Nvidia Looks to Benefit From Elevated AI Server Demand in Asia: Oppenheimer

seekingalpha04-03

Nvidia appears ready to benefit from a boost in demand for artificial intelligence servers in Asia this year, according to a note by Oppenheimer.AI server demand is expected to grow by more than 40% ...

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04-03
旺财旺福
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Apple's (AAPL) iPhone sales are expected to be flat this year in Asia, despite a decline in China, which has historically accounted for about 20% of iPhone demand. PC demand is not expected to increase more than 2% this year and the auto/industrial sector is still undergoing a correction.\"Auto is the last market to correct post-pandemic,\" Schafer said. \"Several companies highlighted low auto expectations this year.\"Nvidia, Broadcom, Marvell and Monolithic Power Systems were all down slightly during early market trading Tuesday.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":291306337214672,"gmtCreate":1712145628814,"gmtModify":1712146060118,"author":{"id":"3568531222745409","authorId":"3568531222745409","name":"旺财旺福","avatar":"https://static.tigerbbs.com/5e92624c01c47647847429daee443056","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3568531222745409","authorIdStr":"3568531222745409"},"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291306337214672","repostId":2424397046,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":1,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2424397046"}