NVDA Mei 2023 mapato pengo AI

Jioni ya tarehe 24 Mei 2023, NVIDIA iliongoza mapato ya robo yake ijayo takriban asilimia hamsini juu ya makubaliano ya Wall Street — nambari ya kituo cha data iliyofanya "AI capex" kuwa hadithi kuu ya soko. Mwitikio wa hisa ulitokea karibu kabisa mahali ambapo wawekezaji wengi hawakuweza kufanya biashara: usiku kucha. Ukurasa huu unarudia pengo lililofungua enzi ya mzunguko mkuu wa AI kutoka kwa rekodi ya dakika iliyohifadhiwa — takwimu za mwongozo zenyewe, ikiwa sehemu nyingine ya semiconductor ilisogea kweli, kile ambacho rekodi ya chaguzi ilichapisha, pengo linashika nafasi gani katika historia ya miaka ishirini ya NVDA yenyewe, na njia ya tarehe iliyopangwa kuelekea mstari wa trilioni. Kila nambari ni swala lililohifadhiwa; panua paneli yoyote kwa SQL.

Kile ambacho NVIDIA kilitoa mwongozo

Takwimu ambazo mtafiti wa tukio hili kwa kawaida hutaka ni namba za mwongozo zenyewe, kwa hivyo ziko hapa kama zilivyoripotiwa wakati huo. Kwa robo ya Aprili (robo ya fedha Q1 2024), NVIDIA iliripoti mapato ya $7.19 bilioni dhidi ya makubaliano ya karibu $6.52 bilioni, pamoja na mapato yaliyorekebishwa ya $1.09 kwa hisa dhidi ya takriban $0.92 iliyotarajiwa — mshindi thabiti, na siyo hadithi. Hadithi ilikuwa mtazamo: mwongozo wa mapato kwa robo ya Julai wa $11.00 bilioni, pamoja au tofauti ya 2%, dhidi ya makubaliano ya Street karibu $7.15 bilioni. Makampuni makubwa kwa kawaida hutoa mwongozo ndani ya asilimia chache ya matarajio; hii ilikuwa zaidi ya asilimia hamsini juu yao, kwenye mstari wa mapato wa kampuni tayari miongoni mwa kubwa zaidi duniani, huku kampuni ikionyesha mahitaji ya data-center kwa chips za AI. Mwongozo wenyewe baadaye ulithibitika kuwa wa kihafidhina — robo ya Julai ilikuja $13.51 bilioni wakati NVIDIA iliporipoti mwezi Agosti. Takwimu hizo za makubaliano ni muktadha ulioripotiwa na vyombo vya habari, siyo data ya ghala; kila kitu hapa chini ni hukumu iliyorekodiwa na soko juu yao.

Pengo, lililopokelewa

WITH
    (
        SELECT argMaxIf(toFloat64(close), window_start,
            (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'NVDA'
          AND window_start >= toDateTime('2023-05-24 00:00:00') AND window_start < toDateTime('2023-05-25 04:00:00')
    ) AS rth_close_524,
    (
        SELECT argMax(toFloat64(close), window_start)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'NVDA'
          AND window_start >= toDateTime('2023-05-24 00:00:00') AND window_start < toDateTime('2023-05-25 04:00:00')
    ) AS last_extended_524
SELECT
    round(rth_close_524, 2) AS may24_official_close,
    round(last_extended_524, 2) AS may24_last_extended_print,
    round((last_extended_524 / rth_close_524 - 1) * 100, 1) AS after_hours_move_pct,
    round(toFloat64(argMinIf(open, window_start,
        (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)), 2) AS may25_rth_open,
    round((toFloat64(argMinIf(open, window_start,
        (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)) / rth_close_524 - 1) * 100, 1) AS overnight_gap_pct
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'NVDA'
  AND window_start >= toDateTime('2023-05-25 04:00:00') AND window_start < toDateTime('2023-05-25 23:59:00')

