Nvidia 宣布与埃森哲合作后股价走高

晶片巨头 Nvidia 宣布与埃森哲 (NYSE:ACN) 达成交易后,Nvidia (NYSE:NVDA) 股价周四上涨近 3%。

NVDA-–-Daily-ChartNVDA – 每日图表

近几个月来,NVDA 的价格一直在测试下行阻力线。该水平是目前进一步上涨的障碍。

埃森哲受惠于生成式人工智慧,订单价值达 30 亿美元,而英伟达的收入飙升至历史新高。两家公司目前正在扩大现有的合作伙伴关系,以加速企业对新一代人工智慧的采用。埃森哲现已成立 Nvidia 业务小组,培训 3 万名员工,指导客户采用人工智慧工具。埃森哲还在 7 月设立了一家精炼厂,使公司能够根据其组织数据创建客制化模型。

埃森哲执行长Julie Sweet 表示:「埃森哲AI Refinery 将为企业创造机会,重新构想其流程和营运、发现新的工作方式并在整个企业范围内扩展人工智慧解决方案,以帮助推动持续变革并创造价值。

「一个新的运算时代已经开始,」英伟达创办人兼执行长黄仁勋在八月表示。 「世界各地的公司正在从通用型向加速运算和生成型人工智慧转型」。

目前,英伟达的股票需要突破顽强的阻力,这可能取决于地缘政治。伊朗和以色列之间的紧张局势可能会升级,美国可能会提供协助。晶片公司的大部分收入依赖中国,需要美国的盟友。如果更大的冲突吸引全球大国的参与,这可能会变得更加困难。

英伟达自 6 月以来的暂停也对资产管理公司造成了伤害,因为更广泛的单一选股行业今年上涨了 20%,但标准普尔 500 指数上涨了 22.1%。瑞银估计,在这 2.1% 的表现不佳中,英伟达占了 1.43%。

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