预判正确,再次超预期
接上篇,不出所料,NVDA 财报再次 beat and raise。
三季度营收 570.1 亿美元,同比增长 62%,超出分析师预期。
数据中心营收创纪录,达到 512 亿美元,同比增长 66%。
四季度营收指引为 650 亿美元,预计毛利率将升至 75%。
一己之力带动整个大盘上涨,近期的杠铃 + 事件驱动策略再次获利。
ENJOY❤️$Invesco QQQ Trust(QQQ.US)$NVIDIA(NVDA.US)
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