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MrGunner

MrGunner

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2024-08-09

Chip are still highly sought after. No matter the impact now will be overcome in longer term.

Nvidia in Spotlight as Mizuho Ups Price Target Ahead of Earnings

2024-08-06

To the moon!

Sorry, the original content has been removed

2023-11-14

Yes I agree SEA is a buy if management can manage growth vs. profitability

Sorry, the original content has been removed

2023-07-09

Any thoughts on SEA LTD?

Go to Tiger App to see more news

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are still highly sought after. No matter the impact now will be overcome in longer term.&nbsp;","listText":"Chip are still highly sought after. No matter the impact now will be overcome in longer term.&nbsp;","text":"Chip are still highly sought after. No matter the impact now will be overcome in longer term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336582556557672","repostId":"2458856486","repostType":2,"repost":{"id":"2458856486","kind":"highlight","pubTimestamp":1723209911,"share":"https://ttm.financial/m/news/2458856486?lang=&edition=fundamental","pubTime":"2024-08-09 21:25","market":"sh","language":"en","title":"Nvidia in Spotlight as Mizuho Ups Price Target Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2458856486","media":"seekingalpha","summary":"Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later thi","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.</p></li><li><p>There is still tight capacity for Taiwan Semiconductor&#39;s (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia&#39;s H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.</p></li><li><p>However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.</p></li><li><p>And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn&#39;t changed, Rakesh added.</p></li><li><p>Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.</p></li><li><p>Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.</p></li></ul></body></html>","source":"seekingalpha","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 in Spotlight as Mizuho Ups Price Target Ahead of Earnings</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 in Spotlight as Mizuho Ups Price Target Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later ...</p>\n\n<a href=\"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2458856486","content_text":"Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn't changed, Rakesh added.Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335493041385488,"gmtCreate":1722937323025,"gmtModify":1722938859976,"author":{"id":"3575431344714465","authorId":"3575431344714465","name":"MrGunner","avatar":"https://community-static.tradeup.com/news/9ab224b30162b831fc8651de6f87fd5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575431344714465","authorIdStr":"3575431344714465"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335493041385488","repostId":"2457909728","repostType":2,"repost":{"id":"2457909728","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1722935760,"share":"https://ttm.financial/m/news/2457909728?lang=&edition=fundamental","pubTime":"2024-08-06 17:16","market":"us","language":"en","title":"Nvidia Stock Gains. What's Driving the Share Price Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2457909728","media":"Dow Jones","summary":"Nvidia was rising early Tuesday, with the chip maker benefiting from a global rebound after the previous day's sharp selloff but also reassurances over potential delays to its next generation of chips.Nvidia shares were up 2.7% at $103.15 in premarket trading. The stock closed down 6.4% on Tuesday.Along with the wider market, Nvidia looked set to recoup some of Monday's losses when economic fears knocked the market. Technology stocks boosted by excitement over artificial intelligence were hit particularly hard.However, Nvidia's gains also could be down to Wall Street's general positivity over the company's ability to overcome reported manufacturing problems that could delay the shipment of some its next-generation Blackwell chips by several months.\"Nvidia's competitive position remains sound, and we don't expect any share loss from a minor delay ...We see Nvidia as best positioned in AI, benefiting from full stack AI hardware/software solutions,\" wrote Oppenheimer analyst Rick Schafer ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia was rising early Tuesday, with the chip maker benefiting from a global rebound after the previous day's sharp selloff but also reassurances over potential delays to its next generation of chips. \n</p>\n<p>\n     Nvidia shares were up 1.2% at $101.61 in premarket trading. The stock closed down 6.4% on Tuesday. \n</p>\n<p>\n     Along with the wider market, Nvidia looked set to recoup some of Monday's losses when economic fears knocked the