Fungo rasmi la Mei 24: $305.41. Ndani ya masaa machache, kanda ya baada ya saa za biashara tayari ilikuwa imebeba hisa hadi $380.6 — mwendo wa kipindi cha ziada wa +24.6% kwa mwongozo huo. Fungo la kawaida la asubuhi iliyofuata lilichapisha $385.23: pengo la usiku wa +26.1% — takriban $197 bilioni za thamani ya soko zilizoundwa kati ya kengele moja ya kufunga na ile inayofuata ya kufungua, kwa takriban bilioni 2.47 za hisa zilizokuwa zimesalia wakati huo. Inasalia kuwa mfano wa kisasa wa kwa nini hisa hupata pengo: taarifa ilitua wakati soko kuu lilikuwa limefungwa, na vipindi vya ziada viliipa bei mpya kabla ya wamiliki wengi kuchukua hatua.

Siku iliyofuata pengo

WITH
    (
        SELECT argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'NVDA'
          AND window_start >= toDateTime('2023-05-24 00:00:00') AND window_start < toDateTime('2023-05-25 04:00:00')
    ) AS prior_rth_close
SELECT
    round(prior_rth_close, 2) AS prior_close,
    round(toFloat64(argMinIf(open, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)), 2) AS rth_open,
    round((toFloat64(argMinIf(open, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)) / prior_rth_close - 1) * 100, 1) AS gap_pct,
    round(minIf(toFloat64(low), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS rth_low,
    formatDateTime(toTimeZone(argMinIf(window_start, (toFloat64(low), toInt64(toUnixTimestamp(window_start))), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 'America/New_York'), '%H:%i') AS low_et,
    round(maxIf(toFloat64(high), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS rth_high,
    formatDateTime(toTimeZone(argMaxIf(window_start, (toFloat64(high), -toInt64(toUnixTimestamp(window_start))), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 'America/New_York'), '%H:%i') AS high_et,
    round(toFloat64(argMaxIf(close, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)), 2) AS rth_close,
    round((toFloat64(argMaxIf(close, window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)) / prior_rth_close - 1) * 100, 1) AS day_change_pct,
    round((minIf(toFloat64(low), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) / prior_rth_close - 1) * 100, 1) AS low_vs_prior_pct,
    round(toFloat64(sum(volume)) / 1e6, 1) AS day_shares_m,
    countIf((toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS rth_minute_bars
FROM global_markets.delayed_stocks_minute_aggs
WHERE ticker = 'NVDA'
  AND window_start >= toDateTime('2023-05-25 04:00:00') AND window_start < toDateTime('2023-05-25 23:59:00')

Hii ndiyo risiti isiyo ya kawaida: baada ya pengo la +26.1%, kikao cha kawaida chenyewe hakikuenda popote. Ufunguzi ulichapisha $385.23; kiwango cha chini cha mtetemeko cha $366.35 kiligongwa saa 09:38 ET, dakika chache baada ya kengele — na hata kiwango hicho cha chini kilisimama +20% juu ya kufunga kabla, hivyo pengo halikuja karibu kujazwa. Kiwango cha juu cha kikao cha $394.8 kilichapishwa saa 11:27 ET, na kufunga, $379.79, kulitua ndani ya asilimia kadhaa ya ufunguzi — kwa hisa 151.4 milioni kubwa. Mapato ya siku hiyo yalikuwa ya yeyote aliyeshikilia usiku kucha. Wanunuzi kwenye ufunguzi kwa ufanisi walilipa kiwango kamili kilichorekebishwa — na wauzaji kwenye ufunguzi walikikamata. Pengo lilikuwa tukio; kikao kilikuwa suluhu.

Je, kundi zima lilihamia?

