目錄
Since the beginning of this year, artificial intelligence AI has set off a new boom in the market. The stock price of chip giant Nvidia in the US stock market has risen by 109% this year, ranking first among the constituent stocks of the S&P 500 Index. the
At present, 95% of the chips used for machine learning, including the ChatGPT large model, are Nvidia's A100, and the unit price of this chip exceeds US$10,000. Especially in the case of the current surge in demand, Nvidia's GPU has almost become a necessity in the technology world, and no one can surpass it in the short term. the
At Nvidia's annual GTC developer conference in March, founder Jensen Huang said that generative AI had only accounted for a very, very small single-digit percentage of the company's revenue over the past 12 months. But revenue from AI platforms will grow significantly over the next 12 months.
On the whole, Wall Street analysts generally believe that nvda's latest performance and guidance will have better performance due to the development of AI by enterprises. The wave of AI will surge the market demand for Nvidia products.
Source：新浪财经 - 英伟达第一财季营收71.92亿美元 净利润同比增长26% - 2023/05/25
Divided by business sector, Nvidia's first-quarter gaming business revenue was US$2.24 billion, a decrease of 38% compared to the same period last year, but an increase of 22% compared to the previous quarter; data center business revenue was US$4.28 billion, a record in company history A new record on the Internet, an increase of 14% over the same period last year, an increase of 18% over the previous quarter; professional virtualization business revenue was 295 million US dollars, a decrease of 53% over the same period last year, but an increase of 31% over the previous quarter ; Automobile business revenue was 296 million US dollars, an increase of 114% over the same period last year, and an increase of 1% compared with the previous quarter.
Nvidia's first-quarter gross profit was $4.648 billion, compared with $5.431 billion in the same period last year and $3.833 billion in the previous quarter. Excluding other one-time items (not in accordance with US GAAP), Nvidia's adjusted gross profit in the first quarter was $4.802 billion, compared with $5.563 billion in the same period last year and $3.999 billion in the previous quarter.
Nvidia’s gross profit margin in the first fiscal quarter was 64.6%, a decrease of 0.9 percentage points from 65.5% in the same period last year, and an increase of 1.3 percentage points from 63.3% in the previous quarter. Excluding other one-time items (not in accordance with US GAAP), Nvidia's adjusted gross profit margin in the first fiscal quarter was 66.8%, down 0.3 percentage points from 67.1% in the same period last year, and 66.1% in the previous quarter. % rose 0.7 percentage points.
Nvidia's operating expenses in the first fiscal quarter were US$2.508 billion, a decrease of 30% from US$3.563 billion in the same period last year, and a decrease of 3% from US$2.576 billion in the previous quarter. Among them, research and development expenses were US$1.875 billion, compared with US$1.618 billion in the same period last year; sales, general and administrative expenses were US$633 million, compared with US$592 million in the same period last year; merger and acquisition termination expenses were zero, compared with US$1.353 billion in the same period last year. Excluding other one-time items (not in accordance with US GAAP), Nvidia's adjusted operating expenses in the first fiscal quarter were $1.750 billion, an increase of 9% from $1.608 billion in the same period last year, compared with $1.775 billion in the previous quarter The dollar fell 1%.
Nvidia's operating profit in the first quarter was US$2.140 billion, an increase of 15% from US$1.868 billion in the same period last year, and an increase of 70% from US$1.257 billion in the previous quarter. Excluding other one-time items (not in accordance with US GAAP), Nvidia's Q1 performance adjusted operating profit was US$3.052 billion, a decrease of 23% from US$3.955 billion in the same period last year, an increase from US$2.224 billion in the previous quarter 37%.
Source：新浪財經 - 英偉達第一財季營收71.92億美元 淨利潤同比增長 - 2023/05/25
After a thorough analysis of NVIDIA's revenue, stock trends and financial data from the past few quarters, conducted by over 42 third-party financial analysts, NVDA Stock is rated as Strong Buy with a forecasted stock price of $630.290 (Average) for the next 12 months.42
- Target Price: $630.290
- Forecast of FY2024 Q3 EPS: $2.969
- Forecast of FY2024 Q3 Revenue: $16.1B
- Forecast of FY2024 Q3 EBIT: $9.6B
- The KDJ is currently at k:70.021 D:67.096 J:75.871 , indicating a neutral signal.
- The OSC is currently at OSC:3998.300 , indicating a bearish signal.
- The BIAS is currently at BIAS1:3.949 BIAS2:7.144 BIAS3:8.249 , indicating a bearish signal.
- The RSI(12) is currently at RSI12:64.896, indicating a bearish signal.
- The RSI(24) is currently at RSI24:61.739, indicating a bearish signal.
- The MACD is currently at DIF:9.230 DEA:5.516 MACD:7.428 , indicating a neutral signal.
- The MA is currently at MA5:471.832 MA10:458.680 MA20:447.857 MA30:451.416 MA60:436.288 , indicating a neutral signal.
- The BOLL is currently at MID:447.857 UPPER:486.074 LOWER:409.640 , indicating a bearish signal.
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