market. Technology stocks boosted by excitement over artificial intelligence were hit particularly hard. \n</p>\n<p>\n     However, Nvidia's gains also could be down to Wall Street's general positivity over the company's ability to overcome reported manufacturing problems that could delay the shipment of some its next-generation Blackwell chips by several months. \n</p>\n<p>\n     \"Nvidia's competitive position remains sound, and we don't expect any share loss from a minor delay ...We see Nvidia as best positioned in AI, benefiting from full stack AI hardware/software solutions,\" wrote Oppenheimer analyst Rick Schafer in a research note. \n</p>\n<p>\n     Along with other analysts, Schafer pointed to Nvidia's ability to extend its current-generation Hopper chips to cover any delay in Blackwell shipments and the minimal risk of share loss as major technology companies continue to covet the most powerful AI chips. \n</p>\n<p>\n     Schafer reiterated an Outperform rating and $150 target price on Nvidia stock. \n</p>\n<p>\n     Among other chip makers, Advanced Micro Devices was up 1.4% in premarket trading Tuesday and Broadcom was gaining 1.5%. \n</p>\n<p>\n     Nvidia shares have risen 103% this year through to Monday's close. That compares with a 8.7% increase in the S&amp;P 500 index and a 7.9% gain in the Nasdaq Composite over the same period. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 06, 2024 05:53 ET (09:53 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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 Gains. What's Driving the Share Price Higher</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 Gains. What's Driving the Share Price Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\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\">2024-08-06 17:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Nvidia was rising early Tuesday, with the chip maker benefiting from a global rebound after the previous day's sharp selloff but also reassurances over potential delays to its next generation of chips. \n</p>\n<p>\n     Nvidia shares were up 1.2% at $101.61 in premarket trading. The stock closed down 6.4% on Tuesday. \n</p>\n<p>\n     Along with the wider market, Nvidia looked set to recoup some of Monday's losses when economic fears knocked the market. Technology stocks boosted by excitement over artificial intelligence were hit particularly hard. \n</p>\n<p>\n     However, Nvidia's gains also could be down to Wall Street's general positivity over the company's ability to overcome reported manufacturing problems that could delay the shipment of some its next-generation Blackwell chips by several months. \n</p>\n<p>\n     \"Nvidia's competitive position remains sound, and we don't expect any share loss from a minor delay ...We see Nvidia as best positioned in AI, benefiting from full stack AI hardware/software solutions,\" wrote Oppenheimer analyst Rick Schafer in a research note. \n</p>\n<p>\n     Along with other analysts, Schafer pointed to Nvidia's ability to extend its current-generation Hopper chips to cover any delay in Blackwell shipments and the minimal risk of share loss as major technology companies continue to covet the most powerful AI chips. \n</p>\n<p>\n     Schafer reiterated an Outperform rating and $150 target price on Nvidia stock. \n</p>\n<p>\n     Among other chip makers, Advanced Micro Devices was up 1.4% in premarket trading Tuesday and Broadcom was gaining 1.5%. \n</p>\n<p>\n     Nvidia shares have risen 103% this year through to Monday's close. That compares with a 8.7% increase in the S&amp;P 500 index and a 7.9% gain in the Nasdaq Composite over the same period. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 06, 2024 05:53 ET (09:53 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4573":"虚拟现实","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4579":"人工智能","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4588":"碎股","NVDA":"英伟达","BK4587":"ChatGPT概念","BK4575":"芯片概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4141":"半导体产品","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2457909728","content_text":"By Adam Clark \n\n\n  Nvidia was rising early Tuesday, with the chip maker benefiting from a global rebound after the previous day's sharp selloff but also reassurances over potential delays to its next generation of chips. \n\n\n     Nvidia shares were up 1.2% at $101.61 in premarket trading. The stock closed down 6.4% on Tuesday. \n\n\n     Along with the wider market, Nvidia looked set to recoup some of Monday's losses when economic fears knocked the market. Technology stocks boosted by excitement over artificial intelligence were hit particularly hard. \n\n\n     However, Nvidia's gains also could be down to Wall Street's general positivity over the company's ability to overcome reported manufacturing problems that could delay the shipment of some