"Kupanda kwa AI" kulikoishi katika ticker moja kungekuwa tu mruko wa mapato. Madai yanayostahili kujaribiwa ni kwamba upangaji upya ulienea zaidi ya NVIDIA katika kipindi hicho hicho — kwa hivyo hapa kuna kipimo sawa cha kufungwa kwa Mei 24 hadi kufungwa kwa Mei 25 kwa seti iliyokaguliwa ya majina ya semiconductor na yanayohusiana na AI, pamoja na fahirisi za ETF SPY na QQQ kama mazingira ya soko.

SELECT
    ticker,
    may24_close,
    may25_close,
    round((may25_close / may24_close - 1) * 100, 1) AS day_change_pct
FROM (
    SELECT
        ticker,
        round(argMaxIf(toFloat64(close), window_start,
            toDate(toTimeZone(window_start, 'America/New_York')) = toDate('2023-05-24') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS may24_close,
        round(argMaxIf(toFloat64(close), window_start,
            toDate(toTimeZone(window_start, 'America/New_York')) = toDate('2023-05-25') AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959), 2) AS may25_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('NVDA', 'AMD', 'TSM', 'AVGO', 'MU', 'INTC', 'MSFT', 'SPY', 'QQQ')
      AND window_start >= toDateTime('2023-05-24 00:00:00') AND window_start < toDateTime('2023-05-26 00:00:00')
    GROUP BY ticker
)
ORDER BY day_change_pct DESC

Ilihamia — na kwa usawa. Watengenezaji chip wakubwa wawili walio karibu na biashara, TSM (+12%) na AMD (+11.2%), walipanga upya kwa tarakimu mbili katika kipindi hicho hicho bila mapato yao wenyewe jioni hiyo, na AVGO iliongeza 7.3%. Soko pana halikuliona hata kidogo: SPY ilifunga juu kwa 0.9% tu, Nasdaq-100 ETF QQQ +2.4%. Na mtawanyiko ndani ya sekta ndio dalili kwamba soko lilikuwa likipanga upya washindi badala ya kuinua kila kitu chenye chip juu yake: Intel ilimaliza kipindi hicho hicho kwa -5.4%. Upangaji upya wa sekta ulio na mshindani ndani yake ni kiumbe tofauti na mruko wa soko pana — na mgawanyiko huo, ulioonekana siku ya kwanza, ulibaki kuwa saini ya biashara ya AI.

Kanda ya chaguzi: baada, si kabla

Kama wafanyabiashara wangekuwa wametangulia habari, ingeonekana kwenye chaguzi zilizoorodheshwa. Hapa kuna kanda kamili ya chaguzi za NVDA — kila mkataba kwa kila kiwango cha NVDA na muda wake — kwa vipindi: vipindi vitano kabla ya ripoti, kipindi cha ripoti, na siku ya pengo.

SELECT
    toString(toDate(toTimeZone(sip_timestamp, 'America/New_York'))) AS session,
    round(sum(size) / 1e6, 2) AS contracts_m,
    round(count() / 1e3, 0) AS trades_k,
    round(100.0 * sumIf(size, substring(ticker, 13, 1) = 'C') / sum(size), 1) AS call_share_pct,
    round(sum(size * price * 100) / 1e9, 2) AS premium_bn
FROM global_markets.options_trades
WHERE ticker LIKE 'O:NVDA2%'
  AND sip_timestamp >= toDateTime('2023-05-17 00:00:00') AND sip_timestamp < toDateTime('2023-05-26 00:00:00')
GROUP BY session
ORDER BY session

