Huida's third-quarter earnings exceeded expectations, and partners 'shares rose collectively

NVDA (NVDA) reported a strong third-quarter earnings report, which not only exceeded analyst expectations, but also further demonstrated its leadership in the AI chip market. Shares of companies that work closely with Fuida rose on Thursday after the news was released, with share prices of server maker SMCI rising about 15% in a day. Other original equipment manufacturers (OEMs) such as Dell and HPE also rose nearly 4% and 3%, respectively. In addition, Micron (MU), which provides AI chip memory solutions to Viida, also rose by more than 4%.

Citi analysts are optimistic about Dell, AI market growth provides new opportunities

After Huida mentioned the rapid application of AI technology in enterprises in its financial report, Citi analysts gave Dell a "buy" rating and set a target price of US$160, indicating that compared with Dell's current share price, there is still about 15% potential upside. Analysts pointed out that as artificial intelligence technology is further integrated into enterprise infrastructure, OEMs such as Dell will gain significant growth opportunities in the market.

Huida is becoming an important helper to other companies, and its influence is growing rapidly

Fuida specifically mentioned SuperMicro and Dell in its earnings conference call, which is particularly important for SuperMicro, which has recently faced challenges due to financial reporting delays and accounting transparency issues, and will help the market reassess its prospects. What's more noteworthy is that according to AlphaSense statistics, since 2019, Huida has been mentioned 2,204 times in performance meetings and corporate activities of approximately 9,000 companies around the world, of which the number of mentions in the third quarter of 2023 alone was as high as 251 times, a significant increase from 161 times in the same period last year. These data reflect that Viida's core position in the entire technology and AI ecosystem is being further consolidated.