我们需要仔细的过目7大的财报

来源: 三心三意 于 2024-07-23 16:16:55 [] [旧帖] [给我悄悄话] 阅读数 : (2495 bytes)
本帖于 2024-07-23 16:22:52 时间, 由普通用户 三心三意 编辑

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： 

• 赞！三心二意不行，三意可以 -BigMountain6- ♂ 给 BigMountain6 发送悄悄话 (167 bytes) () 07/23/2024 postreply 16:20:19

• Nvda, up! -Pilot007- ♂ 给 Pilot007 发送悄悄话 (0 bytes) () 07/23/2024 postreply 16:22:06

• avgo在gpu上做什么的 -gastank1289- ♂ 给 gastank1289 发送悄悄话 (0 bytes) () 07/23/2024 postreply 16:23:07

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

• 很明显 -猛熊- ♂ 给 猛熊 发送悄悄话 猛熊 的博客首页 (73 bytes) () 07/23/2024 postreply 16:34:08

• 点赞---三心三意===一心一意 -未知就是风险- ♂ 给 未知就是风险 发送悄悄话 (27 bytes) () 07/23/2024 postreply 16:34:47

• 一亩三分地说特斯拉正在大量招人，另外六家M 7并没有这样 -田园景色1230- ♀ 给 田园景色1230 发送悄悄话 田园景色1230 的博客首页 (54 bytes) () 07/23/2024 postreply 16:45:03

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

• GPU 和 鸡蛋 还是有区别的。 -uptrend- ♂ 给 uptrend 发送悄悄话 uptrend 的博客首页 (0 bytes) () 07/23/2024 postreply 16:58:41

• elon said he was impressed by the performance of nvidia's gp -老生长谈- ♂ 给 老生长谈 发送悄悄话 (179 bytes) () 07/23/2024 postreply 17:23:12

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

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

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