英伟达财报和非农前几点

塔子哥的随笔
Nov 19, 2025

英伟达的Q4营收买方预期基本在630+,我调查到的部分在650~670。考虑到公司一贯偏保守的指引,本次肯定又是略低于买方预期了。现在美股科技股整体是低股价低估值高预期——虽然股价连续跌,但你有利空就跌,有开支还跌。另外一个关键的问题是,即使英伟达的财报很好,市场可能反而会担忧大厂的开支无度,引起2024年5月那样的英伟达一鲸涨万物落情况。一个有意思的图:据网友统计,自ChatGPT发布以来,每个...

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