看这个price range 估计
所有跟帖:
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下一个季度的revenue应该有多少才是beat?
-BrightLine-
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05/28/2025 postreply
11:34:27
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consensus 45.68, whisper 47 or more
-三心三意-
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05/28/2025 postreply
11:38:52
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如果英伟达给出49以上,可以追高
-三心三意-
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05/28/2025 postreply
11:39:53
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Keep fingers crossed!
-BrightLine-
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05/28/2025 postreply
11:46:23
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预期margin会高吧
-cnrhm2017-
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05/28/2025 postreply
11:47:15
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还是71-73
-三心三意-
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05/28/2025 postreply
11:48:24
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I dont expect margin to be significantly higher than this
-三心三意-
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05/28/2025 postreply
11:49:11
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Q2会高吧
-cnrhm2017-
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05/28/2025 postreply
11:50:40
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I will be surprised if next Q is higher than 73%
-三心三意-
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05/28/2025 postreply
11:51:58
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去年是散热问题,主要在机柜里,现在这个不是问题了,产量和需求都在增加,margin不应该上吗
-cnrhm2017-
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05/28/2025 postreply
12:07:33