhov ua tau zoo tshaj plaws nti tawm ntawm 30 uas ua rau PHLX Semiconductor Index
SOX,
-1.92%,
uas yog nqis 33.5% rau lub xyoo. Hauv kev sib piv, S&P 500 index
SPX,
+ 0.30%
poob 17%, thiab tech-heavy Nasdaq Composite Index
COMP,
-0.26%
yog nqes 24.7%.
Nvidia Tshuag qhov kev txav mus rau hnub Thursday tuaj txog tom qab lub tuam txhab nti tau tshaj tawm hauv ib qho Securities thiab Exchange Commission ua ntaub ntawv Hnub Wednesday yav tsaus ntuj hais tias Asmeskas cov neeg tswj hwm tau tsim "daim ntawv tso cai tshiab, siv tau tam sim ntawd, rau yav tom ntej xa tawm mus rau Tuam Tshoj (xws li Hong Kong) thiab Russia ntawm lub tuam txhab A100 thiab H100 kev sib koom ua ke yav tom ntej. DGX lossis lwm lub tshuab uas suav nrog A100 lossis H100 kev sib xyaw ua ke thiab A100X kuj tau them los ntawm daim ntawv tso cai tshiab. "
Xov xwm tshiab: Nvidia Tshuag poob tom qab Asmeskas tsiv los txwv nws cov ntaub ntawv-chaw muag khoom hauv Suav teb
Cov kws tshuaj ntsuam twb tau sib cav seb Nvidia puas yog qhov tseeb tom qab lub chip txiag txiav nws txoj kev xav tsis yog rau thawj, tsis yog rau cov thib ob, tab sis rau Peb sij hawm ntau lub hlis. Tam sim no, rau zaum thib plaub xyoo no, Nvidia tab tom qhia rau cov kws tshuaj ntsuam tias cov nyiaj tau los kwv yees tseem tuaj yeem tawm mus.
Cov txiaj ntsig nyob ze: Kwv yees li $ 400 lab hauv kev cia siab rau peb lub hlis twg cov nyiaj tau los ntawm Tuam Tshoj tuaj yeem muaj kev pheej hmoo. Thaum kawg, cov kws tshuaj ntsuam xyuas los ntawm FactSet tau kwv yees cov nyiaj tau los txhua xyoo, qhov nruab nrab, ntawm $ 28.09 billion, qhov deb ntawm $ 33.35 nphom xav tau thaum kawg ntawm Lub Xya Hli, thiab $ 34.54 billion kwv yees thaum kawg Lub Ob Hlis. Tam sim no, cov kws tshuaj ntsuam raug yuam kom txiav txim siab seb lawv puas yuav tsum txo lawv lub hom phiaj dua.
Nyeem: Chip stocks tuaj yeem poob ntxiv 25% raws li 'peb tab tom nkag mus rau qhov kev poob qis tshaj plaws hauv ib xyoo caum,' tus kws tshuaj ntsuam hais tias
Bernstein tus kws tshuaj ntsuam Stacy Rasgon tau hais tias "Nws zoo siab tias yuav coj cov nyiaj tau los ntawm Tuam Tshoj cuam tshuam los ntawm peb tus lej Nvidia," said Bernstein tus kws tshuaj ntsuam Stacy Rasgon hauv tsab ntawv sau npe, "Tuam Tshoj syndrome?"
"Lub Tuam Tshoj Syndrome" depicted lub nuclear reactor uas yuav theoretically pib hlawv nws txoj kev mus rau lwm sab lub ntiaj teb, piv txwv li, Tuam Tshoj. Cov lus me me yav dhau los tau pom nws txoj hauv kev mus rau American lexicon raws li zaj yeeb yaj kiab tau nthuav tawm thaum Lub Peb Hlis 16, 1979, tsawg dua ob lub lis piam ua ntej muaj kev sib tsoo ntawm Three Mile Island nuclear fais fab nroj tsuag ze Middletown, Pa.
