‌$英伟达(NVDA_老虎社区_美港股上老虎

穷鬼搬砖头
2025-02-27

‌$英伟达(NVDA)$ ‌

提到了毛利率预计会在70%的低位区间，BW全面量产后毛利率预计在70%中位，说了定制关联设备包括网络连接和冷却方面的，会进一步提高毛利率

然后说了整体的短期、中期、长期发展信号。短期说了订单很明确，中期说了和前几年相比AI方面的基础建设和资本支出规模增长很快，长期说了GPU上的处理已经从在GPU上编码转为在GPU上运行AI软件和加速机器人学习（专业术语多一些，大概这个意思）

架不住了，困了，打个盹去上班了，老黄回答财报还是比较谨慎的，没有GTC大会上面那么激情，容易听困

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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小米死多头
·2025-02-27
感谢课代表
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笑面男
·2025-02-27
利空crdo？
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abcx
·2025-02-27
感謝
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