I-NVIDIA Stock Prediction Today: AI Chip Demand & Targets

Ukuhlaziya umjikelezo wokufunwa kwe-AI Chip

Umtjhayeli omkhulu ngemva kwanoma ngikuphi ukubikezela okunembileko kwesitoko se-nvidia namhlanjesi kukuqina komjikelezo wokufunwa kwe-AI chip. Imibiko itjengisa bona ukubikezela kwemali engenako okuphehlwa yi-AI kudlule ukulinganisa okudlulileko kwabadlali abaqakathekileko bembonini. Ukusebenza kwamuva kwe-Micron, lapho ukusalela emuva kwanda khona kanye nokunqotjhiswa okuqinileko, kusebenza njengesimeleli sepilo yawo woke umtjhini wokuphakela. Lokha abenzi be-memory ne-logic chip babika ama-oda aqinileko, kuqinisekisa bona ama-hyperscalers namakhasimende wamabhizinisi athenga ngenkuthalo i-hardware ukusekela amamodeli wamalimi amakhulu nokunwetshwa kwesikhungo sedatha.

Umjikelezo weemfuno lo wenza iphasi lesenzo sentengo se-NVDA. Ngokungafani namasheya wethekhnoloji wesintu ahluphekako lokha i-inventory nayikhulako, umjikelezo we-AI wamanje uqhutshwa ziinqabo zamandla. Amasentha wedatha atshwenyeka ngokukhambisana neemfuno zokuphetha nokubandula. Ukutlhayela lokhu kusekela amandla wokubeka intengo ye-NVIDIA. Kodwana, abathengisi kufanele bahlale baqaphile. Nangabe idatha yokukhiqiza itjengisa ukwehla nofana nangabe ukukhula kokusetjenziswa kwemali emafini kulinganiselwe, inani eliphezulu lamatshiphu we-AI lingancipha msinyana. Itshwayo lamanje lihle, kodwana lithembele emazingeni wokwamukelwa kwamabhizinisi aragela phambili.

Ukusebenza komkhakha nokuhlobana

I-NVIDIA ayirhwebi ngesikhala. Isenzo sayo sentengo sihlotjaniswa khulu nomkhakha omkhulu we-semiconductor kanye ne-Nasdaq 100. Iindaba zakamuva ziveza bona amasheya we-semiconductor akhuphuke njengombana i-Treasury yields yehla ngemva kokuthi izinga leminyaka eli-10 likhuphukele ezingeni eliphezulu khulu solo kwango-2002. Iinvuno eziphezulu zenza ezinye iindlela ezinengeniso engatjhugulukiko zikhange khulu, zikhiphe imali emashekeni akhulako. Lokha isivuno nasiwelako, njengombana kwenzeke esigabeni sakamuva, imali ibuyela emuva kuthekhnoloji.

Ukufakwa kwamakhamphani amatjha ema-indices amakhulu nakho kuthinta ukutjhuguluka kwemikhakha. Nanyana i-NVDA sele iyisisindo esikhulu, ukubunjwa kabutjha kwe-Nasdaq 100 ngamafemu adzimelele ku-AI kuqinisa ukubusa komkhakha. Iinkampani ezifana ne-Twilio ezijoyina i-S&P 500 kanye ne-Moderna ezingena ku-Nasdaq-100 zitjengisa bona abahlinzeki beenkomba bavumelana njani nendaba ye-tech-AI. Ku-NVDA, lokhu kutjho ukusekelwa okuragelako kwesikhungo. Imali engasebenziko elandelela iinkomba lezi kufanele ibambe i-NVDA, inikeze isidingo sesakhiwo kungakhathaliseki ukutjhuguluka kwemizwa yesikhathi esifitjhani.

Umthelela wokuTjhuguluka kweenkomba

Ukulinganisa kabutjha iinkomba kungabanga ukutjhuguluka kwesikhathi esifitjhani, kodwana umukghwa wesikhathi eside we-NVDA uhlala usekelwa kufakwa kwayo emabhentjhini amakhulu. Njengoba i-AI ibumba kabutjha i-Nasdaq 100, ubudisi be-NVIDIA buqinisekisa bona nanyana ngikuphi ukukhuphuka kwenkomba kuphakamisa i-NVDA ngokungakafaneli. Ngokuphikisako, ukulungiswa kwemakethe kwathinta i-NVDA khulu ngebanga le-beta yayo. Abathengisi kufanele baqale iindaba zokufaka iinkomba ukuthola imiphumela yokuthengisa, kodwana umtjhayeli oqakathekileko uhlala umjikelezo we-AI hardware.

