黃仁勳獲香港科技大學頒授榮譽博士學位
在全球人工智能（AI）熱潮的推動下，科技界的領軍人物黃仁勳（Jensen Huang）迎來了他的又一個榮譽時刻。身為AI晶片巨頭Nvidia的共同創辦人及行政總裁，黃仁勳近日獲得香港科技大學頒授工程學榮譽博士學位，這一殊榮不僅是對他過去成就的肯定，也象徵著對未來科技發展的期待。
香港科技大學將於下月舉辦第32屆學位頒授典禮，屆時將正式授予黃仁勳此一榮譽博士學位。作為全球人工智能晶片的領導者，Nvidia在推動AI技術和應用方面發揮了重要的作用，而黃仁勳的領導更是為公司帶來了顯著的創新與成長。他的理念不僅改變了科技產業的面貌，也影響了全球數據處理和機器學習的未來。
在AI技術逐漸成為各行各業核心競爭力的背景下，黃仁勳的貢獻無疑將為香港的科技發展注入新的活力。他在頒獎典禮上的演講將吸引眾多關注，並促進學術界與產業界的深入交流，進一步激發年輕一代對科技創新的熱情。
此外，據悉，今年的頒獎典禮還將頒發人文學科榮譽博士給予知名男演員及歌手，進一步展現香港科技大學在多元化教育上的努力。這不僅是對個人成就的認可，更是對香港社會多樣化發展的支持。
隨著科技迅速變遷，黃仁勳的成就與影響力不斷擴大。未來，他的思想和理念將如何引領AI及相關科技的發展，值得我們持續關注和期待。
Tags: Nvidia, 人工智能, 榮譽博士, 科技創新, 黃仁勳
Nvidia第二季業績驚艷 但市場反應卻不如預期
在近期的財報中，AI晶片巨頭Nvidia（英偉達）公布了截至7月底的第二財季業績，展現出令人驚艷的增長勢頭。根據報告，該公司的收入達到300億美元，同比增長超過1倍，這是連續四個季度保持如此高的增長率。具體來說，Nvidia在第二季的盈利達到166億美元，經調整後每股盈利為68美仙，這些數據均超出市場預期。
特別值得注意的是，數據中心的收入表現尤為亮眼，達到263億美元，同比增長高達1.54倍，顯示出市場對於高效能計算需求的持續增加。隨著AI技術的迅速發展，Nvidia的硬件產品在機器學習和深度學習等領域中的應用越來越廣泛，成為推動公司業績增長的主要動力。
然而，儘管財報數據相當不錯，市場的反應卻顯得有些冷淡。在Nvidia公布業績後，其股價在盤中一度下跌2%，隨後在盤後交易中再度大跌7%。分析師指出，儘管收入和盈利均超出預期，但市場對於未來增長的預期仍然較為謹慎，這可能是導致股價波動的主要原因之一。
隨著Nvidia在AI晶片領域的主導地位日益穩固，業內專家預測，未來幾個季度將會持續受到市場的廣泛關注。值得注意的是，隨著AI技術的進一步普及，Nvidia在數據中心、雲計算及自駕車等多個領域的應用潛力無疑將為其帶來更多商機。
Tags: AI晶片, Nvidia, 財報
輝達最新財報引發市場熱議，AI晶片生產挑戰浮現
在市場對人工智慧（AI）前景充滿期待的背景下，美國AI晶片巨頭輝達（NVIDIA）近日公布的財報卻讓不少投資者感到失望。輝達的第二季財報顯示，毛利率降至75.1%，較上一季的78.4%有所下降，且未來的營收預測也未能達到市場的高期望值，這些因素引起了市場的擔憂。
輝達財務長克雷斯（Colette Kress）表示，公司在2025財年第三季的營收預估可達325億美元，這一數字高於市場平均預期的317.7億美元。然而，全年毛利率的預測卻僅為75%，稍低於分析師的預測75.5%。這一消息無疑讓投資者的信心受到打擊，輝達的股價在盤後交易中一度下跌6.38%，收於每股117.59美元。
在財報公布之前，市場對輝達的期待已經達到一個高點，然而，隨著財報的發布，市場反應卻相對冷淡，亞股也因此受到影響，多數收盤時出現下跌。許多分析師對輝達的未來依然持正面看法，紛紛提升或維持對其目標價的預測，顯示出市場對輝達長期發展的信心。
此外，輝達在新一代AI晶片Blackwell的生產上遇到挑戰，這些生產困難加上成本上升的因素，直接影響了公司的毛利率。業內專家指出，輝達需要進一步改進其製造流程，以克服當前的生產挑戰。這些問題的出現不僅影響了輝達的財報表現，也給整個AI晶片市場帶來了不小的震動。
整體而言，輝達的最新財報引發了市場的廣泛討論，儘管短期內面臨挑戰，但在AI技術持續進步的背景下，輝達的長期前景依然值得期待。投資者需要密切關注輝達在未來幾個季度的表現，以及其在AI晶片領域的競爭力和市場動向。
Tags: AI晶片, Nvidia, 毛利率, 財報, 輝達, 輝達財報
英偉達股價震蕩，業績預測引發市場關注
在近期的美股市場中，英偉達（Nvidia）再度成為投資者關注的焦點。根據最新的財報，英偉達的收入預測低於市場預期，引發股價大幅波動。專家郭明錤指出，這一表現可能是短線投資者對於業績的過度反應，並指出Blackwell芯片將在第四季提供收入支撐，進而釐清市場對GB200出貨的疑慮。
隨著消息的發布，英偉達的股價在盤後交易中出現顯著回落，日內跌幅擴大至4%，最新報價為123美元/股。而截至台北時間29日21:45，英偉達的股價跌幅達2.85%，成交量達到80,093,156股，盤中最高價為124.43美元，最低價則為119.67美元，顯示出投資者情緒的波動。
