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10-08 11:26

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Singapore Bank Stocks Slide as Rising Long-Term Bond Yields Threaten Quarterly Profits. DBS, UOB, OCBC Bank Sink over 4%

07-09

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2024-03-07

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2023-08-30

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Nvidia Stock Isn't Invincible. Watch These 3 Things

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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616241021034856","repostId":"1157976322","repostType":4,"repost":{"id":"1157976322","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1791430868,"share":"https://ttm.financial/m/news/1157976322?lang=en_US&edition=fundamental","pubTime":"2026-10-08 11:41","market":"sg","language":"en","title":"Singapore Bank Stocks Slide as Rising Long-Term Bond Yields Threaten Quarterly Profits. DBS, UOB, OCBC Bank Sink over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1157976322","media":"Trading Random","summary":"Singapore banking shares fell for a second straight session after JPMorgan Chase & Co. cautioned that climbing long-dated bond yields would weigh on the third-quarter profits of Southeast Asian...","content":"<html><head></head><body><p style=\"text-align: left;\">Singapore bank shares extended declines for a second day after JPMorgan Chase &amp; Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.</p><p style=\"text-align: left;\">DBS Group Holdings Ltd, United Overseas Bank Ltd. and Oversea-Chinese Banking Corp. dropped more than 4% each. They were the biggest drags on the benchmark Straits Times Index, making it the worst performer in Asia.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e35eff553e9817092038bcf2191cc4aa\" data-align=\"center\" tg-width=\"663\" tg-height=\"167\"/><span></span></p><p style=\"text-align: left;\">&#34;The surprise getting into third quarter 2026 is likely skewed negative for quite a few banks under our coverage,&#34; analyst Harsh Wardhan Modi wrote in an Oct. 7 note, advising clients to reduce their holdings.<br/><br/>The pullback in bank shares follows a standout year for Singapore equities, which had been supported by safe-haven demand amid geopolitical tensions and volatility driven by artificial intelligence.</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>Singapore Bank Stocks Slide as Rising Long-Term Bond Yields Threaten Quarterly Profits. DBS, UOB, OCBC Bank Sink over 4%</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\">\nSingapore Bank Stocks Slide as Rising Long-Term Bond Yields Threaten Quarterly Profits. DBS, UOB, OCBC Bank Sink over 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-10-08 11:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Singapore bank shares extended declines for a second day after JPMorgan Chase &amp; Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.</p><p style=\"text-align: left;\">DBS Group Holdings Ltd, United Overseas Bank Ltd. and Oversea-Chinese Banking Corp. dropped more than 4% each. They were the biggest drags on the benchmark Straits Times Index, making it the worst performer in Asia.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e35eff553e9817092038bcf2191cc4aa\" data-align=\"center\" tg-width=\"663\" tg-height=\"167\"/><span></span></p><p style=\"text-align: left;\">&#34;The surprise getting into third quarter 2026 is likely skewed negative for quite a few banks under our coverage,&#34; analyst Harsh Wardhan Modi wrote in an Oct. 7 note, advising clients to reduce their holdings.<br/><br/>The pullback in bank shares follows a standout year for Singapore equities, which had been supported by safe-haven demand amid geopolitical tensions and volatility driven by artificial intelligence.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行","U11.SI":"大华银行","D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157976322","content_text":"Singapore bank shares extended declines for a second day after JPMorgan Chase & Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.DBS Group Holdings Ltd, United Overseas Bank Ltd. and Oversea-Chinese Banking Corp. dropped more than 4% each. They were the biggest drags on the benchmark Straits Times Index, making it the worst performer in Asia.\"The surprise getting into third quarter 2026 is likely skewed negative for quite a few banks under our coverage,\" analyst Harsh Wardhan Modi wrote in an Oct. 7 note, advising clients to reduce their holdings.The pullback in bank shares follows a standout year for Singapore equities, which had been supported by safe-haven demand amid geopolitical tensions and volatility driven by artificial