42 Macro 对 $NVDA 的判断变化

2026-08-25
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英伟达是一家顶级公司,将实现超预期并上调指引,但该股短期走势取决于超预期的业绩和AI资本支出加速的信号;否则,波动性可能加剧。

当然,目前仍然存在关于AI建设、通胀的担忧。这一切都发生在英伟达明天收盘后公布第二季度大额财报之前。目前该股上涨了1%。

There's of course still these concerns about the AI buildout, inflation. Uh this is all coming ahead of Nvidia's uh big second quarter earnings numbers coming out tomorrow after the close. Uh the stock right now is up 1%.

达里厄斯,你对英伟达有什么特别的预期?本周早些时候我们听到几位分析师的想法是,问题不在于英伟达会不会超预期,而是他们必须大幅超预期。因为市场对这次的期望非常高。

Uh Darius, what are your expectations in particular when it comes to Nvidia? Uh the thinking that we've heard so far this week from several analysts is that it's not that Nvidia isn't going to beat, but they've really got to beat. It's got to be an extraordinary beat because the expectations are so high going into this one.

是的,很好。谢谢你邀请我,谢丽尔。很感激能来到这里。所以,是的,他们当然会超预期,他们会提高指引。这就是英伟达的作风。它是有史以来最优秀的公司之一。

Yeah, that's good. Thanks for having me, Cheryl. Appreciate being here. Uh so yeah, of course they're going to beat, they're going to raise. This is what Nvidia does. It's one of the best companies of all time.