$NVIDIA (NVDA.US)$
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Introduction: ① Nvidia NVDA financial report and guidance; ② Nvidia NVDA fourth quarter stock price range; ③ Nvidia NVDA investment operation reference.
Nvidia NVDA financial report and guidance
① Two weeks ago, Nvidia's core customer, the four giants (Microsoft, Google, Amazon, Facebook) released Q3 financial reports, calculating capital expenditures, and linear extrapolation indicated that Nvidia's financial report is likely to exceed expectations, with good revenue guidance. At the same time, it was found that the capital expenditures of the four giants decreased in growth rate due to the increase in base number.
② Two days before Nvidia's financial report, analysts from various investment banks provided performance forecasts and revenue guidance for Nvidia, which were close to the split values.
However, the subsequent news of Blackwell's cooling issue delay has reduced our expectations for Huang Renxun's revenue guidance for the next quarter.
Today, Nvidia's financial report is released, with performance significantly exceeding expectations, while revenue guidance slightly below expectations, and Blackwell will have strong sales next year.
In conclusion, there are no major surprises in expectations, and the stock price did not experience significant fluctuations during the period of financial report release.
Nvidia NVDA fourth-quarter stock price range
PE shrinking: Q3 financial report EPS 0.81, year-on-year growth rate sequentially declining, indicating that the fastest growth phase of NVIDIA's valuation has passed, so the stage of significant rapid price increase has passed, and NVIDIA will now become...