42 Macro 对 $NVDA 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
当然，目前仍然存在关于AI建设、通胀的担忧。这一切都发生在英伟达明天收盘后公布第二季度大额财报之前。目前该股上涨了1%。
There's of course still these concerns about the AI buildout, inflation. Uh this is all coming ahead of Nvidia's uh big second quarter earnings numbers coming out tomorrow after the close. Uh the stock right now is up 1%.
达里厄斯，你对英伟达有什么特别的预期？本周早些时候我们听到几位分析师的想法是，问题不在于英伟达会不会超预期，而是他们必须大幅超预期。因为市场对这次的期望非常高。
Uh Darius, what are your expectations in particular when it comes to Nvidia? Uh the thinking that we've heard so far this week from several analysts is that it's not that Nvidia isn't going to beat, but they've really got to beat. It's got to be an extraordinary beat because the expectations are so high going into this one.
是的，很好。谢谢你邀请我，谢丽尔。很感激能来到这里。所以，是的，他们当然会超预期，他们会提高指引。这就是英伟达的作风。它是有史以来最优秀的公司之一。
Yeah, that's good. Thanks for having me, Cheryl. Appreciate being here. Uh so yeah, of course they're going to beat, they're going to raise. This is what Nvidia does. It's one of the best companies of all time.
我们明天关注的是，他们是否会暗示更广泛的AI生态系统中的AI资本支出加速，这可能有可能推动股市到年底的表现。如果他们不这样做，你实际上可能会开始看到金融市场出现更多波动，特别是与债券市场波动相关的，我们继续看到财政部长斯科特·贝森（他是我以前的一个客户）正在相当积极地应对这种波动。
Uh what we're watching for tomorrow is whether or not they signal an acceleration of AI capex in the broader AI ecosystem that can potentially power uh the equity market uh through year end. uh if they don't, you could actually start to, you know, start to see some more volatility in financial markets, particularly as it relates to the bond market volatility that we continue to see that Treasury Secretary Scott Besson, a former client of mine, is now responding to uh pretty aggressively.