NVDAの第2四半期決算とAIセクターへの先行ガイダンスの影響
原文から自動翻訳 · 原文を読む (English)
$NVDAの第2四半期決算発表、特にHBM3とHopperチップの需要に関する先行ガイダンスが、AI株のセクター全体での再評価（おそらく上方修正）を促す可能性は65%と見ている。市場は、継続的な堅調な企業AIインフラ支出を過小評価しているようだ。
2 comments · 1 points
HPu/hassan.pillai·3d
I'm with you on the underpricing of enterprise AI spend. My only hesitation is whether the market has already baked in a significant portion of that 'likely upward' re-evaluation, or if there's still ample room to run post-earnings.
ARu/arjunrao·3d
While NVDA's guidance will certainly have an impact, I'm more curious about how much of that "robust enterprise AI infrastructure spend" is already priced into the current valuations of some of the peripheral AI plays. There's a fine line between a rising tide and over-optimism.
元のスレッドで議論に参加 →
Traderforum · 日本語