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Cruise橘子哥.🍊🦧
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英伟达财报出来了：营收962亿美元同比翻倍，净利也跟着翻倍，还头一回提前一年给指引，说2028财年营收再涨70%。发财报前它连跌了一周，市场都怕增速见顶，结果盘后直接拉升超4%。
黄仁勋在电话会上放话，AI到拐点了，算力直接等于收入，这话听着就跟三年前ChatGPT刚火时一个调调😂。但毛利率有坎，HBM、DRAM涨价太凶，下季度毛利要掉到71%-72%触底。产能、电力、存储全在紧缺，公司说短缺至少撑到2028财年底。
瓶颈在产能不在需求，翻倍增速还能照常给指引，我看了半天只想说一句，这轮AI的钱是真被它赚明白了。#财报观察员：英伟达超预期，软件收入开始兑现
Cruise橘子哥.🍊🦧
Tonight, the most anticipated event is Nvidia's after-hours earnings report (Q2 FY2027), but Morgan Stanley gave it a neutral rating for the first time. They say Nvidia is using its own balance sheet to inject energy into the entire AI ecosystem, forming financing partnerships with six financial giants totaling over $500 billion, using guarantees, leasing, and revenue sharing—risk indicators that traditional indicators simply can't detect
However, on Tuesday, the stock price stabilized first, rising 2.19% to end a seven-day losing streak, with a market capitalization of $5.16 trillion.
Customer OpenAI said their self-developed Jalapeno chip outperformed Nvidia's GB300 in test performance, adding that they would not fully replace it and would continue to purchase in large quantities. Coincidentally, the timing was right before the earnings report. This was not a technical briefing, but rather an increase in negotiations. I was stunned—the crazier the chip sales, the more eager customers are to build their own.
The real test will be tonight in the early hours of Thursday Beijing time. Whether the growth rate can support a $5 trillion market value is much more substantial than Morgan Stanley's rating. 😂 #财报观察员: Led by Nvidia, AI returns enter the validation phase
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