Rasgon tau lees paub tias lub tuam txhab ua haujlwm rau lwm txoj hauv kev thiab tau qhia txog kev nrhiav cov ntawv tso cai rau cov neeg siv khoom tsis yog tub rog, tab sis nws hais tias lub sijhawm thiab cuam tshuam ntawm cov kev kho no, txawm li cas los xij, tsis meej. Qhov kev txiav tshiab no tsis yog qhov tsis tseem ceeb tab sis tsis yog qhov tsis txaus ntseeg, txawm hais tias qhov tseeb nws yog qhov tsis txaus ntseeg ntxiv vim tias kev lag luam yuav raug puas tsuaj mus tas li," nws hais.
Rasgon kuj tau sau tseg tias qee qhov Advanced Micro Devices Inc.'s
AMD,
-2.99%
GPUs yuav raug cuam tshuam los ntawm kev txwv thiab. "Txawm li cas los xij, AMD's datacenter GPU muag me me, thiab lawv tsis pom qhov cuam tshuam loj rau lawv txoj kev lag luam nyob rau lub sijhawm no," Rasgon tau hais. Nws muaj qhov ua tau zoo tshaj plaws ntawm ob qho khoom lag luam nrog tus nqi phiaj ntawm $ 180 ntawm Nvidia, thiab $ 135 ntawm AMD.
Cov teebmeem ntawm kev txwv tsis pub tuaj yeem nyob zoo dhau lub quarter tam sim no, txawm li cas los xij. Morgan Stanley tus kws tshuaj ntsuam Joseph Moore tau hais tias nws cia siab tias cov neeg tswj hwm yuav siv sijhawm 18 txog 24 lub hlis los txiav txim siab tag nrho cov khoom cuam tshuam los ntawm kev txwv, thiab Nvidia sawv los poob tsawg kawg yog $ 2 nphom hauv 2023 cov nyiaj tau los raws li cov kev txwv paub txawm tias muaj kev kwv yees rau qhov tsis muaj zog. data-center xav tau los ntawm Tuam Tshoj.
"Peb tsis paub qhov dav dav ntawm cov kev txwv, tab sis cov kev txwv tshwj xeeb ntawm A100 thiab H100 (qhov kev cob qhia cov khoom siv tau qhia 3 xyoo dhau los) yuav hais tias qhov no cuam tshuam rau cov khoom tshiab," sau Moore, uas muaj qhov ntsuas hauv kab thiab tus nqi $182 lub hom phiaj ntawm Nvidia. "Peb yuav kwv yees tias qhov no yog qhov txwv tsis pub muaj feem cuam tshuam nrog AI, yog li peb yuav tsis cia siab tias yuav muaj kev cuam tshuam rau cov tsis-AI chips, tab sis peb tsis paub tias qhov kev txwv tsuas yog GPUs, piv rau kev cai AI ASICs lossis cov chips tshwj xeeb xws li Intel's
INTC,
-0.50%
Habana processors. "
Hauv qhov tob: Chip stocks tanked raws li kev thov thoob ntiaj teb rau cov khoom siv hluav taws xob poob qis, tab sis tseem muaj qee tus yeej
Cov kev txwv kuj tuaj yeem ua teeb meem dhau Nvidia. Citi Research kws tshuaj ntsuam Atif Malik tau sau tias "peb pom muaj kev nce ntxiv hauv Asmeskas cov kev txwv semiconductor rau Tuam Tshoj thiab nce volatility rau semiconductors thiab khoom pab pawg," thaum noj Nvidia tawm ntawm lub tuam txhab qhov zoo "catalyst saib," uas nyuam qhuav tsim rau hnub Friday.
Mizuho tus kws tshuaj ntsuam Jordan Klein tau hais tias nws nkag siab tias "kev tsis zoo yuav nthuav dav thoob plaws Semis txog qhov kev txwv yuav tshwm sim tom ntej."
Qhov no tag nrho los ua ntej ntawm Nvidia qhov loj GTC lub rooj sib tham uas pib lub Cuaj Hlis 19, qhov twg lub tuam txhab yuav tsum tau nthuav tawm nws cov tiam tom ntej "Lovelace" chip architecture los hloov qhov tam sim no ob xyoos "Ampere" architecture thaum lub sij hawm cov neeg siv khoom tech poob qis. Qhov tseeb, Nvidia tsis ntev los no $ 1.22 billion tus nqi khoom muag mus tshem tawm ntau cov khoom qub qub ua ntej "Lovelac" tso tawm.
