With Its Blackwell Chips Delayed, Should Investors Delay Buying Nvidia Stock?

While there has been a lot of excitement surrounding the launch of Nvidia‘s (NASDAQ: NVDA) latest chips based on its new Blackwell architecture, both customers and investors apparently will need to wait a bit longer. According to reports, the shipment of the chips will be delayed, although by how long remains to be seen.

Given the strong demand that was expected for the chips, let’s take a closer look at the issue and the impact it may have on the stock.

Design flaw

As first reported by the tech publication website The Information, a design flaw in its Blackwell B200 chip was found “unusually late” in the production process. The issue is believed to stem from the company being one of the first to use Taiwan Semiconductor Manufacturer‘s new CoWoS-L packaging technology (“Chip on Wafer on Substrate with a Local silicon interconnect,” if you’re curious) and the placement of the bridge dies connecting two graphics processing units (GPUs) being less than perfect.

As a result, Nvidia has apparently decided to revamp the design of its Blackwell GPUs, which is expected to delay the start of shipments by three months or more, according to some reports. Customers and partners have indirectly confirmed the delays. Meta Platforms says it doesn’t expect to receive Blackwell GPUs this year, while Super Micro Computer executives say they don’t expect any real volumes from Blackwell until the March quarter.

Alphabet, Microsoft, and Meta all have huge Blackwell orders worth “tens of billions of dollars” that they are looking to get filled, according to The Information. Meanwhile, it was reported earlier this year that Amazon was moving its Nvidia AI accelerator orders from Hopper to Blackwell.

While Hopper orders will likely help fill some of the void resulting from the Blackwell delay, the risk is that there is an air pocket if these customers just wait on their large orders.

UBS analysts, however, have come out and said that, after speaking to Nvidia customers, the firm expects the chip delay to only be between four to six weeks and that the delay will be “invisible” to most customers. This is much shorter than the initial delay that was reported, which has helped lift the stock off its recent lows.

Image source: Getty Images.

Is it time to buy Nvidia stock?

The length of the delay for Blackwell will likely have a big impact on Nvidia in the short term. A short delay will likely be good for the stock with hardly any impact on its 2025 results, while a delay of three months or more would be looked upon unfavorably, especially after the idea of a shorter delay has already been floated by a Wall Street analyst.

There also is the question of whether the design flaw could cause a chip failure or whether it was just leading to less-than-expected production yields. Either way, it appears that the company’s decision to delay production of the chip and fix any issues is a smart move.

Longer term, the bigger question surrounding the chip issues is whether Nvidia has sped up its development timeline too quickly. The company has cut its planned development cycle for new chip architectures from two years to one. This should keep demand and prices high, but it’s also an aggressive schedule with limited room for error or delays. Being at the forefront of new technology and delivering mass production of your products are two separate things that may not always coincide in the future as well. So these are some risks to consider.

That said, with a number of customers having absolutely huge orders for its chips, demand is not an issue for Nvidia. Customers are currently more concerned about falling behind in the artificial intelligence (AI) race than overbuilding capacity. As large language models (LLMs) become more advanced, they will need more and more computing power, which means more GPUs will be needed. For example, Meta said its Llama 4 LLM will likely need 10 times the computing power of its previous version to train.

And that right there is the biggest reason to own Nvidia. With a dominant market position in the GPU space, Nvidia will continue to be the biggest beneficiary of the continued push for more computing power.

At the same time, the stock trades at a forward price-to-earning (P/E) ratio of about 30 times based on 2025 analyst estimates. For a company with the growth and long-term prospects of Nvidia, that valuation is quite attractive.

NVDA PE Ratio (Forward 1y) Chart

NVDA PE Ratio (Forward 1y) data by YCharts.

So while there are risks associated with the Blackwell delay, long-term investors can still look to buy Nvidia at current levels.

