Brad Gerstner Joins us Live in San Francisco 11/21/24
2024/11/21
Halftime Report
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Brad Gerstner
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Bryn Talkington
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Josh Brown
金融分析师和评论家，专注于金融市场趋势和经济预测。
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Liz Young
担任 SoFi 投资策略负责人，拥有丰富的金融和投资行业经验。
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Stephanie Link
首席投资策略师和股票投资组合经理，曾任职于Nuveen和TheStreet，现任高塔威尔财富管理公司首席投资策略师。
Brad Gerstner认为英伟达在人工智能领域占据主导地位，全球算力依赖于英伟达，未来所有在CPU上运行的应用程序都将基于GPU重建，这将推动英伟达持续增长，尽管增速可能放缓，但仍将是不错的复合增长股。他认为英特尔等公司将继续失去市场份额，而英伟达将继续获得市场份额。Josh Brown则认为英伟达需要保持其在GPU领域的主导地位，即使竞争对手出现，这对整个生态系统也是一件好事。Bryn Talkington同意这一观点，并补充说英伟达不断创新，在GPU数据中心领域拥有强大的竞争优势。
Deep Dive
The discussion focuses on NVIDIA's impressive earnings report, highlighting the company's dominance in AI and GPU technology.
- NVIDIA's sales grew by 94% year-over-year, though this is a slowdown from previous quarters.
- The market initially reacted negatively due to high expectations, but the quarter was still considered blockbuster.
- Brad Gerstner emphasizes that the world runs on NVIDIA, with AI being a transformative event.
Shownotes Transcript