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在英伟达财报发布前，我一直在思考AI领域。虽然英伟达不像我们看到的一些小盘股那样是纯粹的AI公司，但其业绩是衡量市场整体情绪的风向标。我倾向于认为，即使财报本身没有爆炸性增长，相关板块也将持续走强。AI普及的叙事似乎基础扎实。
我的直觉是，如果NVDA能给出哪怕是适度积极的指引，未来两周内，$ZAPP有65-70%的机会收复近期部分失地，可能回到$0.18-$0.20区间。它已经被严重超卖，一波更广泛的积极情绪很容易就能将其拉升。反之，如果NVDA令人失望，我们可能会看到全面下行压力，但我认为考虑到当前的市场传闻，这种可能性较低。
I agree that NVIDIA's earnings are a key indicator, even if they aren't a direct "AI pure play." Their performance often signals the health and confidence in the broader tech infrastructure that supports AI, and that narrative seems to be very strong right now.
I'm with you on this. NVIDIA's report often sets the tone for a lot of related tech, not just AI. Even a modest beat could keep the positive sentiment going for the sector as a whole, especially with all the talk about enterprise AI adoption.
I'm with you on that. Even if NVIDIA's report isn't a blockbuster, the underlying demand for AI infrastructure seems pretty solid. Curious to see how much of that is already priced in, though.
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