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Huang Renxun exclaimed with a "Versailles" sigh: the product is too popular and the customers are not satisfied! Nvidia saves the US stock market again.
Nvidia CEO Huang Renxun said on Wednesday at a technology conference organized by Goldman Sachs that due to limited product supply, some customers are frustrated and the company's relationship with these customers has also become tense.
Nvidia soared more than 8% overnight, driving up US stocks. What did Huang Renxun say?
Nvidia CEO Huang Renxun said that the growth of Nvidia's AI chip Blackwell supply is limited, which has frustrated some customers. He also hinted that if necessary, Nvidia would reduce its reliance on Taiwan Semiconductor and turn to other chip manufacturers. In addition, it is reported that the US government is considering allowing Nvidia to export advanced chips to Saudi Arabia.
"Stock King" Nvidia may face more volatility? Zero-options may have the opportunity to enter individual stocks next year.
① In the past few years, "zero-day options" that have been causing a stir in the US stock market may soon venture into individual stocks; ② And popular stocks like Nvidia and Tesla, which are the focus of all market participants, undoubtedly have the potential to become the preferred targets for "zero-day options" traders.
The market cap has evaporated by $400 billion in a week! Wall Street exclaimed: Nvidia has been "over" sold and should be bought on dips.
Although nvidia stocks have been sold off, goldman sachs' chief analyst, Toshiya Hari, still maintains a buy rating on this chip giant. Goldman sachs analysts believe that nvidia is the preferred choice in the commercial chip sector.
Bank of America talks about Nvidia: Market's doubts about AI are understandable, but there is no need to worry before 2026.
Bank of America believes that the key catalyst for Nvidia's fundamental recovery could be supply chain data in the coming weeks, confirming the readiness of the Blackwell new chip for shipment. The recent unfavorable environment has made Nvidia's valuation look attractive, and Bank of America still considers it a top pick stock.
Precisely timing the peak and escaping from nvidia? Huang Renxun has cashed out over 4 billion since June.
①AI chip leader Nvidia's stock price reached a record high in June this year, perfectly coinciding with the timing when the company's CEO, Huang Renxun, started selling the stock. ②In the past few months, Huang Renxun has sold more than 5 million shares of the company's stock, accumulating cash of approximately $0.63 billion (about 4.49 billion yuan).