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英伟达财报将于5月28日下午4点收盘后公布。当天的财报将大幅上涨,最高可达124美元...

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发表于 前天 10:54 | 显示全部楼层 |阅读模式
NVDA crashed 44% from $153 to $86 in 4 months in 2025. Without NVDA there would be no AI revolution.It's earnings is on May 28 after market close at 4pm. There will be a massive earnings run-up into this day towars $124+But, I think it will go way higher and here's why

翻译自 英语

2025 年,NVDA 在 4 个月内从 153 美元暴跌至 86 美元,跌幅达 44%。没有 NVDA,就不会有人工智能革命。



该公司的财报将于5月28日下午4点收盘后公布。当天的财报将大幅上涨,最高可达124美元以上。但我认为它会走得更高,原因如下


Analyst ExpectationsEPS: Analysts project EPS of approximately $0.89, representing a 45% year-over-year increase from $0.61 in Q1 FY2025.Revenue: Consensus estimates suggest revenue of around $43B marking a 66% increase from $26B reported last year.
翻译自 英语

分析师预期每股收益:分析师预测每股收益约为 0.89 美元,较 2025 财年第一季度的 0.61 美元同比增长 45%。
收入:普遍预期收入约为 430 亿美元,较去年报告的 260 亿美元增长 66%。



4 Key Factors to WatchData Center Growth: NVDA data center segment is expected to contribute significantly to revenue.Blackwell Platform: Massive adoption and production scaling of NVDA new Blackwell AI chips.China Sales Impact: U.S. export restrictions have reduced NVDA revenue from China, previously 20%, to about 10% AI Infrastructure Spending: Continued investment from major tech firms like MSFT META AMZN
翻译自 英语

值得关注的四个关键因素
数据中心增长:NVDA 数据中心部门预计将对收入做出重大贡献。
Blackwell 平台:大规模采用和扩大 NVDA 新型 Blackwell AI 芯片的生产。
对中国销售的影响:美国出口限制导致 NVDA 来自中国的收入从之前的 20% 降至 10% 左右
人工智能基础设施支出:微软、亚马逊等大型科技公司持续投资




crashed 44% from $153 to $86 in 4 months in 2025. Without NVDA there would be no AI revolution.It's earnings is on May 28 after market close at 4pm. There will be a massive earnings run-up into this day towars $124+But, I think it will go way higher and here's why





Analyst ExpectationsEPS: Analysts project EPS of approximately $0.89, representing a 45% year-over-year increase from $0.61 in Q1 FY2025.Revenue: Consensus estimates suggest revenue of around $43B marking a 66% increase from $26B reported last year.



4 Key Factors to WatchData Center Growth: NVDA data center segment is expected to contribute significantly to revenue.Blackwell Platform: Massive adoption and production scaling of NVDA new Blackwell AI chips.China Sales Impact: U.S. export restrictions have reduced NVDA
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I have a target for NVDA this summer 2025 for $135+ then for it to break all time highs by year end 2025.
翻译自 英语

我的目标是,2025 年夏天 NVDA 的股价能达到 135 美元以上,到 2025 年底突破历史最高水平。

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