【视频】英伟达盘后突然暴涨：一句“70%”，把整条AI产业链重新点亮

一句2028财年收入仍可能增长约70%，直接把英伟达从盘后203干到了220美元，就在10几分钟前，他刚交出962亿美元营收，和1080亿美元的下季度指引，但英伟达却因为毛利率压力盘后跌了，直到英伟达CFO给出了收入指引，盘后股价随后从下跌转为上涨，市场重新买回整个AI叙事。今天这个视频，我给大家从头到尾捋一遍。 $英伟达(NVDA)$ $1.5倍做空NVDA ETF-Tradr(NVDS)$

英伟达首发年度预测，市值要超苹果谷歌？

英伟达今日 +0.84%，逆势收红。公司史上首次给出"年度前瞻指引"，被解读为将其推上超越苹果、Alphabet 市值的路径，龙头对未来需求的能见度罕见地拉长。与此同时市场仍在追问"英伟达能否证明自己不靠少数几家超大规模客户吃饭"，客户集中度是最大质疑点。当龙头用一份超长预期喊话全市场，它冲击全球市值第一的底气，是真需求还是叙事透支？

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。

精彩评论

帅帅的爸爸
08-27
帅帅的爸爸
现在还在强挽AI叙事吹票，高开低走一碗大面没跑了。
- 水哥666555:
  真的吗？
带翅膀的老虎
08-29
带翅膀的老虎
看看昨晚跌的屁滚尿流

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