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？

英伟达GTC大会将至！提前部署哪些板块？

下周的英伟达GTC大会（2026年3月16日至19日）以及美国光纤通信展览会及研讨会（OFC）（2026年3月15日至19日），成为投资者们关注热点。黄仁勋将于当地时间3月16日上午11时发表主题演讲。此外，英伟达发力智能体，开源模型Nemotron 3 Super参数1200亿，吞吐量提升五倍。黄仁勋罕见发文：AI是这个重塑世界的重要力量，是电力、互联网一样的基础设施。【芯片、存储、光纤板块……大家看好哪些板块的部署机会？英伟达能否大涨？

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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