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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