彻底炸裂的财报。英_老虎社区_美港股上老虎

2023-05-25

彻底炸裂的财报。
英伟达指引Q2营收110亿，超过投行预期50%以上，且预计毛利70%。以此计算，年营收440亿，年毛利310亿，去掉销售、管理、研发费用100亿，还能有利润约200亿！给40PE，市值8000亿，还高吗？
重点在于，此前订单加急排到年底的传言被证实，未来三个季度的业绩确定性极高。这份财报同时还能改善所有上下游产业链的预期，芯片设备、芯片制造、云计算都有所受益。
竞争格局恶化、毛利下降都是以后的事，现在如此炸裂的财报摆在眼前，先炒起来再说。
$英伟达(NVDA)$

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。

精彩评论

美股大幅
2023-05-25
美股大幅
实际营业额比去年同期下降13%，营业利润（non-gaap）比去年同期下降21%
你懂的盼
2023-05-28
你懂的盼
哇，这个消息有点意思啊！英伟达的财报让我很感兴趣，我会密切关注的
阿咕咕咕
2023-05-28
阿咕咕咕
基本面只能说一般般，但这样炸裂的财报真是让我眼前一亮啊
俯瞰繁华
2023-05-28
俯瞰繁华
英伟达的发展前景还是很好的，这份财报证明了它的实力和潜力
日添一线
2023-05-28
日添一线
期待英伟达能带来更多好消息！这份财报的确定性极高
微微软
2023-05-28
微微软
看来我应该会找个机会买入了！英伟达的财报太炸裂了

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":655034744,"tweetId":"655034744","gmtCreate":1684977095588,"gmtModify":1684977098234,"author":{"id":3545125033338847,"idStr":"3545125033338847","authorId":3545125033338847,"authorIdStr":"3545125033338847","name":"课间炒家","avatar":"https://static.tigerbbs.com/beb3a8369e0ea4b85d2d9ff1bda1b56e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>彻底炸裂的财报。\n 英伟达指引Q2营收110亿，超过投行预期50%以上，且预计毛利70%。以此计算，年营收440亿，年毛利310亿，去掉销售、管理、研发费用100亿，还能有利润约200亿！给40PE，市值8000亿，还高吗？\n 重点在于，此前订单加急排到年底的传言被证实，未来三个季度的业绩确定性极高。这份财报同时还能改善所有上下游产业链的预期，芯片设备、芯片制造、云计算都有所受益。\n 竞争格局恶化、毛利下降都是以后的事，现在如此炸裂的财报摆在眼前，先炒起来再说。\n <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>\n </body></html>","htmlText":"<html><head></head><body>彻底炸裂的财报。\n 英伟达指引Q2营收110亿，超过投行预期50%以上，且预计毛利70%。以此计算，年营收440亿，年毛利310亿，去掉销售、管理、研发费用100亿，还能有利润约200亿！给40PE，市值8000亿，还高吗？\n 重点在于，此前订单加急排到年底的传言被证实，未来三个季度的业绩确定性极高。这份财报同时还能改善所有上下游产业链的预期，芯片设备、芯片制造、云计算都有所受益。\n 竞争格局恶化、毛利下降都是以后的事，现在如此炸裂的财报摆在眼前，先炒起来再说。\n <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>\n </body></html>","text":"彻底炸裂的财报。 英伟达指引Q2营收110亿，超过投行预期50%以上，且预计毛利70%。以此计算，年营收440亿，年毛利310亿，去掉销售、管理、研发费用100亿，还能有利润约200亿！给40PE，市值8000亿，还高吗？ 重点在于，此前订单加急排到年底的传言被证实，未来三个季度的业绩确定性极高。这份财报同时还能改善所有上下游产业链的预期，芯片设备、芯片制造、云计算都有所受益。 竞争格局恶化、毛利下降都是以后的事，现在如此炸裂的财报摆在眼前，先炒起来再说。 $英伟达(NVDA)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/655034744","repostId":0,"isVote":1,"tweetType":1,"viewCount":2204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":412,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7989381,"commentId":"7989381","gmtCreate":1684978030834,"gmtModify":1684978034603,"authorId":3585281612109138,"author":{"id":3585281612109138,"idStr":"3585281612109138","authorId":3585281612109138,"name":"美股大幅","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655034744,"objectIdStr":"655034744","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"实际营业额比去年同期下降13%，营业利润（non-gaap）比去年同期下降21%","text":"实际营业额比去年同期下降13%，营业利润（non-gaap）比去年同期下降21%","html":"实际营业额比去年同期下降13%，营业利润（non-gaap）比去年同期下降21%","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7991994,"commentId":"7991994","gmtCreate":1685207658268,"gmtModify":1685207661890,"authorId":10000000000010344,"author":{"id":10000000000010344,"idStr":"10000000000010344","authorId":10000000000010344,"name":"你懂的盼","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655034744,"objectIdStr":"655034744","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"哇，这个消息有点意思啊！英伟达的财报让我很感兴趣，我会密切关注的","text":"哇，这个消息有点意思啊！英伟达的财报让我很感兴趣，我会密切关注的","html":"哇，这个消息有点意思啊！英伟达的财报让我很感兴趣，我会密切关注的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7991992,"commentId":"7991992","gmtCreate":1685207645458,"gmtModify":1685207649632,"authorId":10000000000010316,"author":{"id":10000000000010316,"idStr":"10000000000010315","authorId":10000000000010316,"name":"阿咕咕咕","avatar":"https://static.tigerbbs.com/2606e3cd397da8516df1376d1b260ebf","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655034744,"objectIdStr":"655034744","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"基本面只能说一般般，但这样炸裂的财报真是让我眼前一亮啊","text":"基本面只能说一般般，但这样炸裂的财报真是让我眼前一亮啊","html":"基本面只能说一般般，但这样炸裂的财报真是让我眼前一亮啊","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7991991,"commentId":"7991991","gmtCreate":1685207640118,"gmtModify":1685207643666,"authorId":10000000000010316,"author":{"id":10000000000010316,"idStr":"10000000000010317","authorId":10000000000010316,"name":"俯瞰繁华","avatar":"https://static.tigerbbs.com/3bf13db70d947837660ca66bb9b8e299","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655034744,"objectIdStr":"655034744","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"英伟达的发展前景还是很好的，这份财报证明了它的实力和潜力","text":"英伟达的发展前景还是很好的，这份财报证明了它的实力和潜力","html":"英伟达的发展前景还是很好的，这份财报证明了它的实力和潜力","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7991993,"commentId":"7991993","gmtCreate":1685207650669,"gmtModify":1685207654639,"authorId":10000000000010308,"author":{"id":10000000000010308,"idStr":"10000000000010309","authorId":10000000000010308,"name":"日添一线","avatar":"https://static.tigerbbs.com/38450202fb8e2939c00127f34a4d7242","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655034744,"objectIdStr":"655034744","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"期待英伟达能带来更多好消息！这份财报的确定性极高","text":"期待英伟达能带来更多好消息！这份财报的确定性极高","html":"期待英伟达能带来更多好消息！这份财报的确定性极高","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7991990,"commentId":"7991990","gmtCreate":1685207634533,"gmtModify":1685207638650,"authorId":10000000000010312,"author":{"id":10000000000010312,"idStr":"10000000000010312","authorId":10000000000010312,"name":"微微软","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":655034744,"objectIdStr":"655034744","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"看来我应该会找个机会买入了！英伟达的财报太炸裂了","text":"看来我应该会找个机会买入了！英伟达的财报太炸裂了","html":"看来我应该会找个机会买入了！英伟达的财报太炸裂了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/655034744"}