its next-generation Blackwell chips by several months. \n\n\n     \"Nvidia's competitive position remains sound, and we don't expect any share loss from a minor delay ...We see Nvidia as best positioned in AI, benefiting from full stack AI hardware/software solutions,\" wrote Oppenheimer analyst Rick Schafer in a research note. \n\n\n     Along with other analysts, Schafer pointed to Nvidia's ability to extend its current-generation Hopper chips to cover any delay in Blackwell shipments and the minimal risk of share loss as major technology companies continue to covet the most powerful AI chips. \n\n\n     Schafer reiterated an Outperform rating and $150 target price on Nvidia stock. \n\n\n     Among other chip makers, Advanced Micro Devices was up 1.4% in premarket trading Tuesday and Broadcom was gaining 1.5%. \n\n\n     Nvidia shares have risen 103% this year through to Monday's close. That compares with a 8.7% increase in the S&P 500 index and a 7.9% gain in the Nasdaq Composite over the same period. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 06, 2024 05:53 ET (09:53 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241238727348256,"gmtCreate":1699916870352,"gmtModify":1699926292195,"author":{"id":"3575431344714465","authorId":"3575431344714465","name":"MrGunner","avatar":"https://community-static.tradeup.com/news/9ab224b30162b831fc8651de6f87fd5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575431344714465","authorIdStr":"3575431344714465"},"themes":[],"htmlText":"Yes I agree SEA is a buy if management can manage growth vs. profitability&nbsp;","listText":"Yes I agree SEA is a buy if management can manage growth vs. profitability&nbsp;","text":"Yes I agree SEA is a buy if management can manage growth vs. profitability","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241238727348256","repostId":"2383869340","repostType":2,"repost":{"id":"2383869340","kind":"highlight","pubTimestamp":1699876179,"share":"https://ttm.financial/m/news/2383869340?lang=&edition=fundamental","pubTime":"2023-11-13 19:49","market":"us","language":"en","title":"Is Sea Limited Stock a Buy Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2383869340","media":"Motley Fool","summary":"Investors may be letting fear of the unknown keep them out of a great buying opportunity.","content":"<html><head></head><body><p>Share prices of Singapore-based<strong> Sea Limited</strong> (SE 4.31%) have whipped up and down in 2023, and they&#39;ve been down more often than up. Recent financial results, however, are actually quite good.</p><p>And yet investors aren&#39;t encouraged by these recent results. They&#39;re not looking back, but rather they&#39;re looking ahead to the future. And in the future, investors are worried about a stormy sea of competition.</p><p>Investors are doing the right thing by looking ahead -- investing is about the future, not the past. But I believe they&#39;re drawing the wrong conclusions. And if I&#39;m right, it could make Sea a great stock to buy now.</p><h2 id=\"id_2792799331\">First, the big picture</h2><p>When interest rates were near zero, Sea didn&#39;t care about turning a profit. Rather, it focused on revenue growth. And one might say the company was successful in both areas. Its top-line growth rate frequently was in the triple digits but net losses deepened with each passing year.</p><p>After interest rates skyrocketed, it became apparent that the economics of its business model had changed. Therefore, Sea&#39;s management pulled back on growth and prioritized profits. The chart below shows that growth has slowed to a single-digit pace but profits have soared.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fed09aa3cb5421380a90f38bae52e9b0\" tg-width=\"720\" tg-height=\"497\"/></p><p>SE Revenue (Quarterly YoY Growth) data by YCharts</p><p>The good news is that Sea&#39;s business is now self-funding, which is a very healthy long-term position to be in. The bad news is that the market wants better growth and has consequently abandoned the stock.</p><p>For evidence of this, consider that Sea stock currently trades at a very reasonable price-to-sales ratio of just 2, which is also an all-time low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d28e77d215582bd7354fd16407f007cd\" tg-width=\"720\" tg-height=\"451\"/></p><p>SE PS Ratio data by YCharts</p><p>If Sea could find a way to improve its growth rate without decimating its bottom line, then the stock could be a coiled spring. And fortunately for today&#39;s investor, it looks like the worst is indeed over for the company.</p><p>Sea will report financial results for the third quarter of 2023 on Tuesday, Nov. 14. But back in the second quarter, management spoke about growth again. The company has operations in e-commerce, video games, and financial technology (fintech). And regarding e-commerce specifically, CEO Forrest Li said, &#34;We believe now is the right time to start reaccelerating our investments in growth.