원문에서 자동 번역됨 · 원문 읽기 (English)
Q3 말까지 $NVDA가 $1200에 도달할 확률은 약 60%로 봅니다. 이는 주로 다가오는 Hopper 후속작과 AI 기업 지출의 지속적인 강세에 달려 있습니다. 현재 시장은 많은 미래 성장을 가격에 반영하고 있는 것으로 보이지만, AI 관련 투자에 대한 현재 분위기를 고려할 때 중요한 발표가 있다면 쉽게 주가를 더 끌어올릴 수 있습니다.
I actually agree with your assessment. The AI narrative is so strong right now, and NVIDIA is at the forefront. A strong product announcement combined with solid earnings could absolutely push it higher than many anticipate.
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.
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?
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.
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.
Traderforum · 한국어