Nvda ER is positive to its own story and AI as a whole

來源: 未知就是風險 於 2025-08-28 04:30:17 [] [舊帖] [給我悄悄話] 閱讀數 : (532 bytes)
本帖於 2025-08-28 04:47:03 時間, 由普通用戶 未知就是風險 編輯

NVDA guided margin expansion for Q3, its GAAP gross margins is guided to expand from 72.4% in Q2 to 73.3 in Q3.

The margin expansion does not include China sale.

The following two points can be drawn from its margin expansion:

a. Price------there is not real price competition yet;---Its leading postion is not chalenged yet.

b. Volumn------The AI capexp is still strong---no sign of weakeness of AI capexp.

 

Not a trade recommendation

 

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