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Wednesday May 28, 2024 - The biggest one of them all, Nvidia, reports after the close.
2025/5/28
Best Stocks Now with Bill Gunderson
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Bill Gunderson
Bill Gunderson: 作为一名专业的资金管理人，我认为英伟达的财报是本季度最重要的事件，市场都在屏息等待。英伟达已经从一家图形芯片公司转型为最大的人工智能芯片公司，其业绩将对整个市场产生重大影响。我特别关注他们的毛利率和增长水平，以及中国市场的相关信息。虽然英伟达过去的业绩一直很好，但最近几次财报发布后，股价的反应并不强烈。因此，我更关注他们对未来的业绩指引，这才是决定股价走势的关键。
Deep Dive
The podcast discusses Nvidia's upcoming earnings report, which is highly anticipated by the market. Analysts will be focusing on gross margins and growth levels, as well as clarity on the situation with China and the impact of export controls. The market is largely in a wait-and-see mode before the report.
- Nvidia's earnings report is the biggest of the season.
- Investors will focus on gross margins and growth.
- Concerns exist regarding China and export controls.
- Options trading suggests potential price swings of up to 7%.
Shownotes Transcript
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