英伟达狂赚680亿，M7集体上演“卖事实”：谁在黎明前撤退

$英伟达(NVDA)$ 刚刚发了财报，680亿美元营收比预期多20亿，净利润430亿，1个季度赚的比奈飞一整年营收都多。第一季度指引780亿，高于华尔街预期的726亿美元。M7财报全部超预期，股价全部不买账，这几家公司今年要花7000亿美元支出在ai方面，钱花了，成绩出来了，但市场不给面子。老黄在电话会上说了5遍算力就是营收，但是华尔街让他证明出来。

今天这期视频带大家看三件事，这次财报到底有多强？全年碾压为啥涨不动？老黄说2030 年全球要花3-4万亿美元建ai工厂，这张饼你该信几分？

利好英伟达？！多少价位再加仓？

从微软、亚马逊、Meta和Alphabet的最新表态来看，AI资本开支竞赛远未结束。对市场而言，这既意味着AI基础设施供应链仍有业绩支撑。【大家觉得近期股价刚创新高的英伟达，能否再次刷新记录？大家会在多少价位再加仓？】

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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PandoraHaggai
02-26
PandoraHaggai
这张饼信三分就好，别太当真！

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