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2021-11-27

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Why Nvidia Stock Short-Circuited Today<blockquote>为什么英伟达股票今天被做空</blockquote>

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And despite more than one positive news item today,Nvidiastock is joining in the sell-off, losing 3.4%.That's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% abo","content":"What happened<blockquote>发生了什么事</blockquote> Here we go again.<blockquote>又来了。</blockquote> News of a new coronavirus variant in South Africa sent stock markets reeling on Friday, with the&nbsp;Nasdaq Composite&nbsp;off 2% and the&nbsp;Dow Jones Industrial Average&nbsp;down 2.7% as of noon ET. And despite more than one positive news item today,Nvidia(NASDAQ:NVDA)stock is joining in the sell-off, losing 3.4%.<blockquote>周五，南非出现新型冠状病毒变种的消息导致股市波动，纳斯达克复合材料2% 折扣和道琼斯工业指数截至美国东部时间中午下跌 2.7%。尽管今天有不止一个正面消息，英伟达（纳斯达克股票代码：NVDA）股票也加入了抛售行列，下跌 3.4%。</blockquote> So what<blockquote>那又怎样</blockquote> That's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% above where the stock trades today.<blockquote>太可惜了。毕竟，今天早上第一上海银行对英伟达股票进行了新的上调，该银行提高了对该股的买入建议，并设定了 380 美元的新目标价，比该股今天的交易价格高出 21%。</blockquote> Separately, analysts at&nbsp;Bank of America&nbsp;reiterated their own buy rating on Nvidia stock, predicting that semiconductor \"supply could remain constrained through the 1H 2022 as demand continues to be robust and supply continues to be unable to keep up,\" asStreetInsider.comreported this morning. With pricing power firmly on Nvidia's side, BofA nearly doubled its projection for graphics chip revenue in the first half of 2022, saying it could grow 9% year over year.<blockquote>另外，分析师美国银行据 StreetInsider.com 今天上午报道，重申了对 Nvidia 股票的买入评级，预测半导体“由于需求仍然强劲，供应仍然无法跟上，整个 2022 年上半年半导体供应可能仍然受到限制”。由于定价权牢牢站在英伟达一边，美国银行将 2022 年上半年图形芯片收入的预测几乎翻了一番，称其可能同比增长 9%。</blockquote> Now what<blockquote>现在呢</blockquote> None of that seems to matter to investors spooked by the coronavirus news, however. With analysts worrying aloud that the new B.1.1.529 variant -- and its reported more than 30 mutations -- could pierce the protection provided by vaccinations, investors are running scared.<blockquote>然而，对于被冠状病毒新闻吓坏的投资者来说，这些似乎都不重要。由于分析师大声担心新的 B.1.1.529 变种及其报道的 30 多种突变可能会破坏疫苗接种提供的保护，投资者感到害怕。</blockquote> Is that the right reaction? It&nbsp;might&nbsp;be. But if I might be so bold, investors mightalsowant to pause before hitting the panic button and wait to see if scientists confirm that these mutations actually do make COVID-19 easier to transmit or enable it to cause more serious infections -- or if they don't really do anything worse than the delta variant is already doing.<blockquote>这是正确的反应吗？它可能是。但如果我这么大胆，投资者可能会也想在按下紧急按钮之前暂停一下，等着看科学家是否证实这些突变实际上确实使新冠肺炎更容易传播或使其能够引起更严重的感染——或者他们是否真的没有做任何比德尔塔变异毒株更糟糕的事情已经在做了。</blockquote> A more serious worry about Nvidia stock today, on the other hand, is the revelation that&nbsp;Apple&nbsp;might be designing a newaugmented reality systemthat will run on its own chips designed in-house. According toThe Fly, TFI Asset Management just said Apple will design a processor \"with the same computing power level as the M1 for Mac\" chip&nbsp; to use in its headset, due out late next year.<blockquote>另一方面，如今对 Nvidia 股票更严重的担忧是，有消息称苹果可能正在设计一个新的增强现实系统，该系统将在内部设计的芯片上运行。据the Fly报道，TFI资产管理公司刚刚表示，苹果将设计一款“计算能力水平与M1 for Mac芯片相同”的处理器，用于其耳机，该芯片将于明年年底推出。