intelligence.","news_type":1,"symbols_score_info":{"D05.SI":2,"O39.SI":2,"U11.SI":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583959088772016,"gmtCreate":1783598242777,"gmtModify":1783598851306,"author":{"id":"3565762918447141","authorId":"3565762918447141","name":"Stevechan","avatar":"https://community-static.tradeup.com/news/90de3e00a8ee4386ecc6e195b3e01f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762918447141","authorIdStr":"3565762918447141"},"themes":[],"title":"","htmlText":"US$280","listText":"US$280","text":"US$280","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583959088772016","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281656876208152,"gmtCreate":1709792396667,"gmtModify":1709793077755,"author":{"id":"3565762918447141","authorId":"3565762918447141","name":"Stevechan","avatar":"https://community-static.tradeup.com/news/90de3e00a8ee4386ecc6e195b3e01f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762918447141","authorIdStr":"3565762918447141"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281656876208152","repostId":"2417261576","repostType":4,"isVote":1,"tweetType":1,"viewCount":3830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214350905393272,"gmtCreate":1693371298780,"gmtModify":1693371899954,"author":{"id":"3565762918447141","authorId":"3565762918447141","name":"Stevechan","avatar":"https://community-static.tradeup.com/news/90de3e00a8ee4386ecc6e195b3e01f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762918447141","authorIdStr":"3565762918447141"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214350905393272","repostId":"1132506067","repostType":4,"repost":{"id":"1132506067","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1693367100,"share":"https://ttm.financial/m/news/1132506067?lang=en_US&edition=fundamental","pubTime":"2023-08-30 11:45","market":"us","language":"en","title":"Nvidia Stock Isn't Invincible. Watch These 3 Things","url":"https://stock-news.laohu8.com/highlight/detail?id=1132506067","media":"Dow Jones","summary":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now.Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year ","content":"<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</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>Nvidia Stock Isn't Invincible. Watch These 3 Things</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\">\nNvidia Stock Isn't Invincible. Watch These 3 Things\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-30 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132506067","content_text":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. Customer ConcernNvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. “Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. China RisksNvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. But that doesn’t mean there aren’t longer term risks.  “Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. Increasing Competition  Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":3862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":616241021034856,"gmtCreate":1791429977347,"gmtModify":1791429980469,"author":{"id":"3565762918447141","authorId":"3565762918447141","name":"Stevechan","avatar":"https://community-static.tradeup.com/news/90de3e00a8ee4386ecc6e195b3e01f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762918447141","authorIdStr":"3565762918447141"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/616241021034856","repostId":"1157976322","repostType":4,"repost":{"id":"1157976322","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1791430868,"share":"https://ttm.financial/m/news/1157976322?lang=en_US&edition=fundamental","pubTime":"2026-10-08 11:41","market":"sg","language":"en","title":"Singapore Bank Stocks Slide as Rising Long-Term Bond Yields Threaten Quarterly Profits. DBS, UOB, OCBC Bank Sink over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1157976322","media":"Trading Random","summary":"Singapore banking shares fell for a second straight session after JPMorgan Chase & Co. cautioned that climbing long-dated bond yields would weigh on the third-quarter profits of Southeast Asian...","content":"<html><head></head><body><p style=\"text-align: left;\">Singapore bank shares extended declines for a second day after JPMorgan Chase &amp; Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.</p><p style=\"text-align: left;\">DBS Group Holdings Ltd, United Overseas Bank Ltd. and Oversea-Chinese Banking Corp. dropped more than 4% each. They were the biggest drags on the benchmark Straits Times Index, making it the worst performer in Asia.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e35eff553e9817092038bcf2191cc4aa\" data-align=\"center\" tg-width=\"663\" tg-height=\"167\"/><span></span></p><p style=\"text-align: left;\">&#34;The surprise getting into third quarter 2026 is likely skewed negative for quite a few banks under our coverage,&#34; analyst Harsh Wardhan Modi wrote in an Oct. 7 note, advising clients to reduce their holdings.<br/><br/>The pullback in bank shares follows a standout year for Singapore equities, which had been supported by safe-haven demand amid geopolitical tensions and volatility driven by artificial intelligence.</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>Singapore Bank Stocks Slide as Rising Long-Term Bond Yields Threaten Quarterly Profits. DBS, UOB, OCBC Bank Sink over 4%</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\">\nSingapore Bank Stocks Slide as Rising Long-Term Bond Yields Threaten Quarterly Profits. DBS, UOB, OCBC Bank Sink over 4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-10-08 11:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Singapore bank shares extended declines for a second day after JPMorgan Chase &amp; Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.</p><p style=\"text-align: left;\">DBS Group Holdings Ltd, United Overseas Bank Ltd. and Oversea-Chinese Banking Corp. dropped more than 4% each. They were the biggest drags on the benchmark Straits Times Index, making it the worst performer in Asia.