<h2>在競爭對手大舉進攻的同時，效率的提升可能會維持公司的勢頭</h2>
<p>_英偉達 (NVIDIA) 定於 8 月 28 日盤後公佈季度財報。</p>
<p>_這家芯片巨頭一直超出預期的營收和每股收益。</p>
<p>_預計英偉達將公佈每股收益為 0.64 美元，營收達到 286.4 億美元，這兩個數字均顯著高於上個季度的預估。</p>
<p>_本季度的焦點很可能是 2024 年的指引和效率提升，以保持與同行在該領域大舉進攻的勢頭。</p>
<h2><strong>英偉達財報預覽</strong></h2>
<p><strong>英偉達</strong>（NVDA）是領跑 2024 年股價漲幅的新科技巨頭，而其競爭對手 “輝煌七人組” 股票的表現則相去甚遠。NVDA 股票在 2024 年開盤時為每股 49.24 美元（經過拆分調整），在下一季度財報公佈前一週，股價已飆升至每股約 128 美元，自一月份以來漲幅高達 160%。</p>
<p><strong>Meta Platforms</strong>（META）是 “輝煌七人組” 中漲幅第二大的股票，全年漲幅超過 50%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt2f6a94df9bf9f268/66c640f9dd1a362ffd40d17b/MAG_7_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt2f6a94df9bf9f268/66c640f9dd1a362ffd40d17b/MAG_7_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA"/></p>
<p>但焦點仍然在英偉達，預計將宣佈每股收益為 0.64 美元，營收 286.4 億美元。這兩個數字均高於上個季度，英偉達已連續四個季度超出每股收益和營收預期。</p>
<p>英偉達創始人兼首席執行官黃仁勳（Jensen Huang）對上個季度的業績和公司未來表達了強烈的積極情緒：“下一次工業革命已經開始，” 他寫道。“公司和國家正在與英偉達合作，將價值數萬億美元的傳統數據中心轉變為加速計算，並建立一種新型數據中心——AI 工廠——生產一種新商品：人工智能。”</p>
<p>他接着説：“人工智能將為幾乎所有行業帶來重大的生產力提升，並幫助公司更具成本效益和能源效率，同時拓展收入機會。”</p>
<p>儘管英偉達股票在 8 月初的市場波動中仍然表現強勁，但公司面臨着來自競爭對手的合法競爭。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt14622fa416a72173/66c63f41711867d68aaa2892/NVDA_YTD_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt14622fa416a72173/66c63f41711867d68aaa2892/NVDA_YTD_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA"/></p>
<p>英偉達的競爭對手 <strong>超威半導體</strong>（AMD）最近宣佈計劃收購領先的 AI 基礎設施提供商 ZT Systems，促使英偉達發表如下聲明：“這項戰略交易標誌着 AMD 在 AI 戰略上邁出的下一重要步驟，以在硅片、軟件和系統創新的基礎上提供領先的 AI 培訓和推理解決方案。ZT Systems 在設計和優化雲計算解決方案方面的豐富經驗還將幫助雲和企業客户大幅加速規模化部署基於 AMD 的 AI 基礎設施。”</p>
<p>AMD 已同意以 49 億美元的現金和股票交易收購 ZT Systems，包括根據某些後續里程碑支付高達 4 億美元的附帶款項。AMD 預計該交易將在 2025 年底前對非 GAAP 基礎上具有增值性。”</p>
<p>這對 AMD 來説是一項重大舉措，自然也給英偉達帶來了壓力，如果他們打算保持目前對該行業的壟斷地位，就必須保持高效率的表現。</p>
<p>觀察期權市場可以幫助我們瞭解財報後股價預期範圍的背景。隱含波動率讓我們對調整到期時間後的股價範圍有所瞭解。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/bltdb31df801f61b5fa/66c63f419727681999b5cda0/NVDA_EM_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/bltdb31df801f61b5fa/66c63f419727681999b5cda0/NVDA_EM_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA"/></p>
<p>到下週為止，英偉達股票有望上下波動 14.00 美元。考慮到股價目前約為每股 128 美元，這一範圍超過了股票當前名義價值的 10%。這在財報預期波動範圍中屬於較高水平，通常落在股價的 5-10% 之間。</p>
<p>英偉達股票在 6 月 20 日達到了歷史最高價 140.76 美元，根據當前的隱含波動率，這一價格很可能會被超越。特別是如果實現的股價波動超過了上限。</p>
<p>進一步觀察 2025 年 1 月期權週期，我們可以看到預期股價波動為 +-35.62 美元。考慮到下週的隱含波動率幾乎佔到了今年餘下時間的 40%，甚至更多，對於 8 月 28 日股市收盤後英偉達財報存在着大量炒作和不確定性。</p>
<h2><strong>看好英偉達財報</strong></h2>
<p>如果你對英偉達財報持樂觀態度，那麼你期待這家芯片巨頭再次取得出色的季度業績，並且高管團隊對今年餘下時間充滿積極情緒。</p>
<p>關注效率改進和強勁需求將是維持股價持續上漲的關鍵因素。如果英偉達股票在財報後超出預期的上限，我們將在英偉達股票中創下新的歷史高點。</p>
<h2><strong>對英偉達財報持悲觀態度</strong></h2>
<p>如果你是一名看空英偉達股票的交易者，那麼你肯定希望看到業績不佳和疲弱的指引。競爭對手在孤立狀態下取得重大進展可能會讓英偉達的投資者感到擔憂，並在報告中出現任何疲軟之處時產生一些拋售壓力。</p>
<p>一家公司發佈強勁的財報後股價下跌並不罕見，尤其是對於那些高飛的科技股來説，它們在過去幾年已經獲得了巨大的漲幅。我們在今年僅僅看到了 <strong>Netflix</strong>（NFLX）、<strong>Google</strong>（GOOGL）等許多公司出現了這種情況。如果英偉達的盈利超出預期但股價下跌，我們可能會看到股價回落至 7 月份的高點以下。</p>
<p>在英偉達盤後公佈財報前的 8 月 28 日中部時間上午 11 點，收看 <em>Options Trading Concepts Live</em>！</p>