</blockquote> When you consider that a lot of the enthusiasm surrounding Nvidia stock lately has centered on the company's desire to sell technology to help other companiesbuild a metaverse, the prospect that Apple might design chips that can run a metaversewithouthelp from Nvidia seems a scarier prospect to me than anything with the word \"coronavirus\" in it.<blockquote>当你考虑到最近围绕英伟达股票的很多热情都集中在该公司出售技术以帮助其他公司构建元宇宙的愿望上时，苹果可能会设计可以运行元宇宙的芯片的前景没有对我来说，来自英伟达的帮助似乎比任何带有“冠状病毒”一词的东西都更可怕。</blockquote>","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>Why Nvidia Stock Short-Circuited Today<blockquote>为什么英伟达股票今天被做空</blockquote></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\">\nWhy Nvidia Stock Short-Circuited Today<blockquote>为什么英伟达股票今天被做空</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-11-27 08:17\n\n</h4>\n</header>\n<article>\nWhat happened<blockquote>发生了什么事</blockquote> Here we go again.<blockquote>又来了。</blockquote> News of a new coronavirus variant in South Africa sent stock markets reeling on Friday, with the&nbsp;Nasdaq Composite&nbsp;off 2% and the&nbsp;Dow Jones Industrial Average&nbsp;down 2.7% as of noon ET. And despite more than one positive news item today,Nvidia(NASDAQ:NVDA)stock is joining in the sell-off, losing 3.4%.<blockquote>周五，南非出现新型冠状病毒变种的消息导致股市波动，纳斯达克复合材料2% 折扣和道琼斯工业指数截至美国东部时间中午下跌 2.7%。尽管今天有不止一个正面消息，英伟达（纳斯达克股票代码：NVDA）股票也加入了抛售行列，下跌 3.4%。</blockquote> So what<blockquote>那又怎样</blockquote> That's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% above where the stock trades today.<blockquote>太可惜了。毕竟，今天早上第一上海银行对英伟达股票进行了新的上调，该银行提高了对该股的买入建议，并设定了 380 美元的新目标价，比该股今天的交易价格高出 21%。</blockquote> Separately, analysts at&nbsp;Bank of America&nbsp;reiterated their own buy rating on Nvidia stock, predicting that semiconductor \"supply could remain constrained through the 1H 2022 as demand continues to be robust and supply continues to be unable to keep up,\" asStreetInsider.comreported this morning. With pricing power firmly on Nvidia's side, BofA nearly doubled its projection for graphics chip revenue in the first half of 2022, saying it could grow 9% year over year.<blockquote>另外，分析师美国银行据 StreetInsider.com 今天上午报道，重申了对 Nvidia 股票的买入评级，预测半导体“由于需求仍然强劲，供应仍然无法跟上，整个 2022 年上半年半导体供应可能仍然受到限制”。由于定价权牢牢站在英伟达一边，美国银行将 2022 年上半年图形芯片收入的预测几乎翻了一番，称其可能同比增长 9%。</blockquote> Now what<blockquote>现在呢</blockquote> None of that seems to matter to investors spooked by the coronavirus news, however. With analysts worrying aloud that the new B.1.1.529 variant -- and its reported more than 30 mutations -- could pierce the protection provided by vaccinations, investors are running scared.<blockquote>然而，对于被冠状病毒新闻吓坏的投资者来说，这些似乎都不重要。由于分析师大声担心新的 B.1.1.529 变种及其报道的 30 多种突变可能会破坏疫苗接种提供的保护，投资者感到害怕。</blockquote> Is that the right reaction? It&nbsp;might&nbsp;be. But if I might be so bold, investors mightalsowant to pause before hitting the panic button and wait to see if scientists confirm that these mutations actually do make COVID-19 easier to transmit or enable it to cause more serious infections -- or if they don't really do anything worse than the delta variant is already doing.<blockquote>这是正确的反应吗？它可能是。但如果我这么大胆，投资者可能会也想在按下紧急按钮之前暂停一下，等着看科学家是否证实这些突变实际上确实使新冠肺炎更容易传播或使其能够引起更严重的感染——或者他们是否真的没有做任何比德尔塔变异毒株更糟糕的事情已经在做了。</blockquote> A more serious worry about Nvidia stock today, on the other hand, is the revelation that&nbsp;Apple&nbsp;might be designing a newaugmented reality systemthat will run on its own chips designed in-house. According toThe Fly, TFI Asset Management just said Apple will design a processor \"with the same computing power level as the M1 for Mac\" chip&nbsp; to use in its headset, due out late next year.