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NVDA财报周，AI板块或迎“关键分水岭”
2026财年第四季度即将披露财报之际，**英伟达（NVDA）**再次成为市场焦点。尽管数据中心业务和Blackwell GPU需求维持强劲，股价却在188美元附近震荡，跑输标普500，显示市场对“高预期”保持谨慎。
核心问题在于：**AI驱动的营收增长能否持续支撑估值？**分析师预计每股收益将同比增长71%，营收同比增长67%，但期权市场隐含的6%-6.5%波动率表明投资者仍担心高波动性。技术面上，RSI逼近超买区域，多空信号交织，短线或面临关键阻力188-195美元区间。
市场最关注的三大因素：
1.数据中心业务表现——预计营收超过510亿美元，是支撑整体增长的核心动力；
2.Blackwell GPU需求与Rubin架构指引——财报中若出现“上调指引”，有望引发短线冲高；
3.AI支出可持续性——即便财报亮眼，高估值下的容错空间有限，谨慎情绪可能导致抛售潮。
在Meta多年期AI基础设施协议加持下，短期利好显著，但地缘政治风险和关税潜在不确定性不可忽视。投资者应关注财报后市场情绪变化：是迎来AI板块新一轮上涨，还是高预期下的短期回调？
#NVDA $AI
#Blackwell #数据中心 #meta
$ETH
2026财年第四季度即将披露财报之际，**英伟达（NVDA）**再次成为市场焦点。尽管数据中心业务和Blackwell GPU需求维持强劲，股价却在188美元附近震荡，跑输标普500，显示市场对“高预期”保持谨慎。
核心问题在于：**AI驱动的营收增长能否持续支撑估值？**分析师预计每股收益将同比增长71%，营收同比增长67%，但期权市场隐含的6%-6.5%波动率表明投资者仍担心高波动性。技术面上，RSI逼近超买区域，多空信号交织，短线或面临关键阻力188-195美元区间。
市场最关注的三大因素：
1.数据中心业务表现——预计营收超过510亿美元，是支撑整体增长的核心动力；
2.Blackwell GPU需求与Rubin架构指引——财报中若出现“上调指引”，有望引发短线冲高；
3.AI支出可持续性——即便财报亮眼，高估值下的容错空间有限，谨慎情绪可能导致抛售潮。
在Meta多年期AI基础设施协议加持下，短期利好显著，但地缘政治风险和关税潜在不确定性不可忽视。投资者应关注财报后市场情绪变化：是迎来AI板块新一轮上涨，还是高预期下的短期回调？
#NVDA $AI
#Blackwell #数据中心 #meta
$ETH
💡NEW: NVIDIA strikes again! According to Lianhe Zaobao citing @Reuters , @nvidia is set to launch a new AI chip based on the Blackwell architecture for the Chinese market — potentially adding a new twist to the ongoing US-China tech rivalry.
#Aİ #ChipWars #USChinaTechWar #Blackwell #NVIDIA
#Aİ #ChipWars #USChinaTechWar #Blackwell #NVIDIA
🚨 *EPIC BREAKING: TRUMP‑POWERED NVDA ROCKET FUEL!* 🚨
President Donald Trump just dropped three bombshell quotes about Nvidia’s founder Jensen Huang and the new Blackwell chip rollout:
_“As I promised, production of Blackwell has started. AI – invented in America, made in America, built for America and the world.”_
_“After less than a year, we’re now manufacturing the most advanced chips for AI here in the US. All of this started with President Trump wanting to re‑industrialize the US. His tariffs were a pressing agent in making this possible.”_
_“We are manufacturing in America because of President Trump.”_
🔥 *Nvidia’s earnings drop in <6 hours* – the market is on edge as the Q3 FY2026 results are due any minute. Analysts expect a $1.25 EPS on $54 billion revenue, a massive 54% YoY jump ¹. The stock is already up ~3% pre‑market, trading around $187 per share ².
💥 *Bitcoin’s price is getting the most expensive headline* – as the crypto world watches the NVDA fireworks, $BTC is spiking, adding another layer of volatility to an already electric session.
*Why this matters*
- *Policy‑driven tech surge*: Trump’s tariff narrative is being cited as the catalyst for Nvidia’s domestic chip push.
