---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/35710194.md"
description: "$NVIDIA(NVDA.US) is awesome, with a high guidance full of transparency, it directly hit a new high. Bringing $Broadcom(AVGO.US) to a new high as well. AMD and $Alphabet(GOOGL.US) seem a bit left out, but it's unnecessary. Based on the guidance from NVIDIA and $Taiwan Semiconductor(TSM.US), we can basically confirm that the AI theme we know can keep going strong until 2026. If you really have to worry, worry about macro and geopolitical conflicts instead."
datetime: "2025-10-28T23:48:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/35710194.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/35710194.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/35710194.md)
author: "[晓风 morning_wind](https://longbridge.com/zh-HK/profiles/6620864.md)"
---

> 支持的語言: [English](https://longbridge.com/en/topics/35710194.md) | [简体中文](https://longbridge.com/zh-CN/topics/35710194.md)


# $NVIDIA(NVDA.US) is awesome, with a high guidance …


### 相關股票

- [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [Broadcom (AVGO.US)](https://longbridge.com/zh-HK/quote/AVGO.US.md)
- [AMD (AMD.US)](https://longbridge.com/zh-HK/quote/AMD.US.md)
- [Alphabet (GOOGL.US)](https://longbridge.com/zh-HK/quote/GOOGL.US.md)
- [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-HK/quote/07788.HK.md)
- [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-HK/quote/07388.HK.md)
- [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-HK/quote/NVDD.US.md)
- [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-HK/quote/NVDQ.US.md)
- [GraniteShares 2x Long AMD Daily ETF (AMDL.US)](https://longbridge.com/zh-HK/quote/AMDL.US.md)
- [Direxion Daily Googl Bear 1x Shares (GGLS.US)](https://longbridge.com/zh-HK/quote/GGLS.US.md)
- [Direxion Daily GOOGL Bull 2X Shares (GGLL.US)](https://longbridge.com/zh-HK/quote/GGLL.US.md)
- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-HK/quote/GOOG.US.md)

## 評論 (11)

- **diamond man · 2025-10-29T04:04:13.000Z**: Can Google take Oracle up with it?
- **旺云 · 2025-10-29T02:26:31.000Z · 👍 1**: How much is appropriate and how much to enter is appropriate
- **Lica · 2025-10-29T00:48:10.000Z**: What do you think about PayPal? Should we continue to hold the observation position?
  - **晓风 morning_wind** (2025-10-29T04:20:38.000Z): I'm holding on, a little excitement won't affect the big picture
- **招财大牛猫吧 · 2025-10-29T00:23:47.000Z · 👍 1**: 4 trillion, Google can be expected 😉
- **爱吃菠萝包的猫 · 2025-10-29T00:20:22.000Z · 👍 5**: Google is not lonely anymore, it's been rising for almost half a month
- **跟顾神反着买 · 2025-10-29T00:13:03.000Z · 👍 1**: Google dropped a bit yesterday, feels much better, too strong 😅😂
- **龙国人 · 2025-10-29T00:02:11.000Z**: How will Google's earnings report be? Boss
  - **晓风 morning_wind** (2025-10-29T00:23:01.000Z): I mainly look at cloud growth rate, and I expect it to be very good
  - **lucky day** (2025-10-29T02:29:13.000Z): Can it rise above 280?
- **晓风 morning_wind · 2025-10-28T23:50:39.000Z · 👍 5**: $Alphabet(GOOGL.US) and $Taiwan Semiconductor(TSM.US) continuing to follow the upward trend is highly likely in my opinion. I remain optimistic about AMD as well, although compared to the previous two, it may have risen a bit more in the short term.