英伟达即将发布财报，市场对其股价走势看法不一，是戳破AI泡沫还是引发新一轮上涨？空头和多头各执一词。
Circle Squared Alternative分析师Jeff Sica认为英伟达面临“高期望的诅咒”，市场预期过高，公司需要大幅超出预期才能满足投资者。DeepSeek提供更便宜、更高效的技术，可能会促使企业减少资本支出，从而影响英伟达的业务。微软削减数据中心支出，加剧了市场对英伟达的担忧，也使得英伟达股价表现脆弱。Jeff Sica已卖出部分英伟达股票。
瑞穗分析师Jordan Klein认为有大量场外资金等待入场，英伟达股价上涨的可能性大于下跌。英伟达新款Blackwell系列产品供不应求，公司正在加紧生产。Melius Research的Ben Reitzes认为科技巨头间的AI竞争加剧，反而有利于英伟达，其硬件需求旺盛，并将英伟达的硬件比作法拉利，指出像马斯克领导的xAI等公司都非常看重英伟达的芯片。英伟达管理层暗示新款Blackwell系列产品需求远超供应。
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