英伟达狂赚680亿，M7集体上演“卖事实”：谁在黎明前撤退_老虎社区_美港股上老虎

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？

# 英伟达斥资布局光模块！还有上车机会吗？

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PandoraHaggai
·02-26
这张饼信三分就好，别太当真！
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英伟达狂赚680亿，M7集体上演“卖事实”：谁在黎明前撤退

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