预计NVDA将超出盈利预期并上调指引，但关键的不确定性在于支出和周期性资金；15%的价格上涨并非新消息。
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周三收盘后将是Nvidia。Nvidia盘后有财报，你知道的。嗯，周四，我们做了我们的统计概述，关于Nvidia实际上多久会推动市场一次，在过去10份财报中，该股大约有40%的时间出现了影响市场的走势，即10次中有4次。嗯，地球上大多数人，如果不是所有人，都认为他们会超出盈利预期，超出销售额，然后上调指引。就这样，对吧？真正的问题当然是支出，以及他们所谓的周期性融资。聪明。这是我们现在都要谈论的新流行语吗？意思是这就像把钱从这里移到那里，然后给他们，让他们还给你。周期性的。
On Wednesday, after the close, is going to be Nvidia. Nvidia's got earnings after hours, you know this. Uh on Thursday, we did um our sort of statistical overview of how often does Nvidia actually move the markets, and over the last 10 earnings reports, uh the stock had a market-moving move about 40% of the time, four out of 10 times there. Um most, if not everyone on the planet, thinks that they're going to beat earnings, beat on sales, and then raise guidance. That's it, right? The real question, of course, being spending, and what they're calling uh cyclical funding. Clever. Is that a new catchphrase that we're all going to talk about now? Means this is like moving money from here to there, and then giving it to them so they give it back to you. Cyclical.
嗯，你显然有Nvidia要报告财报。嗯，彭博社说他们将提高价格，幅度高达15%。是的，你觉得呢？我们该怎么办？记住苹果也做过同样的事情。这可不是什么新消息。他们需要更多钱。
Uh you got uh well obviously Nvidia is going to report earnings there. Uh Bloomberg says they're going to raise prices by as much as 15%. Yeah, you think? What what do we do Remember Apple did the same thing. Like this is not new news. You They need more money.
而且那将是Nvidia的前一天，所以我们也会关注他们。记住，它并不是一个大的市场推动者。最近从来都不是。
And it'll be the day before Nvidia, so we'll check in on them as well. Remember, it's not that big of a market mover. It never has not been recently.
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