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Geoffrey Seiler has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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胡偉俊表示,通縮加上特朗普2.0,市場對內地明年經濟增長預測較悲觀是可以理解的,但內地「5%左右」的增長目標,意味政府準備推出足夠的內需刺激以應對特朗普關稅影響。 為應對通縮,胡偉俊表示,需要另一輪信貸升級周期,基於擁有的政策工具和較低的資金成本(10年期公債殖利率已跌破1.8%),內地有能力推出另一輪信貸升級周期,問題是在於他們是否願意。 他表示,多年來內地拒絕超過3%的財赤紅線,但事實上,今年推出1萬億元超長期特別國債後,實際財赤已達3.7%,而非3%。因此,明年4%目標是重大轉變,意味財政赤字將增加1.3萬億元。另外又預計,明年將會推出1.5至2萬億元的特別國債,以及4.5至5萬億地方政府專款債券額度(今年為3.9萬億)。 此外,內地還有其他方式提供財政刺激,而這些方式並未被納入廣泛的財政赤字之內,包括,人行的結構性貨幣政策工具:最著名的例子是2014-18年用於棚戶區改造的PSL貸款。最近的一個例子是今年五月宣布的用於購買房屋庫存的再貸款;政策性銀行貸款:政策制定者可以要求政策性銀行為城中村改造等政府計劃提供貸款;國企投資:今年11月,兩家央企宣布發行5,000億元專款支持高新技術投資。 他指,這些措施本質上是財政支出,但不屬於廣義財政赤字,因為它們不是由政府直接實施,而是透過央行、政策性銀行和國有企業實施。 他認為,財赤目標顯示政策制定者願意提供必要的措施來抵銷外部衝擊,但實際做多少將取決於貿易戰2.0。如果關稅影響輕微,他們不需要做太多事情,2025年可能又是得過且過(muddling through)的一年。但如果情況夠嚴重,刺激措施可能會讓中國的增長引擎再次轉向內需。 其他報道 滬深三大指數半日向上 滬指以近半高位收市 港元拆息個別發展 1個月HIBOR創兩個月高 貨幣總結餘升至兩周高 據報杜嘉祺下月率領英國商業代表團訪問中國 Intel據報為ALTERA晶片業務列出競購者名單 Frank McCourt計劃收購TikTok 國泰回購67.4億元2026年到期可轉換債券 FedEx分拆貨運部門 估值逾300億美元 日本財務大臣:外匯市場若過度波動 將採取適當行動 日圓兌港元曾貶值至4.92 內地1年期、5年期LPR維持不變 滬深三大指數低開 人行本周淨回籠3102億人幣 恒指低開55點 科指跌0.15% 小菜園上市升5.8% 港股ADR跌93點 夜期低水23點 美期跌亞股個別發展 小菜園上市 美債息差擴至逾兩年最闊 道指終止10連跌升15點 眾議院否決權宜政府撥款和債務上限法案 政府面臨停止運作 北水增持建行 減持國美 Source link

