Diperbarui • 2020-03-13
NVIDIA is definitely a good choice for a long-term portfolio. Why? Because the fundamentals indicate that this company’s spheres of activity are highly potential markets, whose true horizons we are yet to see. Driverless vehicles, face recognition video systems, graphic drivers and all related software and hardware, not to mention cloud technologies – what may be stronger in terms of future perspectives and hence demand than the mentioned sphere of activity? For this reason, investing long-term seems to pose little doubt about NVIDIA. But wait, what happened there a year ago?
The human mind likes attributing any observation to one reason. That’s natural because it makes it easy to draw one-sided conclusions. A led to B, that’s it. But many things – including those which happen in the stock market – often result from a range of factors that collide in such a way that makes it look like one unique impulse. NVIDIA’s performance in the last quarter of 2018 is a perfect example.
At the end of 2018, the US-China relationship was at the peak of the tension in the context of the trade war. Hence, noting the geographical complexity of the IT hardware supply chains and production sites (specifically, those in China) that was not the best time for NVIDIA. Another particular factor, which partly resulted from that and partly emerged on its own, was a drop in demand for semiconductors – what can strike more precisely right at NVIDIA’s business? In addition to that, the company’s Q3-2018 results were less than expected, and that also results from various reasons. First, observers were used to seeing NVIDIA as a never-setting sun of the stock market hence any step away from that stardom was perceived as a big disappointment and mishap (imagine you get only A-grades in school, and then suddenly a B comes – would parents would be extremely surprised to see that, while if you were an unstable A-to-C-getter, a B would be a pretty nice result). Second, there was a crypto-currency related factor: by Autumn 2018, NVIDIA had an oversupply in its inventories while resulted from overly optimistic projections for demand specifically from cryptocurrency miners. That demand eventually dropped, but the production – as it usually does – was late to react. Hence, a drop in sales and quarterly results.
Currently, the stock trades at $267 where it got after bouncing down from the resistance of $290. That means, the potential for a rise is there, but the price does not yet have the full power to establish itself at that level. We can say that it is now in an intermediary period: it is unlikely to fluctuate down to the support of $125 because the fundamentals are pushing it higher, but the gravity still may drag it down to the area of $220. The Moving Averages are another indication to stay alert. The 50-MA is still below the 100-MA but points upwards. When the 50-week Moving Average crosses the 100-week – that should be approximately at the mentioned support of $220, that will be a stronger indication that the price is gaining the full capacity to rise back to $320. Once that happens, it may be a good moment to enter the market.
Semakin banyak analis percaya bahwa minyak Brent akan melampaui $100 per barel. Jadi, seberapa kuat minyak akan menggerakkan pasar, dan bagaimana arah pergerakannya? Mari kita cari tahu!
Pemerintah Jepang sebelum nya 1,63 juta dosis vaksin moderna di tangguhkan penggunaannya karena ada partikel dalam cairan vaksin Maka kembali 1 juta vaksin dengan merk yang sama harus ditarik karena terdapat partikel hitam dan merah muda…
Pada hari jumat data sector tenaga kerja Amerika Serikat terlihat sangat kuat, Data lowongan pekerjaan diluar sector pertanian menjadi 943K dari hasil revisi 938K pada bulan Juni dan angka tingkat pengangguran turun dari 5,9% menjadi 5,4%…
Yen Jepang gagal memikat para investor pada perdagangan Selasa (02/04/2024) meski ada peluang atas kemungkinan intervensi dan..Sentimen penghindaran risiko masih berpotensi memberikan kekuatan pada safe-haven
XAUUSD naik ke rekor tertinggi baru pada perdagangan Senin (01/04/2024), di tengah meningkatnya spekulasi penurunan suku bunga..melanjutkan kenaikan kuat minggu lalu hingga membentuk level puncak baru sepanjang masa
Pasar saham Asia sebagian masih libur dan sebagian lagi menguat pada perdagangan Senin (01/04/2024), karena optimisme data pabrikan Tiongkok mendukung..potensi intervensi otoritas Jepang terhadap yen Jepang diperkirakan berada di zona 152 – 155 yen.
FBS menyimpan catatan data Anda untuk menjalankan website ini. Dengan menekan tombol "Setuju", Anda menyetujui kebijakan Privasi kami.
Permintaan Anda diterima.
Manajer kami akan menghubungi Anda
Permintaan panggilan balik berikutnya untuk nomor telepon ini
akan tersedia setelah
Jika Anda memiliki masalah mendesak, silakan hubungi kami melalui
Live chat
Internal error. Silahkan coba lagi
Jangan buang waktu Anda – tetap awasi dampak NFP terhadap dolar dan raup profitnya!
|