<p><strong>Mike Butler</strong>，<em>tastylive 市場情報總監，已經在市場和交易領域工作了十年。他會出現在</em> <em>Options Trading Concepts Live</em> <em>節目中，每週一至週五播出。</em>@tradermikeyb</p>
<p><strong>獲取實時每日節目、市場新聞和評論</strong>，請訪問 <em>tastylive</em> 或 YouTube 頻道 <em>tastylive</em>（面向期權交易者），以及 <em>tastyliveTrending</em>（涵蓋股票、期貨、外匯和宏觀）。</p>
<p><strong>選擇更好的經紀商進行交易</strong>，<em>立即開設 tastytrade 賬户</em>。tastylive, Inc. 和 tastytrade, Inc. 是獨立但關聯的公司。</p>

英偉達

<p>英偉達預計將於 8 月 28 日公佈季度財報，預計每股收益為 2.64 美元，營收為 136.4 億美元，反映出持續強勁的業績。自一月以來，股價已上漲 160%，領漲科技股。分析師預計在財報公佈後股價波動將超過 10%，反映出市場的興奮和不確定性。該公司強調在人工智能和效率方面的進展，以維持其競爭優勢，而競爭對手如 AMD 正在加大在人工智能基礎設施方面的努力，給英偉達帶來了保持領先地位的壓力</p>

<h2>Advances in efficiency may maintain the company’s momentum while competitors make big splashes</h2>
<ul>
<li></li>
</ul>
<div class="lb-trans"><h2>在競爭對手大舉進攻的同時，效率的提升可能會維持公司的勢頭</h2>
</div><h2><em>NVIDIA is set to report quarterly earnings after the market closes Aug. 28.</em></h2>
<div class="lb-trans"><p>_英偉達 (NVIDIA) 定於 8 月 28 日盤後公佈季度財報。</p>
</div><h2><em>The chip giant consistently exceeds anticipated revenue and earnings-per-share.</em></h2>
<div class="lb-trans"><p>_這家芯片巨頭一直超出預期的營收和每股收益。</p>
</div><h2><em>NVIDIA is expected to report earnings per share of $0.64 on $28.64 billion in revenue—both figures notably higher than estimates last quarter.</em></h2>
<div class="lb-trans"><p>_預計英偉達將公佈每股收益為 0.64 美元，營收達到 286.4 億美元，這兩個數字均顯著高於上個季度的預估。</p>
</div><p><em>A focal point for this quarter will likely be 2024 guidance and efficiency advancements to keep momentum rolling with competitors making big splashes in the sector.</em></p>
<div class="lb-trans"><p>_本季度的焦點很可能是 2024 年的指引和效率提升，以保持與同行在該領域大舉進攻的勢頭。</p>
</div><h2><strong>NVIDIA earnings preview</strong></h2>
<div class="lb-trans"><h2><strong>英偉達財報預覽</strong></h2>
</div><p><strong>Nvida</strong>(NVDA) is the new tech king leading the charge of stock price gains in 2024, and its competing Magnificent Seven stocks, aren’t particularly close. After opening 2024 at a split-adjusted $49.24, NVDA stock has ripped to around $128 per share a week before the next quarterly earnings announcement a whopping 160% gain from January.</p>
<div class="lb-trans"><p><strong>英偉達</strong>（NVDA）是領跑 2024 年股價漲幅的新科技巨頭，而其競爭對手 “輝煌七人組” 股票的表現則相去甚遠。NVDA 股票在 2024 年開盤時為每股 49.24 美元（經過拆分調整），在下一季度財報公佈前一週，股價已飆升至每股約 128 美元，自一月份以來漲幅高達 160%。</p>
</div><p><strong>Meta Platforms</strong> (META) is the second-largest gainer in the MAG 7, up over 50% on the year.</p>
<div class="lb-trans"><p><strong>Meta Platforms</strong>（META）是 “輝煌七人組” 中漲幅第二大的股票，全年漲幅超過 50%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt2f6a94df9bf9f268/66c640f9dd1a362ffd40d17b/MAG_7_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA" alt="" original-src="https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt2f6a94df9bf9f268/66c640f9dd1a362ffd40d17b/MAG_7_821.png?format=pjpg&amp;auto=webp&amp;quality=50&amp;width=1000&amp;disable=upscale"/></p>
<p>But the focus is on Nvidia, which is expected to announce a earnings per share (EPS) of $0.64 on $28.64 billion in revenue. Both figures are higher than last quarter, and Nvidia has exceeded EPS and revenue estimates four quarters in a row.</p>