Kanda ya kabla ya ripoti haionyeshi mkanyagano. Shughuli ilikuwa ya wastani katika wiki ya mwisho wa chaguzi, ikifikia kilele cha mikataba milioni 1.78 tarehe 2023-05-18, kipindi kabla ya kumalizika kwa mwezi wa Mei tarehe 19; vipindi viwili vilivyotangulia mapato vilikuwa vya utulivu zaidi katika dirisha hilo — mikataba milioni 0.37 na 0.42. Kipindi cha ripoti chenyewe kilichapisha mikataba milioni 0.93. Kisha mwongozo ulitua: mikataba milioni 2.75 siku ya pengo, kipindi kizito zaidi katika dirisha hilo, na dola bilioni 4.82 za malipo ya chaguzi katika kipindi kimoja — dhidi ya dola bilioni 0.77 katika kipindi cha ripoti na takriban dola bilioni 0.39–0.4 katika siku za utulivu. Chaguzi za kununua zilichukua 59.8% ya kiasi cha mikataba siku ya pengo. Tahadhari moja kuhusu usomaji huu: ni kiasi, si maslahi ya wazi — mikataba inayobadilishwa mikono, si nafasi halisi — na kwa kipimo hiki mlipuko ulitokea baada ya habari, si kabla yake.

Mahali pengo la Mei 2023 linavyosimama katika historia ya NVDA

Je, hili lilikuwa kweli urekebishaji wa bei mkubwa zaidi wa usiku kucha wa NVIDIA, au tu maarufu zaidi? Rekodi kamili ya historia: kila kikao cha NVDA kwenye mkanda wa dakika hadi 2003, ikipangwa kwa ukubwa wa ufunguzi wa kikao cha kawaida dhidi ya kufunga rasmi kwa awali.

WITH daily AS (
    SELECT
        toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
        argMinIf(toFloat64(open), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS rth_open,
        argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS rth_close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker = 'NVDA'
    GROUP BY et_date
    HAVING countIf((toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) > 0
)
SELECT
    toString(et_date) AS session,
    round(prev_close, 2) AS prior_close,
    round(rth_open, 2) AS open_usd,
    round((rth_open / prev_close - 1) * 100, 1) AS overnight_gap_pct
FROM (
    SELECT et_date, rth_open, rth_close,
           lagInFrame(rth_close) OVER (ORDER BY et_date ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev_close
    FROM daily
)
WHERE prev_close > 0 AND isFinite(rth_open / prev_close)
ORDER BY overnight_gap_pct DESC
LIMIT 10

Mei 25, 2023 ni pengo kubwa zaidi la usiku kucha katika historia iliyorekodiwa ya mkanda wa dakika wa NVDA: +26.1%, mbali sana na mshindi wa pili (2003-11-07, +19.1%, kutoka kwa kufunga awali kwa $18.18). Sehemu iliyobaki ya orodha ni asubuhi baada ya ripoti za mapato pia — ikijumuisha 2023-02-23 na 2024-02-22, matoleo ya enzi ya AI ya Februari 2023 na Februari 2024 ambayo kila moja ilipita asilimia kumi na bado haikaribii hili.

Njia ya kufikia trilioni ya dola

Pengo halikupungua — lilizidi kuongezeka. Kwa takriban hisa bilioni 2.47 zilizokuwa zimesambazwa ambazo NVIDIA iliripoti robo hiyo, thamani ya soko ya dola trilioni 1 ilikuwa sawa na takriban $404.86 kwa hisa, mstari ambao vyombo vya habari vya fedha vilikuwa vikiufuatilia wiki hiyo. Hapa kuna njia ya tarehe kutoka kwa kufungwa kabla ya pengo:

WITH
    daily AS (
        SELECT
            toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
            argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS rth_close
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'NVDA'
          AND window_start >= toDateTime('2023-05-23 00:00:00') AND window_start < toDateTime('2023-06-17 00:00:00')
        GROUP BY et_date
    ),
    (SELECT any(rth_close) FROM daily WHERE et_date = toDate('2023-05-24')) AS pre_gap_close
SELECT
    toString(et_date) AS session,
    round(rth_close, 2) AS close_usd,
    round(if(prev_close = 0, NULL, (rth_close / prev_close - 1) * 100), 1) AS change_pct,
    round((rth_close / pre_gap_close - 1) * 100, 1) AS cum_vs_pregap_pct
FROM (
    SELECT et_date, rth_close,
           lagInFrame(rth_close) OVER (ORDER BY et_date ASC ROWS BETWEEN 1 PRECEDING AND CURRENT ROW) AS prev_close
    FROM daily
)
WHERE et_date >= toDate('2023-05-24')
ORDER BY et_date

