good-To The Moon - Tiger Brokers Online Investing Community

Like
Comment
Favorite

ZIYOUZHE
2022-04-12

good

Nvidia is looked down on: Chinese players don't buy it, and graphics card prices will have to fall

近期消费级GPU的订单开始取消，原因与多种因素有关。

Nvidia is looked down on: Chinese players don't buy it, and graphics card prices will have to fall

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":9017340136,"tweetId":"9017340136","gmtCreate":1649750321351,"gmtModify":1676534564217,"author":{"id":4092521421596580,"idStr":"4092521421596580","authorId":4092521421596580,"authorIdStr":"4092521421596580","name":"ZIYOUZHE","avatar":"https://static.tigerbbs.com/03b2077aa3c1e0657c6a0df8ed9f48a8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>good</p><p><br></p></body></html>","htmlText":"<html><head></head><body><p>good</p><p><br></p></body></html>","text":"good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9017340136","repostId":2226655257,"repostType":4,"repost":{"id":"2226655257","kind":"news","pubTimestamp":1649750092,"share":"https://ttm.financial/m/news/2226655257?lang=en_US&edition=fundamental","pubTime":"2022-04-12 15:54","market":"us","language":"zh","title":"Nvidia is looked down on: Chinese players don't buy it, and graphics card prices will have to fall","url":"https://stock-news.laohu8.com/highlight/detail?id=2226655257","media":"快科技","summary":"近期消费级GPU的订单开始取消，原因与多种因素有关。","content":"<p><html><head></head><body>NVIDIA's stock price plunged 5% last night, because analysts were bearish. Tristan Gerra, an analyst at Baird, an American investment bank and financial services company, downgraded its stock score to neutral. The root cause behind it is that there are too many inventories of graphics chips, and prices will continue to fall.</p><p>According to Tristan Gerra's report, orders for consumer-grade GPUs have begun to be cancelled recently due to a variety of factors, including excess inventory, slowing demand, declining computer demand, and more.</p><p><b>In addition, there are</b>Two factors have a great impact. One is Russia's embargo measures, and the other is the sharp drop in demand in the Chinese market. The domestic market accounts for 25% to 30% of the consumer GPU chip market, which has a great impact.</p><p>Judging from analysts' statements, in addition to the factors of declining overall market demand, an important reason affecting the price of graphics cards at present is the demand of consumers in the domestic market.<b>In the current situation, players don't buy it very much, and the price of graphics cards will continue to fall.</b></p><p>This will also affect NVIDIA's performance in the next quarter. As of July this year, the revenue in the Q2 fiscal quarter may only increase slightly, and the Q3 quarter will see a median decline.</p><p><img src=\"https://static.tigerbbs.com/92d0bbf0010bcf779745b72f8552ddeb\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>","source":"kkj","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 is looked down on: Chinese players don't buy it, and graphics card prices will have to fall</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: 12.5px; color: #7E829C; margin: 0;}\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 is looked down on: Chinese players don't buy it, and graphics card prices will have to fall\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">快科技</strong><span class=\"h-time small\">2022-04-12 15:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>NVIDIA's stock price plunged 5% last night, because analysts were bearish. Tristan Gerra, an analyst at Baird, an American investment bank and financial services company, downgraded its stock score to neutral. The root cause behind it is that there are too many inventories of graphics chips, and prices will continue to fall.</p><p>According to Tristan Gerra's report, orders for consumer-grade GPUs have begun to be cancelled recently due to a variety of factors, including excess inventory, slowing demand, declining computer demand, and more.</p><p><b>In addition, there are</b>Two factors have a great impact. One is Russia's embargo measures, and the other is the sharp drop in demand in the Chinese market. The domestic market accounts for 25% to 30% of the consumer GPU chip market, which has a great impact.</p><p>Judging from analysts' statements, in addition to the factors of declining overall market demand, an important reason affecting the price of graphics cards at present is the demand of consumers in the domestic market.<b>In the current situation, players don't buy it very much, and the price of graphics cards will continue to fall.</b></p><p>This will also affect NVIDIA's performance in the next quarter. As of July this year, the revenue in the Q2 fiscal quarter may only increase slightly, and the Q3 quarter will see a median decline.</p><p><img src=\"https://static.tigerbbs.com/92d0bbf0010bcf779745b72f8552ddeb\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022041214441279ae9c3f&s=b\">快科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022041214441279ae9c3f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226655257","content_text":"NVIDIA公司股价昨晚重挫5%，原因是被分析师看衰，美国投资银行与金融服务公司贝雅(Baird)的分析师杰拉(Tristan Gerra)将其股票评分下调到中立，背后的根源则是显卡芯片库存过多，价格还会继续下跌。根据Tristan Gerra的报告，近期消费级GPU的订单开始取消，原因与多种因素有关，包括库存过剩、需求放缓、电脑需求下降等等。此外还有2个因素影响很大，一个是俄罗斯的禁运措施，另一个则是中国市场的需求大降，国内市场占了消费类GPU芯片市场的25%到30%份额，影响非常大。从分析师的表态来看，除了整体市场需求下滑的因素之外，目前影响显卡价格的一个重要原因就是国内市场消费者的需求了，在当前局面下玩家不太买账，显卡价格还要继续跌了。这也会导致NVIDIA接下来的季度中业绩受到影响，截止今年7月份的Q2财季中营收可能只会有微幅增长，Q3季度则会出现中位数的下滑。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2151,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}