我們需要仔細的過目7大的財報

來源: 三心三意 於 2024-07-23 16:16:55 [] [舊帖] [給我悄悄話] 閱讀數 : (2495 bytes)
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Good news for NVDA

  • Google: Alphabet's capital expenditures were $13.2 billion in the second quarter, up 91.4% from the same period last year. Company expects to spend at least $12 billion per quarter on capital expenditures through the end of this year.
  • TSLA: FSD is one of the world largest super computer cluster. Q2 margin under pressure also due to heavy investment in AI infrastructure (nVidia H100)

Bad News for NVDA

  • Google: Q3 operating margins would be crimped by investments in technical infrastructure and the cost of launching new hardware products. This is why Google stock down after earning conference call
  • TSLA: Elon specifically commented on Nvidia commanding price power and their GPU getting very expensive, and Tsla must invest in Dojo (their own GPU)

 

Read between the lines:

  • NVDA will continue to have great quarters this year
  • Over time, its pricing power will decline as other companies can not keep pouring money into it
  • AVGO will benefit because whoever want to make their own GPU, will likely mean revenue for AVGO

所有跟帖： 

• 讚！三心二意不行，三意可以 -BigMountain6- ♂ 給 BigMountain6 發送悄悄話 (167 bytes) () 07/23/2024 postreply 16:20:19

• Nvda, up! -Pilot007- ♂ 給 Pilot007 發送悄悄話 (0 bytes) () 07/23/2024 postreply 16:22:06

• avgo在gpu上做什麽的 -gastank1289- ♂ 給 gastank1289 發送悄悄話 (0 bytes) () 07/23/2024 postreply 16:23:07

• 如果自己研發GPU， 就需要custom ASIC。 -三心三意- ♂ 給 三心三意 發送悄悄話 (44 bytes) () 07/23/2024 postreply 16:34:29

• 很明顯 -猛熊- ♂ 給 猛熊 發送悄悄話 猛熊 的博客首頁 (73 bytes) () 07/23/2024 postreply 16:34:08

• 點讚---三心三意===一心一意 -未知就是風險- ♂ 給 未知就是風險 發送悄悄話 (27 bytes) () 07/23/2024 postreply 16:34:47

• 一畝三分地說特斯拉正在大量招人，另外六家M 7並沒有這樣 -田園景色1230- ♀ 給 田園景色1230 發送悄悄話 田園景色1230 的博客首頁 (54 bytes) () 07/23/2024 postreply 16:45:03

• Tsla will be 1000 in 3-5 yrs. Bookmark this :) -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 07/23/2024 postreply 17:33:00

• GPU 和 雞蛋 還是有區別的。 -uptrend- ♂ 給 uptrend 發送悄悄話 uptrend 的博客首頁 (0 bytes) () 07/23/2024 postreply 16:58:41

• elon said he was impressed by the performance of nvidia's gp -老生長談- ♂ 給 老生長談 發送悄悄話 (179 bytes) () 07/23/2024 postreply 17:23:12

• as mentioned. all positive for NvDA this year -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 07/23/2024 postreply 17:30:00

• but in long term, NVDA margin will decline -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 07/23/2024 postreply 17:31:00

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