Will Nvidia's Earnings Stoke Market Rally Further? Strategist Weighs In: 'I Would Think Investors Are Going To Be Nervous'
Will Nvidia's Earnings Stoke Market Rally Further? Strategist Weighs In: 'I Would Think Investors Are Going To Be Nervous'
The stock market has returned to its winning ways, with the major indices seeing a big lift following a tame inflation report released last week. The continuation of the rally hinges on $NVIDIA (NVDA.US)$'s first-quarter results due on Wednesday. On Friday, a strategist weighed on how the AI frontrunner's earnings report will impact the broader market.
股市已经回到了胜利之路，在上周发布了一份温和的通货膨胀报告之后，主要股指出现了大幅上涨。涨势的持续取决于 $英伟达 (NVDA.US)$第一季度业绩将于周三公布。周五，一位策略师权衡了人工智能领跑者的收益报告将如何影响整个市场。
What Happened: "It will be an obvious disappointment and a negative shock if Nvidia ... misses expectation," said Fund Strat's Tom Lee in a CNBC interview. The expectations are lofty, he added.
发生了什么：Fund Strat的汤姆·李在接受CNBC采访时说：“如果英伟达... 未达到预期，那显然将是令人失望和负面冲击。”他补充说，人们的期望很高。
"I would think investors are going to be nervous but ultimately it would be, I think, a prelude to a market broadening because investors who own a lot of Nvidia might want to look for other stocks that are starting to show promise," Lee said.
李说：“我认为投资者会感到紧张，但我认为最终这将是市场扩大的前奏，因为拥有大量英伟达股份的投资者可能想寻找其他开始表现出希望的股票。”
On the other hand, if Nvidia beats expectations, it will likely pull money off the sidelines and will likely again propel broadening of the market rally, the analyst said.
另一方面，这位分析师表示，如果英伟达超出预期，它可能会袖手旁观，并可能再次推动市场涨势的扩大。
"There have been other groups starting to participate like, energy, material this week," he said.
他说：“本周还有其他团体开始参与，例如能源、材料。”
Lee said he prefers a beat than a miss.
李说，他更喜欢被击败而不是失误。
Why It's Important: Following Wednesday's inflation data, the major indices — the tech-heavy Nasdaq Composite, the broader S&P 500 Index and the 30-stock Dow Jones Industrial Average — all closed at all-time highs. They paused in the next session but not before hitting intraday highs. The Dow, a blue-chip average, settled above the 40,000 mark for the first time ever on Friday.
为何重要：继周三的通胀数据之后，主要指数——以科技股为主的纳斯达克综合指数、更广泛的标准普尔500指数和30只股票的道琼斯工业平均指数——均收于历史新高。他们在下一个交易日暂停，但在触及盘中高点之前没有停顿。道琼斯指数是蓝筹股的平均水平，周五首次突破40,000大关。
The uptrend is likely to be preserved, primarily due to the prospects of the Federal Reserve beginning to reverse its rate hikes in the second half.
上升趋势可能会得以维持，这主要是由于美联储有望在下半年开始扭转加息的趋势。
The market rally seen in 2023 and so far this year has been led by tech stocks, with AI being the main theme. Nvidia has been the torchbearer of the rapidly advancing AI revolution. The Jensen Huang-led company supplies high-performance accelerators to power most AI applications, training and inference.
2023年和今年迄今为止的市场反弹是由科技股带动的，以人工智能为主题。Nvidia 一直是快速推进的人工智能革命的火炬手。这家由 Jensen Huang 领导的公司提供高性能加速器，为大多数 AI 应用程序、训练和推理提供动力。
Analysts, on average, expect the company to report earnings of $5.57, notably higher than the year-ago's 98 cents per share, and revenue of $24.57 billion compared to $6.52 billion in the same period last year.
分析师平均预计，该公司公布的收益为5.57美元，明显高于去年同期的每股收益98美分，收入为245.7亿美元，而去年同期为65.2亿美元。
Nvidia ended Friday's session down 1.99% at $924.79, according to Benzinga Pro data. The stock has added about 87% year-to-date. The $SPDR S&P 500 ETF (SPY.US)$, an exchange-traded fund that tracks the broader S&P 500 Index, settled Friday up 0.14% at $529.45.
根据Benzinga Pro的数据，英伟达周五收盘下跌1.99％，至924.79美元。该股今年迄今已上涨约87％。这个 $SPDR 标普500指数ETF (SPY.US)$追踪更广泛的标准普尔500指数的交易所交易基金周五收盘上涨0.14％，至529.45美元。