(Bloomberg) - Teb Chaws Asmeskas cov khoom lag luam semiconductor tau nrov nrov nyob rau lub hli dhau los, thiab qhov loj tshaj ntawm lawv - Nvidia Corp. - tau coj tus nqi. Txawm tias qee tus bulls ntawm lub tuam txhab hais tias qhov kev sib tw yuav tsis muaj ntau ntxiv mus.
Feem ntau Nyeem los ntawm Bloomberg
Nvidia lub quarter thib peb cov txiaj ntsig lig hnub Wednesday zoo li yuav qhia tau tias qhov kev thov rau cov khoom siv hluav taws xob tseem qhuav, nrog cov kws tshuaj ntsuam kwv yees 18% kev muag khoom poob. Txawm li cas los xij, cov khoom lag luam, ntawm 39 lub sijhawm kwv yees cov nyiaj tau los, tseem raug nqi rau ib puag ncig zoo dua, nyob rau lub sijhawm thaum kev lag luam thoob ntiaj teb zoo li tab tom mus rau kev lag luam.
"Nws yog qhov phem tshaj plaws ntawm txhua lub ntiaj teb, vim tias tus nqi ntawm cov nyiaj tau los loj hlob poob qis, cov peev txheej macro tau poob qis, thiab tus nqi tseem ceeb heev," said James Abate, tus thawj coj peev ntawm Center Asset Management. "Yog tias peb mus rau hauv kev lag luam poob qis, uas kuv xav tias peb yuav, theem tom ntej yuav ua rau cov nyiaj tau los tsis zoo, thiab nws yuav tsis txawv txav kom pom qhov tsis muaj zog ntxiv hauv Nvidia."
Abate muaj Nvidia tab sis tau txiav nws txoj haujlwm hauv Tshuag, uas tau nce ze li 50% los ntawm nws qhov nruab nrab Lub Kaum Hli. Nws tseem nqis los ntawm 43% rau lub xyoo. Cov khoom lag luam tau nce 2.9% rau hnub Tuesday, txhawb nqa los ntawm cov ntaub ntawv tshiab ntawm tus nqi tsim khoom, nrog rau cov cim ntawm kev txhim kho Tuam Tshoj-US kev sib raug zoo.
Ntau tus neeg ua lag luam tau twv tias xyoo no lub lag luam dais hauv cov khoom lag luam thev naus laus zis tau ua haujlwm: Cov ntaub ntawv tswj hwm lub lim tiam no tau pom tias Warren Buffett's Berkshire Hathaway Inc. tau koom nrog kwv yees li $ 5 nphom hauv Taiwan Semiconductor Manufacturing Co., uas ua chips rau Nvidia ntawm lwm tus.
Cov ntaub ntawv nyuj yog tias Tsoom Fwv Teb Chaws Reserve yuav ua rau qeeb qeeb ntawm cov paj laum nce raws li kev nce nqi maj mam txias, tso cai rau kev lag luam kom tsis txhob muaj kev lag luam poob qis. Hauv qhov xwm txheej ntawd, cov tub ua lag luam tuaj yeem saib ua ntej mus rau qhov rov qab los ntawm kev xav tau tech.
Nvidia yog ib tug bellwether nyob rau hauv tag nrho cov no vim hais tias nws yog qhov loj tshaj plaws ntawm lub Philadelphia Tshuag Txauv Semiconductor Index los ntawm kev ua lag luam tus nqi, thiab ib tug thawj coj nyob rau hauv lub lag luam tseem ceeb rau data-center chips. Nws tau ntev tau nyiam cov tub ua lag luam vim nws cov ntaub ntawv: Hauv kaum xyoo ua rau lawv qhov siab tshaj ib xyoos dhau los, Nvidia shares rov qab 58% txhua xyoo, deb tshaj Apple Inc., Microsoft Corp. lossis Amazon.com Inc.
Txawm li cas los xij tseem tsis tau muaj pov thawj qhov phem tshaj plaws tau dhau mus. Lub sijhawm xa khoom rau cov khoom siv hluav taws xob qis qis los ntawm rau hnub thaum Lub Kaum Hli, qhov poob loj tshaj plaws txij li xyoo 2016, thaum Morgan Stanley tau sau tias cov ntaub ntawv kev lag luam tshiab tshaj tawm pom qhov tsis muaj zog thoob plaws cov khoom lag luam. Texas Instruments Inc., Qualcomm Inc., thiab Intel Corp. txhua tus tau tshaj tawm cov lus ceeb toom ceeb toom hauv lawv cov txiaj ntsig lub caij khwv tau los no, raws li Nvidia tau ua lub quarter dhau los.
Geopolitical kev txhawj xeeb kuj tau hnyav rau cov Tshuag, muab US txwv rau Tuam Tshoj txoj kev nkag mus rau semiconductor thev naus laus zis, txawm hais tias Nvidia tab tom tsim cov processor uas ua raws li cov cai.
Cov kws tshuaj ntsuam tau txiav lawv qhov kev kwv yees ntawm cov haujlwm, thiab Nvidia tsis tau zam. Qhov nruab nrab kwv yees rau lub tuam txhab cov nyiaj tau los ntawm 2023 tau poob 16% nyob rau peb lub hlis dhau los thaum qhov kev pom zoo rau cov nyiaj tau los poob 11%. Kev loj hlob ntawm cov nyiaj tau los yog cia siab tias yuav tsis zoo rau xyoo 2023.
