cover of episode Nvidia Q1 Earnings Preview with Gene Munster

Nvidia Q1 Earnings Preview with Gene Munster

2025/5/28
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D
Dan Nathan
知名金融分析师和评论员，常在 CNBC 上提供市场分析和评论。
G
Gene Munster
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Dan Nathan: 我认为英伟达的财报非常重要，市场对其主要客户的资本支出数字反应良好。我希望了解Gene对英伟达的看法，尤其是在长期投资理念下，如何看待股价波动和市场情绪变化。 Gene Munster: 我对英伟达的AI硬件业务充满信心，认为其在成本方面具有优势。尽管GPU价格高昂，但仍具有成本效益。我认为2026年英伟达的增长率将高于市场预期，因此长期来看，我对英伟达的股票持乐观态度。我关注的核心问题是未来几年的增长率，并尽量忽略市场的噪音。关于H-20禁令可能会导致150亿美元的销售额损失，但这可能会为明年的业绩比较创造一个更轻松的环境。

Deep Dive

Chapters
This chapter analyzes Nvidia's upcoming earnings report, focusing on the company's AI hardware advantage, broader AI spending, and growth projections. It discusses the impact of potential revenue hits from export restrictions and the market's reaction to these factors.
  • 8% implied move in Nvidia's stock price
  • Nvidia's AI hardware advantage in cost of ownership
  • Growth projections for fiscal 2026 and 2027
  • Impact of export restrictions on H-20 sales
  • Potential downward revenue revisions and their implications

Shownotes Transcript

Dan Nathan and Gene Munster, managing partner at Deep Water Asset Management, discuss NVIDIA's upcoming earnings report, the company's AI hardware advantage, and the broader spending on AI. They also delve into OpenAI's significant acquihire of Jony Ive, the potential for future non-screen devices, and the market's reaction to these developments. The conversation touches on Google's search innovations post-IO and the implications for their growth. The duo also evaluate Tesla's challenges amid price wars with BYD and the impact on their delivery numbers and market share. The episode is an in-depth look at current tech trends, market sentiment, and long-term investment strategies. —FOLLOW USYouTube: @RiskReversalMedia)Instagram: @riskreversalmedia)Twitter: @RiskReversal)LinkedIn: RiskReversal Media)