03/23/2025, 06:06 AM UTC
忽略噪音，逢低买入英伟达Nvidia: Ignore The Noise And Buy The Dip
1、英伟达的增长前景强劲，由推理过渡和云计算服务提供商对计算能力的需求增加推动；2、尽管对微软数据中心租赁取消的担忧，但其他超大规模企业并未效仿；3、英伟达Blackwell GPU的批量出货在2024年第四季度贡献了110亿美元的销售额；4、作者因股价回调和AI从数字世界扩展到物理世界的发展潜力，将评级提升至强烈买入。1. Nvidia's growth outlook is strong, driven by the transition to inferencing and the need for increased compute capacity across cloud services providers; 2. Despite concerns over Microsoft's data center lease cancellations, other hyperscalers have not followed suit; 3. Nvidia's volume shipments of Blackwell GPUs contributed $11b in sales in Q4'24; 4. The author raises the rating to a STRONG BUY due to the share price pullback and growth potential as AI expands across the digital to physical world.---
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