CEO Jensen Huang betonte, dass das „Zeitalter der KI in vollem Gange“ sei.
Aber trotzdem... bewegt sich die Aktie nicht.
Die Zahlen (und Prognosen) führten nachbörslich zu einem Kursrückgang von 2,5%.
Wenn die Aktie perfekt bewertet ist...
...ist es besonders schwierig zu investieren.
__________________
Trading is both the easiest and the most demanding thing you'll ever do in your life. It can ruin your life, your family and everything you touch if you don't respect it, or it can change your life, your family and give you a feeling that is hard to find elsewhere if you succeed.
...the profits have sometimes exceeded the forecasts by a multiple - but somehow more was expected...
(21.11.2024, 16:39)gelbfuss schrieb: Wenn es statistisch gesichert wäre, diese Aussage, könnte Mann doch fast ein Investplan daraus machen. Leider bin ich nur Daytrader. Not my Business
Gerade als Daytrader ist das doch das im Aktienbereich das Nonplusultra!
__________________
Trading is both the easiest and the most demanding thing you'll ever do in your life. It can ruin your life, your family and everything you touch if you don't respect it, or it can change your life, your family and give you a feeling that is hard to find elsewhere if you succeed.
...the profits have sometimes exceeded the forecasts by a multiple - but somehow more was expected...
Zitat:Die BofA sieht Nvidia als Top Pick im Halbleiterbereich im Jahr 2025 =+4,4%
Die BofA hat einen Anteil von ca. 2,70% an NVIDIA in ihrem Portfolio.
Die Analysten der BofA haben die Aktie von NVIDIA auf „Buy“ mit einem Kursziel von 190 $ belassen. Die optimistische Haltung der Bank gegenüber NVDA basiert auf der Tatsache, dass der dominierende Anteil von NVDA in den Bereichen künstliche Intelligenz, Spiele und Datenzentren liegt.
Die Analysten der BofA verweisen auch auf die Vorreiterrolle von NVIDIA im Bereich der künstlichen Intelligenz durch seine meistverkauften Grafikprozessoren und die weitere Expansion im Bereich Cloud Computing. Das Unternehmen ist nicht nur stärker als je zuvor, sondern hat auch massive Umsatztreiber für Unternehmen geschaffen, die KI in ihren Betrieb integrieren wollen.
Darüber hinaus ist das Unternehmen als einer der Halbleiter-Aktienpicks der BofA in einem wettbewerbsintensiven Umfeld eine gute Wahl. Da KI-Revolutionen einen massiven Anstieg der Nachfrage nach Hochleistungsrechnern erfordern, bietet das Unternehmen gute Chancen.
__________________
Trading is both the easiest and the most demanding thing you'll ever do in your life. It can ruin your life, your family and everything you touch if you don't respect it, or it can change your life, your family and give you a feeling that is hard to find elsewhere if you succeed.
...the profits have sometimes exceeded the forecasts by a multiple - but somehow more was expected...
Zitat:Nvidia's Blackwell Sales Trajectory to be Key Investor Focus at CES Tech Show, Wedbush Says
Jan 3, 202515:20 GMT+1
NVDA+4.45%
AMD+3.93%
INTC+1.68%
Nvidia NVDA is expected to announce new gaming products at the upcoming CES tech show, while investors will seek updates on the path of the company's generative artificial intelligence sales, Wedbush Securities said in a client note.
The brokerage believes the key questions facing the chipmaker include the expected sales trajectory of Blackwell, a generative AI system, over the next few quarters amid concerns that original design manufacturers may take longer to reach full production capacity. However, Wedbush doubts the company will address the issue since it mainly impacts revenue timing.
Investors will also focus on when AI-based consumer applications will emerge and gain widespread adoption as these are expected to benefit the company and "drive upgrade cycles across hardware with ramifications for our entire universe," according to the brokerage.
Nvidia's most "prominent" announcement at the event, which is scheduled to begin on Jan. 7, is expected to be regarding its 50xx series graphics processing units, Wedbush said. The brokerage believes that the impact of the announcement will be "potentially more significant" for other participants in the gaming hardware segment if Nvidia's new parts drive a gaming PC refresh cycle.
The chipmaker is also expected to offer more details about its Jetson Thor robotics program, as well as an update on its autonomous driving product sets. "While we see (Nvidia's) work on these fronts as compelling (with markets arguably eventually large enough to move the revenue needle for Nvidia), we also believe it will take significant time for both areas to develop," Wedbush analyst Matt Bryson wrote in the note.
Wedbush expects Advanced Micro Devices AMD to unveil a number of new client compute products at the CES. The brokerage believes the company's share gains in the client compute segment have increased and projects this trend to continue throughout this year if GPUs spur a refresh cycle for gaming PCs.
AMD could see some incremental revenue from a refresh of its GPUs and new FidelityFX Super Resolution technology. However, Wedbush believes Nvidia will continue to dominate the GPU segment for the foreseeable future.
Wedbush believes it will be a surprise if Intel INTC offers any "meaningful" announcements at the event given the leadership transition it's going through. Pat Gelsinger retired from the company as chief executive last month, with Chief Financial Officer David Zinsner and newly named Intel Products head Michelle Johnston Holthaus serving as interim co-CEOs while the board finds a permanent replacement.
__________________
Trading is both the easiest and the most demanding thing you'll ever do in your life. It can ruin your life, your family and everything you touch if you don't respect it, or it can change your life, your family and give you a feeling that is hard to find elsewhere if you succeed.
...the profits have sometimes exceeded the forecasts by a multiple - but somehow more was expected...
| 05.01.2025, 17:15 (Dieser Beitrag wurde zuletzt bearbeitet: 05.01.2025, 17:17 von boersenkater.)
Zitat:CES 2025 Keynote with NVIDIA Founder and CEO, Jensen Huang
Huang wird seine Keynote am Montag, dem 6. Januar, um 18:30 Uhr halten.
Las Vegas 9 Stunden Zeitunterschied
heißt bei uns -> 7. Januar 03.30 Uhr
Zitat:CES 2025 Keynote with NVIDIA Founder and CEO, Jensen Huang
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Geplant für: 06.01.2025
Jensen Huang, Gründer und CEO von NVIDIA, wird auf der CES 2025 eine Keynote halten.
Die CES 2025 findet vom 7. bis 10. Januar 2025 in Las Vegas statt.
Huang wird seine Keynote am Montag, dem 6. Januar, um 18:30 Uhr halten. Er ist für seinen zukunftsorientierten Ansatz und seine Leidenschaft für Technologie bekannt und wurde von Fortune und The Economist zum weltbesten CEO sowie vom TIME Magazine zu einem der 100 einflussreichsten Menschen der Welt ernannt.
Seine Keynote zur CES 2025 wird den Rahmen für eine spannende Konferenz mit den neuesten Technologien bilden
This is where brands get business done, meet new partners and where the industry’s sharpest minds
take the stage to unveil their latest releases and boldest breakthroughs.
About CES
CES® is the most powerful tech event in the world — the proving ground for breakthrough technologies and global innovators.