<p>明天，任何人工智能芯片供应商的投资者都将关注英伟达（NVIDIA）发布季度业绩。在市场收盘后，NVDA 股价可能会上涨或下跌高达 10%。这一交易价格范围基于期权波动率。</p>
<p>在这份报告之前，超微电脑（Super Micro Computer，SMCI）发布了强劲的业绩并发表了乐观的展望。然而，报告发布后，SMCI 股价下跌，但在随后的几周里出现了令人印象深刻的 V 型反弹。</p>
<p>英伟达的业绩将比 SMCI 更为重要。这家图形芯片供应商将向市场提供有关当前一代人工智能服务器需求水平的见解。该公司还将向投资者更新其下一代 Blackwell 产品的情况。市场猜测英伟达可能会推迟 Blackwell 的发布。</p>
<p>周二，NVDA 股价下跌了 2.25%。在 6 月和 7 月以 140.76 美元的高位购买股票后后悔的买家很可能在最近的反弹中抛售了股票。恐惧程度高于往常。NVDA 股票的市盈率为 84 倍。其 33.2 倍的前瞻市盈率取决于公司预测 2025 年每股盈利为 3.80 美元。</p>
<p>无论英伟达的展望如何，无论是 AMD 还是 Intel 都可能赶不上英伟达的市场领先地位。这在一定程度上证明了 NVDA 股票的溢价。</p>

英伟达

<p>英伟达（NVIDIA）即将公布季度业绩，股价可能在报告后上涨 10%。这一结果将为人工智能服务器需求和 Blackwell 产品的时间表提供见解。最近的交易趋势显示，尽管其高达 84 的市盈率，NVDA 仍面临担忧，尤其是在略微下跌 2.25% 后。相比之下，AMD 和英特尔在市场领导地位上落后</p>

<p>Tomorrow, investors in any of the artificial intelligence chip suppliers will watch Nvidia (NVDA) when it posts quarterly results. After the market closes, NVDA stock could move by as much as 10% in either direction. This trading price range is based on options volatility.</p>
<div class="lb-trans"><p>明天，任何人工智能芯片供应商的投资者都将关注英伟达（NVIDIA）发布季度业绩。在市场收盘后，NVDA 股价可能会上涨或下跌高达 10%。这一交易价格范围基于期权波动率。</p>
</div><p>Before this report, Super Micro Computer (SMCI) posted strong results and issued a bullish outlook. Still, SMCI stock slumped after the report, only to stage an impressive v-shaped rebound in the weeks that followed.</p>
<div class="lb-trans"><p>在这份报告之前，超微电脑（Super Micro Computer，SMCI）发布了强劲的业绩并发表了乐观的展望。然而，报告发布后，SMCI 股价下跌，但在随后的几周里出现了令人印象深刻的 V 型反弹。</p>
</div><p>Nvidia’s results will matter more than that of SMCI. The graphics chip supplier will give the market insight into demand levels for the current generation AI servers. The company will also update investors on the status of its next-generation Blackwell product. Markets speculated that Nvidia would delay the release of Blackwell.</p>
<div class="lb-trans"><p>英伟达的业绩将比 SMCI 更为重要。这家图形芯片供应商将向市场提供有关当前一代人工智能服务器需求水平的见解。该公司还将向投资者更新其下一代 Blackwell 产品的情况。市场猜测英伟达可能会推迟 Blackwell 的发布。</p>
</div><p>On Tuesday, NVDA stock fell by 2.25%. Buyers who regretted buying the stock in June and July at the $140.76 high likely sold the stock during the recent rally. Fear is higher than usual. NVDA stock trades at an 84 times price-to-earnings ratio. Its 33.2 times forward P/E ratio depends on the company forecasting earnings of $3.80 a share in 2025.</p>
<div class="lb-trans"><p>周二，NVDA 股价下跌了 2.25%。在 6 月和 7 月以 140.76 美元的高位购买股票后后悔的买家很可能在最近的反弹中抛售了股票。恐惧程度高于往常。NVDA 股票的市盈率为 84 倍。其 33.2 倍的前瞻市盈率取决于公司预测 2025 年每股盈利为 3.80 美元。</p>
</div><p>Regardless of Nvidia’s outlook, neither Advanced Micro Devices (AMD) nor Intel (INTC) may catch up to Nvidia’s market leadership. That partly justifies the premium in NVDA stock.</p>
<div class="lb-trans"><p>无论英伟达的展望如何，无论是 AMD 还是 Intel 都可能赶不上英伟达的市场领先地位。这在一定程度上证明了 NVDA 股票的溢价。</p>
</div>

What To Expect From Nvidia Tomorrow

- 投资者将关注英伟达（NVDA）发布季度业绩。- NVDA 股价可能在市场收盘后上下波动 10%。- 这一交易价格范围基于期权波动率。

明天对英伟达的期待