---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/23712324.md"
description: "$NVIDIA(NVDA.US)The reasoning is correct, but it doesn't consider the slowdown in growth next year.Dan Ives, Senior Equity Research Analyst at Wedbush Securities: Nvidia's sharp drop is still a buying opportunity.(If the drop is too steep, it's worth buying—even if growth slows, it's still significant.)1. The recent decline in Nvidia's stock price is mainly due to growth concerns, not just about Nvidia—I believe this is a widespread issue in the semiconductor industry. But from a demand perspective, nothing has changed. Demand still exceeds supply. These sell-offs, in my view, are buying opportunities rather than moments to panic.2. I'm not too worried about the escalation of antitrust investigations into Nvidia. Their execution is outstanding, far ahead of competitors like AMD.3. The moat Nvidia has built is solid. From an innovation standpoint, they remain the only choice. In the trillion-dollar AI market expected in the coming years, Nvidia will capture a significant share.4. After Google's victory with the Department of Justice, the climate will shift. Big tech companies will grow even stronger, and the AI revolution will accelerate this process.5. Supply chain indicators suggest an AI supercycle driven by the iPhone 16. I still believe the demand cycle for Apple is underestimated. Broader demand continues to grow, not decline.6. There will be some volatility in September and during the election season. Nvidia investments can be split into two parts: long-term holdings and short-term market volatility plays—this won't be a smooth ride. But ultimately, these growth concerns are more of an opportunity to us."
datetime: "2024-09-07T02:39:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/23712324.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/23712324.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/23712324.md)
author: "[复利魔方3650](https://longbridge.com/en/profiles/7185361.md)"
---

# $NVIDIA(NVDA.US)The reasoning is correct, but it d…


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## Comments (4)

- **风为裳 · 2024-09-07T08:28:31.000Z · 👍 2**: 中国古人有句话 “木秀于林，风必摧之”。想想登顶市值第一之前走得多稳健，日振幅也没那么大，现在全球资本市场瞩目的焦点，参与方复杂博弈，动不动涨 6 个点、跌 10 个点，看看苹果只有 1/5 的成交量，振幅很小很稳，真正的牛股应该是这样的。
- **静一点 · 2024-09-07T07:07:54.000Z · 👍 1**: 没错 半导体市场预计将继续增长，但增速可能会放缓，这也是英伟达为什么过于受关注的原因
- **leo_x · 2024-09-07T02:47:03.000Z · 👍 1**: 我觉得，半导体除了头部之外，其他公司会越来越难。
- **更大的泡沫 · 2024-09-07T02:45:17.000Z · 👍 1**: 一直很喜歡 Dan Ives