$英伟达(NVDA)_老虎社区_美港股上老虎 - 老虎社区

$英伟达(NVDA)$ 刚刚开的的英伟达IR小会（from美股源信息），摘取部分内容：

年底前毛利率提升至75%附近，甚至考虑了Blackwell Ultra贡献

需求可见度与6个月前无变化

中国需求强劲，预计25Q1（2-4月）中国贡献比例保持稳定，无重大增减（细品）

正式确认，B卡在25Q1收入会超过hopper上季度再也没提，现在再次确认这一点

R2马上要出，V4还在路上，苹果才刚刚下单了GB300，腾讯的全面+AI和Agent第一步也还没迈出去。未来的故事还挺长。短期的博弈归博弈，但别否认产业趋势。就好比Joe Tsai说了一堆美国提前建设的风险，阿里不还是疯狂屯卡吗？

将恢复H20销售！黄仁勋访华，英伟达看至？

英伟达公司一名高管13日表示，该公司首席执行官黄仁勋将于7月16日在北京召开新闻发布会。据《金融时报》报道，英伟达最快将于9月推出专为中国市场定制的新版人工智能芯片。【上周市值突破4万亿美元的英伟达，股价短期你是看涨or看跌？财报前你会继续加仓英伟达吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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不做暴富的梦
03-26
不做暴富的梦
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