--- title: "NVIDIA CEO Jensen Huang: Market demand is extremely hot. Large-scale AI capital expenditure is appropriate and necessary" description: "NVIDIA CEO Jensen Huang: Market demand is extremely hot. Large-scale AI capital expenditure is appropriate and necessary. Risk warning and disclaimer: The market has risks, and investment should be ca" type: "news" locale: "en" url: "https://longbridge.com/en/news/275157545.md" published_at: "2026-02-06T17:29:12.000Z" --- # NVIDIA CEO Jensen Huang: Market demand is extremely hot. Large-scale AI capital expenditure is appropriate and necessary > NVIDIA CEO Jensen Huang: Market demand is extremely hot. Large-scale AI capital expenditure is appropriate and necessary. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article align with their specific circumstances. Investment based on this is at one's own risk NVIDIA CEO Jensen Huang: Market demand is extremely hot. Large-scale AI capital expenditure is appropriate and necessary. Risk Warning and Disclaimer The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk ### Related Stocks - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [NVDU.US - Direxion Daily NVDA Bull 2X Shares](https://longbridge.com/en/quote/NVDU.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Nvidia 收入再創新高 揚言 AI 代理已達拐點 算力轉化收入 惟銷售集中惹擔憂 | 英偉達（Nvidia）第四季業績超預期，整體收入及數據中心收入創新高，CEO 黃仁勳表示 AI 算力已達拐點，預計第一財季收入約 780 億美元。儘管數據中心銷售集中引發擔憂，股價在盤後交易中一度上漲 4%，但分析師會議期間曾下跌 1.5% | [Link](https://longbridge.com/en/news/276976069.md) | | 英偉達業績遠高預期 指引炸裂盤後橫行 | 英偉達公佈 2026 財年第四財季業績，營收 681.27 億美元，同比增長 73%，超出市場預期。數據中心業務貢獻超九成營收，非 GAAP 毛利率升至 75.2%。公司展望下一財季，營收指引為 780 億美元，環比增長 14.5%，高於分 | [Link](https://longbridge.com/en/news/276987566.md) | | Perplexity 深度整合至三星手機 一鍵啟動 AI 助手 首獲系統層級存取權限 | AI 初創企業 Perplexity 與三星 Galaxy S26 手機達成深度合作，用户可通過「Hey Plex」或長按側面按鈕啟動助手。Perplexity 應用預裝於 S26 手機，首次獲得系統層級存取權限，能讀取及寫入三星原生應用。 | [Link](https://longbridge.com/en/news/277135277.md) | | 英偉達通過一個強勁的季度表現和更樂觀的前景，繼續推動 AI 的熱潮 | 英偉達公佈了令人印象深刻的季度業績，營收同比增長 73%，達到 681.3 億美元，超出預期。調整後的每股收益增長 82%，達到 1.62 美元，超過市場共識預期。儘管報告後股價略有下跌，但英偉達對當前季度的指引非常出色，預計將超過預估 5 | [Link](https://longbridge.com/en/news/276963204.md) | | Sandisk 與 SK 海力士合作 啟動「HBF 標準化」相關 ETF 急升 14% | Sandisk 與 SK 海力士於 25 日聯合啟動「HBF 規格標準化聯盟」，發布面向 AI 推理時代的 HBF（High Bandwidth Flash）儲存技術標準化戰略。預計到 2030 年，HBF 相關內存解決方案需求將全面擴張。 | [Link](https://longbridge.com/en/news/277005950.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.