Nvidia 發布 2024 年第二季財報後,主要人工智慧相關加密貨幣暴跌,該財報超出預期,但未能給投資者留下深刻印象。
8 月28 日,英偉達(NASDAQ: NVDA) 發布2024 年第二季財報,該財報超出預期,但未能給投資者留下深刻印象,主要與人工智慧相關的加密貨幣遭受重創。
在 Nvidia 公佈財報後幾個小時,人工智慧聯盟 (FET) 下跌約 7.8% 至 1.1663 美元。根據 CoinMarketCap 的數據,Bittensor (TAO) 和 Render (RNDR) 也出現下滑,分別下跌 4.5% 至 295.22 美元和 6.8% 至 5.47 美元。
這項進展正值 Nvidia 報告 2024 年第二季營收達到 300 億美元,比第一季成長 15%,比先前的預期高出約 13.2 億美元。然而,這樣的表現似乎沒有達到投資者的預期。
“Better-than-expected isn’t cutting it for Nvidia. It seems investors expect this company to blow away expectations by at least 10%, according to Wall Street estimates,” market commentator Lisa Abramowicz noted in an Aug.28 X post following Nvidia’s announcement.
Some analysts even predicted that the company would beat the trading estimates by at least 10%. Nvidia's stock price closed the Aug. 28 trading day at $125.61, down 2.10% before the closing bell, according to Google Finance.
The stock price further slipped by another 6.89% in after-hours trading, hitting $116.95 at the time of writing.
The performance of AI crypto tokens has been closely tied to Nvidia’s performance and earnings reports in previous quarters. Some crypto market participants predicted ahead of time that AI crypto tokens would stumble after the earnings announcement.
On Aug. 23, an X user under the name “Shogun” noted that “you might catch gains being long until a day before, but I’d bet you're better off shorting for the dump after.”
Nvidia produces chips that companies use to train and deploy AI models. After releasing its Q1 earnings in May, AI crypto tokens also took a hit despite the firm’s Q1 revenue increasing by 18% from Q4 of 2023.
“The very lofty estimates were very lofty indeed,” Bloomberg's Ed Ludlow said on Aug. 28, although he believes that business is not slowing down for Nvidia.
“The story is still intact. There is no demand issue here. Basically, the cloud computing providers, the hyperscalers we call them that run datacenters, continue to spend on Nvidia’s product,” he explained.
The development comes after the market capitalization of AI and big data crypto projects and tokens surged by 79.7% over the three weeks following the “Crypto Black Monday” on Aug. 5, which saw Bitcoin ( BTC) fall below $50,000 for the first time since February.
Around that time, the total market cap of AI and big data crypto projects hit a yearly low of $18.21 billion.
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