在市場上，英偉達的表現不僅影響到自身股價，還對整個半導體行業產生了連鎖反應。分析師指出，英偉達未能達到分析師的最高預期，這讓投資者對人工智能相關股票的信心受到打擊，導致亞洲半導體股普遍下跌。
然而，值得注意的是，英偉達在AI工廠整合能力方面仍具優勢。根據業內專家的分析，英偉達擁有設計和整合AI工廠所需的所有關鍵組件，例如CPU、GPU、NVLink開關及CX DPU等，這使其在AI市場中仍具競爭力。
在最新的財報中，英偉達公佈截至2024年7月28日的2025財年第二財季業績，顯示出全面超出華爾街預期的良好表現，並且對第三財季的展望也相對強勁。這引發了市場對於未來業績的期待，儘管短期內股價受到壓力，但長期的基本面仍然值得關注。
總結來看，英偉達在近期的市場表現顯示出強烈的波動性，未來的發展仍需觀察其在AI市場中的持續表現及業績回升的潛力。投資者應保持警惕，密切關注即將發布的財報及市場動向，以便做出更明智的投資決策。
Tags: NVDA, Nvidia, 人工智能, 股市, 英偉達
英偉達財報公布前股價波動，AI晶片市場反應不一
在美國股市中，英偉達（Nvidia，代碼：NVDA）的股價在近期出現了顯著波動，周二的交易中，股價下跌幅度擴大至4%，報123美元每股。這一變化使得市場對即將公布的財報充滿期待與不安。根據預測，英偉達將在美國時間週三收盤後，於北京時間週四凌晨4:20公布其最新財報，這將是投資者關注的焦點。
據了解，自從OpenAI推出ChatGPT以來，英偉達在AI芯片領域的地位愈發穩固，其市值在短短兩年間便激增近3萬億美元。然而，市場對其即將發布的財報卻並不十分樂觀，部分分析師指出，儘管英偉達的業績可能仍會超過華爾街預期，但未來的增長率似乎面臨挑戰。
在整體市場情緒受到影響的情況下，多隻中概股也出現了急挫的情況。拼多多的股價下滑7%，理想汽車則暴跌16%，小鵬汽車也下跌9%。這些變化顯示出市場對於科技股及新興市場的敏感反應，尤其是在大型數據中心運營商的需求變化下。
根據最新財報，英偉達本財季的表現全面超出了華爾街的預期，且對於第三財季的展望也給出了強於預期的數據。然而，市場卻對這些數字反應冷淡，可能是因為預期過高所致。分析師指出，英偉達約40%的收入來自大型數據中心運營商，這一依賴性讓市場擔憂未來的營收增長能否持續。
隨著全球對AI及數據處理需求的上升，英偉達作為AI芯片的領軍企業，其每一步動向都受到高度關注。未來，若能持續創新與整合AI工廠，英偉達有望在競爭激烈的市場中保持領先地位。無論如何，投資者在即將到來的財報後，將會密切觀察其未來的業績走勢以及市場反應。
Tags: AI晶片, NVDA, Nvidia, 英偉達
Nvidia Earnings Awaited as Global Markets Hold Steady
As global stocks linger near record highs, all eyes are on Nvidia, the chipmaking giant poised to unveil its latest earnings report. Investors are holding their breath, anticipating what could be a pivotal moment not just for Nvidia but for the broader technology sector. The tech company, recognized for its groundbreaking development of the graphics processing unit (GPU) back in 1999, has played a crucial role in propelling the PC gaming market and, more recently, the artificial intelligence (AI) landscape. The market’s excitement is palpable as stakeholders recognize the potential ripple effects of Nvidia’s performance on AI-related stocks and the overall equity market.
The anticipation leading up to Nvidia’s earnings report has created a mixed bag for global stock markets. In Asia, stocks reflected a cautious optimism, with some indices rising while others slipped as investors weighed their options before the earnings call. Meanwhile, European markets appeared to be favoring a more bullish outlook, buoyed by the prospect of Nvidia’s results, which could significantly influence market sentiment.
