当英伟达被“军工化”,华尔街的高预期还成立吗?

华尔街见闻
17 Apr

隔夜英伟达遭遇猛烈抛售,盘中一度暴跌10%,收盘大跌6.9%,创下自1月份以来最大单日跌幅,市值一夜之间蒸发超1800亿美元。 该大跌背后的触发因素是,英伟达此前宣布一季度对H20产品计提55亿美元。据瑞银分析师Tim Arcuri,库存费用表明H20的实际销售额约为130亿美元。 这直接威胁到了英伟达持续超越华尔街预期的能力,过去三年中英伟达每次业绩均大幅超出预期,投资者预期本财年英伟达收入增长...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10