Txawm li cas los xij, cov khoom lag luam, ntawm 39 lub sij hawm cov nyiaj tau los, yog ib feem peb kim dua li qhov nruab nrab ntawm kaum xyoo dhau los, thiab muag rau ntau dua ob npaug ntawm ntau yam ntawm cov khoom lag luam semiconductor.
Cov kws tshuaj ntsuam tau kwv yees tias Nvidia yuav rov qab mus rau kev loj hlob ob tus lej hauv 2024. Qhov kev cia siab rov qab los yog vim li cas lawv tseem muaj txiaj ntsig zoo ntawm Nvidia qhov kev cia siab mus ntev. Citigroup Inc. hais tias cov khoom lag luam yog "ze rau hauv qab," nrog cov ntaub ntawv-chaw muag khoom zoo li yuav dhau los ntawm thawj peb lub hlis twg, thaum Morgan Stanley tseem pom kev lag luam hauv qab.
Qee lub sij hawm bulls nyob rau hauv Tshuag yog, zoo li Abate, hedging lawv bets. Cov nyiaj tau los ntawm Cathie Wood's ARK Investment Management LLC - uas tau tuav cov khoom lag luam txij li lub tuam txhab tau pib ua haujlwm hauv 2014 - tau sib faib lawv cov ceg txheem ntseeg nyob rau lub asthiv tsis ntev los no.
Tech Chart ntawm Hnub
Lub Nasdaq 100 Index lub lim tiam dhau los tshaj tawm nws qhov kev nce qib loj tshaj plaws hauv lub limtiam txij lub Kaum Ib Hlis 2020, thiab qhov ua ntej tau pom tias nws muaj zog dua ntawm qib kev tshaj lij. Hnub Friday yuav luag ib nrab ntawm qhov ntsuas qhov ntsuas tau siab tshaj lawv 200-hnub hloov pauv tus nqi nruab nrab, qhov feem pua siab tshaj plaws txij li lub Peb Hlis, thiab nce li ntawm 8% thaum lub Cuaj Hli. Nyob rau xyoo tas los no, qhov nruab nrab ntawm 32% ntawm cov khoom siv tau zoo tshaj qhov kev soj ntsuam zoo li no.
Sab saum toj Tech Dab Neeg
Amazon.com npaj yuav txiav txog 10,000 txoj haujlwm, qhov loj tshaj plaws puas tau txo tus nqi ntawm lub lag luam e-lag luam loj vim nws khi rau kev loj hlob qeeb thiab muaj peev xwm poob qis.
Apple tab tom sim txhawb Mac kev muag khoom nrog qhov tsis tshua muaj kev tshaj tawm rau cov lag luam me uas yuav cov khoos phis tawj hauv ntau, kev siv zog los tiv thaiv kev poob qis thaum lub sijhawm so haujlwm.
Warren Buffett's Berkshire Hathaway Inc. tau koom nrog kwv yees li $ 5 nphom hauv Taiwan Semiconductor Manufacturing Co., ib qho kos npe rau cov neeg ua lag luam legendary xav tias lub ntiaj teb cov thawj coj chipmaker tau poob qis tom qab muag ntau dua $ 250 billion.
ASML Holding NV tuaj yeem tsim kev yuav khoom kom tau raws li qhov kev thov nce siab rau cov chips siab heev thoob ntiaj teb, nws tus thawj coj ua haujlwm tau hais tias, tiv thaiv kev lag luam dav dav.
Tus tswv Twitter Inc. Elon Musk, uas tau hu nws tus kheej "tus kws tshaj lij hais lus dawb," tau siv los tua cov tuam txhab engineers uas tau thuam nws ntawm kev pabcuam kev sib raug zoo.
Samsung Electronics Co. tau hais tias kev lag luam thev naus laus zis thoob ntiaj teb tab tom tshawb nrhiav lwm qhov chaw rau cov khoom siv hluav taws xob zoo tshaj plaws uas muaj kev pheej hmoo ntawm nom tswv.
Ib pawg ntawm cov tuam txhab thev naus laus zis me, uas sib tw nrog Alphabet Inc.'s Google, Amazon, Apple thiab Meta Platforms Inc., lub lim tiam no yuav tshaj tawm cov phiaj xwm tshaj tawm kom cov neeg tsim cai lij choj kom dhau txoj cai lij choj uas yuav txo qis lub zog ntawm lub teb chaws loj tshaj plaws hauv internet. .
Hiav txwv Ltd. tau txiav txog 7,000 txoj haujlwm, lossis kwv yees li 10% ntawm nws cov neeg ua haujlwm, nyob rau hauv rau lub hlis dhau los vim nws tawm tsam kom txo qis kev poob thiab yeej cov tub ua lag luam rov qab, raws li tus neeg paub txog qhov teeb meem.
- Nrog kev pab los ntawm Subrat Patnaik.
(Hloov tshiab rau kev lag luam qhib.)
Feem ntau Nyeem los ntawm Bloomberg Businessweek
© 2022 Bloomberg LP
Tau qhov twg los: https://finance.yahoo.com/news/nvidia-rebound-hides-tough-reality-110537258.html