恒指半日升32點 科指0.69% 小菜園半日升4.4% (12:20) – 20241220 – 即時財經新聞

恒指今早低開55點,高位升123點,低位跌59點,高低波幅183點。上升股份比例為21.59%,下跌為30.2%,無升跌為48.2%。 恒指半日升32點或0.16%,報19784點,大市成交金額844億元;國指升21點或0.3%,報7173點。恒生科技指數收報4470點,升0.69%。 藍籌股成交金額458.13億元,佔大市成交54.28%;科指成份股成交金額374.34億元,佔大市成交44.35%;國指成份股成交金額424.77億元,佔大市成交50.32%。 24隻雙櫃台股,總成交0.52億元人民幣,相當於約0.55億港元,佔大市成交的0.07%。 窩輪及牛熊證成交金額減少2.19%,至92.86億元,佔大市成交10.99%。牛熊證成交金額42.1億元,減少4.4%;窩輪成交金額50.76億元,減少0.28%。 藍籌33隻升,42隻下跌,8隻無升跌。中芯國際(0981)升10.52%,收報28.9元,是升幅最大的藍籌,快手(1024)跌4.65%,收報43.1元,是跌幅最大的藍籌。 恒生科技指數成份股16隻升,12隻下跌,2隻無升跌。升幅最大的是東方甄選(1797)收報16.34元,升15.4%;跌幅最大的是快手(1024)收報43.1元,跌4.65%。 恒指重上20天線(19765.79點)。科指續高於20天線(4429.94點),曾升穿50天線(4470.35點)。 北水南下合計淨流入44.64億元,較上日減少69.43%,連續第4日流入,累計流入291.08億元,對上一次連續4日淨流入是11月19日。北水本月累計流入681.2億元,按月減少45.51%,連續第18個月流入。 國泰(0293)回購67.4億元2026年到期可轉換債券。收報9.39元,跌1.16%。 4間公司最快今日公布業績,績前表現如下,中國天瑞水泥(1252)收報0.4元,無升跌。 國際家居零售(1373)見52周低0.98元,收報0.99元,跌1%。 童園國際(3830)收報0.026元,無升跌。 瑋俊生物科技(0660)停牌。 小菜園(0999)上市,定價8.5元。收報8.88元,升4.47%。 華置(0127)15.91億售倫敦物業。收報1.18元,無升跌。 A股價格波動,中興通訊(0763):經營活動一切正常,無應披露而未披露重大事項。收報22.3元,升1.13%。 中遠海運(1199)披露收購長和(0001)旗下HLT及TLT最終估值。中遠海運收報4.47元,跌0.45%。 長和(0001)收報40.4元,跌1.1%。 美的置業(3990)控股股東之一盧德燕收購執董股份約2%,涉資8640萬。收報2.88元,無升跌。 英皇資本(0717)全年轉賺6636萬,不派息。收報0.057元,無升跌。 AEON信貸財務(0900)首9個月少賺2.5%,稱信貸違約保持在高位。收報5.82元,升0.69%。 港交所(0388)企管諮詢完成總結, 明年7月1日生效,不得有在任超過9年獨董。港交所就優化新股定價機制諮詢,擬引入公眾持股分層及予基石投資者售股彈性。收報298.2元,跌0.2%。 周大福(1929)明年首推100%再生金產品系列。收報6.66元,升0.91%。 破頂股表現 破頂股包括,康耐特光學(2276)創上市新高,見18.8元,收報18.8元,升5.15%;廣聯科技控股(2531)創上市新高,見35.9元,收報35.7元,升0.85%;小米集團-WR(81810)創上市新高,見30元,收報30元,升3.45%;A博時港元(3152)創上市新高,見1081元,收報1081元,升0.04%;A南方港元-R(83122)創上市新高,見1074.95元,收報1074.95元,升0.09%;金利來集團(0533)創52周高,見1.42元,收報1.41元,無升跌;中視金橋(0623)創52周高,見1.48元,收報1.38元,升12.2%;SHANGHAI GROWTH(0770)創52周高,見0.29元,收報0.29元,升7.41%;丘鈦科技(1478)創52周高,見7.12元,收報7.08元,升8.26%;椰豐集團(1695)創52周高,見0.112元,收報0.112元,升3.7%;中石化煉化工程(2386)創52周高,見6.85元,收報6.82元,升0.29%;元征科技(2488)創52周高,見7.38元,收報7.35元,升4.55%;雅各臣科研製藥(2633)創52周高,見1.04元,收報1元,無升跌;復宏漢霖(2696)創52周高,見23.95元,收報23.85元,無升跌。 