NVDA财报前瞻和芯片板块后市走向

大家都在问我们明$英伟达(NVDA)$ 财报怎么看？

由于在外出差，就不一一回答了。整体上，市场期望Q4季度eps超过$4.8, 若超过$5.25则为显著利好。

财报发布后，我们将在感兴趣的朋友范围内，在第二天盘前基于NVDA财报的市场冲击力，对英伟达$美国超微公司(AMD)$ 、$ARM Holdings Ltd(ARM)$ 、 $超微电脑(SMCI)$ 等后市走向做出分析。感兴趣的朋友请及时向我们报名。

我们的分析将综合行内人士的观点、和量化策略的指向。

上周累跌近9%！英伟达跌到位了吗？

英伟达上周累跌超8.7%，创三个月最差单周表现。据知情人透露，“AI总龙头”英伟达正在为中国市场开发一款新的旗舰AI芯片，该芯片将符合美国目前的出口管制相关规定。【当前周一盘前上涨，你会追$120的英伟达吗？现在你的策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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