| Ʒ Ư ũ(valuewalk.com) 2024 4 8 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
(4 8) Ϲ Ͻ ظ ó, ݵü ֽ (NVIDIA: NASDAQ—NVDA) 忡 ڵ ִ.
Ͻ Ͻ, 15 ӵǾ. ü 簡 ִ ϴ ̴. ư ִ 캸.
2023 ְ · 500%
ƴ ۳ 239% ͷ S&P 500 ߰, ݱ 76% ϸ鼭 S&P 500 ° ִ. 15 2023 1 1Ϻ , ְ 148 (4 8) 871 490% ߴ.
2023 1 1 10,000 ֽ 67ָ żߴٸ, 67 ġ 60,000 Ǿ ̴.
ǻ, ڵ, ý, Ÿ óġ(GPU) ϴ ƴ ΰ(AI) տ Ծ ȭߴ. Ĩ AI ɵ ٸ ֿ ڵ ǰ óϸ, ̴ ǿ ū ־.
Կ żϰ óϱ , , Ÿ ϴ ͼͿ ִ. Ŵ Ŭ ǻþü ũμƮ, Ƹ, Ÿ ÷, ĺ ִ ̸, ֳθƮ 꿡 , ƴ ͼ GPU 98% ϰ ִ.
2024 1 4б ƴ 221 83% ͼͿ â, 2023 ȸ迬 δ 609 78% ͼͿ âߴ.
ƴ 3 ǰ Ĩ(Blackwell chips) ߰ 嵿 Ȯߴ. Ĩ ǰ 2 ̻ ϰ, ȿ 25 . ƴ Ƹ, ũ, ĺ, Ÿ, ũμƮ, AI, Ŭ, Ĩ ϰ ִ.
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ƴ 1б 3 ̻ 240 ְ ϰ , ؿ ӵ δ. ֳθƮ ư 82% 1,110 ø ϰ ִ.
鿡 ƴ Ϻθ ϰ ִ ̴. AI ǻ ̸, ̷ ǻ 並 ó ִ ͼͿ 䰡 ȭ ̴.
4б ǥ CEO Ȳ(Jensen Huang) ̱, ǰ ִ Ȯ ̰, ̷ AI , , ϰ ֽϴ١ 츮 AI ο , ο ǻ Ǵ ߽ϴ. ο ǰ , ̴ 츮 ǰ ֽϴ١ ߴ.
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ƴ Ư ͼ ι ٴ ū £ δ. 꽺 ũ ̽ý(Advanced Micro Devices: NASDAQ--AMD) ټ ϸ鼭 ֱ ο AI Ĩ ߱ ̴.
AMD ص, AI Ĩ ͼͽ ֵ ۿ ̴. AI Ĩ ͼͽ غ 2027 70% ̰, Ը 2023 530 2027 4,000 Ȯ ȴ.
ũ ȭ δ ʴ´. ̼ ̴. ǰ Ѵ ص ̼ ӵ ? ְ ణ ϶߰, ̼ PER 36 δ. ڵ ̼--Ư ư 쿡 -- Ѻ ̴. 870 ݰ 976 ǥ , ƴ ݵ ſ δ.
ͷ 260 , 帧 200 ƴ ִ ġ ִ. <>
* ó: ̺ ڹ߷Ű(Dave Kovaleski), ̳ ַ̼ (Financial Regulation News) , Ʋ Ǯ(The Motley Fool) ֳθƮ, "Can NVIDIA Continue to Eclipse the Competition?" 2024 4 8, https://www.valuewalk.com/can-nvidia-continue-to-eclipse-the-competition/
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