WITH
    daily AS (
        SELECT
            toDate(toTimeZone(window_start, 'America/New_York')) AS et_date,
            argMaxIf(toFloat64(close), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS rth_close,
            maxIf(toFloat64(high), (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959) AS rth_high
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'NVDA'
          AND window_start >= toDateTime('2023-05-24 00:00:00') AND window_start < toDateTime('2023-06-20 00:00:00')
        GROUP BY et_date
    ),
    firsts AS (
        SELECT
            minIf(et_date, rth_high >= 404.86) AS ft,
            minIf(et_date, rth_close >= 404.86) AS fc
        FROM daily
    ),
    (SELECT any(rth_close) FROM daily WHERE et_date = toDate('2023-05-24')) AS pre_close,
    (
        SELECT argMinIf(toFloat64(open), window_start, (toHour(toTimeZone(window_start, 'America/New_York')) * 60 + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959)
        FROM global_markets.delayed_stocks_minute_aggs
        WHERE ticker = 'NVDA'
          AND window_start >= toDateTime('2023-05-25 04:00:00') AND window_start < toDateTime('2023-05-26 00:00:00')
    ) AS may25_open
SELECT
    round((may25_open - pre_close) * 2.47, 0) AS overnight_cap_added_bn,
    toString(any(f.ft)) AS first_touch_session,
    round(anyIf(d.rth_high, d.et_date = f.ft), 2) AS first_touch_high,
    round(anyIf(d.rth_close, d.et_date = f.ft), 2) AS first_touch_close,
    countIf(d.et_date > toDate('2023-05-24') AND d.et_date <= f.ft) AS sessions_to_first_touch,
    toString(any(f.fc)) AS first_close_session,
    round(anyIf(d.rth_close, d.et_date = f.fc), 2) AS first_close_usd,
    countIf(d.et_date > toDate('2023-05-24') AND d.et_date <= f.fc) AS sessions_to_first_close,
    round((anyIf(d.rth_close, d.et_date = f.fc) / pre_close - 1) * 100, 1) AS first_close_cum_pct
FROM daily AS d
CROSS JOIN firsts AS f

Siku ya ripoti yenyewe, Mei 24, ilikuwa imefungwa kwa -0.5% — bei ya mwisho ya soko kabla ya mlipuko wa AI, na kikao cha "kushuka kidogo" ambacho pengo lilifanya kuwa maarufu. Kisha +24.4% siku ya pengo na +2.5% siku iliyofuata. Vikao 3 baada ya mwongozo, tarehe 2023-05-30, mkondo wa ndani ya siku ulifikia $419.38 — kupitia mstari wa trilioni — na kufungwa chini yake tena kwa $401.13; kikao kilichofuata kilirudisha -5.7%. Kufungwa kwa mara ya kwanza juu ya mstari kulitokea tarehe 2023-06-13, kwa $410.23 — vikao 13 vya biashara baada ya mwongozo, +34.3% juu ya kufungwa kabla ya pengo. Kufikia tarehe 2023-06-14 hisa ilikuwa $429.98, +40.8% ndani ya wiki tatu. Bei zote hapa ni kama zilivyofanyiwa biashara mwaka 2023, kabla ya mgawanyiko wa hisa wa NVDA wa moja kwa kumi mwaka 2024. Ndani ya miaka miwili, biashara ya matumizi ya AI ambayo jioni hii iliwasha ilikuwa mada kuu ya soko — tata hiyo hiyo ambayo mabadiliko yake ya 2026 yanajaza ushughulikiaji wetu wa kisasa wa NVDA.