Ukufunda idatha yeplatifomu malungana namatjhuguluko abanzi

Iinbikezelo ze-AI zakamuva zeplatifomu yethu zinikela umbono wepilo yemakethe ehambisana nokuhlaziywa kwe-NVDA. Sibona ukuziphatha okuhlukileko kiyo yoke imikhakha okwazisa umbono wesikhathi esifitjhani wamasheya wethekhnoloji. Emkhakheni wezeemali, amabhizinisi afana ne-Agricultural Bank of China (Ticker 1288) kanye ne-ICBC (Ticker 1398) atjengisa amamethrikhi azinzileko, okusikisela bona imali yamabhanga akusiwo umraro omkhulu wokutjala imali kwethekhnoloji. Iimali ezizinzileko zivamise ukuqala imijikelezo ehle yokusetjenziswa kwemali eenkampanini zethekhnoloji.

Emkhakheni wezamabubulo newamandla, amakhamphani afana ne-China Southern Airlines (Ticker 1055) kanye ne-China Shenhua Energy (Ticker 1088) atjengisa ukuzinza okuqhutshwa yimpahla. Ukuzinza kwamandla kuqakathekile emisebenzini yamasentha wedatha, okusebenzisa amandla amanengi. Lokha iindleko zamandla nazihlala ziqageleka, abathengisi abakhulu bangazibophelela emaphrojekthini amakhulu womthangalasiseko ngaphandle kokwesaba ukuguguleka kwemali. Lokhu kusekela ithisisi yokufunwa kwe-NVDA. Ukudlula lapho, umkhakha wezamaphilo, omele amafemu afana ne-Sinopharm Group (Ticker 1099) kanye ne-CSPC Pharmaceutical (Ticker 1093), utjengisa ukujamelana, okutjengisa bona ukuthembela kwemakethe okubanzi kuyabuya kizo zoke iingaba zokuzivikela nezokukhula ngokufanako.

Umkhakha wezakhiwo, okufaka hlangana i-Henderson Land (Ticker 12) kanye ne-CK Asset Holdings (Ticker 1113), unikela ukuzwisisa ukuzwela kwezinga lenzalo. Njengoba iinzuzo ze-Treasury zibuyela emuva, ama-stock wezindlu avamise ukuzinza. Ukuzinza lokhu kwehlisa ubungozi obuhlelekileko, okuvumela abatjalimali bona bathathe ubungozi obunengi obubalwe emasheyeni akhulako afana ne-NVDA. Ukuhlangana kwamakoro la kuveza bona irali yamanje isekelwe ebanzi, ingasi ibhamuza lethekhnoloji elincani kwaphela. Ububanzi lobu busekela isiginali yokuragela phambili kwe-NVDA esikhathini esifitjhani.

Ukusebenzisana kwemikhakha

Ukudlala phakathi kokuzinza kwamandla nokukhula kwethekhnoloji kuyabonakala kudatha yethu. Iinsetjenziswa ezifana ne-CK Infrastructure Holdings (Ticker 1038) zitjengisa ukusebenza okuzinzileko, ukuqinisekisa bona ingqalasizinda etlhogekako ekunwetjhweni kwe-AI iyasebenza. Ukusebenzisana lokhu kwehlisa ubungozi obubonwako bokutjala imali emabizweni wethekhnoloji akhula khulu. Lokha iinsetjenziswa nezebubulo naziqinileko, ipremiyamu eyabelwe abadosiphambili bethekhnoloji njenge-NVIDIA ifaneleka ngeqiniso lokusebenza, ingasi ukuqagela kwaphela.

Iimpawu zezobuchwepheshe kanye neenqophiso zentengo

Ngesikhathi sokurhweba esiseduze, ukubikezela kwesitokwe se-nvidia namhlanjesi kusikisela ukuragela phambili komkhuba wokukhuphuka obonwako we-Nadaq. Iinkomba zethekhnikhi zitjengisa ukwakha umfutho njengoba isitoko siphula amabanga wokuhlanganiswa kwamuva. Ukuhlaziywa kwevolumu kuqinisekisa bona abathengi bezikhungo basebenza ngesikhathi sokuwohloka, banikela ngamazinga wokusekela. Ukunyuka kwamuva kwamasheya we-chip, okuqhutshwa yimali ehle evela kontanga, kwenza umphumela we-halo. Abatjalimali batjhugulukela ku-NVDA njenge-proxy yommongo woke wesakhiwo se-AI.

Kodwana, ukutjhuguluka kuhlala kuyinto. I-WSJ ibike ilanga lokurhweba elingaguquguqukiko ngokuthengisa kwe-Treasury okutjhugulukako. I-NVDA izwela khulu ukutjhuguluka okukhulu. Isiginali yokuthenga ivumelekile inqobo nje nangabe isitoko sihlala ngaphezu kwama-avareji waso ahambako. Nangabe isivuno sikhuphuka godu, ukuthatha inzuzo kungenzeka. Abathengisi kufanele babeke ukulahlekelwa okuqinileko ukulawula ubungozi lobu. Intengo eqothelweko emavikini ambalwa azako iqhutshwa kusimama kokwehla kwesivuno nokuragela phambili nokumangala okuhle okuvela emkhakheni we-semiconductor.

