--- title: "Wedbush: NVIDIA's earnings report is expected to bring \"good news,\" and the AI bubble theory will be overturned" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/266209039.md" description: "Wedbush expects good news for NVIDIA's third-quarter performance and has given it an \"Outperform\" rating with a target price of $210. Analysts believe that NVIDIA is crucial in the AI revolution and anticipate that its performance will exceed market expectations. Analysts pointed out that NVIDIA's financial report will have a significant impact on investor confidence, especially against the backdrop of current volatility in tech stocks and concerns about an AI bubble" datetime: "2025-11-17T13:07:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/266209039.md) - [en](https://longbridge.com/en/news/266209039.md) - [zh-HK](https://longbridge.com/zh-HK/news/266209039.md) --- > 支持的语言: [English](https://longbridge.com/en/news/266209039.md) | [繁體中文](https://longbridge.com/zh-HK/news/266209039.md) # Wedbush: NVIDIA's earnings report is expected to bring "good news," and the AI bubble theory will be overturned According to the Zhitong Finance APP, Wedbush stated that it expects "good news" from NVIDIA (NVDA.US) in its third-quarter earnings report, which will be announced on November 19 local time. The firm has given NVIDIA an "outperform" rating and set a target price of $210. The analyst team led by Daniel Ives said, "Currently, tech stocks are volatile, and investor concerns about the 'AI bubble' are growing... Everything depends on the assessment of the demand outlook for the AI revolution, which is closely tied to NVIDIA. After the market closes this Wednesday, we will hear from AI guru Jensen Huang and NVIDIA's earnings report and outlook, at which point Wall Street will be silent, as the entire global market will closely watch Jensen's results and comments." Analysts pointed out that NVIDIA is a crucial cornerstone of this AI revolution. They expect the company's performance to easily exceed market expectations, given the positive data obtained from their survey of the Asian supply chain and the massive capital expenditure data disclosed by large tech companies in their earnings reports at the end of October. Analysts believe that the strong demand for Blackwell chips will take "center stage" in the conference call. Currently, the Trump administration's chip restrictions against China are still in effect, and trade negotiations are ongoing, so there is a significant gap between these results and the actual situation. Ives and his team stated, "We believe that NVIDIA's earnings performance/guidance and Jensen Huang's overall optimistic comments will be positive factors driving tech stocks' performance at the end of the year, providing strong support for the important validation moment regarding global demand drivers and the scale of the AI revolution from Huang's high-level perspective." Analysts added that the data released by NVIDIA this week will be significant in persuading those investors who are on the sidelines, helping them believe that the current trend of AI investment is an unprecedented important moment in modern tech history, rather than a period of bubble formation. Analysts stated, "We believe that NVIDIA's earnings performance will once again become an important validation moment for the AI revolution and positively drive tech stocks." ### 相关股票 - [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-CN/quote/07788.HK.md) - [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-CN/quote/07388.HK.md) - [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-CN/quote/NVDY.US.md) - [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-CN/quote/NVDD.US.md) - [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-CN/quote/NVDQ.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) ## 相关资讯与研究 - [Bye Bye, NVDA! Cathie Wood Dumps Nearly $30 Million in Nvidia](https://longbridge.com/zh-CN/news/281559711.md) - [Nvidia Stock (NVDA) Braces for a Quick Snapback after a Rare Two-Quarter Losing Streak](https://longbridge.com/zh-CN/news/281360100.md) - [Nvidia’s $2 Billion Investment in Marvell: What Kind of Company Is Marvell?](https://longbridge.com/zh-CN/news/281372238.md) - [France's Mistral raises $830 million in debt for AI data centre build-up](https://longbridge.com/zh-CN/news/280962362.md) - [Why Marvell stock jumped today](https://longbridge.com/zh-CN/news/281272092.md)