&#34;</p><p>In Q2, active shoppers on Sea&#39;s Shopee platform were up. Purchase frequency was also up. This resulted in a 10% year-over-year jump in gross orders.</p><p>In Q2, Sea earned net income of $331 million, nearly a $1.3 billion improvement in just one year. Don&#39;t expect this level of profitability as it focuses on growing its e-commerce division again. But don&#39;t expect steep losses, either. Management is looking for balance.</p><p>Investors can expect renewed growth from Sea&#39;s e-commerce operations. But growth in video games and fintech could also be on the horizon. For example, the company is taking its most popular game, <em>Free Fire</em>, back to India after being temporarily banned. And India is one of the biggest video game markets in the world.</p><p>Moreover, growth for Sea&#39;s fintech operation, SeaMoney, never slowed down in the first place. Q2 fintech revenue was up 53% year over year. So investors can reasonably expect this segment to keep performing well too.</p><h2 id=\"id_585386309\">What about the competition?</h2><p>Indonesia is one of the largest economies in the world and a key market for Sea. The stock had dropped because TikTok and other social media companies threatened to take e-commerce market share in that country. But then Sea stock got a boost after Indonesia called for a separation of social media and e-commerce, hurting TikTok.</p><p>It seems investors are worried about competition yet again, now that TikTok is looking to get an Indonesian e-commerce license and reenter the market.</p><p>There are tons of unknowns in investing. And people are programmed to fear the unknown, including how the competitive landscape will play out for Sea. But investors should remember that not all unknowns are bad. Companies can just as easily surprise in an unexpected way.</p><p>I see two possible ways Sea could unexpectedly grow revenue: logistics and advertising. For example, <strong>Amazon</strong> turned its logistics network into a source of revenue by opening it up to third parties. Similarly, Amazon turned its e-commerce platform into one of the largest and fastest-growing ad platforms in the world, a lever that Latin American e-commerce giant <strong><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></strong> is also now pulling.</p><p>In other words, it&#39;s possible that Sea&#39;s top line could be hindered by competition, yes. But it&#39;s also possible for the company to overcome it with future revenue streams that haven&#39;t been explored yet.</p><p>The takeaway is this: Sea stock is cheap, the business is healthy, and it could be returning to growth. Investors shouldn&#39;t let fear of the unknown rob them of this buying opportunity because there could be good surprises down the line as well.</p></body></html>","source":"fool_stock","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>Is Sea Limited Stock a Buy Now?</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\">\nIs Sea Limited Stock a Buy Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-13 19:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/11/13/is-sea-limited-stock-a-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Share prices of Singapore-based Sea Limited (SE 4.31%) have whipped up and down in 2023, and they've been down more often than up. Recent financial results, however, are actually quite good.And yet ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/11/13/is-sea-limited-stock-a-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2023/11/13/is-sea-limited-stock-a-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2383869340","content_text":"Share prices of Singapore-based Sea Limited (SE 4.31%) have whipped up and down in 2023, and they've been down more often than up. Recent financial results, however, are actually quite good.And yet investors aren't encouraged by these recent results. They're not looking back, but rather they're looking ahead to the future. And in the future, investors are worried about a stormy sea of competition.Investors are doing the right thing by looking ahead -- investing is about the future, not the past. But I believe they're drawing the wrong conclusions. And if I'm right, it could make Sea a great stock to buy now.First, the big pictureWhen interest rates were near zero, Sea didn't care about turning a profit. Rather, it focused on revenue growth. And one might say the company was successful in both areas. Its top-line growth rate frequently was in the triple digits but net losses deepened with each passing year.After interest rates skyrocketed, it became apparent that the economics of its business model had changed. Therefore, Sea's management pulled back on growth and prioritized profits. The chart below shows that growth has slowed to a single-digit pace but profits have soared.SE Revenue (Quarterly YoY Growth) data by YChartsThe good news is that Sea's business is now self-funding, which is a very healthy long-term position to be in. The bad news is that the market wants better growth and has consequently abandoned the stock.For evidence of this, consider that Sea stock currently trades at a very reasonable price-to-sales ratio of just 2, which is also an all-time low.SE PS Ratio data by YChartsIf Sea could find a way to improve its growth rate without decimating its bottom line, then the stock could be a coiled spring. And fortunately for today's investor, it looks like the worst is indeed over for the company.Sea will report financial results for the third quarter of 2023 on Tuesday, Nov. 14. But back in the second quarter, management spoke about growth again. The company has operations in e-commerce, video games, and financial technology (fintech). And regarding e-commerce specifically, CEO Forrest Li said, \"We believe now is the right time to start reaccelerating our investments in growth.\"In Q2, active shoppers on Sea's Shopee platform were up. Purchase frequency was also up. This resulted in a 10% year-over-year jump in gross orders.In Q2, Sea earned net income of $331 million, nearly a $1.3 billion improvement in just one year. Don't expect this level of profitability as it focuses on growing its e-commerce division again. But don't expect steep losses, either. Management is looking for balance.Investors can expect renewed growth from Sea's e-commerce operations. But growth in video games and fintech could also be on the horizon. For example, the company is taking its most popular game, Free Fire, back to India after being temporarily banned. And India is one of the biggest video game markets in the world.Moreover, growth for Sea's fintech operation, SeaMoney, never slowed down in the first place. Q2 fintech revenue was up 53% year over year. So investors can reasonably expect this segment to keep performing well too.What about the competition?Indonesia is one of the largest economies in the world and a key market for Sea. The stock had dropped because TikTok and other social media companies threatened to take e-commerce market share in that country. But then Sea stock got a boost after Indonesia called for a separation of social media and e-commerce, hurting TikTok.It seems investors are worried about competition yet again, now that TikTok is looking to get an Indonesian e-commerce license and reenter the market.There are tons of unknowns in investing. And people are programmed to fear the unknown, including how the competitive landscape will play out for Sea. But investors should remember that not all unknowns are bad. Companies can just as easily surprise in an unexpected way.I see two possible ways Sea could unexpectedly grow revenue: logistics and advertising. For example, Amazon turned its logistics network into a source of revenue by opening it up to third parties. Similarly, Amazon turned its e-commerce platform into one of the largest and fastest-growing ad platforms in the world, a lever that Latin American e-commerce giant MercadoLibre is also now pulling.In other words, it's possible that Sea's top line could be hindered by competition, yes. But it's also possible for the company to overcome it with future revenue streams that haven't been explored yet.The takeaway is this: Sea stock is cheap, the business is healthy, and it could be returning to growth. Investors shouldn't let fear of the unknown rob them of this buying opportunity because there could be good surprises down the line as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195767953371280,"gmtCreate":1688832274729,"gmtModify":1688869011140,"author":{"id":"3575431344714465","authorId":"3575431344714465","name":"MrGunner","avatar":"https://community-static.tradeup.com/news/9ab224b30162b831fc8651de6f87fd5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575431344714465","authorIdStr":"3575431344714465"},"themes":[],"htmlText":"Any thoughts on SEA LTD?","listText":"Any thoughts on SEA LTD?","text":"Any thoughts on SEA LTD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195767953371280","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":336582556557672,"gmtCreate":1723211755546,"gmtModify":1723212140445,"author":{"id":"3575431344714465","authorId":"3575431344714465","name":"MrGunner","avatar":"https://community-static.tradeup.com/news/9ab224b30162b831fc8651de6f87fd5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575431344714465","authorIdStr":"3575431344714465"},"themes":[],"htmlText":"Chip are still highly sought after. No matter the impact now will be overcome in longer term.&nbsp;","listText":"Chip are still highly sought after. No matter the impact now will be overcome in longer term.