Ubungozi be-Bull Case

Nanyana ukuhlelwa kwamanje kuthanda i-NVDA, abatjalimali kufuze bavume ubungozi. Ukutshwenyeka okukhulu lijubane lokujayelisa izinga lenzalo. Nangabe iinzuzo ze-Treasury zibuyela emuva ziye ezingeni eliphezulu leminyaka eminengi, inani le-NVDA lingancipha msinyana. Amasheya akhula khulu athinteka ngokungalingani ngokunyuka kwamazinga ngebanga lokuthembela kwawo emalini yesikhathi esizako. Phezu kwalokho, nanyana ngiliphi itshwayo lokuthoma ukwamukelwa kwe-AI emikhakheni yamabhizinisi lingabanga ukulungiswa.

Ukungezwani kwezepolotiki nokuphazamiseka kwethungelelwano lokuphakela nakho kubangela iinsongo. Ukukhiqizwa kwama-semiconductor kusemhlabeni wonke begodu kuyazwelana nokuthuthwa kwezinto. Nanyana ngikuphi ukuphazamiseka ekunikelweni kwama-chip nofana izinto ezisetjenziswako kungaba nomthelela ekuqondisweni kwemiholo. Nanyana idatha yamanje itjengisa amandla, izinto zangaphandle zingatjhugulula umuzwa ngobusuku obubodwa. Indlela ehlukileko, yokutjheja kokubili imikhakha yethekhnoloji neyamabubulo, isiza ukunciphisa ubungozi lobu. Ukuvumelana kwamanje kukhuphuka, kodwana ukutjheja kuyatlhogeka nakuqalwa ukulinganiswa okuphakemeko.

Isibonakaliso sokugcina sokurhweba

Isibonakaliso sesikhathi esifitjhani se-NVDA sikhuphuka, sisekelwa mimoya enamandla yomkhakha kanye nobujamo obuhle be-macro. Ukubuyela emuva kwemikhiqizo ye-Treasury kanye nokufunwa kwe-AI okuqinileko kwenza indawo efaneleko yokukhula kwethekhnoloji. Abatjalimali kufanele bagade iinzuzo ezivela kubalingani abaqakathekileko njenge-Micron ukuqinisekisa amandla weemfuno. Inqobo nje nangabe i-rally ye-semiconductor ibambelela begodu nemikhiqizo ihlala iqinile, i-NVDA isebujameni bokwenza ngcono. Kodwana, hlala uqaphele ukutjhuguluka okukhulu okungabuyisela emuva umkhuba wakamuva.

Qaphela: Iinbikezelo lezi zenziwa ziimodeli ze-AI ngokuya ngemikhuba yedatha yamanje namaphethini wezembali. Abaqinisekiswa ngesiyeleliso sezezimali. Ubujamo bemakethe butjhuguluka msinyana, begodu ubujamo bomtjalimali ngamunye buyahluka. Hlala wenza ukuzikhandla kwakho begodu ucabange ngokubekezelela kwakho ubungozi ngaphambi kokwenza iinqunto zokutjala imali.

Imibuzo ebuzwa kanengi

Ingabe isitoko se-NVIDIA sithengwa kuhle njenganje?

Ukuhlaziywa kwanje kuveza itshwayo lokuthenga ngebanga lokufunwa okuqinileko kwe-AI kanye nokuzinza kwesivuno se-Treur. Kodwana, ukutjhuguluka kwamazinga wenzalo kungaba nomthelela emasitokweni wethekhnoloji msinyana, yeke tjheja amatjhuguluko amakhulu.

Iyini ithagethi yentengo ye-NVDA yeveke le?

Ithagethi yesikhathi esifitjhani ithembele ekuthuthukisweni kwe-Nasdaq nokunyakaza kwesivuno. Nangabe amasheya we-semiconductor aragela phambili nokukhuphuka begodu inzuzo ihlale iphasi, i-NVDA kulindeleke bona igcine umfutho okhuphukako ngokusekelwa okulinganiselwe kwehla okuseduze.

Izivuno ze-Treasury zithinta njani isitoko se-NVIDIA?

I-NVIDIA, njengethekhnoloji ekhula khulu, izwela amazinga wenzalo. Iinvuno eziphasi zivamise ukukhuphula inani lethekhnoloji ngokwehlisa izinga lesaphulelo emalini yesikhathi esizako, lokha iinvuno ezikhuphukako zingagandelela intengo yamasheya.

Kubayini amasheya we-chip akhuphuka namhlanjesi?

Ama-stock we-chip ayakhula ngebanga lemibiko eqinileko yemiholo evela kubontanga bemboni kanye nokubuyela emuva kwemivuzo ye-Treasury. Inhlanganisela le yenza ngcono umuzwa woke umkhakha we-semiconductor, kufaka hlangana i-NVIDIA.