2026-01-06 22:41:08

Nvidia's CEO Jensen Huang's performance at the CES keynote speech has attracted widespread market attention. Analysts have expressed significant optimism about the company's future development prospects. This speech not only showcased Nvidia's latest advancements in AI chips but also further strengthened investors' confidence in the company's long-term competitiveness. The market generally believes that Huang's vision and technological roadmap lay a solid foundation for the company's future growth. The positive feedback from analysts also reflects a bullish outlook on the overall GPU chip market demand.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

19 Likes

Reward
19
8
Repost
Share

Comment

0/400

gm_or_ngmi

· 40m ago

Huang Renxun's speech this time was good, but everyone is so optimistic—could it be a bit too hyped? History always loves to slap us in the face, haha.

View OriginalReply0

LiquidationAlert

· 22h ago

Jensen is just a natural showman, every CES he can get the market fired up. But on the other hand, can the GPU hype really last that long?

View OriginalReply0

OnchainDetective

· 01-07 12:41

Speaking of which, based on on-chain data tracking, the timing of Jensen Huang's CES speech is indeed very interesting... I have observed the institutional buy-in patterns before and after the speech. Through multi-address correlation analysis, the fund flow behind this wave of public opinion hype is obvious, a typical pre-positioning tactic. Wait, all the analysts are so uniformly bullish? After analysis, there are indeed some suspicious trading patterns. The explanation of chip demand is too superficial. I had already guessed that the AI chip cycle was locked in long ago... It's just that it's only now surfacing.

View OriginalReply0

YieldHunter

· 01-06 23:11

tbh the analyst consensus here feels way too bullish... if you look at the data, nvidia's valuation already priced in like 5 years of gpu demand lmao. technically speaking, this is textbook ponzi energy - everyone hyping the same narrative. where's the risk-adjusted analysis? degens gonna degen i guess

Reply0

governance_ghost

· 01-06 23:08

Jensen really showed off this time; when it comes to GPU chips, no one can really compete with them.

View OriginalReply0

GateUser-bd883c58

· 01-06 23:07

Jensen is stirring up the crowd again. This time, the real key is whether the chips can actually be sold.

View OriginalReply0

GamefiEscapeArtist

· 01-06 23:06

Jensen really stunned everyone this time, but with the GPU market so competitive, can it really come up with any new tricks?