05/28/2025, 11:15 AM UTC
科技七巨头财报季收官The Magnificent 7 Earnings Finale
1. 英伟达将作为“科技七巨头”中最后一家公布财报，投资者关注毛利率、增长趋势及对华业务挑战；2. 因美国对华AI芯片出口管制，英伟达或面临55亿美元资产减记，并可能推出合规芯片替代方案；3. 公司通过阿联酋“星际之门”项目和沙特GPU销售拓展中东市场，资本支出预测成焦点。1. Nvidia is set to report its Q1 earnings as the last of the 'Magnificent 7,' with investors focusing on gross margins, growth trajectory, and China-related challenges; 2. The company faces a $5.5B write-off due to U.S. export controls on AI chips to China, while exploring compliant chip alternatives; 3. Nvidia expands into Middle Eastern markets through partnerships in the UAE and Saudi Arabia, with capital expenditure forecasts under scrutiny.---
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