破底股方面 15隻股份創上市新低,其中十隻包括,世紀城市國際(0355)低見0.123元,收報0.129元,跌2.27%;新礦資源(1231)低見0.25元,收報0.26元,跌10.34%;正通汽車(1728)低見0.07元,收報0.075元,跌1.32%;鴻盛昌資源(1850)低見0.118元,收報0.122元,跌12.86%;荃信生物-B(2509)低見7.58元,收報7.58元,跌2.19%;九台農商銀行(6122)低見0.7元,收報0.7元,跌10.26%;駿高控股(8035)低見0.042元,收報0.049元,升4.26%;新都酒店(8315)低見0.057元,收報0.063元,跌58%;地平線機器人-W(9660)低見3.37元,收報3.39元,跌5.57%;十月稻田(9676)低見6.7元,收報6.73元,跌0.74%。 34隻股份創52周低,其中十隻包括,兗煤(1171)低見8.68元,收報8.72元,跌2.24%;遠東發展(0035)低見0.91元,收報0.93元,升1.09%;大快活集團(0052)低見6元,收報6.21元,升1.64%;英皇國際(0163)低見0.2元,收報0.2元,跌2.91%;協合新能源(0182)低見0.51元,收報0.52元,升1.96%;和記電訊香港(0215)低見0.92元,收報0.92元,無升跌;爪哇控股(0251)低見1.34元,收報1.34元,跌3.6%;文化傳信(0343)低見0.141元,收報0.15元,跌3.23%;中國建築興業(0830)低見1.72元,收報1.74元,升0.58%;兗礦能源(1171)低見8.68元,收報8.72元,跌2.24%。 異動股 上升異動股,包括,世大控股(8003)收報0.18元,升63.64%;中國鑄晨81(0810)收報0.3元,升33.93%;永旺(0984)收報0.52元,升33.33%;新明中國(2699)收報0.015元,升25%;康特隆(1912)收報0.13元,升22.64%;百得利控股(6909)收報0.98元,升22.5%;三巽控股(6611)收報0.089元,升21.92%;寶發控股(8532)收報0.039元,升21.88%;明樑控股(8152)創52周高,見0.085元,收報0.085元,升21.43%。 下跌異動股,包括,新都酒店(8315)創上市新低,見0.057元,收報0.063元,跌58%;量子思維(8050)收報0.24元,跌31.43%;積木集團(8187)收報1.11元,跌23.45%;信保環球控股(0723)收報0.28元,跌17.65%;綠心集團(0094)收報0.048元,跌17.24%;恒盛地產(0845)平上市低位0.01元,收報0.01元,跌16.67%;古兜控股(8308)收報0.181元,跌15.81%;中國唐商(0674)收報0.195元,跌15.58%;冠均國際控股(1629)收報0.156元,跌14.29%;威訊控股(1087)收報0.295元,跌13.24%;鴻盛昌資源(1850)創上市新低,見0.118元,收報0.122元,跌12.86%。 其他報道 麥格理:料明年內地GDP增4.7% 4%財赤目標是重大轉變 滬深三大指數半日向上 滬指以近半高位收市 港元拆息個別發展 1個月HIBOR創兩個月高 貨幣總結餘升至兩周高 據報杜嘉祺下月率領英國商業代表團訪問中國 Intel據報為ALTERA晶片業務列出競購者名單 Frank McCourt計劃收購TikTok 國泰回購67.4億元2026年到期可轉換債券 FedEx分拆貨運部門 估值逾300億美元 日本財務大臣:外匯市場若過度波動 將採取適當行動 日圓兌港元曾貶值至4.92 內地1年期、5年期LPR維持不變 滬深三大指數低開 人行本周淨回籠3102億人幣 恒指低開55點

