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Nvidia's Earnings Would Be Tell-Tale For US Stock Market Rally: 'If They Do Well...'

Nvidia's Earnings Would Be Tell-Tale For US Stock Market Rally: 'If They Do Well...'

英伟达的收益将成为美国股市上涨的明证:“如果他们表现良好...”
Benzinga ·  05/22 09:55

Semiconductor giant Nvidia (NASDAQ:NVDA) is set to release its first-quarter earnings report, a key event that could significantly impact the ongoing U.S. stock market rally.

半导体巨头英伟达(纳斯达克股票代码:NVDA)将发布其第一季度财报,这一关键事件可能会对美国股市的持续上涨产生重大影响。

What Happened: Earnings from semiconductor giant Nvidia are set to test the ongoing U.S. stock market rally, Reuters reported on Wednesday.

发生了什么:路透社周三报道,半导体巨头英伟达的收益将考验美国股市的持续上涨。

Nvidia has seen a 90% surge in its stock this year, making it the third-largest U.S. company by market value, trailing only Microsoft and Apple. The company's influence on broader markets has grown due to its leading position in artificial intelligence.

英伟达今年的股票上涨了90%,使其成为按市值计算的美国第三大公司,仅次于微软和苹果。由于其在人工智能领域的领先地位,该公司对更广泛的市场的影响力有所增强。

The company's chips are considered the gold standard in AI, making its results a key indicator for the AI industry. Nvidia now holds a significant weighting in major indexes and ETFs, with over 5% in the S&P 500 and 6.5% in the Nasdaq 100.

该公司的芯片被认为是人工智能的黄金标准,使其业绩成为人工智能行业的关键指标。英伟达现在在主要股指和交易所买卖基金中占有相当大的权重,在标准普尔500指数中占有超过5%,在纳斯达克100指数中占6.5%。

The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average have all reached record highs this month, buoyed by strong earnings and hopes for a soft landing for the U.S. economy. Robust earnings from Nvidia could further justify high stock market valuations.

受强劲收益和美国经济软着陆希望的推动,标普500指数、纳斯达克综合指数和道琼斯工业平均指数本月均创下历史新高。英伟达的强劲收益可以进一步证明股市估值居高不下。

"If they do well ... there are going to be a lot of stocks that ride its coattails," said Jay Woods, chief global strategist at Freedom Capital Markets.

自由资本市场首席全球策略师杰伊·伍兹表示:“如果他们表现良好... 将会有很多股票受其影响。”

"It's very rare you have one stock that can have such a dramatic impact on the overall market. But Nvidia has earned that."

“有一只股票能够对整个市场产生如此巨大影响的情况非常罕见。但是英伟达已经赢了。”

Nvidia's fiscal first-quarter results are expected to significantly impact AI-related stocks. The company's quarterly revenue is projected to triple to $24.6 billion. Investors are keenly watching to see if Nvidia can meet high expectations set by its previous blockbuster results.

英伟达的第一财季业绩预计将对人工智能相关股票产生重大影响。该公司的季度收入预计将增加三倍,达到246亿美元。投资者正在密切关注英伟达能否满足其先前轰动一时的业绩所设定的较高期望。

Why It Matters: The anticipation surrounding Nvidia's earnings is immense, with some analysts comparing it to the excitement of a major concert. The market is keenly focused on whether the company can live up to the high expectations set by its previous performances.

为何重要:人们对Nvidia的收益寄予厚望,一些分析师将其与一场大型音乐会的激动人心进行了比较。市场密切关注该公司能否不辜负其先前业绩所设定的较高期望。

Additionally, Nvidia CEO Jensen Huang has emphasized the importance of the company's partnership with Dell Technologies Inc. in expanding AI adoption. In an interview with Bloomberg Television, Huang stated that the collaboration aims to bring generative AI capabilities to a broader range of customers, enabling them to create their own "AI factories." He noted that the goal is not just to deliver hardware but to provide a comprehensive infrastructure.

此外,英伟达首席执行官黄延森强调了该公司与戴尔科技公司合作在扩大人工智能采用率方面的重要性。黄在接受彭博电视台采访时表示,此次合作旨在为更广泛的客户提供生成式人工智能功能,使他们能够创建自己的 “人工智能工厂”。他指出,目标不仅是提供硬件,而且是提供全面的基础设施。

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