$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？

英伟达$170保卫战！这次多少价位加仓？

鲍威尔重磅讲话前，三大美股指本周首度集体收跌，标普五连跌，和纳指齐创两周新低。英伟达连跌三日，消息面上据称据英伟达下令暂停H20芯片生产。【下周三英伟达财报，绩前开启$170保卫战，大家是离场or坚守？这次跌到多少你会考虑加仓？】

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不做暴富的梦
03-26
不做暴富的梦
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