<div class="lb-trans"><p>但焦點仍然在英偉達，預計將宣佈每股收益為 0.64 美元，營收 286.4 億美元。這兩個數字均高於上個季度，英偉達已連續四個季度超出每股收益和營收預期。</p>
</div><p>Jensen Huang, NVIDIA founder and CEO, offered strong positive sentiment for last quarter's results and the future of the company: “The next industrial revolution has begun,” he wrote. “Companies and countries are partnering with NVIDIA to shift the trillion-dollar traditional data centers to accelerated computing and build a new type of data center—AI factories—to produce a new commodity: artificial intelligence.&#34;</p>
<div class="lb-trans"><p>英偉達創始人兼首席執行官黃仁勳（Jensen Huang）對上個季度的業績和公司未來表達了強烈的積極情緒：“下一次工業革命已經開始，” 他寫道。“公司和國家正在與英偉達合作，將價值數萬億美元的傳統數據中心轉變為加速計算，並建立一種新型數據中心——AI 工廠——生產一種新商品：人工智能。”</p>
</div><p>He went on to say that ” AI will bring significant productivity gains to nearly every industry and help companies be more cost- and energy-efficient, while expanding revenue opportunities.&#34;</p>
<div class="lb-trans"><p>他接着説：“人工智能將為幾乎所有行業帶來重大的生產力提升，並幫助公司更具成本效益和能源效率，同時拓展收入機會。”</p>
</div><p>While the drum keeps beating for NVDA stock—even through the recent market volatility early in August—the company has legit competitors on their trail.</p>
<div class="lb-trans"><p>儘管英偉達股票在 8 月初的市場波動中仍然表現強勁，但公司面臨着來自競爭對手的合法競爭。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt14622fa416a72173/66c63f41711867d68aaa2892/NVDA_YTD_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA" alt="" original-src="https://images.contentstack.io/v3/assets/blt40263f25ec36953f/blt14622fa416a72173/66c63f41711867d68aaa2892/NVDA_YTD_821.png?format=pjpg&amp;auto=webp&amp;quality=50&amp;width=1000&amp;disable=upscale"/></p>
<p>NVIDIA's competitor <strong>Advanced Micro Devices</strong> (AMD) recently announced plans to acquire ZT Systems, a leading provider of AI infrastructure, prompting NVDA to say this: &#34;The strategic transaction marks the next major step in AMD’s AI strategy to deliver leadership AI training and inferencing solutions based on innovating across silicon, software and systems. ZT Systems’ extensive experience designing and optimizing cloud computing solutions will also help cloud and enterprise customers significantly accelerate the deployment of AMD-powered AI infrastructure at scale.”</p>
<div class="lb-trans"><p>英偉達的競爭對手 <strong>超威半導體</strong>（AMD）最近宣佈計劃收購領先的 AI 基礎設施提供商 ZT Systems，促使英偉達發表如下聲明：“這項戰略交易標誌着 AMD 在 AI 戰略上邁出的下一重要步驟，以在硅片、軟件和系統創新的基礎上提供領先的 AI 培訓和推理解決方案。ZT Systems 在設計和優化雲計算解決方案方面的豐富經驗還將幫助雲和企業客户大幅加速規模化部署基於 AMD 的 AI 基礎設施。”</p>
</div><p>AMD has agreed to acquire ZT Systems in a cash and stock transaction valued at $4.9 billion, inclusive of a contingent payment of up to $400 million based on certain post-closing milestones. AMD expects the transaction to be accretive on a non-GAAP basis by the end of 2025.&#34;</p>
<div class="lb-trans"><p>AMD 已同意以 49 億美元的現金和股票交易收購 ZT Systems，包括根據某些後續里程碑支付高達 4 億美元的附帶款項。AMD 預計該交易將在 2025 年底前對非 GAAP 基礎上具有增值性。”</p>
