kunkun2718
voted
1. As expected, NVIDIA's total sales for the first quarter of April were 24 billion dollars, and data center (DC) sales were 21 billion dollars.
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA(NVDA.US$
2. Citi estimates total sales to be approximately 26 billion dollars and DC sales to be approximately 23 billion dollars.
3. Citi expects sales for the fiscal year ending July to be 27.5 billion dollars compared to the market forecast of 26.5 billion dollars and the buyer's forecast of about 28 billion dollars.
4. Citi anticipates that sales will increase slightly compared to the previous quarter because sales volume will increase, H100 lead time will be shortened, and gross profit margin will normalize before GB200 sales increase in the first half of '25.
$NVIDIA(NVDA.US$
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kunkun2718
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It seems the risk on trade is back and optimism has returned with the AI and chip leader stocks that sold off since March, clawing up, Nvidia $NVIDIA(NVDA.US$rose 3.6%. SMCI $Super Micro Computer(SMCI.US$rose 15.8%. AMD $Advanced Micro Devices(AMD.US$rose 4.25%.
This comes for good reason, US core CPI eased in April for the first time in six months, to 0.3%, and retail sales stagnated. ...
This comes for good reason, US core CPI eased in April for the first time in six months, to 0.3%, and retail sales stagnated. ...
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kunkun2718
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$NVIDIA(NVDA.US$ I want to finally break 900 for the first time in a long time and get a new high! CPI party! $Super Micro Computer(SMCI.US$ too! $Vertiv Holdings(VRT.US$ Strong as ever! Well, summer rally! Happy investing, everyone! ^_^
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kunkun2718
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“Analysts led by John Vin said in an investor memo, “Although next-generation Blackwell GPUs are expected to appear in the second half of the year, signs of a drop in demand are limited, and NVDA anticipates that F1Q financial results and F2Q guidance will significantly exceed expectations.
The company, led by Jensen Huang, is scheduled to announce quarterly results on May 22, and analysts say that upward revisions to the current fiscal year and guidance may be due to several factors. These include improvements in the supply of H100 GPUs, China's strong demand for H20 GPUs, and the initial launch of H200 GPUs.
According to the consensus of analysts, the company's earnings for the next quarter will be 24.47 billion dollars, and earnings per share will be 5.56 dollarsAnticipatedIt's there.
Looking further ahead, analysts speculate that there is a possibility that the Blackwell chip line, which is scheduled to appear in the second half of this year, will grow data center sales to over 200 billion dollars.
“B100 (drop-in replacement for H100) and B200 will be launched in 3Q...
The company, led by Jensen Huang, is scheduled to announce quarterly results on May 22, and analysts say that upward revisions to the current fiscal year and guidance may be due to several factors. These include improvements in the supply of H100 GPUs, China's strong demand for H20 GPUs, and the initial launch of H200 GPUs.
According to the consensus of analysts, the company's earnings for the next quarter will be 24.47 billion dollars, and earnings per share will be 5.56 dollarsAnticipatedIt's there.
Looking further ahead, analysts speculate that there is a possibility that the Blackwell chip line, which is scheduled to appear in the second half of this year, will grow data center sales to over 200 billion dollars.
“B100 (drop-in replacement for H100) and B200 will be launched in 3Q...
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kunkun2718
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As of 5/14, the total market value has reached over 2 trillion dollars. NVIDIA is such a wonderful thing ~ 👑 The daily chart has completely cleared the clouds ☀♪ I'm looking forward to this next week too!!
Taking advantage of the financial results on the 22nd, they will aim higher again. After all, even though a new industrial revolution is taking place, it's unfortunate that there are people who don't notice it correctly.
run! Keep running!! 🏃🏋️📈🌈
Taking advantage of the financial results on the 22nd, they will aim higher again. After all, even though a new industrial revolution is taking place, it's unfortunate that there are people who don't notice it correctly.
run! Keep running!! 🏃🏋️📈🌈
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kunkun2718
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Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 38,400 yen - 38,800 yen (closing price on the 15th 38,385 yen 73 sen)
● US bond yields fell sharply, and the probability of interest rate cuts until September was over 80% - in response to CPI
● US and European stocks hit new highs Expectations for interest rate cuts as inflation decelerates
● First confrontation between Biden and Trump, TV debate on CNN on 6/27
● The yen rose to the latter half of the 154 yen range against the dollar, and US interest rates are expected to fall due to CPI and retail sales
● Berkshire discloses $6.7 billion shareholding in Sompo Chubb
●Cisco's Strong Sales and Profit Outlook - Suggests Customers Resume Investment
● Meme Stocks, Individual vs. Pro Battle Act 2 (NY Express)
● The yen rose to the latter half of the 154 yen range against the dollar, and US interest rates are expected to fall due to CPI and retail sales
● Listed companies expect a 4% decrease in profit for the current fiscal year
●Net profit for the current fiscal year of 3 mega silver is 3.3 trillion yen - the highest profit was updated due to interest rate hikes
-MooMoo News Amelia
Market Overview
In the US stock market on the 15th, the NY Dow Jones Industrial Average was 349 dollars 89 cents compared to the previous business day...
● [Tokyo Stock Exchange Rate Forecast Range] 38,400 yen - 38,800 yen (closing price on the 15th 38,385 yen 73 sen)
● US bond yields fell sharply, and the probability of interest rate cuts until September was over 80% - in response to CPI
● US and European stocks hit new highs Expectations for interest rate cuts as inflation decelerates
● First confrontation between Biden and Trump, TV debate on CNN on 6/27
● The yen rose to the latter half of the 154 yen range against the dollar, and US interest rates are expected to fall due to CPI and retail sales
● Berkshire discloses $6.7 billion shareholding in Sompo Chubb
●Cisco's Strong Sales and Profit Outlook - Suggests Customers Resume Investment
● Meme Stocks, Individual vs. Pro Battle Act 2 (NY Express)
● The yen rose to the latter half of the 154 yen range against the dollar, and US interest rates are expected to fall due to CPI and retail sales
● Listed companies expect a 4% decrease in profit for the current fiscal year
●Net profit for the current fiscal year of 3 mega silver is 3.3 trillion yen - the highest profit was updated due to interest rate hikes
-MooMoo News Amelia
Market Overview
In the US stock market on the 15th, the NY Dow Jones Industrial Average was 349 dollars 89 cents compared to the previous business day...
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![[Morning Report] US and European stocks hit a high, and interest rate cuts are expected due to CPI. Mr. Buffett discloses Chubb's holdings in the latter half of the 154 yen range](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240516/e986acac85710273ea2be943a0e5d887.png/thumb?area=105&is_public=true)
![[Morning Report] US and European stocks hit a high, and interest rate cuts are expected due to CPI. Mr. Buffett discloses Chubb's holdings in the latter half of the 154 yen range](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240516/aa2dbe398660c4a72cc534dc6b996acf.png/thumb?area=105&is_public=true)
![[Morning Report] US and European stocks hit a high, and interest rate cuts are expected due to CPI. Mr. Buffett discloses Chubb's holdings in the latter half of the 154 yen range](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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kunkun2718
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$NVIDIA(NVDA.US$
Over 974! Let's go ♪
Well, the settlement date is super hot! 1000...
It looks like it's going to be a hot night...
Over 974! Let's go ♪
Well, the settlement date is super hot! 1000...
It looks like it's going to be a hot night...
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kunkun2718
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$NVIDIA(NVDA.US$
1000 is a passing point
1000 is a passing point
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kunkun2718
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$NVIDIA(NVDA.US$
Once it's clear. It's probably going down due to profit
Once it's clear. It's probably going down due to profit
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