Nvidia, Meta Among Tech Stocks That Stand To Benefit From 'Lots Of Infrastructure Spending On AI,' Says Tesla Bull Ross Gerber
Nvidia, Meta Among Tech Stocks That Stand To Benefit From 'Lots Of Infrastructure Spending On AI,' Says Tesla Bull Ross Gerber
Tesla bull Ross Gerber has suggested that the tech sector's earnings reports are indicative of substantial AI infrastructure spending.
特斯拉牛头罗斯·格伯表示，科技行业的收益报告表明了大量的人工智能基础设施支出。
What Happened: Gerber took to X, formerly Twitter, on Thursday to express his views on the tech sector's earnings reports. He believes that the consistent trend of these reports points towards a significant increase in AI infrastructure spending. He also emphasized the potential benefits for companies involved in AI infrastructure.
发生了什么：周四，格柏在X（前身为Twitter）上表达了他对科技行业收益报告的看法。他认为，这些报告的持续趋势表明，人工智能基础设施支出将大幅增加。他还强调了参与人工智能基础设施的公司的潜在好处。
Gerber's post comes at a time when the tech sector is experiencing a surge in AI-related activities.
Gerber的帖子是在科技行业经历人工智能相关活动激增之际发布的。
This surge is being driven by companies like Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google, which have beaten Street consensus estimates in their March 2024 quarter earnings, led by AI and cloud computing space.
这种激增是由微软公司（纳斯达克股票代码：MSFT）和Alphabet Inc等公司推动的。”s（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOGL）谷歌，在人工智能和云计算领域的带动下，谷歌在2024年3月的季度收益中超过了华尔街的普遍预期。
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"Every earnings report from the tech sector points to lots of infrastructure spending on AI... Bodes very well for the bricks and mortar companies behind AI."
“科技行业的每份收益报告都表明，人工智能方面的大量基础设施支出...对于人工智能背后的实体公司来说，这是个好兆头。”
Every earnings report from the tech sector points to lots of infrastructure spending on AI... Bodes very well for the bricks and mortar companies behind AI> $NVDA $SMCI $DELL $ASML $META $TSLA
— Ross Gerber (@GerberKawasaki) April 25, 2024
科技行业的每份收益报告都表明，人工智能方面的大量基础设施支出...对于 AI> $NVDA $SMCI $DELL $ASML $META $TSLA 背后的实体公司来说，这是个好兆头
— 罗斯·格伯 (@GerberKawasaki) 2024 年 4 月 25 日
Here's how the stocks Gerber recommended have performed in 2024 so far, according to Benzinga Pro:
根据Benzinga Pro的数据，以下是格柏推荐的股票在2024年迄今为止的表现：
| Company | Last trading price (as of last closing) | Returns (year-to-date) |
| Nvidia Corp. | $826.32 | 71.55% |
| Super Micro Computer Inc. | $787.40 | 175.85% |
| Dell Technologies Inc. | $124.91 | 67.01% |
| ASML Holding NV | $902.51 | 25.89% |
| Meta Platforms Inc. | $441.38 | 27.46% |
| Tesla Inc. | $170.18 | -31.50% |
| 公司 | 最新交易价格（截至上次收盘） | 回报（年初至今） |
| 英伟达公司 | 826.32 美元 | 71.55% |
| 超级微电脑公司 | 787.40 美元 | 175.85% |
| 戴尔科技公司 | 124.91 美元 | 67.01% |
| ASML Holding NV | 902.51 美元 | 25.89% |
| Meta Platforms Inc. | 441.38 美元 | 27.46% |
| 特斯拉公司 | 170.18 美元 | -31.50% |
Why It Matters: Gerber's tweet is particularly relevant given the recent surge in AI-related activities within the tech sector. Companies like Microsoft have been delivering impressive performances in the AI and cloud computing space, as highlighted by Wedbush's Dan Ives.
为何重要：鉴于最近科技领域与人工智能相关的活动激增，格柏的推文尤其重要。正如Wedbush的丹·艾夫斯所强调的那样，微软等公司在人工智能和云计算领域取得了令人印象深刻的表现。
"Mad Money" host Jim Cramer also termed Microsoft and Google's recent quarters "spectacular."
《疯狂的钱》主持人吉姆·克莱默还称微软和谷歌最近几个季度 “引人注目”。
Deepwater Asset Management's Gene Munster applauded Google's $100 billion revenue projection, saying it's a sign that the company is "entering a new growth phase."
深水资产管理公司的吉恩·芒斯特对谷歌的1000亿美元收入预测表示赞赏，称这表明该公司正在 “进入新的增长阶段”。
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免责声明： 该内容部分是在 Benzinga Neuro 的帮助下制作的，并由 Benzinga 编辑审查和出版。
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