Nvidia's China revenue is shut off for now, says Baird's tech strategist | Sozzi Unleashed
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摘要
Baird downgraded Nvidia to neutral this morning. Ted Mortonson is the firm's tech strategist, and he is noticeably less worried than his own colleagues' note. He calls this a normal correction after three quarters of what he describes as exuberance, speculation and greed, and says institutions already cut their Nvidia weightings over the last three days.
Where he sees lasting damage is China. About 20% of Nvidia's revenue came from there historically, he says, and he expects that shut off near term and possibly longer as export controls tighten. He names where the money is rotating instead.
Brian Sozzi's full episode: https://youtube.com/live/2rHDngzB0bs
Featuring
Ted Mortonson, Managing Director and Tech Strategist, Baird
Timestamps
0:00 Why he calls this a normal correction
2:17 The China revenue he thinks is shut off
3:47 Where the money leaving Nvidia is going
6:19 What it means for the S&P 500 if Nvidia stops working
7:43 Where he thinks you make money in 2027
#Nvidia #NVDA #Baird #ChinaExportControls #SozziUnleashed #YahooFinance
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