核心数据(英伟达Q2财报,8/26盘后公布):
营收 $96.2B,季增18%,同比暴增106%,远超市场预期的$92.2B
调整后EPS $2.22,同样超出预期的$2.06-2.09
数据中心营收 $89B,超预期的$85.7B
黄仁勋原话:"AI已到達拐點...需求正在加速"
但股价财报后仍下跌——这已经是连续第四个季度,即便业绩超预期,隔天股价照样跌,跌破分析师"beat still drops"的怪圈
这个"业绩炸裂、股价照跌"的反差本身就是个很好的讨论切入点——跟你之前"体格论vs玩具厂论"的宇树话题一样,是个有争议张力的角度。
🤖 英偉達財報:營收$96.2B,年增106%,全面超預期。黃仁勋說「AI已到拐點,需求正在加速」。 結果股價財報後照樣跌——這已經是連續第四季,業績超標,股價還是跌。 「炸裂財報」和「用腳投票」同時發生,說明市場擔心的從來不是這一季,是AI資本開支能不能真正變現。 AI股情緒,向來是加密風險偏好的領先指標。這次會不會也一樣?
🤖 NVDA crushed Q2: $96.2B revenue, up 106% YoY, beat on every metric. Huang says "AI has reached its inflection point... demand is accelerating." Stock still fell after the print — the fourth straight quarter this has happened, beat or not. Blowout numbers and a sell-off, at the same time. The market was never worried about this quarter — it's worried about whether AI capex actually turns into returns. AI stock sentiment has often led crypto's risk appetite. Worth watching if that holds again.
#Nvidia #AI #Crypto #ZanbaraX
📊 BTC briefly broke $81,000 overnight, then pulled back to ~$78,500. ETH slipped from $2,500 to $2,442.
Fear & Greed cooled from 74 to 65 — sentiment easing, not flipping to fear
Worth noting: ETFs are still net sellers for the year, and Coinbase premiums remain negative. This rally looks more like a price-driven short squeeze than a fully confirmed wave of institutional buying
#Bitcoin #Ethereum #ZanbaraX
📊 Not a flash in the pan: BTC spot ETFs just logged 7 straight days of net inflows
$337.6M on Aug 24 alone. The squeeze is being handed off to real demand
#Bitcoin#ETF#ZanbaraX