英伟达将超出盈利预期并上调指引，但该股在过去四次超预期后均出现下跌，部分原因是情绪和中国市场的真实竞争。
完整内容
这条视频里关于 $NVDA 说的每一段，按说话顺序排列。点任意一段，上面的视频跳到那里。
你看不到英伟达宣布了什么，比如他们与全球六大机构进行的联合AI合作。所以，如果英伟达是这些贷款的第一损失方，而事实确实如此，那只是措辞上的问题。
You don't see what Nvidia announces, you know, like what they did with this kind of joint AI operation with six of the largest institutions in the world. and speaking of Nvidia, earlier this month on the 10th of August, they announced a $500 $500 billion credit facility partner with Apollo, Black Rockck, Blackstone, Brookfield, Goldman Sachs, and KKR. So, if Nvidia is the first loss on these loans, which which they are, um it's just again word smithing.
英伟达这样做与为OpenAI提供2500亿美元的担保有什么区别？你知道他们已经这么做了。
what's the difference of Nvidia doing this or a $250 billion back stop for open AI you know which they already have done.
英伟达周三公布财报。嗯，他们会超出预期。他们会给出上调的指引。我明白。但过去四个季度他们虽然超出了预期，股价却下跌了，对吧？
Nvidia reports Wednesday. Um, they'll beat the number. They'll guide up. I get that. But it's traded down the last four quarters and they've beaten, right?
我认为部分原因是市场情绪。我认为中国的竞争是真实的，不仅可能体现在芯片上，而且显然还体现在……
part of it I think is a sentiment heading in to that. I think the competition is real in China not just on the chips potentially but obviously on
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $NVDA 的历次判断
David Lin 在这只股票上只有这一条判断。