Nvidia(US:NVDA) Zheng Quan Shi Bao·2025-11-16 00:07Core Insights - Nvidia is set to announce its quarterly earnings on November 19, highlighting its significance in the market [2] - Citigroup maintains a "buy" rating for Nvidia, raising the target price from $210 to $220 per share, addressing investor concerns about AI capital expenditure [2] - Despite worries about AI investment funding, analysts note that AI chip supply will remain below demand until 2026 due to limited advanced packaging capacity [2] - Nvidia's current price-to-earnings ratio is approximately 28, which is more attractive compared to peers like Broadcom at 38 and AMD at 37 [2] Market Reactions - The Nasdaq index experienced a 1.9% intraday drop but recovered to close up 0.1%, providing a stable starting point for Nvidia's upcoming earnings report [3] - Nvidia's stock saw a slight increase last week, while companies related to OpenAI faced significant declines, with Oracle down over 9% and CoreWeave dropping nearly 30% [3] - A forthcoming report from The Verge describes CoreWeave as "the core of the AI bubble," questioning its business model and heavy reliance on Nvidia's support [3] Investor Sentiment - Discussions among investors revolve around whether the AI bubble is beginning to burst, with Allianz's chief economic advisor describing the market as experiencing a "rational bubble" [4] - While the total value created is substantial, there are concerns about potential losses, as noted by Mohamed El-Erian [4] - JPMorgan's CEO emphasizes the importance of focusing on future opportunities presented by AI rather than fixating on the existence of a bubble [4]