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Ntawv loj Gamers sib tw ntawm 'Nvidia' lub rooj muag khoom thaum lub sij hawm Electronic Entertainment Expo E3 hauv Los Angeles. Christian Petersen / Getty Images Nvidia Tshuag tau nce hnub Wednesday tom qab nws tau txais kev hloov kho tshiab los ntawm cov kws tshuaj ntsuam ntawm Txoj Kev Tshiab, uas tau hais tias lawv qhov kev ntshai ntawm crypto-txog qhov tsis muaj zog feem ntau ua si tawm thiab tias qhov kev cia siab rau kev ua si thiab cov chaw zov me nyuam tseem "muaj zog heev."Tus kws tshuaj ntsuam Pierre Ferragu tau hloov kho cov Tshuag mus rau Kev Yuav los ntawm Neutral thiab teeb tsa $ 280 tus nqi phiaj, nce ntawm $ 250. "Qhov kev xav tsis thoob ntiaj teb rau kev ua si, kev pom pom, thiab datacenter tseem muaj zog heev, thiab ntawm datacenter pem hauv ntej, kev pom nyob ze yog qhov muaj zog heev, nrog rau kev txwv tsis pub khoom yog qhov txwv," nws sau rau hauv daim ntawv tshawb fawb.Ib qho kev txhawj xeeb loj rau cov tub ua lag luam yog qhov cuam tshuam ntawm cryptomining ntawm Nvidia cov nyiaj tau los. Qhov ntawd yog qhov teeb meem hauv 2018, thaum Bitcoin thiab lwm yam cryptos poob thiab Nvidia tus txheeb ze ntau daim ntawv cog lus los ntawm kwv yees li 30%, Ferragu tau sau tseg, thaum kev muag khoom tau ntaus rau plaub lub quarter ncaj. Nws yog ib yam dab tsi uas Ferragu, hauv 2021, ceeb toom cov tub ua lag luam tuaj yeem tshwm sim dua li qhov kev poob qis hauv cryptocurrency kev ua si thiab oversupply ntawm Nvidia (ticker: NVDA ) graphic chips tuaj yeem ua mob rau lub tuam txhab cov nyiaj tau los. Nws yog kev ntshai raug cai muab qhov ntawd Ethereum Kev tsuas yog ib leeg yuav txhawb nqa Nvidia cov nyiaj tau los ntawm kev ua si los ntawm kwv yees li $ 2 nphom hauv 2021, Ferragu suav.Ferragu tsis pom zoo li qhov cuam tshuam loj heev rau lub sijhawm no nyob ib puag ncig vim tias kev ua lag luam yuav twb raug nqi hauv kev kho crypto. Txij li thaum lub Kaum Ib Hlis 2021, cov txheeb ze ntau yam twb tau cog lus los ntawm 25%, tus kws tshuaj ntsuam kwv yees. Thiab qhov ntawd yog ua ntej pom ib qho upside los ntawm lub tuam txhab datacenter momentum, uas "tau txais txiaj ntsig los ntawm kev xav tau zoo heev thiab lub voj voog khoom," nws hais ntxiv.Lub upshot: "Peb tsis pom crypto ua ib qho laj thawj tsis muaj cov khoom lag luam," Ferragu hais. "Qhov tsis muaj zog uas tau tsav los ntawm crypto yuav raug txwv, luv luv, thiab tsuas yog lub sijhawm los ntxiv rau txoj haujlwm."Feem ntau cov kws tshuaj ntsuam echo Ferragu qhov kev lag luam, nrog 82% ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet ntsuam xyuas nws yuav, txawm tias qee cov kws tshuaj ntsuam tau ua tib zoo saib xyuas. Baird kws tshuaj ntsuam Tristan Gerra downgraded cov Tshuag rau Neutral los ntawm Outperform hnub Monday, hais txog kev txhawj xeeb txog kev qeeb ntawm cov neeg siv khoom xav tau thiab cov nqi poob rau cov duab kos.Nvidia Tshuag tau nce 3.3% rau $ 222.03 hnub Wednesday. Cov Tshuag tau poob 25% xyoo no. Sau rau Sabrina Escobar ntawm [email tiv thaiv]
Christian Petersen / Getty Images
Nvidia Tshuag tau nce hnub Wednesday tom qab nws tau txais kev hloov kho tshiab los ntawm cov kws tshuaj ntsuam ntawm Txoj Kev Tshiab, uas tau hais tias lawv qhov kev ntshai ntawm crypto-txog qhov tsis muaj zog feem ntau ua si tawm thiab tias qhov kev cia siab rau kev ua si thiab cov chaw zov me nyuam tseem "muaj zog heev."
