Zhitong Finance APP was informed that Richard CLODE, the investment group manager of Junli Hengdons investment in the global technology leading team, said (NVDA.US) growth trajectory and keyElements laid the foundation for the companys continued success.The companys stock price performance is supported by actual profits and cash flow, which will be more sustainable.
After the US stock market on Wednesday, Nvidia released the fourth quarter financial report, with revenue increased by 265%year -on -year to US $ 22.1 billion.It is 76%, a record high, and also exceeds 75.2%of the market expectations; net profit increased by 769%year -on -year to US $ 12.3 billion, a record high.
Since mid -2023, the markets debate with Nivine Dada is mainly concentrated in its growth trend in 2025 and later, rather than strong performance.Since the announcement of the International Consumer Electronics Exhibition (CES) earlier this year, Nvidia has largely proved to the market to a large extent that their development will not soon fall into stagnation.The key factors include the change of generations in the field of computing, the extensive customer base, the continuous supply restrictions, and the roadmap and potential that revive the Chinese business.
The companys management talked about the currently installed data center infrastructure that is currently installed, and must re -architecture the world of accelerated calculation and generating artificial intelligence (General AI).They believe that in the next five years, the infrastructure scale of these data centers will increase to $ 2 trillion.
Talking about the prospects of Chinas business, Richard Clode said that the US tightened semiconductor export restriction has weakened Nvidias data center business in China to only the number of digits of its business only occupying its business.Percentage, but the company is currently trying a new chip that meets the prescribed regulations in China, which may regain its data center business in China in the future.
Continue to promote the valuation forecast of analysts for these growth motivation, which has risen by more than 400%in the past year, exceeding the corresponding increase in the stock price, which has maintained the valuation in the valuation atControlled amplitude.Even in the case of artificial intelligence hype, unlike 2020, with the return of capital, the market is optimistic about the strong fundamental company.Persistent.
