Nvidia bate recordurile: Diferență între versiuni

<p>(1) Aseara dupa publicarea rezultatelor financiare trimestriale, actiunile Nvidia s-au apreciat cu 24% (in after-hours), fiind cotate la un nou maxim record. Nvidia [https://www.wsj.com/articles/nvidia-nvda-q1-earnings-report-2024-132e3559#:~:text=Nvidia%E2%80%99s%20shares%2C%20which%20have%20more%20than%20doubled%20in%20value%20this%20year%2C%20surged%20more%20than%2028%25%20in%20after%2Dmarket%20trading%20to%20reach%20an%20all%2Dtime%20high.%20The%20rise%20puts%20Nvidia%2C%20the%20U.S.%E2%80%99s%20largest%20chip%2Dsupplier%20by%20market%20value%2C%20close%20to%20becoming%20the%20world%E2%80%99s%20first%20%241%20trillion%20chip%20company. ar putea] deveni primul producator de cipuri din lume care valoreaza peste 1 tln. USD.</p><p>(2) Daca aprecierea din after-hours se mentine in sedinta de tranzactionare de azi, [https://www.bloomberg.com/news/articles/2023-05-25/nvidia-nvda-on-track-for-record-219-billion-surge-in-market-value#:~:text=Nvidia%20Corp.,artificial%20intelligence%20applications. ar insemna] un plus de 181 mld. USD adus capitalizarii bursiere. Ar fi cel mai mare salt de acest fel din istoria bursei americane, dupa cele reusite de Amazon in [https://www.bloomberg.com/news/articles/2022-02-03/amazon-poised-for-biggest-ever-market-value-gain-in-wild-swing februarie 2022] (191 mld. USD) si Apple in [https://www.bloomberg.com/news/articles/2022-11-10/apple-s-191-billion-single-day-surge-sets-stock-market-record noiembrie 2022] (191 mld. USD).</p><p>(3) Tot aseara in after-hours, actiunile [[Advanced Micro Devices]] (AMD) si Taiwan Semiconductor Manufacturing (TSMC) s-au apreciat cu 10%, respectiv 7%. Actiunile Palantir Technologies, compania care [https://www.cnbc.com/2023/05/08/palantir-earnings-report-q1-2023.html#:~:text=Karp%20also%20said,platform%2C%E2%80%9D%20he%20wrote. a remarcat] recent un interes substantial pentru noua sa platforma de inteligenta artificiala (AI), s-au apreciat cu 8%. Azi la deschiderea burselor europene, capitalizarea ASML Holding [https://www.bloomberg.com/news/articles/2023-05-24/nvidia-ignites-ai-related-stock-rally-after-blow-out-forecast#:~:text=ASML%20Holding%20NV%2C%20which%20supplies%20gear%20to%20TSMC%2C%20gained%20more%20than%20%246%20billion%20in%20early%20trading%20in%20Europe. a crescut] cu echivalentul a peste 6 mld. USD.</p><p>(4) Aseara la inchiderea bursei americane, inaintea publicarii rezultatelor trimestriale, Nvidia [https://www.reuters.com/technology/nvidias-results-spark-nearly-300-billion-rally-ai-stocks-2023-05-24/#:~:text=Nvidia%27s%20stock%20zoomed,most%20valuable%20company. era] a 5-a cea mai mare companie americana, [https://www.bloomberg.com/news/articles/2023-05-24/nvidia-s-rosy-forecast-shows-chipmaker-benefiting-from-ai-boom valorand] 755 mld. USD, de peste 6x mai mult decat Intel (care a inregistrat venituri totale de peste 2x mai mari decat Nvidia in 2022).</p><p>Pentru trimestrul curent, Nvidia [https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024 anticipeaza] venituri totale record de 11 mld. USD, cu mult peste [https://www.wsj.com/articles/nvidia-nvda-q1-earnings-report-2024-132e3559#:~:text=The%20company%20forecast%20a%20record%20%2411%20billion%20in%20sales%20for%20the%20current%20quarter%2C%20far%20above%20the%20%247.2%20billion%20Wall%20Street%20was%20expecting%20and%20what%20would%20be%20the%20highest%20quarterly%20total%20ever%20for%20the%20company. asteptarile] analistilor. In primul trimestru din 2023, Nvidia [https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024 a inregistrat] venituri totale de 7.19 mld. USD (-13% vs perioada similara din 2022, dar +19% vs trimestrul precedent) si un profit net de 2.04 mld. USD (+26% vs perioada similara din 2022). Incasarile in segmentul centrelor de date [https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2024 a urcat] la 4.28 mld. USD (+14% vs perioada similara din 2022), un nou record.</p><p>CEO Jensen Huang, aseara cu ocazia publicarii rezultatelor trimestriale: [https://www.wsj.com/articles/nvidia-nvda-q1-earnings-report-2024-132e3559#:~:text=A%20new%20generation%20of%20advanced%20Nvidia%20chips%20for%20AI%20calculations%20in%20data%20centers%20is%20in%20production%2C%20Nvidia%20CEO%20Jensen%20Huang%20said%2C%20and%20%E2%80%9Cwe%20are%20significantly%20increasing%20our%20supply%20to%20meet%20surging%20demand%20for%20them.%E2%80%9D avem] in productie o noua generatie avansata de cipuri destinate centrelor de date, ne crestem semnificativ oferta pentru a acoperi o cerere puternica.</p><p>CEO Jensen Huang, in martie: noile aplicatii AI [https://www.youtube.com/watch?v=w8-JvnB3-h8&amp;ab_channel=CNBC sunt] la fel de importante precum aparitia primului iPhone.</p><p>(US.NVDA) (US.AMD) (US.TSM) (US.PLTR) (US.INL) (NL.ASML)</p>