Nvidia Tshuag tseem yog qhov kev lag luam nquag tshaj plaws ntawm S&P 500 index
SPX,
+ 0.30%
ntawm qhov ntim ua ntej ntawm 117.3 lab shares, nrog rau feem ntawm AMD qhov thib ob ze ntawm ntau dua 94.5 lab shares. Qhov 52-lub lim tiam nruab nrab txhua hnub ntim ntawm Nvidia shares yog 49 lab, thaum AMD yog kwv yees li 83 lab.
Ntawm 44 tus kws tshuaj ntsuam xyuas uas npog Nvidia, 35 muaj kev yuav khoom qib, yim muaj muag kev ntaus nqi, thiab ib tus muaj kev muag khoom. Ntawm cov ntawd, rau qhov txo qis lawv lub hom phiaj ntawm tus nqi ntawm cov khoom lag luam, ua rau tus nqi nruab nrab ntawm $ 210, nqis los ntawm $ 237.50 los ntawm ib hlis dhau los.
Nvidia's 'China Syndrome': Puas yog cov khoom lag luam melting?
Zoo li lub tshuab hluav taws xob nuclear hauv xyoo 1979 zaj duab xis "Lub Tuam Tshoj Syndrome," Nvidia Corp. tus nqi sib faib thiab kev muag khoom kwv yees tau ploj mus, thiab kev txwv kev muag khoom ntawm cov khoom siv ntse ntse rau Tuam Tshoj yog qhov tseeb los ntxiv rau qhov kub thiab txias.
Nvidia
-7.67%
NVDA,
shares tau mus txog 52 lub lis piam qis rau hnub Thursday, poob ntau npaum li 12% ua ntej kaw nrog 7.7% poob ntawm $ 139.37, qhov thib xya txhua hnub poob ntawm ntau dua 7% uas cov Tshuag tau raug kev txom nyem los txog rau lub xyoo no. Shares tau poob 22.2% sib sau ua ke nyob rau hauv tsib lub sij hawm trading, lawv qhov phem tshaj tsib hnub stretch txij thaum Lub Kaum Ib Hlis 23, 2018, thaum shares poob 28.4% dhau tsib zaug, raws li Dow Jones cov ntaub ntawv.
Ntawm 52.6% plummet, Nvidia yog 2022 qhov ua tau zoo tshaj plaws nti tawm ntawm 30 uas ua rau PHLX Semiconductor Index
-1.92% ,
+ 0.30%
-0.26%
SOX,
uas yog nqis 33.5% rau lub xyoo. Hauv kev sib piv, S&P 500 index
SPX,
poob 17%, thiab tech-heavy Nasdaq Composite Index
COMP,
yog nqes 24.7%.
Nvidia Tshuag qhov kev txav mus rau hnub Thursday tuaj txog tom qab lub tuam txhab nti tau tshaj tawm hauv ib qho Securities thiab Exchange Commission ua ntaub ntawv Hnub Wednesday yav tsaus ntuj hais tias Asmeskas cov neeg tswj hwm tau tsim "daim ntawv tso cai tshiab, siv tau tam sim ntawd, rau yav tom ntej xa tawm mus rau Tuam Tshoj (xws li Hong Kong) thiab Russia ntawm lub tuam txhab A100 thiab H100 kev sib koom ua ke yav tom ntej. DGX lossis lwm lub tshuab uas suav nrog A100 lossis H100 kev sib xyaw ua ke thiab A100X kuj tau them los ntawm daim ntawv tso cai tshiab. "
Xov xwm tshiab: Nvidia Tshuag poob tom qab Asmeskas tsiv los txwv nws cov ntaub ntawv-chaw muag khoom hauv Suav teb
Cov kws tshuaj ntsuam twb tau sib cav seb Nvidia puas yog qhov tseeb tom qab lub chip txiag txiav nws txoj kev xav tsis yog rau thawj, tsis yog rau cov thib ob, tab sis rau Peb sij hawm ntau lub hlis. Tam sim no, rau zaum thib plaub xyoo no, Nvidia tab tom qhia rau cov kws tshuaj ntsuam tias cov nyiaj tau los kwv yees tseem tuaj yeem tawm mus.
