英伟达交出远超预期的业绩与指引，却没能再度点燃股价，市场对AI需求可持续性与供给约束的疑虑，正在压过“数字本身”的亮眼。 英伟达给出的财年第一季度营收指引约为780亿美元，明显高于华尔街平均预期的728亿美元，但公司在分析师电话会期间股价一度下跌约1.5%，到当晚整体几乎持平。 加上本次财报，英伟达已经连续14个季度营收超出预期。分析指出，投资者对英伟达的“固有高预期”已抬至新高度，单纯的“再...
Source Link英伟达交出远超预期的业绩与指引，却没能再度点燃股价，市场对AI需求可持续性与供给约束的疑虑，正在压过“数字本身”的亮眼。 英伟达给出的财年第一季度营收指引约为780亿美元，明显高于华尔街平均预期的728亿美元，但公司在分析师电话会期间股价一度下跌约1.5%，到当晚整体几乎持平。 加上本次财报，英伟达已经连续14个季度营收超出预期。分析指出，投资者对英伟达的“固有高预期”已抬至新高度，单纯的“再...
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