share_log

After Nvidia's Blowout Quarter, Wedbush Analyst Dan Ives Says AI Revolution Will Lead To Trillion-Dollar Valuations In Tech: 'The Party's Just Getting Started'

After Nvidia's Blowout Quarter, Wedbush Analyst Dan Ives Says AI Revolution Will Lead To Trillion-Dollar Valuations In Tech: 'The Party's Just Getting Started'

在Nvidia的井喷季度之后,Wedbush分析师丹·艾夫斯表示,人工智能革命将导致数万亿美元的科技估值:“派对才刚刚开始”
Benzinga ·  05/22 21:37

Wedbush analyst Dan Ives has made a bold prediction after Nvidia Corporation (NASDAQ:NVDA) reported its first-quarter results on Wednesday. He said that the tech industry is on the brink of a significant transformation, with the potential for trillion-dollar valuations.

英伟达公司(纳斯达克股票代码:NVDA)周三公布了第一季度业绩后,Wedbush分析师丹·艾夫斯做出了大胆的预测。他说,科技行业正处于重大转型的边缘,估值有可能达到万亿美元。

What Happened: On CNBC's Last Call segment, following Nvidia's impressive quarterly results, Ives said that "The party's just getting started." Nvidia's historic rally was fueled by its data center business, which saw a staggering 427% growth in the latest quarter, driven by strong demand for its artificial intelligence processors from companies.

发生了什么:在CNBC的 “最后一次通话” 栏目中,继英伟达令人印象深刻的季度业绩之后,艾夫斯说:“派对才刚刚开始。”英伟达的历史性涨势是由其数据中心业务推动的,受公司对其人工智能处理器的强劲需求的推动,该业务在最近一个季度实现了惊人的427%的增长。

He went on to add, "We're going to be talking about $3-$4 trillion types of valuations in tech. There's no slowing down."

他接着补充说:“我们将谈论3至4万亿美元的科技估值。不能放慢脚步。”

When sharing the clip from the segment on X, formerly Twitter, Ives also likened the current state of AI to the "1995 Moment," referring to the time when the internet began to significantly impact businesses and society.

在X(前身为Twitter)上分享该片段的片段时,艾夫斯还将人工智能的现状比作 “1995年时刻”,指的是互联网开始对企业和社会产生重大影响的时代。

The AI Revolution and this 1995 Moment is just starting...get the ready @LastCallCNBC

— Dan Ives (@DivesTech) May 22, 2024

人工智能革命和这个 1995 年的时刻才刚刚开始... 做好准备 @LastCallCNBC

— 丹·艾夫斯 (@DivesTech) 2024 年 5 月 22 日

Why It Matters: Nvidia reported adjusted earnings per share (EPS) of $6.12 on $26 billion in revenue, reflecting increases of 461% and 262%, respectively, compared to the last year. The company also announced a 10-for-1 stock split and increased its quarterly dividend by 150%.

为何重要:英伟达报告调整后的每股收益(EPS)为612美元,收入为260亿美元,与去年相比分别增长了461%和262%。该公司还宣布以10比1的比例进行股票分割,并将季度股息提高了150%。

While reporting the results, Nvidia CEO Jensen Huang said, "The next industrial revolution has begun — companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center — AI factories — to produce a new commodity: artificial intelligence."

英伟达首席执行官黄延森在报告业绩时表示:“下一次工业革命已经开始——各公司和国家正在与NVIDIA合作,将价值数万亿美元的传统数据中心转向加速计算,并建造一种新型的数据中心——人工智能工厂——以生产一种新商品:人工智能。”

Meanwhile, Ives' prediction aligns with his previous statements about the potential of AI. In February earlier this year, he referred to Nvidia's fourth-quarter earnings as the start of a tech bull market that would continue into 2025.

同时,艾夫斯的预测与他先前关于人工智能潜力的陈述一致。今年2月,他将英伟达第四季度的收益称为将持续到2025年的科技牛市的开始。

He also predicted that Nvidia's AI infrastructure spending would lead to a "tidal wave" of AI-build-out spending, benefiting AI-related infrastructure, software, and services companies.

他还预测,Nvidia的人工智能基础设施支出将引发人工智能建设支出的 “浪潮”,使人工智能相关的基础设施、软件和服务公司受益。

Last month, Ives described AI as the 'Fourth Industrial Revolution' after robust results from Microsoft and Google, suggesting that AI is on the cusp of a major impact on businesses and society.

上个月,在微软和谷歌取得强劲业绩之后,艾夫斯将人工智能描述为 “第四次工业革命”,这表明人工智能正处于对企业和社会产生重大影响的风口浪尖。

NVDA Price Action: Nvidia shares ended Wednesday's regular session 0.46% lower at $949.50. However, the shares soared 6.06% in the after-hours trading at $1,007.

NVDA价格走势:英伟达股价在周三的例行交易中下跌0.46%,至949.50美元。但是,该股在盘后交易中飙升了6.06%,至1,007美元。

Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

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。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发