BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story

Reuters11-21 17:33

** Nvidia forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm

** NVDA shares down 3.2% at $141.17 premarket

GROWTH STREAK FROM BLACKWELL RAMP

** Bernstein ("outperform," PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time

** Jefferies ("buy," PT: $185) says "the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps"

** J.P.Morgan ("overweight," PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25

** HSBC ("buy," PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026

(Reporting by Kanchana Chakravarty in Bengaluru)

((Kanchana.Chakravarty@thomsonreuters.com))

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Guavaxf30
11-21 17:40
Guavaxf30
My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips. Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.
- peepzy:
  Absolutely love your insights! [Applaud]

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2485045782?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2024-11-21 17:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2485045782","market":"us","top_or_hot":-1,"title":"BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story","media":"Reuters","content":"<html><body><p>** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm</p><p>   ** NVDA shares down 3.2% at $141.17 premarket</p><p>    GROWTH STREAK FROM BLACKWELL RAMP</p><p>   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time</p><p>   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"</p><p>   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25</p><p>   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026</p><p> (Reporting by Kanchana Chakravarty in Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 17:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the ...</p>\n\n<a href=\"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0708995401.HKD","symbol_name":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","start_time":0,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","article_id":"2485045782","we_media_id":"1036604489","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2485045782","pubTimestamp":1732181585,"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"summary":"** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the wo","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","PT":"品钛","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","BK4548":"巴美列捷福持仓","3NVD.UK":"LS 3X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4554":"元宇宙及AR概念","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4592":"伊斯兰概念","LU0061474960.USD":"天利环球焦点基金AU Acc","NVDA":"英伟达","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVD2.UK":"2X NVIDIA ETP","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVD3.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0444971666.USD":"天利全球科技基金","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)"},"translate_title":"BUZZ-Street View：“永不满足”的人工智能芯片需求推动英伟达的增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"PT":0.73,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm   ** NVDA shares down 3.2% at $141.17 premarket    GROWTH STREAK FROM BLACKWELL RAMP   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026 (Reporting by Kanchana Chakravarty in Bengaluru)((Kanchana.Chakravarty@thomsonreuters.com))","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":373360845418720,"gmtCreate":1732182014597,"gmtModify":1732268514464,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"htmlText":"My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips.&nbsp; Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.","listText":"My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips.&nbsp; Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.","text":"My view is the basic thesis has not changed. Nvidia is seeing a valuation anxiety moment but the truth remains that it is the best AI play out there. Everybody who is anybody are lining up to buy their chips. Let the shortimers play out. When the calm and sense returns, Nvidia will be back with a vengeance.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":106,"commentSize":1,"repostSize":3,"link":"https://ttm.financial/post/373360845418720","repostId":2485045782,"repostType":2,"repost":{"id":"2485045782","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732181585,"share":"https://ttm.financial/m/news/2485045782?lang=&edition=fundamental","pubTime":"2024-11-21 17:33","market":"us","language":"en","title":"BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story","url":"https://stock-news.laohu8.com/highlight/detail?id=2485045782","media":"Reuters","summary":"** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the wo","content":"<html><body><p>** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm</p><p>   ** NVDA shares down 3.2% at $141.17 premarket</p><p>    GROWTH STREAK FROM BLACKWELL RAMP</p><p>   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time</p><p>   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"</p><p>   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25</p><p>   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026</p><p> (Reporting by Kanchana Chakravarty in Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBUZZ-Street View: 'Insatiable' AI chip demand to drive Nvidia's growth story\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-21 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm</p><p>   ** NVDA shares down 3.2% at $141.17 premarket</p><p>    GROWTH STREAK FROM BLACKWELL RAMP</p><p>   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time</p><p>   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"</p><p>   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25</p><p>   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026</p><p> (Reporting by Kanchana Chakravarty in Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","PT":"品钛","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","BK4548":"巴美列捷福持仓","3NVD.UK":"LS 3X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4554":"元宇宙及AR概念","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4592":"伊斯兰概念","LU0061474960.USD":"天利环球焦点基金AU Acc","NVDA":"英伟达","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVD2.UK":"2X NVIDIA ETP","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVD3.UK":"LS 3X NVIDIA","NVDS.UK":"LS -1X NVIDIA","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0444971666.USD":"天利全球科技基金","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485045782","content_text":"** Nvidia    forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm   ** NVDA shares down 3.2% at $141.17 premarket    GROWTH STREAK FROM BLACKWELL RAMP   ** Bernstein (\"outperform,\" PT: $175) expects prospects of strong data center year ahead to drive 'insatiable demand' for NVDA's AI chips and exceed supply for some time   ** Jefferies (\"buy,\" PT: $185) says \"the name will always struggle with elevated expectations, but business momentum should accelerate from here as Blackwell ramps\"   ** J.P.Morgan (\"overweight,\" PT: $170) sees Blackwell chip production ramp progressing well and outstripping supply through majority of CY25   ** HSBC (\"buy,\" PT: $195) expects Blackwell platform to cross over Hopper revenue in Q1 2026 (Reporting by Kanchana Chakravarty in Bengaluru)((Kanchana.Chakravarty@thomsonreuters.com))","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":373798912778432,"gmtCreate":1732268952718,"gmtModify":1732277500023,"authorId":9000000000000197,"author":{"id":9000000000000197,"idStr":"9000000000000197","authorId":9000000000000197,"name":"peepzy","avatar":"https://static.tigerbbs.com/6b4c316453c0a428f08c7f29a4529b77","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":373360845418720,"type":1,"supId":0,"prevId":0,"content":"Absolutely love your insights! [Applaud]","text":"Absolutely love your insights! [Applaud]","html":"Absolutely love your insights! [Applaud]"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"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":"4.29.2","shortVersion":"4.29.2","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/2485045782"}