Cov txiaj ntsig nyob ze: Kwv yees li $ 400 lab hauv kev cia siab rau peb lub hlis twg cov nyiaj tau los ntawm Tuam Tshoj tuaj yeem muaj kev pheej hmoo. Thaum kawg, cov kws tshuaj ntsuam xyuas los ntawm FactSet tau kwv yees cov nyiaj tau los txhua xyoo, qhov nruab nrab, ntawm $ 28.09 billion, qhov deb ntawm $ 33.35 nphom xav tau thaum kawg ntawm Lub Xya Hli, thiab $ 34.54 billion kwv yees thaum kawg Lub Ob Hlis. Tam sim no, cov kws tshuaj ntsuam raug yuam kom txiav txim siab seb lawv puas yuav tsum txo lawv lub hom phiaj dua.
Nyeem: Chip stocks tuaj yeem poob ntxiv 25% raws li 'peb tab tom nkag mus rau qhov kev poob qis tshaj plaws hauv ib xyoo caum,' tus kws tshuaj ntsuam hais tias
Bernstein tus kws tshuaj ntsuam Stacy Rasgon tau hais tias "Nws zoo siab tias yuav coj cov nyiaj tau los ntawm Tuam Tshoj cuam tshuam los ntawm peb tus lej Nvidia," said Bernstein tus kws tshuaj ntsuam Stacy Rasgon hauv tsab ntawv sau npe, "Tuam Tshoj syndrome?"
"Lub Tuam Tshoj Syndrome" depicted lub nuclear reactor uas yuav theoretically pib hlawv nws txoj kev mus rau lwm sab lub ntiaj teb, piv txwv li, Tuam Tshoj. Cov lus me me yav dhau los tau pom nws txoj hauv kev mus rau American lexicon raws li zaj yeeb yaj kiab tau nthuav tawm thaum Lub Peb Hlis 16, 1979, tsawg dua ob lub lis piam ua ntej muaj kev sib tsoo ntawm Three Mile Island nuclear fais fab nroj tsuag ze Middletown, Pa.
Rasgon tau lees paub tias lub tuam txhab ua haujlwm rau lwm txoj hauv kev thiab tau qhia txog kev nrhiav cov ntawv tso cai rau cov neeg siv khoom tsis yog tub rog, tab sis nws hais tias lub sijhawm thiab cuam tshuam ntawm cov kev kho no, txawm li cas los xij, tsis meej. Qhov kev txiav tshiab no tsis yog qhov tsis tseem ceeb tab sis tsis yog qhov tsis txaus ntseeg, txawm hais tias qhov tseeb nws yog qhov tsis txaus ntseeg ntxiv vim tias kev lag luam yuav raug puas tsuaj mus tas li," nws hais.
Rasgon kuj tau sau tseg tias qee qhov Advanced Micro Devices Inc.'s
-2.99%
AMD,
GPUs yuav raug cuam tshuam los ntawm kev txwv thiab. "Txawm li cas los xij, AMD's datacenter GPU muag me me, thiab lawv tsis pom qhov cuam tshuam loj rau lawv txoj kev lag luam nyob rau lub sijhawm no," Rasgon tau hais. Nws muaj qhov ua tau zoo tshaj plaws ntawm ob qho khoom lag luam nrog tus nqi phiaj ntawm $ 180 ntawm Nvidia, thiab $ 135 ntawm AMD.
