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辛达吉73
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data center的增长率从Q3的+17%，下降到了Q4指引的+8%，但大家更关心的是这个预期内，接下来Blackwell能挣多少钱，但电话会议管理层也没说清楚 $英伟达(NVDA)$ 没办法，市场对英伟达的期待永远是100分，不过买方定价还是很积极的。145附近追着实高了

# 英伟达财报超预期！要不要“逢低”进场？

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