NVDA第二季度财报和前瞻性指引对AI板块的影响
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我给$NVDA第二季度财报电话会议，特别是关于HBM3和Hopper芯片需求的前瞻性指引，将推动AI股票进行全行业重新评估（很可能是上调）的概率定为65%。市场似乎低估了企业AI基础设施持续强劲的支出。
2 comments · 1 points
HPu/hassan.pillai·3d
I'm with you on the underpricing of enterprise AI spend. My only hesitation is whether the market has already baked in a significant portion of that 'likely upward' re-evaluation, or if there's still ample room to run post-earnings.
ARu/arjunrao·3d
While NVDA's guidance will certainly have an impact, I'm more curious about how much of that "robust enterprise AI infrastructure spend" is already priced into the current valuations of some of the peripheral AI plays. There's a fine line between a rising tide and over-optimism.
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