美債息差擴至逾兩年最闊 道指終止10連跌升15點 (08:26) – 20241220 – 即時財經新聞

個股方面,英特爾據悉為晶片子公司Altera篩選出下一輪競購者名單,將要求競購方在接近1月底前提交正式的競購方案。聯邦快遞將分拆價值超過300億美元的貨運部門,聚焦核心業務,收市後時段升逾8%。美光科技股價大跌16%,此前這家晶片製造商給出的收入展望遠遜分析師預期。 道瓊斯工業平均指數收漲15點,升幅0.04%,報42342點。標普500指數收跌5點,跌幅0.09%,報5867點。納斯達克綜合指數收跌19點,或0.11%,報19372點。 美國運通升1.84%,報293.08美元(下同),是貢獻道指升幅最大的藍籌,貢獻32點,而聯合健康跌2.1%,報489.25元,拖累道指64點。 科技股方面,蘋果(美:AAPL)收市報249.79元,升0.7%,谷歌母公司Alphabet(美:GOOGL)收市報188.51元,升0.05%,亞馬遜(美:AMZN)收市報223.29元,升1.25%,Facebook母公司Meta(美:META)收市報595.57元,跌0.27%,英偉達(美:NVDA)收市報130.68元,升1.37%,微軟(美:MSFT)收市報437.03元,跌0.08%,Tesla (美:TSLA)收市報436.17元,跌0.89%。 歐洲STOXX 600指數收跌1.52%,報506點。德國DAX指數收跌1.35%,報19969點;法國CAC 40指數跌1.23%,報7294點;英國富時100指數收跌1.15%,報8105點。 納斯達克中國金龍指數收跌0.06%,報6792點。 美國2年期債息曾跌最多1.65%,是12月6日後最大跌幅,當日跌幅為1.67%。低見4.2826厘,是12月18日4.2067厘後最低。收市報4.3165厘,是12月17日後收市新低,當日報4.2447厘。 美國10年期債息曾升最多1.73%,是12月18日後最大升幅,當日升幅為2.8%。高見4.5923厘,是5月30日4.6257厘後最高。收市報4.5621厘,是5月29日後收市新高,當日報4.6117厘。連升9日,累計升0.1654厘,對上一次連升9日是2017年3月9日。 美2年期10年期債息差曾高見27.643基點,是2022年6月7日31.076基點後最闊。收市報24.141基點,是2022年6月8日後收市最闊,當日報24.55基點。連續3日擴闊,累計9.789基點,對上一次連升3日是12月10日。 美3個月10年期債息差曾高見25.369基點,是2022年10月24日28.043基點後最闊。收市報22.237基點,是2022年10月24日後收市最闊,當日報22.517基點。連續第2日擴闊,累計15.669基點,對上一次連升2日是12月6日。 金龍指數曾跌最多0.07%,是12月18日後最大跌幅,當日跌幅為2.76%。低見6791.68點,是12月18日6772.25點後最低。收市報6792.63點,是12月5日後收市新低,當日報6775.42點。連跌2日,累計跌171.6點,對上一次連跌2日是12月16日。連續第2日陰燭,對上一次連續第2日陰燭是11月11日。 道指曾升最多1.09%,是11月25日後最大升幅,當日升幅為1.17%。高見42787.85點,是12月18日43688.97點後最高。收市報42342.24點,是12月17日後收市新高,當日報43449.9點。連續第11日陰燭,對上一次連續第11日陰燭是1986年12月22日。 標指曾跌最多0.1%,是12月18日後最大跌幅,當日跌幅為3.02%。低見5866.07點,是11月20日5860.56點後最低。收市報5867.08點,是11月5日後收市新低,當日報5782.76點。連跌3日,累計跌207點,對上一次連跌3日是10月23日。連續第3日陰燭,對上一次連續第3日陰燭是11月13日。 納指曾跌最多0.18%,是12月18日後最大跌幅,當日跌幅為3.84%。低見19357.76點,是12月18日19336.59點後最低。收市報19372.77點,是11月29日後收市新低,當日報19218.17點。連跌3日,累計跌801.12點,對上一次連跌3日是11月14日。連續第2日陰燭,對上一次連續第2日陰燭是12月13日。   其他報道 眾議院否決權宜政府撥款和債務上限法案 政府面臨停止運作 北水增持建行 減持國美 Source link