</div><p>This is a big move for AMD, and this naturally puts pressure on Nvidia to keep performance sky high if they intend to maintain the stranglehold they have on the sector as of now.</p>
<div class="lb-trans"><p>這對 AMD 來説是一項重大舉措，自然也給英偉達帶來了壓力，如果他們打算保持目前對該行業的壟斷地位，就必須保持高效率的表現。</p>
</div><p>Looking to the options market can help us put context around expected stock price moves for earnings reports. Implied volatility gives us an idea of what range we can expect for the stock price after adjusting for time to expiration for the options contracts.</p>
<div class="lb-trans"><p>觀察期權市場可以幫助我們瞭解財報後股價預期範圍的背景。隱含波動率讓我們對調整到期時間後的股價範圍有所瞭解。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.contentstack.io/v3/assets/blt40263f25ec36953f/bltdb31df801f61b5fa/66c63f419727681999b5cda0/NVDA_EM_821.png/query-YXV0bz13ZWJwJmRpc2FibGU9dXBzY2FsZSZmb3JtYXQ9cGpwZyZxdWFsaXR5PTUwJndpZHRoPTEwMDA" alt="" original-src="https://images.contentstack.io/v3/assets/blt40263f25ec36953f/bltdb31df801f61b5fa/66c63f419727681999b5cda0/NVDA_EM_821.png?format=pjpg&amp;auto=webp&amp;quality=50&amp;width=1000&amp;disable=upscale"/></p>
<p>Through next week, NVDA stock has a +/- $14.00 stock price expected range. Given that the stock currently sits around $128 per share, the range exceeds 10% of the current notional value of the stock. This is on the higher-end of the range for earnings expected moves, which typically land between 5-10% of the stock price.</p>
<div class="lb-trans"><p>到下週為止，英偉達股票有望上下波動 14.00 美元。考慮到股價目前約為每股 128 美元，這一範圍超過了股票當前名義價值的 10%。這在財報預期波動範圍中屬於較高水平，通常落在股價的 5-10% 之間。</p>
</div><p>NVDA reached the all-time high price of $140.76 on June 20, which could easily be exceeded based on the current implied volatility around the earnings report. This is especially true if the realized stock price move exceeds the range to the upside.</p>
<div class="lb-trans"><p>英偉達股票在 6 月 20 日達到了歷史最高價 140.76 美元，根據當前的隱含波動率，這一價格很可能會被超越。特別是如果實現的股價波動超過了上限。</p>
</div><p>Looking further to the Jan 2025 options cycle, we can see a +-$35.62 expected stock price move. Considering the fact that next week's implied volatility makes up almost 40% of the expected range through the rest of the year and then some, there is plenty of hype and uncertainty around NVIDIA's earnings report on Aug 28 after the stock market closes.</p>
<div class="lb-trans"><p>進一步觀察 2025 年 1 月期權週期，我們可以看到預期股價波動為 +-35.62 美元。考慮到下週的隱含波動率幾乎佔到了今年餘下時間的 40%，甚至更多，對於 8 月 28 日股市收盤後英偉達財報存在着大量炒作和不確定性。</p>
</div><h2><strong>Bullish on Nvidia for Earnings</strong></h2>
<div class="lb-trans"><h2><strong>看好英偉達財報</strong></h2>
</div><p>If you're bullish on NVIDIA earnings, you're expecting another stellar quarterly performance from the chip giant, with plenty of positive sentiment from the executive team for the rest of the year.</p>
<div class="lb-trans"><p>如果你對英偉達財報持樂觀態度，那麼你期待這家芯片巨頭再次取得出色的季度業績，並且高管團隊對今年餘下時間充滿積極情緒。</p>
</div><p>Addressing efficiency improvements and strong demand will be a key factor for continued positive momentum in the stock price. If NVDA stock exceeds the expected move to the upside after the earnings report, we will have a new all time high in NVDA stock overnight.</p>
