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？

英伟达财报超预期！绩后下跌有上车机会吗？

美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】

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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