妮妮爷爷
02-18
$英伟达(NVDA)$
大家都觉得财报会大超预期，我倒是觉得财报可能不会超预期太多，看了smci ，tsm财报，都没有大超。但后期营收指引一定会大超预期，产能增加，需求增加，但如果是双双超预期，那肯定是更好
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