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@话题虎：美团“利空出尽”，英伟达“超预期大涨”？！哪个剧本能实现？

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class=\"color-mark\">（财报前，盈利创纪录的寒武纪先涨起来了）</span>，现在处于<strong>“公司高估值，市场高预期”</strong>——预计单季度营收461亿美元，同比+53.61%，EPS 0.94美元，同比+40.76%，且是在股价过去三个月上涨了近39%，市值达到4.4万亿美元的条件下，另外上次财报已不计中国市场，但自H20消息发布后，市场对截至10月的季度数据中心收入预期又上调5%。财报数据好，不否认，但要想超预期就变得更难了。</p><p>——“高预期”带来的风险，过往的财报数据也有体现，近四次英伟达财报都是呈现“<strong>sell the fact, 股价回调</strong>”的状态，没有大涨的情况，财报前后两日收盘价变化：（所以这次盘后大涨的概率maybe也不大，想接货的还可以考虑sp一下。反正市场现在都在观望中<span class=\"teditor-emoji\">[暗中观察]</span>）</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82bac7d5e2f8b54450e3914c4fc89c51\" tg-width=\"435\" tg-height=\"132\"></p><p></p><p><strong>另外美团也要发财报了</strong>，这周刚发完财报的拼多多就不说了，现在<strong>美团到底跌到底部没有？</strong>身边的人，问就是<span style=\"color:#000000;\" class=\"color-mark\">不买中概</span><span class=\"teditor-emoji\">[回头]</span>。</p><p>今年迄今港股科技巨头中，跌的最惨的就是美团，绩前继续跌，可能市场确实在担心最新财报。<span style=\"color:#169179;\" class=\"color-mark\">（摩拳擦掌，说不一定利空出尽就是利好~）</span></p><p class=\"t-img-caption\"><img 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