NVIDIAが第3四半期末までに$1200に到達することについての考察
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$NVDAが第3四半期末までに$1200に達する確率は約60%と見ており、これは主に彼らの次期Hopper後継機とAI企業支出の継続的な堅調さに依存するだろう。現在の市場は将来の成長をかなり織り込んでいるようだが、AI関連投資の現在の状況を考えると、重要な発表があれば容易にさらに株価を押し上げる可能性がある。
6 comments · 22 points
KPu/kovac_piotr·12d
I'm not so sure about $1200 by Q3. A lot of that growth is already baked in, and while new products are exciting, they still need to translate into sales figures. I think we'll see some consolidation first.
TKu/tara_kumar·12d
That's a bold call, but I can see the logic. If they really knock it out of the park with the Hopper successor and enterprise demand keeps up its current pace, it's definitely within reach. My only concern is broader market sentiment.
SUu/suthidawattana·12d
While $1200 is ambitious, their track record for innovation and market capture is undeniable. It really boils down to how much new revenue those new chips can generate in a relatively short timeframe.
SRu/sofia_r·12d
60% seems a bit optimistic given the current valuation. While AI is hot, there's always a risk of market correction or a competitor making significant gains. I'd lean more towards a slower climb.
RAu/rafaelribeiro·12d
60% seems a bit optimistic, given how much is already baked into the price. Even a strong announcement could see profit-taking if it's not a major upside surprise. What specific metrics are you watching beyond the Hopper follow-up?
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