<blockquote>另一方面，如今对 Nvidia 股票更严重的担忧是，有消息称苹果可能正在设计一个新的增强现实系统，该系统将在内部设计的芯片上运行。据the Fly报道，TFI资产管理公司刚刚表示，苹果将设计一款“计算能力水平与M1 for Mac芯片相同”的处理器，用于其耳机，该芯片将于明年年底推出。</blockquote> When you consider that a lot of the enthusiasm surrounding Nvidia stock lately has centered on the company's desire to sell technology to help other companiesbuild a metaverse, the prospect that Apple might design chips that can run a metaversewithouthelp from Nvidia seems a scarier prospect to me than anything with the word \"coronavirus\" in it.<blockquote>当你考虑到最近围绕英伟达股票的很多热情都集中在该公司出售技术以帮助其他公司构建元宇宙的愿望上时，苹果可能会设计可以运行元宇宙的芯片的前景没有对我来说，来自英伟达的帮助似乎比任何带有“冠状病毒”一词的东西都更可怕。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/11/26/why-nvidia-stock-short-circuited-today/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/26/why-nvidia-stock-short-circuited-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175051322","content_text":"What happened\nHere we go again.\nNews of a new coronavirus variant in South Africa sent stock markets reeling on Friday, with the Nasdaq Composite off 2% and the Dow Jones Industrial Average down 2.7% as of noon ET. And despite more than one positive news item today,Nvidia(NASDAQ:NVDA)stock is joining in the sell-off, losing 3.4%.\nSo what\nThat's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% above where the stock trades today.\nSeparately, analysts at Bank of America reiterated their own buy rating on Nvidia stock, predicting that semiconductor \"supply could remain constrained through the 1H 2022 as demand continues to be robust and supply continues to be unable to keep up,\" asStreetInsider.comreported this morning. With pricing power firmly on Nvidia's side, BofA nearly doubled its projection for graphics chip revenue in the first half of 2022, saying it could grow 9% year over year.\nNow what\nNone of that seems to matter to investors spooked by the coronavirus news, however. With analysts worrying aloud that the new B.1.1.529 variant -- and its reported more than 30 mutations -- could pierce the protection provided by vaccinations, investors are running scared.\nIs that the right reaction? It might be. But if I might be so bold, investors mightalsowant to pause before hitting the panic button and wait to see if scientists confirm that these mutations actually do make COVID-19 easier to transmit or enable it to cause more serious infections -- or if they don't really do anything worse than the delta variant is already doing.\nA more serious worry about Nvidia stock today, on the other hand, is the revelation that Apple might be designing a newaugmented reality systemthat will run on its own chips designed in-house. According toThe Fly, TFI Asset Management just said Apple will design a processor \"with the same computing power level as the M1 for Mac\" chip  to use in its headset, due out late next year.\nWhen you consider that a lot of the enthusiasm surrounding Nvidia stock lately has centered on the company's desire to sell technology to help other companiesbuild a metaverse, the prospect that Apple might design chips that can run a metaversewithouthelp from Nvidia seems a scarier prospect to me than anything with the word \"coronavirus\" in it.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1995,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/877788219"}