彻底炸裂的财报。英_老虎社区_美港股上老虎

课间炒家
2023-05-25

彻底炸裂的财报。
英伟达指引Q2营收110亿，超过投行预期50%以上，且预计毛利70%。以此计算，年营收440亿，年毛利310亿，去掉销售、管理、研发费用100亿，还能有利润约200亿！给40PE，市值8000亿，还高吗？
重点在于，此前订单加急排到年底的传言被证实，未来三个季度的业绩确定性极高。这份财报同时还能改善所有上下游产业链的预期，芯片设备、芯片制造、云计算都有所受益。
竞争格局恶化、毛利下降都是以后的事，现在如此炸裂的财报摆在眼前，先炒起来再说。
$英伟达(NVDA)$

# 英伟达破万亿！C3.ai财报能否助燃AI？

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美股大幅
·2023-05-25
实际营业额比去年同期下降13%，营业利润（non-gaap）比去年同期下降21%
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你懂的盼
·2023-05-28
哇，这个消息有点意思啊！英伟达的财报让我很感兴趣，我会密切关注的
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阿咕咕咕
·2023-05-28
基本面只能说一般般，但这样炸裂的财报真是让我眼前一亮啊
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俯瞰繁华
·2023-05-28
英伟达的发展前景还是很好的，这份财报证明了它的实力和潜力
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日添一线
·2023-05-28
期待英伟达能带来更多好消息！这份财报的确定性极高
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微微软
·2023-05-28
看来我应该会找个机会买入了！英伟达的财报太炸裂了
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