Lipoti la kotala la NVIDIA linabweretsa nkhani ziwiri zabwino: kampaniyo ikupitiriza kukula ndalama ngakhale mliri ndipo ikukonzekera "nyengo yabwino kwambiri yamasewera m'mbiri yake", yomwe idzagwa mu theka lachiwiri la chaka. Kunenepa koletsa kukula kwa ndalama mu gawo la seva kumakwiyitsa osunga ndalama, koma nkhani zonsezi sizinakhudze mtengo wamasheya wa NVIDIA.
Pambuyo poyambira malonda, mtengo wamtengo wapatali unatsika ndi gawo limodzi mwa magawo zana; lero wapezanso pafupifupi 1,38%, koma izi sizingatchulidwe kusinthasintha kwakukulu. Monga momwe tingawonedwere ndi zomwe akatswiri ofufuza zamakampani, ziyembekezo za nthawi yayitali za NVIDIA ndi zabwino m'mbali zonse zazikulu zantchito, ngakhale gawo la magalimoto likunenedweratu kuti lidzakhala ndi ndalama zabwino chaka chamawa. Consensus pa mtengo wagawo mu kuchuluka kwa $ 534, ndi akatswiri omwe ali ndi chiyembekezo chachikulu amatcha mtengo pa $ 600 pagawo lililonse.
Oimira a Deutsche Bank, akuwonetsa amodzi mwamaudindo okhazikika ($450), amalankhula za kuthekera kwa NVIDIA kuchita bwino m'mikhalidwe yovuta kwambiri yakunja. Komabe, akufotokoza kuti ziyembekezo zonse zakhala zikumangidwa pamtengo wamtengo wapatali wamakono, choncho sizidzakula kwambiri posachedwapa. Bank of America imakhulupirira kuti kupyolera mu 2024, NVIDIA idzakulitsa ndalama zosachepera 20% pachaka, ndipo phindu pa gawo lililonse lidzakula ndi 25% pachaka. Needham amagawana malingaliro awa okhudzana ndi kuchuluka kwa ndalama za NVIDIA.
Oyimilira a Credit Suisse amafotokoza zakusintha kwamitundumitundu pakufunika kwa seva ndi zida zamasewera mu theka lachiwiri la chaka chifukwa chazovuta za mliri. Pofika pakati pa chaka, njira zina zoperekera zosangalatsa zinali zitatha masheya omwe alipo azinthu zatsopano, ndipo mu theka lachiwiri la chaka kufunikira kwa makampani amasewera kudzakula, chifukwa amatha kugwira ntchito moyenera m'mikhalidwe. za kudzipatula, kupereka makasitomala masewera atsopano.
Ofufuza a Barclays amalumikiza nthawi yolengezedwa kwa makhadi atsopano a kanema a NVIDIA kugawo lachinayi la kalendala, lomwe lidzayamba mu Okutobala. Akatswiri a Morgan Stanley akuyembekezeranso kuti kukwera kwa msika wamasewera sikudzayamba kale kuposa mwezi wa October, panthawi yomwe kulengeza kwazinthu zambiri zatsopano za NVIDIA kudzachitika. Ndikoyenera kukumbukira kuti pamwambo wa dzulo, wamkulu wa kampaniyo, a Jensen Huang, adamaliza mawu ake ndi pempho loti alowe nawo pawailesi ya GTC 2020, yomwe idzaulutsidwe kuchokera kukhitchini yake. M'mwezi wa Meyi, adatenga kale ma accelerator a A100 okhala ndi zomangamanga za Ampere kuchokera mu uvuni, molingana ndi izi, otsatira masewerawa ayenera kumaliza pofika Okutobala. Kuwulutsa kwakonzedwa pa Okutobala XNUMX, ngakhale chochitika chodziwika bwino choyambira "nthawi yatsopano" mu gawo lamasewera chidzachitikanso pa Seputembara XNUMX.
Source:
Source: 3dnews.ru