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The mainland revenue dropped by 70%but the total revenue increased by 265%.

2024-02-24 14:54:00

Summary of content:

Nvidias stock price has soared 58.5%this year, and the market value exceeds 2 trillion US dollars, becoming the fourth largest in the worldMarket value company.Nvidias performance shows that it can flourish when losing the mainland market.With the outbreak of generating artificial intelligence, Nvidias valuation of more than $ 3 trillion will not be too far away.

I. The stock price soared 58.5%this year, with a market value of more than $ 2 trillion, becoming the fourth largest market value company in the world.

On February 22, due to quarterly income report exceeded analysts expectations, chip manufacturers Nvidia CorpThe stock price soared by 16.4%, jumping to the fourth largest company in the worlds market value.

Since the beginning of this year, Nvidias market value has increased by US $ 740.2 billion, the worlds largest companys market value increase.This enables Nvidi to be the third largest and fourth largest company in the world, ranking more than technology giants and Alphabet, secondary to Microsoft, Apple and Saudi Amy.

As of February 22, Nvidias market value was US $ 1.96 trillion, and at the end of January of 1.52 trillion US dollars.

Nvidias stock price increased by 58.5%in 2024. This is important to the performance of the S & P 500 Index. A Nivine Dada made four points for the rise of the S & P 500 Index this yearMore than one contribution.

The Standard Purcera 500 index hit a record high on Thursday. After the 24%soared in 2023, this year has continued to rise by 6.65%.Earlier, it was mainly driven by the strong rebound of the technology sector.

The financial report released by Nvidia on February 21 shows that its latest quarter revenue increased by 265%, greatly exceeding the expectations.The stock price rose by 16%the next day, and his chief executive Huang Renxun said that "the demand of various companies, industries and countries in the world is surging."

The performance of Nvidia shows that it can flourish when losing the mainland market.

Three months ago, many people estimated that they were imposed on the implementation of artificial intelligence chips exported by the United States to China.Impact.Nvidia may hurt himself, causing Nivioida to be severely hit.Because they saw that a quarter of Nvidias income came from the mainland.

Another major accident brought by Nvidia to the market is that although more and more US trade sanctions are faced, it limits its ability to sell advanced chips to the mainland. Nvidia comes from the mainlands revenueThis quarter decreased by more than 70 %, but it still couldnt stop the expected growth of Nvidias total revenue.

Nvidias financial report shows that in the latest quarter of January 28, Nvidias artificial intelligence business revenue in the mainland dropped from approximately US $ 2.9 billion in the previous quarter to about 900 million US dollars,Fall 69%.According to the estimation of Morningstar, a financial service company, the share of mainland data centers in this field has fallen from 20%in the previous quarter to 5%in this quarter, which is basically insignificant.

After the appearance of ChatGPT, artificial intelligence has developed rapidly, which is changing with each passing day.After the launch of Sora, a new round of artificial intelligence boom was set off.Therefore, the markets demand for Nvidias hardware is increasing. Even small countries are now competing for its graphical processing unit GPU, thereby promoting Nvidas market value to continue to increase.

Huang Renxun, CEO of Nvidia, confirmed that because of the more stringent export control that needs to abide by the United States in October 2023, and has not been approved by the US government to restore these exports, Nvidia has stopped exporting to the mainland to export to the mainland.Restricted high -end chip.

Although the export of high -end chips is limited to China and the impact of revenue from the mainland on revenue is not great, Nvidia is still working hard to meet the needs of the mainland.

Nvidia specially developed three new data centers GPU-H20, L20, and L2 for mainland customers. Previously, its A800 and H800 GPUsIt is also tailor -made for mainland customers to comply with the early version of the US export control, but was banned from selling in October 2023.

According to the Washington Post in early February, Nvidia has begun to accept its H20 booking. This is the most powerful GPU of the three GPUs that can be used for mainland customers for AITraining, the price of a single card is between $ 12,000 and $ 15,000.

A industry source who does not want to disclose names said on February 23 that some mainland customers have begun to test Nvidias new alternative chip.

3. With the outbreak of the generated artificial intelligence, Nvidias valuation of more than $ 3 trillion will not be too far away.

On Friday, the market value of Nvidia increased from US $ 1.96 trillion to $ 2 trillion on Thursday, and the market value continued to grow.This is due to the unsatisfactory demand of its chip in the era of artificial intelligence, which makes this Silicon Valley company a pioneer of generating artificial intelligence boom.

The rapid rise of Nvidia Wall Street has been compared with the picking head and shovel supplier during the 1900s in the 1900s, because from the ChatGPT manufacturer OPENAI to Google, almost all of them generated.Ai participants are using NVIDIA chips.

This helps the companys market value jumped from $ 1 trillion to 2 trillion US dollars in just nine months.Cant reach half of the technology giant and Microsoft.

The logic of investors enthusiastically holding Ying Weida is:

First, for todays artificial intelligence company, Nvidia is the industry as the industryLeaders, things that are binding for them will not be demand, but their ability to respond to surging demand.

Second, from the previous performance of Nvidia GPU chip, at least it is not yet possible to see the problem that hinder its rapid iteration upgrade.

Third, SORA foresight the leap in generating artificial intelligence technology.Google released its first important open source large -scale language model Gemma, which marked an important breakthrough in application since the OpenAIs ChatGPT leading the artificial intelligence chat robot boom.This means that the entry of artificial intelligence software models will show index growth.

Based on the above three points, the Institute of Bulls boldly predicts that the leading cloud computing company will greatly increase capital expenditure to meet the demand for artificial intelligence training and reasoning, and almost almost almostAll these expenditures will fall into Nvidia pockets.We predict that with the launch of more chip supply, Nvidias income per quarter in fiscal 2025 will increase billions of dollars.

Huang Renxun, CEO of Nvidia, also said that the demand for the chip for data centers and other places is very strong, which is a very good sign for this Silicon Valley company.

Therefore, in 2024, Nvidias market value will continue to expand. It will not be too far away from $ 3 trillion in US $ 3 trillion, and it will soon become Microsoft and Apple.Subsequent members of the worlds third 3 trillion market value club.

[Author: Xu Sanlang]

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