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Goldman Sachs expects a new round of positive earnings revaluation for NVIDIA (NVDA.US), supporting its stock price to continue to rise.
Goldman Sachs released a report, indicating that they had a team meeting with Colette Kress, the CFO of Nvidia (NVDA.US), to discuss topics including the development of generative AI models, future capital expenditure plans, etc. Goldman Sachs confirmed their opinion that the generative AI expenditure cycle will continue, and Nvidia will maintain its leading position through rapid innovation, reiterating their "buy" rating (listed on the "conviction buy" list for US stocks) with a target price of 135 USD in the next 12 months. In the short term, Goldman Sachs estimates that Nvidia's primary cloud solution provider customers will increase capital expenditure in the next two years, and Nvidia will benefit from this trend.
A bearish trader made a profit of over $6.5 million from the nvidia trade in a single day.
On July 18, Guolong News reported that a trader who bet against Nvidia made a profit of over $6.5 million in the options market. The report stated that the trader bought 0.06 million short options on Tuesday (the 16th), betting that Nvidia's stock price would fall below $119 on Friday (the 19th). Nvidia's stock price fell 7.6% to $116.72 overnight on the 17th, and the market saw a trade selling 0.058 million short options, priced at about $7.83 million. The market was unable to confirm that the trades belonged to the same person, but if they did, the trader's action would have brought in over $6.5 million in profit.
Nvidia's Blackwell is about to be shipped! However, the server segment is facing bottlenecks, all due to this one component?
ODM manufacturers of servers expect that the mass production of Nvidia's Blackwell series chips will increase customers' willingness to adopt liquid cooling.
A trader made a profit of $6.5 million in one day by 'precisely short selling' Nvidia, and then allegedly locked in the profit.
Nvidia fell into a technical correction area in just one day. Earlier on Tuesday, 0.06 million put spread options contracts were bought at $119/$115, with a total cost of approximately $1.23 million. On Wednesday morning, about 58,000 of the same CFDs were exchanged at once, with a price of approximately $7.83 million. Market participants said the trading seemed to be closing out. If it was the same trader, the total profit would have exceeded $6.5 million.
Counterpoint: The global PC market rebounded in Q2, with shipments increasing by 3.1% year-on-year to 62.5 million units.
In Q2 2024, global PC shipments increased by 3.1% year-on-year to reach 62.5 million units, marking the second consecutive quarter of year-on-year growth in the PC market.
Chip stocks fall back, style rotation continues, how will the US stock market perform in the future?
Goldman Sachs pointed out that the US stock market correction has just begun, and it is not a good time to buy low now.