05/20/2025, 12:00 PM UTC
英伟达：经历不合理回调后，一季度财报发布前强势回归Nvidia: Roaring Into Q1 Earnings Release After Unjustified Pullback
1、英伟达股价已从年内低点完全反弹，关税风险消退为Q1财报发布营造积极氛围；2、受Hopper和Blackwell GPU强劲需求驱动，叠加市场预期保守，英伟达Q1营收和每股收益有望超预期；3、Hopper向Blackwell架构切换的成本压力缓解，叠加毛利率潜在提升，盈利能力将改善，当前估值仍具吸引力，长期增长前景明确。1. Nvidia has recovered from its YTD stock decline as tariff-related pressures subside, creating optimism ahead of Q1 earnings; 2. Strong demand for Hopper and Blackwell GPUs, coupled with conservative analyst estimates, positions Nvidia to exceed Q1 revenue and EPS expectations; 3. Profitability improvements are expected due to the completion of the Hopper-to-Blackwell transition and potential gross margin upside, with the stock remaining attractively valued amid growth prospects.---
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