<div class="lb-trans"><p>關注效率改進和強勁需求將是維持股價持續上漲的關鍵因素。如果英偉達股票在財報後超出預期的上限，我們將在英偉達股票中創下新的歷史高點。</p>
</div><h2><strong>Bearish on Nvidia for earnings</strong></h2>
<div class="lb-trans"><h2><strong>對英偉達財報持悲觀態度</strong></h2>
</div><p>If you're a bearish NVDA stock trader, you're certainly looking for an earnings miss and weak guidance. The fact that competitors are making big strides in isolation could worry NVDA investors and create some selling pressure if there is any weakness in the report.</p>
<div class="lb-trans"><p>如果你是一名看空英偉達股票的交易者，那麼你肯定希望看到業績不佳和疲弱的指引。競爭對手在孤立狀態下取得重大進展可能會讓英偉達的投資者感到擔憂，並在報告中出現任何疲軟之處時產生一些拋售壓力。</p>
</div><p>It's not uncommon to see a company post a strong earnings report and have the stock sell off either—this is especially likely for high-flying tech stocks that have already seen massive gains over the years. We've seen this happen in <strong>Netflix</strong> (NFLX), <strong>Google</strong> (GOOGL) and many more just this year alone. If NVIDIA exceeds the earnings expected move to the downside, we may see the stock price retreat below July highs.</p>
<div class="lb-trans"><p>一家公司發佈強勁的財報後股價下跌並不罕見，尤其是對於那些高飛的科技股來説，它們在過去幾年已經獲得了巨大的漲幅。我們在今年僅僅看到了 <strong>Netflix</strong>（NFLX）、<strong>Google</strong>（GOOGL）等許多公司出現了這種情況。如果英偉達的盈利超出預期但股價下跌，我們可能會看到股價回落至 7 月份的高點以下。</p>
</div><p>Tune in to <em>Options Trading Concepts Live</em> at 11 a.m. CDT on Aug. 28 ahead of NVIDIA earnings after the bell!</p>
<div class="lb-trans"><p>在英偉達盤後公佈財報前的 8 月 28 日中部時間上午 11 點，收看 <em>Options Trading Concepts Live</em>！</p>
</div><p><strong>Mike Butler</strong>, <em>tastylive director of market intelligence, has been in the markets and trading for a decade. He appears on</em> <em>Options Trading Concepts Live</em> <em>, airing Monday-Friday.</em>@tradermikeyb</p>
<div class="lb-trans"><p><strong>Mike Butler</strong>，<em>tastylive 市場情報總監，已經在市場和交易領域工作了十年。他會出現在</em> <em>Options Trading Concepts Live</em> <em>節目中，每週一至週五播出。</em>@tradermikeyb</p>
</div><p><strong>For live daily programming, market news and commentary</strong> <em>, visit</em> <em>tastylive</em> <em>or the YouTube channels</em> <em>tastylive</em> <em>(for options traders), and</em> <em>tastyliveTrending</em> <em>for stocks, futures, forex &amp; macro.</em></p>
<div class="lb-trans"><p><strong>獲取實時每日節目、市場新聞和評論</strong>，請訪問 <em>tastylive</em> 或 YouTube 頻道 <em>tastylive</em>（面向期權交易者），以及 <em>tastyliveTrending</em>（涵蓋股票、期貨、外匯和宏觀）。</p>
</div><p><strong>Trade with a better broker</strong> <em>,</em> <em>open a tastytrade account</em> <em>today. tastylive, Inc. and tastytrade, Inc. are separate but affiliated companies.</em></p>
<div class="lb-trans"><p><strong>選擇更好的經紀商進行交易</strong>，<em>立即開設 tastytrade 賬户</em>。tastylive, Inc. 和 tastytrade, Inc. 是獨立但關聯的公司。</p>
</div>

Nvidia Earnings Preview—Over 10% Stock Price Move Expected

- NVIDIA 預計將在市場收盤後的 8 月 28 日公佈季度收益報告。
- 預計 NVIDIA 將報告每股收益為 0.64 美元，營收為 286.4 億美元，均高於上一季度預期。
- 本季度的焦點可能是 2024 年的指引和效率提升，以保持與同行在該領域大舉進展的勢頭。

英偉達收益預覽——預計股價將波動超過 10%