英偉達股票討論

102205868 (Tay) : 買入107.5並在108.5賣出

Day Trade Lauren 樓主 102205868 (Tay) : 謝謝，但我會繼續持有。買入價格大約在87。

102205868 (Tay) : 我在98歲

10baggerbamm : what do you think's going to happen when Jensen cuts the outlook for NVIDIA?
you do understand he cannot raise the guidance it's impossible because China represented 14% of total revenue of the whole company just on the GPU sales and that has been eliminated. so if you take a pie and you remove 14%, you're down to 86%. everything that they manufacture right now with regard to Blackwell was presold out on allotment so they don't have the ability to manufacture anymore which means next quarter and the quarter after that and the quarter after that that gap of revenue and earnings is still there. so Jensen's going to have to guide lower and the margins well what he was selling to China was a very high margin neutered GPU compared to what Blackwell is so the company's margins are going to come under further pressure for an extended period of time. if you recall the last conference call Jensen was asked by an analyst during the q&A if Q4 which was announced in February was the worst quarter for margins they were down to 72% and they were going to gradually get better to the goal of 75 by Q4 which is next February or would they remain under pressure and trend down to 71% over the first quarter second quarter and gradually get better in the 3rd and 4th. Jensen avoided this question and that's why the stock dropped literally time and sale right after this avoiding the question during the conference call and that was the high point of the conference call and it just traded straight down ever since. the profit margins for NVIDIA are coming under more pressure this quarter and next quarter and beyond and that's 75% number which was his goal is not going to be realized next February either.  so what's going to happen when Jensen reduces guidance for the first time in years many many years? because I don't see the stock trading up I see it gapping down.

Ah_huat23 : 傑羅姆·鮑威爾將依賴PCE數據和GDP數據來決定是否減息。如果PCE數據顯示高通脹，減息的想法可以拋棄。

Frozenjs : 如果你閱讀或觀看非美國的媒體或資訊，大多數國家，如日本、歐洲和韓國（下個月將舉行總統選舉）都不急於結束不公平的交易協議。而美國與中國之間並沒有太多進展。所以特朗普和貝森特只是在撒謊，因此預計未來會有更多壞消息。

pootpoot 樓主 Frozenjs : 我認爲他們可能故意想要一種經濟衰退。

Frozenjs : ya they want to create not just US recession but a global one…..

砸锅卖铁进场 : Ascend 910C正在應用階段，最新的Ascend 910D將在下個月5月尾測試性能，聽說能匹配 $英偉達 (NVDA.US)$  H100，性能相差20%。

sociable Wombat_7983 : 感謝分享.. 這種資訊的通常週期是 - 人們會在發現Nvdia的芯片依然是最好的之前拋售他們的股份。隨後價格會回落。

FN2R : 逆向工程英偉達芯片架構，複製藍圖。複製是對優越性的認可。