Nvidijina izjemna rast navdušuje vlagatelje
Nvidia je z neverjetno rastjo pustil vlagatelje brez besed, kar spodbuja ugibanja o tem, kako daleč lahko gre podjetje. Nick Griffin, glavni naložbeni direktor pri podjetju Munro Partners, vlaga v Nvidia že od leta 2019 in celo njega je presenetil astronomski vzpon delnice. Podjetje je preseglo pričakovanja fiskalnega prvega četrtletja, poganjano z vzponom umetne inteligence, kar je pripeljalo do tega, da so se njegove delnice prvič podrlje prebile mejo 1000 USD.
Industrijske ocene kažejo, da naj bi Nvidia v naslednjih 12 mesecih prodala za 100 milijard dolarjev svojih AI pospeševalnikov. Ti pospeševalniki so procesorji, zasnovani za izboljšanje aplikacij umetne inteligence in strojnega učenja, njihova povpraševanja pa kažejo na preoblikovalni potencial izdelkov Nvidia. Griffin poudarja, da različne vertikale sprejemajo tehnologijo Nvidia, uporabni primeri pa segajo od povzetkov sestankov do odkrivanja varnostnih groženj in odkrivanja raka. Možnosti so obsežne, vključno z možnostjo za “prave” AI pomočnike na pametnih telefonih.
Kljub priznavanju, da bo predstava delnice nepravilna zaradi preveč navdušenih vlagateljev, verjame Griffin, da je naložba trajnostna. Spekulira, da se lahko Nvidia razvojna pot raztegne čez več let, kar poganja podjetje v največje na svetu. Poleg tega, kljub hitri rasti, ocena Nvidia ostaja primerljiva s konkurenti, trguje okoli 30-krat zaslužek. Kot rezultat je Nvidia trenutno največji delež v skladu Munro Global Growth funda Griffina.
Griffinovi skladi so doživeli pomembne dobičke, kjer je sklad Munro Global Growth v zadnjem letu do aprila 2024 poskočil za približno 30%. V primerjavi z S&P 500 in MSCI svetovnim indeksom rasti sta oba v nemudnem povečanju enakem obdobju zabeležila bolj skromna povečanja. Kot izkušen upravitelj skladov, specializiran za rast delnic, Griffin poudarja izjemen potencial delnice Nvidia.
Čeprav analitiki še naprej izdajajo nakupne ocene za Nvidia, je pomembno opozoriti na njihove cenovne cilje. Ker rast podjetja še naprej navdušuje vlagatelje, ostaja videti, kako daleč lahko Nvidia resnično gre.
Facts not mentioned in the article:
1. Nvidia’s AI accelerators are used in a wide range of industries, including gaming, automotive, healthcare, and data centers.
2. Nvidia’s GPUs (graphics processing units) are widely used in the gaming industry, with their high-performance capabilities enhancing the gaming experience.
3. The company has made significant advancements in autonomous vehicles, partnering with major automakers to develop AI-powered self-driving technology.
4. In addition to its hardware products, Nvidia offers software platforms and tools that enable developers to create and deploy AI applications more efficiently.
Most important questions and answers:
1. How has Nvidia’s growth been fueled? Nvidia’s growth has been fueled by the increasing demand for AI and machine learning applications across various industries.
2. What are Nvidia’s key products? Nvidia’s key products include AI accelerators, GPUs, and software platforms for AI development.
3. What are the potential applications of Nvidia’s technology? Nvidia’s technology has applications in gaming, artificial intelligence, healthcare, self-driving cars, and data centers.
4. Is Nvidia’s growth sustainable? While the stock’s performance may not be linear, analysts speculate that Nvidia’s growth trajectory could span multiple years, driven by the increasing adoption of AI technologies.
Key challenges or controversies:
1. Competition from other technology companies in the AI and machine learning space, such as AMD and Intel.
2. Potential challenges in meeting the increasing demand for Nvidia’s AI accelerators, as the market continues to grow.
3. The need to continuously innovate and develop new products to stay ahead of the rapidly evolving technology landscape.
Advantages of Nvidia’s growth:
1. Nvidia is positioned to benefit from the growing demand for AI and machine learning technologies across industries.
2. The company’s diverse product portfolio allows it to cater to different market segments, increasing its potential for growth.
3. Nvidia’s strong track record and reputation in the industry attract investors and contribute to its market dominance.
Disadvantages of Nvidia’s growth:
1. The stock’s performance may experience volatility due to factors such as investor sentiment and market conditions.
2. Increasing competition in the AI and machine learning space could potentially impact Nvidia’s market share and revenue growth.
3. Dependence on key partners and customers, such as automakers and data center operators, exposes Nvidia to risks associated with their business performance.
Suggested related links:
1. Uradna Nvidia spletna stran
2. Informacije o delnici Nvidia na Nasdaqu
3. Zadnje novice o Nvidia na CNBC
The source of the article is from the blog jomfruland.net