英伟达财报没有雷，也没有惊喜。市场对英伟达未来的担忧就是在推理算力中失去主导地位

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• 这个财报没有让这个担忧消失，也没有让它恶化。英伟达长线投资逻辑不变。短线就让MM去折腾吧 -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

• 他的季报说明了AI demand is broader than many expected. 这个是重点 -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不涨， 其他买它产品的都在吼供不应求而且股票涨， 说明什么 -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, 这个就是这份财报的意义，broadening, -bogbog- ♀ (167 bytes) () 05/20/2026 postreply 15:12:30

• Yep, 两位大神一针见血，财报总结呱呱叫 -dancingpig- ♀ (0 bytes) () 05/20/2026 postreply 15:26:20

• +1 多谢大神们 -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

• 这次买起来没有心理负担了 -香虞- ♀ (0 bytes) () 05/20/2026 postreply 18:24:57

• Thanks :)。就这一句指导方针就够了。哈哈 -Blueview2026- ♀ (0 bytes) () 05/20/2026 postreply 15:28:16

• 买， 买，买 ：） -江海余生- ♀ (0 bytes) () 05/20/2026 postreply 17:06:37

• 谢三哥指引! 今天又加了点MU, AAOI, LITE. -joozen- ♀ (0 bytes) () 05/20/2026 postreply 20:23:04