归根结底是一家公司,一家将影响整个行业的公司,而这家公司恰好就是英伟达。本周三,英伟达将在收盘后公布财报,我知道你们中的许多人已经明白英伟达是最大的公司,但每个人都明白这份财报可能有多重要吗?
It comes down to one company, one company that will impact entire sectors, and that company happens to be Nvidia. This Wednesday, Nvidia will report earnings after the bell, and I know many of you already understand that Nvidia is the largest company, but does everyone understand just how important of a report this could be?
因为英伟达不再仅仅是英伟达自身的财报。英伟达本身已从近期高点回落。所以今天,我们将详细分析华尔街对英伟达的预期,除了营收和每股收益之外我在关注什么,看看指引——这很可能是这份财报中最重要的项目,以及英伟达在当前的估值下是否真的便宜,如果你想在财报前参与,如何操作,然后我们将看看在财报公布后可能出现最大波动的公司。
Because Nvidia isn't simply reporting on Nvidia anymore. Nvidia itself has pulled back from recent highs. So today, we're going to break down exactly what Wall Street expects from Nvidia, what I'm watching beyond just revenue and EPS, a look at the guidance, which may very well be the most important item from that earnings report, and whether Nvidia is actually cheap at today's valuations, how to play earnings if you want to get involved before the report, and then we're going to look at the companies that could experience some of the biggest moves after the company reports.