Nvidia's Success May Propel These 6 AI-Related Stocks To New Heights
Nvidia's Success May Propel These 6 AI-Related Stocks To New Heights
The upcoming quarterly results of $NVIDIA (NVDA.US)$ are not just a matter of interest for the company, but also for six other AI-related stocks that tend to rise when Nvidia outperforms.
即将公布的季度业绩 $英伟达 (NVDA.US)$ 这不仅是该公司的利益问题，也是其他六只人工智能相关股票的兴趣问题，当Nvidia跑赢大盘时，这些股票往往会上涨。
What Happened: An analysis has identified six AI-related stocks that typically experience a positive reaction when Nvidia beats its estimates, reported CNBC.
发生了什么：据CNBC报道，一项分析确定了六只与人工智能相关的股票，当英伟达超过预期时，这些股票通常会出现积极的反应。
These stocks have shown a consistent upward trend following Nvidia's quarterly results. The six stocks are $Super Micro Computer (SMCI.US)$, $Advanced Micro Devices (AMD.US)$, $Marvell Technology (MRVL.US)$, $Vertiv Holdings (VRT.US)$, $Synopsys (SNPS.US)$, and $Advantest (ADR) (ATEYY.US)$.
继英伟达公布季度业绩后，这些股票显示出持续的上涨趋势。这六只股票是 $超微电脑 (SMCI.US)$， $美国超微公司 (AMD.US)$， $迈威尔科技 (MRVL.US)$， $Vertiv Holdings (VRT.US)$， $新思科技 (SNPS.US)$，以及 $爱德万测试(ADR) (ATEYY.US)$。
These stocks, all of which are listed in the U.S., have shown increases ranging from 6% to 33% following Nvidia's strong earnings in the past. The results of Nvidia's first quarter of 2024, set to be released on Wednesday after the market closes, are expected to be positive, with Wall Street analysts forecasting an EPS of $5.52.
这些股票均在美国上市，继英伟达过去的强劲收益之后，涨幅从6％到33％不等。英伟达定于周三收盘后公布的2024年第一季度的业绩预计将是积极的，华尔街分析师预计每股收益为5.52美元。
Super Micro Computer, a company specializing in tech infrastructure, has been a significant beneficiary of the AI investment trend, with its stock soaring over 900% in the past year.
专门从事科技基础设施的公司Super Micro Computer一直是人工智能投资趋势的重要受益者，其股票在过去一年中飙升了900％以上。
AMD, Nvidia's leading competitor, has also seen a rise in its shares after Nvidia's earnings, reflecting the continued investor interest in GPU companies.
英伟达的主要竞争对手AMD在Nvidia公布财报后股价也有所上涨，这反映了投资者对GPU公司的持续兴趣。
Advantest Corp, the world's largest microchip tester, has also experienced significant growth due to the AI-fueled rally.
由于人工智能推动的反弹，全球最大的微芯片测试公司爱德万测试公司也实现了显著增长。
Why It Matters: The AI industry has been a major driver of growth for many companies, with Nvidia being a key player. Despite some skepticism about Nvidia's future growth potential, as expressed by Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, the company's earnings have continued to impress.
为何重要：人工智能行业一直是许多公司增长的主要推动力，Nvidia是关键参与者。正如格柏川崎财富与投资管理公司首席执行官罗斯·格伯所表达的那样，尽管对英伟达的未来增长潜力持怀疑态度，但该公司的收益继续给人留下深刻的印象。
The first quarter earnings cycle has seen a notable acceleration in growth, particularly in the technology sector. However, there have also been reports of Amazon halting orders of Nvidia's "superchip."
第一季度的收益周期显著加速，尤其是在科技行业。但是，也有报道称亚马逊停止订购英伟达 “超级芯片”。
Despite this, the AI industry continues to attract significant investment, as highlighted by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree, who emphasized the transformative potential of AI across various industries.
尽管如此，正如WisdomTree全球首席投资官杰里米·施瓦茨所强调的那样，人工智能行业继续吸引大量投资，他强调了人工智能在各个行业的变革潜力。