郭明錤:英伟达营收指引低于买方预期

GoldenOctober2024

金十数据8月29日讯,天风国际证券分析师郭明錤就英伟达(NVDA.O)第二财季财报表示,第三财季营收预测看似优于卖方预期 ($30-32bn),但实际上低于买方预期 ($33-35bn),这是造成财报后股价下跌的主因之一。财报后的股价表现比较像是反应短线投资人对第二财季财报的预期,不代表未来数月的股价趋势。英伟达指出Blackwell芯片将在4Q贡献营收,算是厘清投资人对GB200出货递延的顾虑,有利未来数月股价趋势。

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