---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000667979.md"
description: "B leh. Numbers will likely meet the bar but a clean Q2 guide above 90B already partly priced in. With China H20 still zero booked and Huawei substitution noise, hard to see a fresh leg up immediately, range-bound into summer makes more sense to me."
datetime: "2026-05-19T10:40:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000667979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000667979.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000667979.md)
author: "[jackson beat it](https://longbridge.com/en/profiles/16656266.md)"
generator: "portal-rs"
---

# B leh. Numbers will likely meet the bar but a clea…


### Related Stocks

- [HUAWEI.NA](https://longbridge.com/en/quote/HUAWEI.NA.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**