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'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.
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.
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.
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?
Traderforum · 한국어