| [: Ʒ Ư ũ(valuewalk.com) 2022 11 17 Դϴ. ֽĿ ǰ Դϴ. θ Ȱϼ.]
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÷̼ ȭ ¡ĸ ִ ǥ ߰ ħϰ ִ.
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Ʈ Ӱ, ֵ鿡Դ 10 ̴. ֵ ְ ۳ ̸ ߴ ְ 70% ϶ϴ ٰ Ѻ߸ ߴ.
10 ְ 2020 2021 Ȯߴ 130 α ϶ߴ. 4 ְ 50% ̻ , ̹ Ⱓ ӵ δ.
9 10 ־ ְ ϶ κ S&P 500 ֱ 2 ϶״ ü ŵ ִ. Ư ֿ ݵüֽĵ ū Ÿ Ҵ.
ֱ ֽĵ ٴ , . ڵ 11 16 ǥ 3б ִ ȸ ִ иϴ.
߰,
ֱ ְ ū () ̴. 16.5% ϶, ֳθƮ ġ ȸ߰, ִ͵ ¦ ġ ߴ.
濵 ġ(guidance) ȣ Ƶ鿩, 10 ְ ݿǾ ־ ó ʾҴٴ Ȯ ־.
â CEO Ȳ(Jensen Huang) /ġ ǥ ȭȸǿ ̷ Ȳ ־.
츮 Žð ȯ濡 ż ϸ鼭, ϰ ǰ غϰ ֽϴ. 츮 ű ÷ DZ , ̴ 츮 밡 Դϴ.
ǻ(accelerated computing) ι ư ϰ ִ ô ߿մϴ. AI ǻ ʿϱ Ѱ谡 ִ ǻ(general-purpose computing) ̿ ȭǾϴ. ǻ 꼺 ̸鼭, ȯ Ƴ ְ Ǿϴ.
2022 Ѿ ̷ ̸, (17) ð ŷ ְ ν, ڵ ٰ 3б ֿ ǥ ϴ .
Ȳ ̷ ְ ϴ١ 16 ũƮ Ȯִ ̱ ϴ.
̸յ ӽ(Raymond James) ݵü ֳθƮ ũ ī(Chris Caso) ݿǾ١ ϸ鼭, ƿ ȸ(Outperform) ǰ ´. ̴ ݵü ֽĿ ǰ ϳ, AMD(NYSE—AMD) ȸ ǰ Ҵ.
ũ īҴ 츮 ݵü ִٰ . AI, Ŭ ǻ, ڵ ε ſ پȭ ǰ ִ ݵü ǰ ִ١ ߴ. ֱ Ŀ ְ ٴ ء ٰ ϸ鼭, ݵü ǰ, ݺ ϶ ɼ ̶ ߴ.
, ּ ܱδ, ÷̼ ȭ ɼ ִ--11 ° ֿ ǥ-- ο ͵ ħǰ ִ. ǥ Һڹ ÷̼ ȭ ɼ Ȯ شٸ, ٽ ڻ ȣ Ÿ ̰, ƴ ٸ ֽĸŭ, , ٸ κ ֽĺ ̴. <>
* ó: ũ(Sam Quirke), ϺƮ(MarketBeat) ÷ϽƮ, "Nvidias Rally Picks Up Pace Into Year End," 2022 11 17, https://www.valuewalk.com/nvidias-rally-picks-up-pace-into-year-end/
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