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e35eff553e9817092038bcf2191cc4aa\" data-align=\"center\" tg-width=\"663\" tg-height=\"167\"/><span></span></p><p style=\"text-align: left;\">&#34;The surprise getting into third quarter 2026 is likely skewed negative for quite a few banks under our coverage,&#34; analyst Harsh Wardhan Modi wrote in an Oct. 7 note, advising clients to reduce their holdings.<br/><br/>The pullback in bank shares follows a standout year for Singapore equities, which had been supported by safe-haven demand amid geopolitical tensions and volatility driven by artificial intelligence.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"O39.SI":"华侨银行","U11.SI":"大华银行","D05.SI":"星展集团控股"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157976322","content_text":"Singapore bank shares extended declines for a second day after JPMorgan Chase & Co. warned that surging long bond yields will hurt third-quarter earnings for Southeast Asian lenders.DBS Group Holdings Ltd, United Overseas Bank Ltd. and Oversea-Chinese Banking Corp. dropped more than 4% each. They were the biggest drags on the benchmark Straits Times Index, making it the worst performer in Asia.\"The surprise getting into third quarter 2026 is likely skewed negative for quite a few banks under our coverage,\" analyst Harsh Wardhan Modi wrote in an Oct. 7 note, advising clients to reduce their holdings.The pullback in bank shares follows a standout year for Singapore equities, which had been supported by safe-haven demand amid geopolitical tensions and volatility driven by artificial intelligence.","news_type":1,"symbols_score_info":{"D05.SI":2,"O39.SI":2,"U11.SI":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583959088772016,"gmtCreate":1783598242777,"gmtModify":1783598851306,"author":{"id":"3565762918447141","authorId":"3565762918447141","name":"Stevechan","avatar":"https://community-static.tradeup.com/news/90de3e00a8ee4386ecc6e195b3e01f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762918447141","authorIdStr":"3565762918447141"},"themes":[],"title":"","htmlText":"US$280","listText":"US$280","text":"US$280","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583959088772016","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281656876208152,"gmtCreate":1709792396667,"gmtModify":1709793077755,"author":{"id":"3565762918447141","authorId":"3565762918447141","name":"Stevechan","avatar":"https://community-static.tradeup.com/news/90de3e00a8ee4386ecc6e195b3e01f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762918447141","authorIdStr":"3565762918447141"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281656876208152","repostId":"2417261576","repostType":4,"repost":{"id":"2417261576","kind":"highlight","pubTimestamp":1709791200,"share":"https://ttm.financial/m/news/2417261576?lang=en_US&edition=fundamental","pubTime":"2024-03-07 14:00","market":"us","language":"en","title":"NVDA Stock Forecast: Can Nvidia’s Too-Good-to-Be-True Rally Go On?","url":"https://stock-news.laohu8.com/highlight/detail?id=2417261576","media":"InvestorPlace","summary":"All good things must eventually come to an end but in the case of NVDA stock, that doesn't appear to be anytime soon.","content":"<div>\n<p>Nvidia stock picked up in 2024 right where it left off last year.Burgeoning artificial intelligence (AI) demand is creating outsized demand and investors can’t get enough.But no stock can keep such ...</p>\n\n<a href=\"https://investorplace.com/2024/03/nvda-stock-forecast-can-nvidias-too-good-to-be-true-rally-go-on/\">Source Link</a>\n\n</div>\n","source":"investorplace_stock_picks","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>NVDA Stock Forecast: Can Nvidia’s Too-Good-to-Be-True Rally Go On?</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; 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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\">\nNVDA Stock Forecast: Can Nvidia’s Too-Good-to-Be-True Rally Go On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/nvda-stock-forecast-can-nvidias-too-good-to-be-true-rally-go-on/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock picked up in 2024 right where it left off last year.Burgeoning artificial intelligence (AI) demand is creating outsized demand and investors can’t get enough.But no stock can keep such ...</p>\n\n<a href=\"https://investorplace.com/2024/03/nvda-stock-forecast-can-nvidias-too-good-to-be-true-rally-go-on/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4503":"景林资产持仓","LU0072462426.USD":"贝莱德全球配置 A2","NVDA":"英伟达","BK4505":"高瓴资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4504":"桥水持仓","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4170":"电脑硬件、储存设备及电脑周边","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4543":"AI","BK4501":"段永平概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC"},"source_url":"https://investorplace.com/2024/03/nvda-stock-forecast-can-nvidias-too-good-to-be-true-rally-go-on/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417261576","content_text":"Nvidia stock picked up in 2024 right where it left off last year.Burgeoning artificial intelligence (AI) demand is creating outsized demand and investors can’t get enough.But no stock can