In the United States, equity futures remained steady, reflecting a market that is keenly aware of Nvidia’s impact on the tech sector’s trajectory. Analysts are particularly interested in how Nvidia’s quarterly results will align with the recent surge in its stock price, which has reached astonishing heights, largely fueled by the boom in AI technologies since the introduction of ChatGPT.
The company’s valuation, now hovering around $3 trillion, has sparked discussions about its role as a bellwether for the stock market. Nvidia’s performance in this earnings report is not merely a reflection of its own health but a potential indicator of the broader market’s direction, particularly within technology and AI sectors.
Investors are bracing for insights into Nvidia’s revenue growth and profitability, especially given the increasing competition in the semiconductor industry. With major players entering the AI space, Nvidia’s ability to maintain its lead could significantly influence investor confidence and market dynamics in the coming months.
The upcoming earnings announcement is also set against the backdrop of a robust stock market, which has shown resilience in the face of economic uncertainties. As traders prepare for the report, the overall sentiment reflects a cautious optimism, with many hoping for strong results that could lead to further upward momentum in tech stocks.
In summary, Nvidia’s impending earnings release is poised to be a critical event for both the company and the global markets. With its strong historical performance and pivotal role in the AI revolution, Nvidia’s results could very well dictate market trends in the near future. Investors and analysts alike are keeping their fingers crossed, eager to see if Nvidia can deliver a performance that meets or exceeds expectations, further solidifying its status as a leader in the chipmaking industry and a significant player in the tech market.
