NVDA 盘后大涨是因为。。。

来源: 三心三意 于 2024-07-31 16:34:01 [] [旧帖] [给我悄悄话] 阅读数 : (515 bytes)

META earning conference call basically stated the same thing Google, MSFT have also said, which is they will continue to invest heavily in the AI infrastructure.

I know many people think eventually hardware spent will dry up, which I also agree. But wall street is betting that AI spend will not slow down and even accelerate for next few quarters. As such, the worry about NVDA miss earning is gone.

I would be very careful shorting NVDA before tomorrow's AMZN's earning report

所有跟帖： 

• 明天amzn？难怪了，估计也开大。 -lanyin0314- ♂ 给 lanyin0314 发送悄悄话 (0 bytes) () 07/31/2024 postreply 16:49:09

• 明天both AMZN 和 APPL -三心三意- ♂ 给 三心三意 发送悄悄话 (0 bytes) () 07/31/2024 postreply 17:17:37

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