keep such momentum going forever and NVDA will eventually fall.Source: Ascannio / Shutterstock.comYou’re not alone in thinking you missed the Nvidia rally. The stock just seems to keep going higher with no end in sight. And as shares attain new heights, it is only reasonable to think at some point NVDA stock has to return to earth.And yet every day the never-ending rally never ends. An NVDA stock analysis indicates gravity will take hold at some point but it raises the question, does it really matter? If the long-term outlook for the stock is as good as some suggest, then a return trip from the stratosphere should be welcome.Here’s a look at what investors can expect from Nvidia in the not-so-distant future.An unstoppable juggernautThe temptation to take money off the table is great. After more than tripling in value last year, NVDA stock is up another 79% so far in 2024, adding roughly $925 billion to its market cap since Jan. 2. And we’re only eight weeks into the new year! From its bottom in October 2022, Nvidia shares have soared 650%. At some point it has to come to an end, right? Right?!Well, sort of. The stock is riding the tsunami of artificial intelligence (AI) demand. Its shares are leapfrogging the valuation of Amazon and Alphabet to become the third-largest stock in the world by capitalization. It was always a foregone conclusion Nvidia would achieve a $2 trillion valuation. And now people wonder if it will soon join Apple at $3 trillion.Hedge funds, however, started selling down their positions early. In the fourth quarter, Joel Greenblatt at Gotham Asset Management reduced his stake by 16%, David Tepper at Appaloosa cut his 23%, and Cathie Wood slashed her holdings in her Ark Invest funds by more than 34%. Wood continues to sell off NVDA stock in 2024, cutting another 31% from her holdings. She now owns less than 80,000 shares from a peak of 1.3 million back in 2022. Did they sell too soon?An unassailable vantage pointThere is no reason Nvidia should stop growing, at least not for the foreseeable future. Demand for AI accelerators, including graphics processing units (GPUs) at data centers, continues unabated. Especially for hyper-scalers like Amazon and Microsoft, their needs are only escalating. As CFO Collette Kress told analysts, “the enterprise wave of AI adoption is beginning,” and its crest has not yet peaked. Nvidia is firing on all cylinders, and its earnings report last month only confirms that the business is still chugging along.There is also no credible threat to Nvidia on the horizon. Both AMD and Intel want to steal a piece of the action and likely will at some point. But especially in the AI market, they are not going to topple Nvidia from the throne in any meaningful way.Although Nvidia’s chips cost more than comparable ones from the competition, the chipmaker’s ecosystem will keep most of its customers close to home. The Cuda platform integrates well with its chips making the tools easy to use while allowing customers to build out their own applications.Be ready for the dipYes, one day NVDA stock will stall out. AI mania will ebb, sales will slow, and the stock will tumble. No company can continue growing at the pace Nvidia is today. It will fall and may even fall hard. But long-term investors should welcome any discount the market is willing to share.That’s because AI is in the early innings of a long game. There is no telling how big the need will be. Some analysts talk about multi-trillion-dollar opportunities. Nvidia is a company that will just grow right alongside it. For bold investors who won’t be shaken out, any decline will represent a chance to scoop up even more stock at a lower price just before Nvidia begins the next leg of its journey higher.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":3830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214350905393272,"gmtCreate":1693371298780,"gmtModify":1693371899954,"author":{"id":"3565762918447141","authorId":"3565762918447141","name":"Stevechan","avatar":"https://community-static.tradeup.com/news/90de3e00a8ee4386ecc6e195b3e01f7e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3565762918447141","authorIdStr":"3565762918447141"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214350905393272","repostId":"1132506067","repostType":4,"repost":{"id":"1132506067","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1693367100,"share":"https://ttm.financial/m/news/1132506067?lang=en_US&edition=fundamental","pubTime":"2023-08-30 11:45","market":"us","language":"en","title":"Nvidia Stock Isn't Invincible. Watch These 3 Things","url":"https://stock-news.laohu8.com/highlight/detail?id=1132506067","media":"Dow Jones","summary":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now.Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year ","content":"<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</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>Nvidia Stock Isn't Invincible. Watch These 3 Things</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\">\nNvidia Stock Isn't Invincible. Watch These 3 Things\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-08-30 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. </p><p style=\"text-align: start;\">Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. </p><h2 id=\"id_3880868768\">Customer Concern</h2><p>Nvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. </p><p>However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. </p><p>“Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. </p><p>If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.