Tags: Earnings Report, Nvidia, Nvidia earnings
輝達財報引發市場熱議：AI晶片巨頭再創佳績？
隨著人工智慧（AI）技術的飛速發展，輝達（Nvidia）作為這一領域的領頭羊，將於本週三（8月28日）盤後公布其2025財年第二季度的財報。這一消息不僅引起了全球投資者的高度關注，更成為本次財報季的「壓軸戲碼」。市場普遍預測，輝達在過去的幾個月中營收將有驚人的增長，甚至有機會實現超過一倍的成長，這無疑將再次證明其在AI晶片市場中的領導地位。
依據業界分析，輝達的數據中心業務仍在持續增長，成為其收入的重要來源之一。投資者對於這次財報特別關注的，還有新一代Blackwell人工智慧晶片的發展進度，市場期待這款晶片能在未來帶來更多的商業機會。不僅如此，輝達的RTX系列顯示卡也因為近期大陸熱賣的3A遊戲「黑神話：悟空」而受益，進一步推動了銷售額的提升。
在全球央行聯會於Jackson Hole的會議結束後，市場普遍對於美聯儲可能降息的預期持謹慎態度，投資人似乎在靜待輝達財報的結果，這將可能成為金融市場的催化劑。摩根士丹利也針對亞洲科技股發表了報告，指出AI相關股票在今年的表現亮眼，輝達的財報發布將對整個科技股板塊產生深遠影響。
輝達的強勁業績不僅是其自身的成就，還反映了整個AI產業的蓬勃發展。在這樣的背景下，輝達的財報無疑是市場投資者關注的焦點，投資者們不僅期待輝達能夠交出一份亮眼的成績單，更希望透過這一數據來預測未來的市場走向。無論結果如何，輝達的財報都將在科技業界引發一場不小的震撼波，投資人需謹慎應對可能的市場波動。
Tags: Nvidia, 人工智慧, 財報, 輝達財報
Nvidia Shares Experience Volatility Amid Blackwell AI Chip Delays
In the ever-dynamic world of technology stocks, Nvidia has once again captured the spotlight as its shares experienced a rollercoaster ride this week. Following reports of delays in the launch of its highly anticipated Blackwell AI chip, Nvidia’s stock plummeted more than 6% during Monday’s trading session. This decline came amid a broader selloff in global markets, which began in Asia and spread to the United States, causing investors to reassess their positions in tech stocks.
Despite the initial downturn, Nvidia’s shares rebounded in early Tuesday trading, bolstered by bullish sentiments from analysts who remain optimistic about the company’s long-term prospects. Many experts believe that the semiconductor giant’s fundamentals remain strong, with an increasing demand for AI technologies driving growth in the sector. The Blackwell chip, despite its delays, is expected to cater to the needs of the world’s largest tech firms, solidifying Nvidia’s position as a leader in the AI space.
The volatility of Nvidia’s stock is reflective of broader trends in the tech industry, where investor sentiment can shift rapidly based on news and market conditions. Analysts suggest that while the delay in the Blackwell chip may have caused short-term panic, it does not undermine the underlying strength of Nvidia’s business model. With projected rising profit estimates and a strong market for AI processors, many analysts are confident that Nvidia’s stock will recover and continue its upward trajectory in the long run.
Furthermore, options traders have been observed adjusting their strategies in response to recent fluctuations, indicating a mix of caution and optimism in the market. The general consensus among Wall Street analysts remains bullish, with expectations that Nvidia will continue to see significant growth as demand for AI and semiconductor technology surges.
As Nvidia navigates these challenges, it is clear that the company has positioned itself at the forefront of the AI revolution, with its products being integral to the operations of many major tech companies. Investors and analysts alike will be closely watching the developments surrounding the Blackwell chip and Nvidia’s strategic initiatives in the coming months.
In conclusion, while Nvidia’s stock experienced a setback this week, the long-term outlook remains positive. The company’s ability to adapt to market changes and continue delivering innovative solutions will be crucial as it moves forward. As the tech industry evolves, Nvidia is poised to play a significant role in shaping the future of AI technology.