Kile Kikemacho Siku Hii

Mapengo ya mapato ni aina safi zaidi ya tatizo la usiku: dirisha la majibu ni la kipindi cha muda mrefu cha soko jembamba na la haraka, na kipindi cha kawaida kwa kiasi kikubwa hukithibitisha. Risiti yenye kukumbukwa kutoka kwa hili — upangaji upya mkubwa zaidi wa jina moja katika enzi yake haukuongeza karibu chochote kati ya ufunguzi wake na kufunga kwake. Ikiwa mpango wako wa matukio ni "kujibu kwenye ufunguzi wa kawaida," hii tape inaweka bei hasa kile mpango huo unastahili.

Tukio hilo pia liliandika upya kile chapisho la mapato lingeweza kuwa. Mshangao wa mwongozo wa asilimia chache husogeza hisa; huu ulikuwa mshangao wa mwongozo wa takriban asilimia hamsini kwenye mstari wa mapato ya kampuni tayari miongoni mwa kubwa zaidi duniani — kosa la kategoria katika makubaliano badala ya kushinda, na soko liliitendea kama habari mpya kuhusu mwelekeo wa matumizi ya mtaji wa uchumi mzima badala ya robo ya kampuni moja. Ndiyo sababu tata ilihamia nayo, kwa nini mshindani angeweza kuanguka kwenye habari hiyo hiyo, na kwa nini tarehe hiyo inakumbukwa kama bunduki ya kuanzia ya biashara ya AI badala ya hadithi ya NVDA pekee.

Maswali ya Mara kwa Mara kuhusu Mlipuko wa AI wa NVDA

Je, NVDA ilipanda kwa kiasi gani baada ya mapato ya Mei 2023?

Kikao cha kawaida kilifunguka +26.1% juu ya bei rasmi ya kufunga iliyotangulia — $305.41 hadi $385.23 — baada ya biashara ya nyuma ya saa za kawaida tayari kuwa imehamia +24.6% kwa mwongozo.

Je, NVIDIA ilitangaza nini tarehe 24 Mei 2023?

Matokeo ya Robo ya Fedha ya 2024 — mapato ya dola bilioni 7.19 dhidi ya makadirio ya pamoja ya karibu dola bilioni 6.52 — pamoja na mshtuko: mwongozo wa mapato ya robo ya Julai wa dola bilioni 11.00, pamoja au toa 2%, dhidi ya makadirio ya soko ya karibu dola bilioni 7.15, kutokana na mahitaji ya kituo cha data kwa chip za AI.

Je, huu ulikuwa mwanya mkubwa zaidi wa mapato wa NVIDIA kuwahi kutokea?

Ndiyo, kwenye rekodi ya dakika moja hadi 2003: mwanya wa usiku kucha wa +26.1% hadi tarehe 25 Mei 2023 ndio mwanya mkubwa zaidi wa kupanda uliorekodiwa wa NVDA, ukishinda mwanya wa +19.1% uliokuwa wa pili kutoka 2003-11-07.

Je, NVIDIA ilifikia lini kwa mara ya kwanza mtaji wa soko wa dola trilioni 1?

Soko lilivuka kwa mara ya kwanza kiwango kinachotazamwa sana cha $404.86 ndani ya siku tarehe 2023-05-30 (juu $419.38) na kufunga juu yake kwa mara ya kwanza tarehe 2023-06-13 kwa $410.23 — 13 vikao vya biashara baada ya mwongozo wa Mei 24.

Je, hisa nyingine za semiconductor zilihamia pamoja na NVDA?

Ndiyo — TSM iliongeza 12% na AMD +11.2% katika kikao kile kile, wakati SPY ilipanda chini ya asilimia moja na Intel ikafunga chini. Ilikuwa ni upangaji upya wa sekta, si harakati ya soko zima.

Kila paneli hapo juu ni swala lililohifadhiwa na kuwekwa kwenye kumbukumbu juu ya rekodi ya kihistoria ya soko — panua SQL ili kuona kila kipimo. Unataka kuhisi siku hii badala ya kuisoma? Ni moja ya matukio yanayoweza kuchezwa katika simulator ya biashara ya Strasmore Labs.