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Garylim
Garylim
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2021-12-26
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Garylim
Garylim
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2021-11-17
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Greed outpacing fear in world markets, Goldman Sachs CEO says<blockquote>高盛首席执行官表示,世界市场的贪婪超过了恐惧</blockquote>
Greed is outpacing fear in world financial markets as investors respond to the pandemic recovery, Go
Greed outpacing fear in world markets, Goldman Sachs CEO says<blockquote>高盛首席执行官表示,世界市场的贪婪超过了恐惧</blockquote>
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Garylim
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2021-11-16
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Garylim
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2021-11-15
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Garylim
Garylim
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2021-11-12
Nice
Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>
Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t
Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>
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2021-11-11
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2021-11-09
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2021-11-09
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2021-11-06
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2021-10-29
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18:14","market":"us","language":"en","title":"Greed outpacing fear in world markets, Goldman Sachs CEO says<blockquote>高盛首席执行官表示,世界市场的贪婪超过了恐惧</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135928739","media":"Reuters","summary":"Greed is outpacing fear in world financial markets as investors respond to the pandemic recovery, Go","content":"<p>Greed is outpacing fear in world financial markets as investors respond to the pandemic recovery, Goldman Sachs(GS.N)Chief Executive David Solomon says, adding that such periods of exuberance are usually not long-lived.</p><p><blockquote>高盛 (GS.N) 首席执行官戴维·所罗门 (David Solomon) 表示,随着投资者对疫情复苏做出反应,世界金融市场的贪婪正在超过恐惧,并补充说,这种繁荣时期通常不会持续太久。</blockquote></p><p> Solomon told Bloomberg's New Economy Forum in Singapore on Wednesday the global economy was facing a 'complicated time' as activity began to strengthen after the sudden shutdown in many parts of the world in 2020 because of coronavirus.</p><p><blockquote>所罗门周三在新加坡举行的彭博新经济论坛上表示,全球经济正面临“复杂时期”,因为在 2020 年世界许多地区因冠状病毒突然关闭后,经济活动开始加强。</blockquote></p><p> The unprecedented levels of stimulus ordered by governments and central banks, he said, had led to exuberance in certain markets.</p><p><blockquote>他说,政府和央行下令实施的前所未有的刺激措施导致了某些市场的繁荣。</blockquote></p><p> \"I think markets generally when I step back and I think about my 40 year career, there's been periods of time when greed has far outpaced fear. We were in one of those periods of time,\" Solomon told the Singapore event.</p><p><blockquote>“我认为,当我退后一步,回顾我 40 年的职业生涯时,市场总体上会发现,有一段时间贪婪远远超过了恐惧。我们正处于其中一个时期,”所罗门在新加坡活动中说道。</blockquote></p><p> \"We were in one of those periods of time and generally speaking, my experience says that, you know, those periods are not long-lived.\"</p><p><blockquote>“我们正处于其中一个时期,总的来说,我的经验表明,你知道,那些时期并不长久。”</blockquote></p><p> Solomon said the expectation of rising interest rates could reduce the heat in some asset markets.</p><p><blockquote>所罗门表示,利率上升的预期可能会降低一些资产市场的热度。</blockquote></p><p> \"Something will rebalance it and bring a little bit more perspective. And given it feels like inflation is running above trend, chances are interest rates will move up and that will take some of the exuberance out of certain markets,\" he said.</p><p><blockquote>“一些东西将重新平衡它,并带来更多的视角。鉴于感觉通胀正在高于趋势,利率可能会上升,这将消除某些市场的部分繁荣,”他说。</blockquote></p><p></p>","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>Greed outpacing fear in world markets, Goldman Sachs CEO says<blockquote>高盛首席执行官表示,世界市场的贪婪超过了恐惧</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\">\nGreed outpacing fear in world markets, Goldman Sachs CEO says<blockquote>高盛首席执行官表示,世界市场的贪婪超过了恐惧</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-17 18:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Greed is outpacing fear in world financial markets as investors respond to the pandemic recovery, Goldman Sachs(GS.N)Chief Executive David Solomon says, adding that such periods of exuberance are usually not long-lived.</p><p><blockquote>高盛 (GS.N) 首席执行官戴维·所罗门 (David Solomon) 表示,随着投资者对疫情复苏做出反应,世界金融市场的贪婪正在超过恐惧,并补充说,这种繁荣时期通常不会持续太久。</blockquote></p><p> Solomon told Bloomberg's New Economy Forum in Singapore on Wednesday the global economy was facing a 'complicated time' as activity began to strengthen after the sudden shutdown in many parts of the world in 2020 because of coronavirus.</p><p><blockquote>所罗门周三在新加坡举行的彭博新经济论坛上表示,全球经济正面临“复杂时期”,因为在 2020 年世界许多地区因冠状病毒突然关闭后,经济活动开始加强。</blockquote></p><p> The unprecedented levels of stimulus ordered by governments and central banks, he said, had led to exuberance in certain markets.</p><p><blockquote>他说,政府和央行下令实施的前所未有的刺激措施导致了某些市场的繁荣。</blockquote></p><p> \"I think markets generally when I step back and I think about my 40 year career, there's been periods of time when greed has far outpaced fear. We were in one of those periods of time,\" Solomon told the Singapore event.</p><p><blockquote>“我认为,当我退后一步,回顾我 40 年的职业生涯时,市场总体上会发现,有一段时间贪婪远远超过了恐惧。我们正处于其中一个时期,”所罗门在新加坡活动中说道。</blockquote></p><p> \"We were in one of those periods of time and generally speaking, my experience says that, you know, those periods are not long-lived.\"</p><p><blockquote>“我们正处于其中一个时期,总的来说,我的经验表明,你知道,那些时期并不长久。”</blockquote></p><p> Solomon said the expectation of rising interest rates could reduce the heat in some asset markets.</p><p><blockquote>所罗门表示,利率上升的预期可能会降低一些资产市场的热度。</blockquote></p><p> \"Something will rebalance it and bring a little bit more perspective. And given it feels like inflation is running above trend, chances are interest rates will move up and that will take some of the exuberance out of certain markets,\" he said.</p><p><blockquote>“一些东西将重新平衡它,并带来更多的视角。