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老汉特朗普
11-17

支持英伟达

一致看好！英伟达业绩将大爆发

英伟达预定19日公布止于10月底的年度第3季（上季）财报，华尔街预期营收将年增56%至548.3亿美元，经调整后后每股盈利也将增长54%至1.25美元。Susquehanna指出，五大超大规模云端厂商预料将提高今年资本支出69%，而且重要伙伴鸿海上季财报优于预期，成为英伟达业绩的正面迹象。Oppenheimer预估，英伟达GB300硬件将在止于明年1月底的下半年度持续增产，财报和财测都将改善。

一致看好！英伟达业绩将大爆发

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