Tus kws tshuaj ntsuam Pierre Ferragu tau hloov kho cov Tshuag mus rau Kev Yuav los ntawm Neutral thiab teeb tsa $ 280 tus nqi phiaj, nce ntawm $ 250.
"Qhov kev xav tsis thoob ntiaj teb rau kev ua si, kev pom pom, thiab datacenter tseem muaj zog heev, thiab ntawm datacenter pem hauv ntej, kev pom nyob ze yog qhov muaj zog heev, nrog rau kev txwv tsis pub khoom yog qhov txwv," nws sau rau hauv daim ntawv tshawb fawb.
Ib qho kev txhawj xeeb loj rau cov tub ua lag luam yog qhov cuam tshuam ntawm cryptomining ntawm Nvidia cov nyiaj tau los. Qhov ntawd yog qhov teeb meem hauv 2018, thaum
Bitcoin thiab lwm yam cryptos poob thiab Nvidia tus txheeb ze ntau daim ntawv cog lus los ntawm kwv yees li 30%, Ferragu tau sau tseg, thaum kev muag khoom tau ntaus rau plaub lub quarter ncaj. Nws yog ib yam dab tsi uas Ferragu, hauv 2021, ceeb toom cov tub ua lag luam tuaj yeem tshwm sim dua li qhov kev poob qis hauv cryptocurrency kev ua si thiab oversupply ntawm Nvidia (ticker:
NVDA ) graphic chips tuaj yeem ua mob rau lub tuam txhab cov nyiaj tau los. Nws yog kev ntshai raug cai muab qhov ntawd Ethereum Kev tsuas yog ib leeg yuav txhawb nqa Nvidia cov nyiaj tau los ntawm kev ua si los ntawm kwv yees li $ 2 nphom hauv 2021, Ferragu suav.
Ferragu tsis pom zoo li qhov cuam tshuam loj heev rau lub sijhawm no nyob ib puag ncig vim tias kev ua lag luam yuav twb raug nqi hauv kev kho crypto. Txij li thaum lub Kaum Ib Hlis 2021, cov txheeb ze ntau yam twb tau cog lus los ntawm 25%, tus kws tshuaj ntsuam kwv yees. Thiab qhov ntawd yog ua ntej pom ib qho upside los ntawm lub tuam txhab datacenter momentum, uas "tau txais txiaj ntsig los ntawm kev xav tau zoo heev thiab lub voj voog khoom," nws hais ntxiv.
Lub upshot: "Peb tsis pom crypto ua ib qho laj thawj tsis muaj cov khoom lag luam," Ferragu hais. "Qhov tsis muaj zog uas tau tsav los ntawm crypto yuav raug txwv, luv luv, thiab tsuas yog lub sijhawm los ntxiv rau txoj haujlwm."
Feem ntau cov kws tshuaj ntsuam echo Ferragu qhov kev lag luam, nrog 82% ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet ntsuam xyuas nws yuav, txawm tias qee cov kws tshuaj ntsuam tau ua tib zoo saib xyuas. Baird kws tshuaj ntsuam Tristan Gerra downgraded cov Tshuag rau Neutral los ntawm Outperform hnub Monday, hais txog kev txhawj xeeb txog kev qeeb ntawm cov neeg siv khoom xav tau thiab cov nqi poob rau cov duab kos.
Nvidia Tshuag tau nce 3.3% rau $ 222.03 hnub Wednesday. Cov Tshuag tau poob 25% xyoo no.
Sau rau Sabrina Escobar ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/nvidia-nvda-stock-upgrade-datacenter-gaming-crypto-51649860656?siteid=yhoof2&yptr=yahoo
Nvidia's Gaming thiab Datacenter Outlook muaj zog. Lub Tshuag tau txais kev hloov kho dua tshiab.
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/nvidia-nvda-stock-upgrade-datacenter-gaming-crypto-51649860656?siteid=yhoof2&yptr=yahoo