11/29/2024, 05:42 PM UTC
纳维达：为何在股价下跌时加码投资Nvidia: Why I Am Doubling Down On The Drop
1、纳维达2025年第一季度业绩超出预期，但投资者疲劳导致股价反应平淡，为长期投资者提供了买入机会。2、销售额同比增长近一倍，受数据中心GPU需求强劲推动，利润增长速度甚至超过销售额。3、即将在第四季度推出的Blackwell主题数据中心GPU预计将成为纳维达2025年销售和利润增长的重要催化剂。1. Nvidia's 1Q25 earnings exceeded expectations, but the stock response was muted due to investor fatigue, presenting a buying opportunity for long-term investors. 2. Sales nearly doubled YoY, driven by strong data center GPU demand, with profits growing faster than sales. 3. The upcoming Blackwell-themed data center GPU launch in Q4 is expected to be a significant catalyst for Nvidia's sales and profit growth in 2025.
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