수요일 늦게 투자자들이 엔비디아의 실적을 기다리는 가운데, 아문디 CIO 빈센트 모티에가 이 수치에서 무엇을 기대할지 논의합니다. 모티에는 블룸버그 텔레비전과의 인터뷰에서 “오늘 밤에 살펴볼 수치는 마진 수준과 시장 점유율 수준이 될 것”이라고 말했습니다. 시가총액 3조 5,000억 달러는 “시장 점유율과 마진을 그대로 유지할 수 있는 경우에만 justified가 될 수 있다”고 그는 덧붙였습니다.
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As investors await Nvidia’s earnings later on Wednesday, Amundi CIO Vincent Mortier discusses what he will be looking for in the numbers. “The figures to look at tonight will be the margin levels and the market share levels,” Mortier tells Bloomberg Television. $3.5 trillion of market cap can be “justified only if they can keep the market share intact and also their margins intact,” he adds.
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