英伟达Q3财报大超预期!银伟达却拉冒烟?AI是回光返照还是星辰大海?!

ARK投研
Nov 20

市场得救了!英伟达Q3财报发布了,数据非常给力。市场紧盯的三项指标全线超预期:三季度营收570.1亿美元,同比猛增62%,环比大增22%;毛利率干到了73.6%;更关键的是,四季度业绩指引为650亿美元,意味着单季度将创下130亿美元的收入增量!盘后股价直接飙升超5%,冲到196.56美元。但我们做深度投研,光看数据远远不够。毕竟现在市场不仅聪明还异常谨慎,大家都会算账。真正决定未来全球股市命运的...

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