英偉達財報沒有雷，也沒有驚喜。市場對英偉達未來的擔憂就是在推理算力中失去主導地位

所有跟帖： 

• 這個財報沒有讓這個擔憂消失，也沒有讓它惡化。英偉達長線投資邏輯不變。短線就讓MM去折騰吧 -三心三意- ♂ (0 bytes) () 05/20/2026 postreply 14:32:53

• +1 -dancingpig- ♀ (0 bytes) () 05/20/2026 postreply 14:38:03

• Thanks! -八落- ♂ (240 bytes) () 05/20/2026 postreply 14:46:51

• No idea. But I would not short NVDA :) -三心三意- ♂ (0 bytes) () 05/20/2026 postreply 14:51:43

• Any quarter it show Agent PC growth, stock up 25% next day:) -三心三意- ♂ (0 bytes) () 05/20/2026 postreply 14:52:54

• 他的季報說明了AI demand is broader than many expected. 這個是重點 -bogbog- ♀ (0 bytes) () 05/20/2026 postreply 14:48:09

• The AI buildout is broadening & the demand environment is -bogbog- ♀ (24 bytes) () 05/20/2026 postreply 14:55:17

• 就是， NVDA不漲， 其他買它產品的都在吼供不應求而且股票漲， 說明什麽 -NewLeaf2021- ♀ (0 bytes) () 05/20/2026 postreply 17:02:44

• One more thing: Buy Memory, Buy Optical sector, buy buy buy -三心三意- ♂ (0 bytes) () 05/20/2026 postreply 14:48:52

• Yep, 這個就是這份財報的意義，broadening, -bogbog- ♀ (167 bytes) () 05/20/2026 postreply 15:12:30

• Yep, 兩位大神一針見血，財報總結呱呱叫 -dancingpig- ♀ (0 bytes) () 05/20/2026 postreply 15:26:20

• +1 多謝大神們 -Lazymm- ♀ (0 bytes) () 05/20/2026 postreply 15:32:36

• the key takeaway is 呱呱叫，哈哈，//kidding -bogbog- ♀ (0 bytes) () 05/20/2026 postreply 16:09:01

• 是buy buy buy -Blueview2026- ♀ (0 bytes) () 05/20/2026 postreply 16:21:39

• The key takeaway is -bogbog- ♀ (173 bytes) () 05/20/2026 postreply 16:43:33

• 這次買起來沒有心理負擔了 -香虞- ♀ (0 bytes) () 05/20/2026 postreply 18:24:57

• Thanks :)。就這一句指導方針就夠了。哈哈 -Blueview2026- ♀ (0 bytes) () 05/20/2026 postreply 15:28:16

• 買， 買，買 ：） -江海餘生- ♀ (0 bytes) () 05/20/2026 postreply 17:06:37

• 謝三哥指引! 今天又加了點MU, AAOI, LITE. -joozen- ♀ (0 bytes) () 05/20/2026 postreply 20:23:04