&nbsp;","text":"Chip are still highly sought after. No matter the impact now will be overcome in longer term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/336582556557672","repostId":"2458856486","repostType":2,"repost":{"id":"2458856486","kind":"highlight","pubTimestamp":1723209911,"share":"https://ttm.financial/m/news/2458856486?lang=&edition=fundamental","pubTime":"2024-08-09 21:25","market":"sh","language":"en","title":"Nvidia in Spotlight as Mizuho Ups Price Target Ahead of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2458856486","media":"seekingalpha","summary":"Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later thi","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.</p></li><li><p>There is still tight capacity for Taiwan Semiconductor&#39;s (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia&#39;s H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.</p></li><li><p>However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.</p></li><li><p>And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn&#39;t changed, Rakesh added.</p></li><li><p>Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.</p></li><li><p>Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.</p></li></ul></body></html>","source":"seekingalpha","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 in Spotlight as Mizuho Ups Price Target Ahead of Earnings</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 in Spotlight as Mizuho Ups Price Target Ahead of Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-09 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later ...</p>\n\n<a href=\"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/4137968-nvidia-in-spotlight-as-mizuho-ups-price-target-ahead-of-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2458856486","content_text":"Nvidia (NASDAQ:NVDA) was in the spotlight on Friday as Mizuho Securities upped its price target on the semiconductor company ahead of its fiscal second-quarter results, slated to be released later this month.There is still tight capacity for Taiwan Semiconductor's (TSM) Chip-on-Wafer-on-Substrate with the continued ramp of Nvidia's H100 and H200 GPUs, analyst Vijay Rakesh said, as Nvidia continues to see strong orders for the line of accelerators. Rakesh upped his price target on Nvidia to $132 from $127.50.However, Nvidia is now starting to pivot to the Blackwell line using NVL36/72, which uses a new architecture of Chip-on-Wafer-on-Substrate, known as CoWoS-L. This should continue to ramp into 20205, Rakesh added.And even with the news that mass production of the Blackwell line could be delayed until early next year, demand for it hasn't changed, Rakesh added.Lastly, Nvidia could pivot back to the B200A and 210A in the second-half of 2025 and part of 2026 due to better Chip-on-Wafer-on-Substrate supply for low-to-mid budget AI servers, Rakesh said.Nvidia is slated to report results after the close of trading on August 28. A consensus of analysts expect the company will earn $0.64 per share on $28.54B in revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335493041385488,"gmtCreate":1722937323025,"gmtModify":1722938859976,"author":{"id":"3575431344714465","authorId":"3575431344714465","name":"MrGunner","avatar":"https://community-static.tradeup.com/news/9ab224b30162b831fc8651de6f87fd5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575431344714465","authorIdStr":"3575431344714465"},"themes":[],"htmlText":"To the moon!","listText":"To the moon!","text":"To the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335493041385488","repostId":"2457909728","repostType":2,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241238727348256,"gmtCreate":1699916870352,"gmtModify":1699926292195,"author":{"id":"3575431344714465","authorId":"3575431344714465","name":"MrGunner","avatar":"https://community-static.tradeup.com/news/9ab224b30162b831fc8651de6f87fd5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575431344714465","authorIdStr":"3575431344714465"},"themes":[],"htmlText":"Yes I agree SEA is a buy if management can manage growth vs. profitability&nbsp;","listText":"Yes I agree SEA is a buy if management can manage growth vs. profitability&nbsp;","text":"Yes I agree SEA is a buy if management can manage growth vs. profitability","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/241238727348256","repostId":"2383869340","repostType":2,"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195767953371280,"gmtCreate":1688832274729,"gmtModify":1688869011140,"author":{"id":"3575431344714465","authorId":"3575431344714465","name":"MrGunner","avatar":"https://community-static.tradeup.com/news/9ab224b30162b831fc8651de6f87fd5d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575431344714465","authorIdStr":"3575431344714465"},"themes":[],"htmlText":"Any thoughts on SEA LTD?","listText":"Any thoughts on SEA LTD?","text":"Any thoughts on SEA LTD?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/195767953371280","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}