[Nvidia 4Q23 : 슈퍼서프라이즈]
(Feat. AI살려주는 큰형님)

☑️이번 서프라이즈로 인한 추정치 상향시 12mFwd_PER 30배 수준으로 수렴

•장중 -2.83% / 시간외 +6%
✔️최근 몇일 조정받은 AI관련주 시간외 모두 급등세

•EPS : $5.16 vs $4.60e

•Revenue: $22.1B vs $20.41Be
✔️Gaming : $2.9B vs $2.71Be
✔️Data Center
: $18.4B vs $17.21Be

•가이던스 1Q24
✔️Revenue : $24B vs $21.9Be

•생성형AI는 티핑포인트 도달
•국가/산업/기업 불문하고 전세계적인 GPU수요 급증

SMART한 주식투자

NDF, 1,331.30/ 1,331.70원…1.20원↓

[속보] 美항공우주국 "美, 민간 탐사선으로 반세기만에 첫 달 착륙"

These are details of corp value-up program announced by SK govt this mng.

1)SK provides guidelines for listed firms to publish their plans to improve corps value. In order for em to autonomically participate, Govt puts various incentive system like tax incentive on the table.

2)SK govt seeks to develop Korea value-up index for investors to use it as benchmark index and list EFT for investors. ( plan to develop value-up index in 3Q24 and list ETF in 4Q24 )

3)SK govt seeks to set up the special team to support corp value-up program in order to make corps continue to carry out corps value improvement.

4) SK govt sets 2nd round seminar to fix guidelines during H1.

결론 : 각자 자율에 맡길테니 알아서들 잘 해라????