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Joe Terranova
知名华尔街分析师和投资策略师，现任 Virtus Investment Partners 首席市场策略师。
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Malcolm Etheridge
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Stephanie Link
首席投资策略师和股票投资组合经理，曾任职于Nuveen和TheStreet，现任高塔威尔财富管理公司首席投资策略师。
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Surat Sethi
Joe Terranova: 我认为最难的交易往往是最好的交易，英伟达的动能指向突破历史新高。虽然营收可能不及预期，但市场已消化中国禁令影响，关键在于需求是否强劲。我相信今晚之后股价会上涨，长期仍看好。
Malcolm Etheridge: 我认为Blackwell芯片的生产情况至关重要，如果指导乐观，股价将突破历史新高。关键在于英伟达对未来几年的展望和订单情况。中国市场只是潜在的上升空间，如果能证明Blackwell销售良好，股价可能上涨。
Stephanie Link: 我认为英伟达的问题不在于需求，而在于供应。超大规模企业在AI上的支出将持续增长。如果股价下跌，将是买入机会。我持有博通是因为其AI和软件业务，且周期性业务尚未复苏。
Surat Sethi: 我认为如果10年期国债收益率开始超过4.5%，市场，尤其是成长型股票，将会出现回调。Meta在华盛顿特区可能处于最佳位置，Zuckerberg专注于业务，以实现自由现金流回报和投资回报，并保持低调。
Deep Dive
The Halftime Report Investment Committee discusses Nvidia's upcoming earnings report and its potential market impact, considering factors like the H-20 ban in China, international demand, and supply chain challenges. The panel debates whether the high expectations are justified and what the future holds for the company.
- Nvidia's shares are having their best month in a year.
- Concerns exist about revenue missing due to the H-20 ban in China and overall demand.
- The panel believes demand outside China and in the AI sector remains strong.
- The importance of Nvidia's commentary and guidance for future growth is emphasized.
Shownotes Transcript