</p><p>Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. </p><h2 id=\"id_84007711\">China Risks</h2><p>Nvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. </p><p>But that doesn’t mean there aren’t longer term risks.  </p><p>“Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. </p><p>It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. </p><p>With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. </p><h2 id=\"id_535248379\">Increasing Competition  </h2><p>Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. </p><p>However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. </p><p>Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. </p><p>None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. </p><p>However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132506067","content_text":"Nvidia stock closed at an all-time high Tuesday. But there are three good reasons to think shares have peaked for now. Nvidia (ticker: NVDA) bears have largely been left licking their wounds this year as its shares have more than tripled and its market cap has surged beyond $1 trillion. Still, it’s worth going over the risks that still remain for the chip maker. Customer ConcernNvidia is a classic ‘picks and shovels’ play—a company that sells the tools for an industry trend and is therefore positioned to win no matter who comes out on top. However, the ‘picks and shovels’ theory only works so long as customers keep lining up to try their luck. Independent analyst Richard Windsor, who publishes Radio Free Mobile, has argued generative AI services such as ChatGPT have set an unsustainable benchmark price of around $20 a month for their services. “Freely available models from the open-source community, combined with start-ups who need to get volume for their newly launched services, are going to start eroding the price of the services,” Windsor wrote. He expects the price for AI services to settle at more like $20 a year. If that happens, customers might tire of paying Nvidia’s prices. Raymond James estimates it costs Nvidia $3,320 to make its cutting-edge H100 chip, which is sold to customers for $25,000 to $30,000.Analysts at Deutsche Bank said after Nvidia’s earnings that they expect data-center customers to slow their rate of chip buying to ‘digest’ their purchases at some point. They kept a Hold rating on the stock after the earnings, and recommended waiting for a more favorable entry point. China RisksNvidia took care to dispel concerns that an unsustainable surge in Chinese demand was powering its growth. The company noted its proportion of revenue coming from China was within its historical average of 20%-25% and said even further restrictions wouldn’t have an immediate material effect on its results. But that doesn’t mean there aren’t longer term risks.  “Over the long term, restrictions prohibiting the sale of our data center GPUs to China, if implemented, will result in a permanent loss of an opportunity for the U.S.,” Nvidia’s Chief Financial Officer Colette Kress told analysts on an earnings call. It’s not only geopolitics that poses a risk to Nvidia’s business in China. The company’s second-quarter automotive revenue fell 15% from the previous quarter, largely due to lower demand in China. With China facing mounting economic troubles, Nvidia customers such as Baidu (BIDU), ByteDance, Tencent, and Alibaba (BABA) might not be so keen to pay up for its chips and could look to local suppliers instead. Local media in China recently reported the head of AI company HKUST Xunfei said Huawei’s compute GPU capabilities are now on par with Nvidia’s A100—an advanced chip which Nvidia can’t sell to Chinese customers. Increasing Competition  Nvidia has a dominant position in sales of graphics-processing units for AI related purposes, with around a 90% share of the market. However, that’s not guaranteed to be the case forever. Advanced Micro Devices (AMD) is launching its MI300 data-center GPU this year and could take advantage of constraints in Nvidia’s supply chain to grab some market share. Some of Nvidia’s own customers are also shaping up to be its competition. Alphabet’s (GOOGL) Google has its custom Tensor Processing Units, or TPUs, although it also partners with Nvidia for various AI applications. Amazon.com (AMZN) also has custom chips which it also offers as alternatives to Nvidia’s GPUs. None of this means that Nvidia is guaranteed to go down from here. Its rapid growth has kept worries about its high valuation in check and it has developed a formidable competitive position based on both its hardware and its software offering. So far, it has defied all of the concerns cited. However, it’s not necessarily one factor or another that could hit Nvidia stock. A mixture of issues and the increasingly high hurdles it faces to beat expectations could be enough to puncture confidence in the stock. The company’s outstanding performance so far is only moving the bar higher for the stock to keep pushing upward.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":3862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}