"Nvidia" soared 16% overnight, and the list of A-share related industrial chains and core concept stocks (with list).
In the discussion brought by OpenAI's SORA, the latest quarterly financial report of Nvidia, a major GPU chip manufacturer, once again broke market expectations. After market hours on February 21, U.S. time, Nvidia announced its fourth-quarter and 2024 fiscal year earnings reports with revenue and profits that were stronger than expected. In fiscal year 2024, NVIDIA's total revenue will reach $60.9 billion, a year-on-year increase of 126%; Net profit was 297US$600 million, a year-on-year increase of 581%; Adjusted earnings per share were 12$96, a year-on-year increase of 288%.
It is worth noting that this is the fourth consecutive quarter of Nvidia's earnings exceeding market expectations. Its fourth-quarter revenue reached a record $22.1 billion, up 22% from the fiscal third quarter and 265% from a year earlier, better than Wall Street analysts' expectations of 204$500 million.
According to the financial report, GPUs are expected to continue to be in short supply in 2024, and the proportion of data center revenue in the Chinese market is expected to be flat month-on-month. FY25Q1 outlook revenue of $24 billion (2%), +9% sequentially, gross margin of 77% 05PCT, the company said that the demand will continue to be stronger than ** in 24 years, and the H200 is expected to be shipped in FY25Q2, and its inference performance will reach 2 times that of the H100. The Chinese market accounts for about a mid-single-digit percentage of data center revenue in FY24Q4 and is expected to remain in a similar range in FY25Q1, with the company saying it has already sent samples of compliant products to China.
Brother Tan sorted out the A-shares for everyone overnight".Nvidia concept"Top 10 core companies (recommended collections).Especially the last one, new friends dot attention.
The first, Hongbo shares:InBev Digital Technology provides computing power for NVIDIA.
The second, Zhongji Innolight:800G has a significant first-mover advantage, and as an important first-class business of Nvidia & Google, it will benefit from AGC's continuous catalysis + the demand for 800G optical modules from leading enterprises. (Nvidia Upstream).
The third, Tianfu Communication:The second phase of the optical engine has started, and Nvidia has a high proportion of revenue in 23 years.
The fourth, Victory Giant Technology:Nvidia is the first largest domestic computing board company, and has obtained 50% of Nvidia's global market share of graphics cards, and in the direction of AI servers, there are nearly 10 computing power board material numbers that are being certified by NVIDIA. (Nvidia Upstream).
The fifth, CLP Port:One of NVIDIA's authorized distributors in China.
Sixth, and Lin Weina:The company has become the leading core probe supplier in the upstream of NVIDIA GPU chips, and the demand for probes is linearly related to GPU production capacity (NVIDIA upstream).
The seventh, Bojie shares:In the GPU field, the company's products can be used for board-level testing in the GPU field, and there are cooperation orders with NVIDIA, mainly for NVIDIA's board testing and testing process problems on the boardThe eighth, Boke New Materials:Nvidia chip inductor soft magnetic powder core exclusive supplier (Nvidia upstream).
The ninth, Kinwong Electronics:The company is in the list of qualified ** suppliers of NVIDIA, and has achieved batch supply to customers, and has participated in the customer development and verification process for AI server products.
The tenth, Brother Tan's most optimistic one:
1. Nvidia AI server leading partner, the company is expected to occupy 40% of Nvidia's data center business.
2. The company covers many current hot concepts such as "5G + chip + artificial intelligence + liquid cooled server + computing power + new energy vehicles + robots".
3. After a long period of adjustment, it is now underestimated, and the chips are also very concentrated.
In order to avoid disturbing the layout of the main force, I will not talk about the specifics here. Then if you don't want to miss it, then you can click on my avatar to go to the homepage to find the small envelope and send 6 "to know!