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老汉特朗普
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老汉特朗普
老汉特朗普
·
12-03 11:28
英伟达大跌,正是买入的时候!
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老汉特朗普
老汉特朗普
·
11-20
亏点没啥,毕竟我是坚定的持有者
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老汉特朗普
老汉特朗普
·
11-20
坚定持有英伟达!机会常有,但是一般人把握不住,与其把握不住,不如坚定持有!
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老汉特朗普
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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老汉特朗普
老汉特朗普
·
11-14
我相信,我就认准英伟达!
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老汉特朗普
老汉特朗普
·
11-11
$T-REX 2X LONG NVIDIA DAILY TARGET ETF(NVDX)$
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老汉特朗普
老汉特朗普
·
11-04
$Faraday Future Intelligent Electric Inc(FFAI)$
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老汉特朗普
老汉特朗普
·
11-04
沃日,我选超威电脑!
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老汉特朗普
老汉特朗普
·
11-01
非常合理!只要大盘稳住,一万亿稀松平常!
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老汉特朗普
老汉特朗普
·
10-30
看好特斯拉
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src=\"https://fid-75186.picgzc.qpic.cn/20251117072904381v152z2wfrbbvcdr\"/><p>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。</p><p>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。</p><p>花旗指出,英伟达Blackwell的<span>出货</span>速度,以及新款Rubin芯片的研发速度,都比预期快,超大规模云端投资与主权AI对全年展望的帮助,有助抵消缺乏来自中国市场的营收。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一致看好!英伟达业绩将大爆发</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一致看好!英伟达业绩将大爆发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 07:17 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117072911a6fddfa4&s=b><strong>芯报告</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。分析师普遍看好Blackwell芯片加速量产、规模经济及CUDA等软件整合改善利润,营收和获利都将超出预期。Jefferies和wedbush等均认为,英伟达上季财报将优预期,并将上调财测,因为超大规模云端上季资本支出都高于预期,而且都在谈论要再...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117072911a6fddfa4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","NVDD":"1倍做空NVDA ETF-Direxion","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX 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