Tags: AI chip, Investing, Nvidia, Nvidia stock, semiconductors, Stock market
Nvidia’s Stock Price Fluctuates Amid Market Uncertainties
In recent weeks, Nvidia’s stock price has become a focal point for investors, bringing both excitement and concern. The tech giant, known for its cutting-edge graphics processing units (GPUs) and artificial intelligence (AI) innovations, has witnessed significant fluctuations in its stock price. As global markets continue to experience volatility, Nvidia’s performance serves as a barometer for the tech sector’s health. Investors are closely monitoring the company’s earnings reports and market trends as they try to navigate the complexities of the current economic landscape.
One contributing factor to Nvidia’s stock price movements is the broader sentiment surrounding technology stocks. With the recent hesitations expressed by major investment firms regarding stock valuations, particularly the price-to-earnings (P/E) ratios, many are questioning the sustainability of the current tech rally. Vanguard’s recent remarks highlight a cautious approach towards equities, as bonds offer competitive yields and may attract investors seeking safer havens. This shift in sentiment could have repercussions for Nvidia, as it is often viewed as a bellwether for the technology sector.
Moreover, Nvidia’s stock price is influenced by external factors such as geopolitical tensions and supply chain disruptions. The ongoing trade issues and challenges in securing semiconductor supplies have raised concerns about the company’s ability to meet demand. Analysts are closely watching how these elements may impact Nvidia’s earnings potential and, consequently, its stock price.
Investors are also keenly aware of Nvidia’s strategic moves, including its investments in AI and data center capabilities. As the demand for AI technologies surges, Nvidia is well-positioned to capitalize on this trend. However, the competitive landscape is intensifying, with other players in the tech industry also vying for market share. This competition could impact Nvidia’s pricing power and profit margins, prompting investors to reassess their outlook on the stock.
In light of these dynamics, market analysts have been revising their price targets for Nvidia. While some remain optimistic about the company’s growth prospects, others urge caution, citing potential headwinds that could affect its stock price trajectory. As investors weigh these considerations, Nvidia’s stock price will likely remain a topic of heated discussion in the investment community.
In conclusion, Nvidia’s stock price is at a crossroads, influenced by a myriad of factors from market sentiment to global economic conditions. As investors navigate this complex landscape, the tech giant’s ability to adapt and innovate will be critical in determining its future performance. The coming months will be pivotal for Nvidia as it seeks to maintain its position as a leader in the technology sector amidst evolving market dynamics.
Tags: Investment, Nvidia, Nvidia stock price, Stock market, technology stocks
Nvidia Stock Thrives Post-Split: A Trader’s Perspective
In the fast-paced world of stock trading, few events generate as much excitement as a stock split. Recently, Nvidia (NVDA) executed a 10-for-1 stock split, a move that has not only increased accessibility for retail investors but has also revitalized interest in the tech giant’s stock. Since the split, traders have been closely monitoring NVDA, and early returns suggest a positive trajectory. As the market reacted to this strategic decision, many investors have found themselves reevaluating their positions and strategies regarding NVDA. Trading Nvidia post-split has been a rewarding experience for some, reflecting the broader trends in technology stocks that continue to capture investor attention. The enthusiasm surrounding NVDA is palpable, with discussions focusing on its potential growth and the impact of its recent developments in artificial intelligence and gaming technologies. Many speculate that Nvidia’s advancements in AI could further bolster its market position, making it a compelling option for both short-term traders and long-term investors alike. The tech sector remains robust, and Nvidia stands out as a key player, prompting experienced traders to leverage the current market dynamics. A well-timed investment in NVDA could yield substantial returns, particularly as the company continues to innovate and expand its influence in various tech domains. As the trading landscape evolves, Nvidia’s stock is likely to remain a focal point for those seeking to capitalize on the growth of technology-driven companies. The stock market is dynamic, and with Nvidia at the forefront, traders are keen to explore the opportunities that lie ahead. Investors are advised to stay informed and consider the implications of Nvidia’s strategic moves as they navigate their trading decisions. With ongoing advancements and a strong market presence, NVDA is poised to remain a significant player in the stock market, making it essential for traders to keep a close eye on this tech powerhouse.
Tags: Investing, NVDA stock, Nvidia, Stock market, Trading