今天投资圈的大事无非英伟达财报。

D day

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Kind-1 (TextNote)

2026-08-26T03:46:46Z

今天投资圈的大事无非英伟达财报。

个人判断:

各数据高增速继续亮眼,超预期的概率五五开。

这从近几次财报前期权押注区间逐渐收窄,到这次的5.4就能看出,市场越来越清楚这个公司该怎么估值。

个人更关注管理层对循环融资的后续打算,如果规模继续扩大,空头多半是要发起一波攻势的。 https://primal.bostr.online/6380e3f7abd15384073548e1039d8c5c732929aa94560221b6bc2fa24f513e45.jpg https://primal.bostr.online/156da3f9d36d3d9ea984ecf171db4b1d354379fb554df1296bc0085262a7e151.jpg https://primal.bostr.online/b567b1d35cbc8be7d14505c3e0113f2d22526e06670c337dd16d8385e17c5f60.jpg https://primal.bostr.online/2615c513978c4bc396f18c39207e0e616be67e88b877ce1ea076b9b268d4f329.jpg

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