#记录我的2024#
Quick guide
Nvidia's recent completion of a stock split has attracted the attention of investors, with analysts predicting potential upside, with I/O fund Beth Kendig predicting that Nvidia will reach $1 trillion in market capitalization by 2030. NVIDIA is a leader in data center GPUs and artificial intelligence, accelerating data center computing tasks with the CUDA programming model. On the other hand, Broadcom is known for its ASICs and networking chips in the semiconductor industry, focusing on artificial intelligence chips and network solutions, which is expected to drive substantial revenue growth. Despite valuation concerns and competitive pressures, investors should keep an eye on Broadcom's performance and strategic developments to assess its long-term return potential.
Nvidia: Potential upside for AI stocks
Semiconductor company Nvidia (NVDA -0.36%) recently completed a 10-for-1 stock split, drawing the attention of savvy investors. After a stock split announcement, a company's share price tends to rise at a faster rate than the S&P 500 (^GSPC -0.41%) in the following year. Wall Street analysts such as Beth Kendig and Joseph Moore have high expectations for Nvidia's future growth, with forecasts suggesting significant upside potential for the stock.
I/O Fund Beth Kendig foresees Nvidia achieving a market capitalization of $1 trillion by 2030, which represents a significant increase from the current market capitalization of $3 trillion. On the other hand, Morgan Stanley's Joseph Moore has set a bullish price target of $2,292 per share for Broadcom in June 2025, which would be adjusted to $229.20 after the planned stock split. These projections indicate that there are significant growth opportunities for both Nvidia and Broadcom, attracting interest from investors looking to profit from potential gains.
NVIDIA: Leading the AI technology market
NVIDIA is a major player in the data center GPU and AI chip space, with significant market share in workstation graphics processors and data center GPUs. The company's CUDA programming model provides a competitive advantage by accelerating a wide range of data center computing tasks. With a robust supporting software ecosystem and superior hardware performance, NVIDIA maintains its leading position in AI technology. The company's recent financial success and continued innovation in the GPU platform further solidify its growth prospects in the AI market.
Broadcom: A key player in semiconductor solutions
Known for its application-specific integrated circuits (ASICs) and network chips, Broadcom has a strong position in the semiconductor industry. The company generates revenue streams through semiconductor solutions and infrastructure software serving a wide range of markets, including wired and wireless networks, data center storage, and cybersecurity. Despite valuation concerns and competition from industry giants such as Nvidia, Broadcom's focus on AI chips and networking solutions is expected to drive substantial revenue growth for the foreseeable future. Investors should closely monitor Broadcom's performance and strategic developments to assess its potential for long-term returns.