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

来源: 未知就是风险 于 2025-08-28 04:30:17 [] [旧帖] [给我悄悄话] 阅读数 : (532 bytes)
本帖于 2025-08-28 04:47:03 时间, 由普通用户 未知就是风险 编辑

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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