Cov teebmeem ntawm kev txwv tsis pub tuaj yeem nyob zoo dhau lub quarter tam sim no, txawm li cas los xij. Morgan Stanley tus kws tshuaj ntsuam Joseph Moore tau hais tias nws cia siab tias cov neeg tswj hwm yuav siv sijhawm 18 txog 24 lub hlis los txiav txim siab tag nrho cov khoom cuam tshuam los ntawm kev txwv, thiab Nvidia sawv los poob tsawg kawg yog $ 2 nphom hauv 2023 cov nyiaj tau los raws li cov kev txwv paub txawm tias muaj kev kwv yees rau qhov tsis muaj zog. data-center xav tau los ntawm Tuam Tshoj.
"Peb tsis paub qhov dav dav ntawm cov kev txwv, tab sis cov kev txwv tshwj xeeb ntawm A100 thiab H100 (qhov kev cob qhia cov khoom siv tau qhia 3 xyoo dhau los) yuav hais tias qhov no cuam tshuam rau cov khoom tshiab," sau Moore, uas muaj qhov ntsuas hauv kab thiab tus nqi $182 lub hom phiaj ntawm Nvidia. "Peb yuav kwv yees tias qhov no yog qhov txwv tsis pub muaj feem cuam tshuam nrog AI, yog li peb yuav tsis cia siab tias yuav muaj kev cuam tshuam rau cov tsis-AI chips, tab sis peb tsis paub tias qhov kev txwv tsuas yog GPUs, piv rau kev cai AI ASICs lossis cov chips tshwj xeeb xws li Intel's
-0.50%
INTC,
Habana processors. "
Hauv qhov tob: Chip stocks tanked raws li kev thov thoob ntiaj teb rau cov khoom siv hluav taws xob poob qis, tab sis tseem muaj qee tus yeej
Cov kev txwv kuj tuaj yeem ua teeb meem dhau Nvidia. Citi Research kws tshuaj ntsuam Atif Malik tau sau tias "peb pom muaj kev nce ntxiv hauv Asmeskas cov kev txwv semiconductor rau Tuam Tshoj thiab nce volatility rau semiconductors thiab khoom pab pawg," thaum noj Nvidia tawm ntawm lub tuam txhab qhov zoo "catalyst saib," uas nyuam qhuav tsim rau hnub Friday.
Mizuho tus kws tshuaj ntsuam Jordan Klein tau hais tias nws nkag siab tias "kev tsis zoo yuav nthuav dav thoob plaws Semis txog qhov kev txwv yuav tshwm sim tom ntej."
Qhov no tag nrho los ua ntej ntawm Nvidia qhov loj GTC lub rooj sib tham uas pib lub Cuaj Hlis 19, qhov twg lub tuam txhab yuav tsum tau nthuav tawm nws cov tiam tom ntej "Lovelace" chip architecture los hloov qhov tam sim no ob xyoos "Ampere" architecture thaum lub sij hawm cov neeg siv khoom tech poob qis. Qhov tseeb, Nvidia tsis ntev los no $ 1.22 billion tus nqi khoom muag mus tshem tawm ntau cov khoom qub qub ua ntej "Lovelac" tso tawm.
Nvidia Tshuag tseem yog qhov kev lag luam nquag tshaj plaws ntawm S&P 500 index
+ 0.30%
SPX,
ntawm qhov ntim ua ntej ntawm 117.3 lab shares, nrog rau feem ntawm AMD qhov thib ob ze ntawm ntau dua 94.5 lab shares. Qhov 52-lub lim tiam nruab nrab txhua hnub ntim ntawm Nvidia shares yog 49 lab, thaum AMD yog kwv yees li 83 lab.
Ntawm 44 tus kws tshuaj ntsuam xyuas uas npog Nvidia, 35 muaj kev yuav khoom qib, yim muaj muag kev ntaus nqi, thiab ib tus muaj kev muag khoom. Ntawm cov ntawd, rau qhov txo qis lawv lub hom phiaj ntawm tus nqi ntawm cov khoom lag luam, ua rau tus nqi nruab nrab ntawm $ 210, nqis los ntawm $ 237.50 los ntawm ib hlis dhau los.
Tau qhov twg los: https://www.marketwatch.com/story/nvidias-china-syndrome-is-the-stock-melting-down-11662064357?siteid=yhoof2&yptr=yahoo