鉴于感觉通胀正在高于趋势,利率可能会上升,这将消除某些市场的部分繁荣,”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/business/finance/greed-outpacing-fear-world-markets-goldman-sachs-ceo-says-2021-11-17/\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛"},"source_url":"https://www.reuters.com/business/finance/greed-outpacing-fear-world-markets-goldman-sachs-ceo-says-2021-11-17/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135928739","content_text":"Greed is outpacing fear in world financial markets as investors respond to the pandemic recovery, Goldman Sachs(GS.N)Chief Executive David Solomon says, adding that such periods of exuberance are usually not long-lived.\nSolomon told Bloomberg's New Economy Forum in Singapore on Wednesday the global economy was facing a 'complicated time' as activity began to strengthen after the sudden shutdown in many parts of the world in 2020 because of coronavirus.\nThe unprecedented levels of stimulus ordered by governments and central banks, he said, had led to exuberance in certain markets.\n\"I think markets generally when I step back and I think about my 40 year career, there's been periods of time when greed has far outpaced fear. We were in one of those periods of time,\" Solomon told the Singapore event.\n\"We were in one of those periods of time and generally speaking, my experience says that, you know, those periods are not long-lived.\"\nSolomon said the expectation of rising interest rates could reduce the heat in some asset markets.\n\"Something will rebalance it and bring a little bit more perspective. And given it feels like inflation is running above trend, chances are interest rates will move up and that will take some of the exuberance out of certain markets,\" he said.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":3761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871210966,"gmtCreate":1637073436608,"gmtModify":1637073436975,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871210966","repostId":"1167542836","repostType":4,"isVote":1,"tweetType":1,"viewCount":3058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873603873,"gmtCreate":1636934229108,"gmtModify":1636934229243,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873603873","repostId":"2183536049","repostType":4,"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879243255,"gmtCreate":1636730283799,"gmtModify":1636730283930,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879243255","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636729318,"share":"https://www.laohunote.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia shares fell nearly 2% in morning trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b> analyst Matt Bryson downgraded <b>NVIDIA Corp</b> to Neutral from Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价在早盘交易中下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调至中性,目标价从 220 美元上调至 300 美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>这位分析师引用了下调评级的估值,股价是他 2024 年数据的 55 倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到 67 倍才能证明跑赢大盘的合理性,这表明 Nvidia 的估值约为其 2024 年 TAM 的 7 倍,销售额约为 25 倍。相反,他必须在未来几年将销售增长假设翻一番(从约 20% 增加到约 40%),才能继续使用 40 倍的倍数来估值 Nvidia。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而,布赖森认为,数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领先地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘要求的结合下,客户端GPU再次变得难以获得。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机遇,特别是元宇宙及其图形密集型需求,已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”,英伟达的基本面也在改善,但下调了该股的估值。</blockquote></p><p></p>","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 shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</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; 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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 shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia shares fell nearly 2% in morning trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b> analyst Matt Bryson downgraded <b>NVIDIA Corp</b> to Neutral from Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价在早盘交易中下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调至中性,目标价从 220 美元上调至 300 美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>这位分析师引用了下调评级的估值,股价是他 2024 年数据的 55 倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到 67 倍才能证明跑赢大盘的合理性,这表明 Nvidia 的估值约为其 2024 年 TAM 的 7 倍,销售额约为 25 倍。相反,他必须在未来几年将销售增长假设翻一番(从约 20% 增加到约 40%),才能继续使用 40 倍的倍数来估值 Nvidia。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而,布赖森认为,数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领先地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘要求的结合下,客户端GPU再次变得难以获得。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机遇,特别是元宇宙及其图形密集型需求,已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”,英伟达的基本面也在改善,但下调了该股的估值。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870519398,"gmtCreate":1636632512062,"gmtModify":1636632512372,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870519398","repostId":"1198342851","repostType":2,"isVote":1,"tweetType":1,"viewCount":3392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844880655,"gmtCreate":1636416197414,"gmtModify":1636416262636,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844880655","repostId":"2182977448","repostType":4,"isVote":1,"tweetType":1,"viewCount":3154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844817965,"gmtCreate":1636416156778,"gmtModify":1636416258910,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844817965","repostId":"2182772820","repostType":4,"isVote":1,"tweetType":1,"viewCount":4262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842682906,"gmtCreate":1636170427903,"gmtModify":1636170428201,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842682906","repostId":"2181746364","repostType":4,"isVote":1,"tweetType":1,"viewCount":3282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857946203,"gmtCreate":1635504585479,"gmtModify":1635504585796,"author":{"id":"3561160643943169","authorId":"3561160643943169","name":"Garylim","avatar":"https://static.tigerbbs.com/bd59425788f704785560474bfb38a5ba","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561160643943169","authorIdStr":"3561160643943169"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857946203","repostId":"1179989145","repostType":2,"isVote":1,"tweetType":1,"viewCount":2716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}