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cover of episode Nvidia Fails to Impress Investors; Supreme Court Keeps Trump Foreign-Aid Freeze

Nvidia Fails to Impress Investors; Supreme Court Keeps Trump Foreign-Aid Freeze

2025/2/27
logo of podcast Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition
AI Deep Dive Transcript
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Nathan Hager
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Nathan Hager和Karen Moscow：英伟达公布财报，投资者反应平淡，股价小幅上涨。业绩表现良好但并非超出预期，引发了关于公司未来增长潜力和AI行业发展趋势的讨论。 Tom McKenzie：英伟达的业绩增长是否已经见顶？公司能否持续保持高速增长？这些问题仍未得到解答。 Angelo Zeno：英伟达的毛利率令人失望，但在4月份将达到周期低谷，之后会回升。 Dan Ives：英伟达的业绩强劲，对下一代芯片的前景表示乐观，认为DeepSea的威胁被夸大。英伟达在AI芯片领域占据主导地位，未来几年盈利能力将增强，股价有望上涨。公司不需要持续产生爆炸式增长，其发展轨迹具有历史意义。大型科技公司将继续在AI领域进行大量投资，尽管投资规模可能会有所调整。AI的建设是一个长期过程，英伟达处于有利地位。

Deep Dive

Shownotes Transcript

On today's podcast:

  1. Nvidia Corp., the chipmaker at the center of an AI spending boom, delivered good-but-not-great quarterly numbers on Wednesday, drawing a muted response from investors accustomed to blowout results.

  2. Chief Justice John Roberts temporarily let President Donald Trump keep freezing foreign-aid payments while the US Supreme Court weighs whether to lift an order that would require disbursement of as much as $2 billion.

  3. Two-time Academy Award-winner Gene Hackman and his wife were found dead at their New Mexico home on Wednesday, the BBC reported, citing local police.

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