恒指低開55點 科指跌0.15% 小菜園上市升5.8% (09:26) – 20241220 – 即時財經新聞

藍籌14隻升,42隻下跌,27隻無升跌。中芯國際(0981)升2.68%,報26.85元,是升幅最大的藍籌,創科實業(0669)跌2.53%,報100元,是跌幅最大的藍籌。 恒生科技指數成份股11隻升,16隻下跌,3隻無升跌。升幅最大的是東方甄選(1797)開市報14.86元,升4.94%;跌幅最大的是百度(9888)開市報82.65元,跌1.72%。 恒指續低於20天線(19761.4點)。科指續高於20天線(4428.07點)。 4間公司最快今日公布業績,績前表現如下,中國天瑞水泥(1252)開市報0.41元,升2.5%。 國際家居零售(1373)無成交,報1元。 童園國際(3830)無成交,報0.026元。 瑋俊生物科技(0660)停牌。 小菜園(0999)上市,定價8.5元。開市報9元,升5.88%。 華置(0127)15.91億售倫敦物業。開市報1.18元,無升跌。 A股價格波動,中興通訊(0763):經營活動一切正常,無應披露而未披露重大事項。開市報21.5元,跌2.49%。 中遠海運(1199)披露收購長和(0001)旗下HLT及TLT最終估值。中遠海運無成交,報4.49元。 長和(0001)開市報40.75元,跌0.24%。 美的置業(3990)控股股東之一盧德燕收購執董股份約2%,涉資8640萬。無成交,報2.88元。 英皇資本(0717)全年轉賺6636萬,不派息。無成交,報0.057元。 AEON信貸財務(0900)首9個月少賺2.5%,稱信貸違約保持在高位。無成交,報5.78元。 港交所(0388)企管諮詢完成總結, 明年7月1日生效,不得有在任超過9年獨董。港交所就優化新股定價機制諮詢,擬引入公眾持股分層及予基石投資者售股彈性。開市報298.8元,無升跌。 周大福(1929)明年首推100%再生金產品系列。開市報6.6元,無升跌。 異動股 上升異動股,包括,古兜控股(8308)開市報0.247元,升14.88%;中國新消費集團(8275)開市報0.117元,升14.71%;檳傑科達(1665)開市報0.91元,升13.75%;環能國際(1102)開市報0.09元,升11.11%;新明中國(2699)開市報0.013元,升8.33%;大成生化科技(0809)開市報0.098元,升7.69%;微盟集團(2013)開市報2.2元,升7.32%;小菜園(0999)開市報9元,升5.88%;RAFFLESINTERIOR(1376)開市報0.185元,升5.71%;達力普控股(1921)開市報9.1元,升5.57%。 下跌異動股,包括,恒盛地產(0845)開市報0.011元,跌8.33%;現恆建築(1500)開市報0.066元,跌7.04%;博雅互動(0434)開市報4.8元,跌6.61%;立高控股(8472)開市報0.76元,跌6.17%;博時以太幣-U(9009)開市報3.45元,跌5.79%;嘉實以太幣(3179)開市報8.45元,跌5.53%;華夏以太幣(3046)開市報8.395元,跌5.3%;博時以太幣(3009)開市報27.1元,跌5.05%;FA南方以太幣(3068)開市報17.8元,跌4.81%;普拉達(1913)開市報61.75元,跌4.26%。   其他報道 港股ADR跌93點 夜期低水23點 美期跌亞股個別發展 小菜園上市 美債息差擴至逾兩年最闊 道指終止10連跌升15點 眾議院否決權宜政府撥款和債務上限法案 政府面臨停止運作 北水增持建行 減持國美 Source link

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Wall Street clawed back some of Wednesday’s steep losses after the Federal Reserve pulled back its forecast for rate cuts next year. The Fed lowered its benchmark, short-term fed funds rate late Wednesday by a quarter percentage point, as expected, but pared back its forecast for rate cuts next year. It only expects to cut

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The Trump shadow hanging over Wall Street bloodbath

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