- *Earnings shockwave*: A beat on expectations could send NVDA soaring past $200, the biggest one‑day market‑value swing ever for an AI chipmaker ³.
- *Crypto cross‑fire*: Bitcoin’s rally is the perfect side‑kick to the tech drama, making today’s news the most expensive, high‑impact breaking story of the week.
Stay tuned – the next few hours could rewrite the charts for NVDA, crypto, and the whole market.
#Breaking #Nvidia #Trump #Blackwell #Earnings #BTC #Crypto #StockMarket
$BTC
$TRUMP
President Donald Trump just dropped three bombshell quotes about Nvidia’s founder Jensen Huang and the new Blackwell chip rollout:
_“As I promised, production of Blackwell has started. AI – invented in America, made in America, built for America and the world.”_
_“After less than a year, we’re now manufacturing the most advanced chips for AI here in the US. All of this started with President Trump wanting to re‑industrialize the US. His tariffs were a pressing agent in making this possible.”_
_“We are manufacturing in America because of President Trump.”_
🔥 *Nvidia’s earnings drop in <6 hours* – the market is on edge as the Q3 FY2026 results are due any minute. Analysts expect a $1.25 EPS on $54 billion revenue, a massive 54% YoY jump ¹. The stock is already up ~3% pre‑market, trading around $187 per share ².
💥 *Bitcoin’s price is getting the most expensive headline* – as the crypto world watches the NVDA fireworks, $BTC is spiking, adding another layer of volatility to an already electric session.
*Why this matters*
- *Policy‑driven tech surge*: Trump’s tariff narrative is being cited as the catalyst for Nvidia’s domestic chip push.
- *Earnings shockwave*: A beat on expectations could send NVDA soaring past $200, the biggest one‑day market‑value swing ever for an AI chipmaker ³.
- *Crypto cross‑fire*: Bitcoin’s rally is the perfect side‑kick to the tech drama, making today’s news the most expensive, high‑impact breaking story of the week.
Stay tuned – the next few hours could rewrite the charts for NVDA, crypto, and the whole market.
#Breaking #Nvidia #Trump #Blackwell #Earnings #BTC #Crypto #StockMarket
$BTC
$TRUMP
India's AI Power Surge Just Went Nuclear 🤯
The government is dropping a massive tender for up to 15,000 Nvidia Blackwell GPUs to supercharge its national AI mission. This isn't just a hardware upgrade; it's a foundational shift for high-performance computing in the region. Expect ripple effects across the entire tech and crypto ecosystem, especially for infrastructure plays like $BREV. This signals serious, long-term commitment to digital dominance. 🚀
#IndiaAI #Blackwell #CryptoInfra
The government is dropping a massive tender for up to 15,000 Nvidia Blackwell GPUs to supercharge its national AI mission. This isn't just a hardware upgrade; it's a foundational shift for high-performance computing in the region. Expect ripple effects across the entire tech and crypto ecosystem, especially for infrastructure plays like $BREV. This signals serious, long-term commitment to digital dominance. 🚀
#IndiaAI #Blackwell #CryptoInfra
SHOCKING AI CHIP SCANDAL REVEALED $BTC
DeepSeek caught using smuggled $NVDA Blackwell chips. Training next-gen AI. This is HUGE for crypto.
The implications are massive. This isn't just about chips. It's about the future of AI and its integration with blockchain. Expect volatility. Prepare for the next wave.
This changes everything.
Disclaimer: Not financial advice.
#Aİ #Crypto #Blackwell #NVDA 🚀
DeepSeek caught using smuggled $NVDA Blackwell chips. Training next-gen AI. This is HUGE for crypto.
The implications are massive. This isn't just about chips. It's about the future of AI and its integration with blockchain. Expect volatility. Prepare for the next wave.
This changes everything.
Disclaimer: Not financial advice.
#Aİ #Crypto #Blackwell #NVDA 🚀
🔥BREAKING: NVIDIA Unleashes a New AI Weapon in the Chip Wars!
In a bold move, NVIDIA is reportedly launching a brand-new AI chip tailored for China — built on its cutting-edge Blackwell architecture, according to Lianhe Zaobao citing @Reuters. This comes despite the tightening U.S. export controls and throws a high-voltage spark into the already supercharged US-China tech standoff.
Will this next-gen chip shift the power balance in the global AI race?
The battlefield just got hotter.
Will this next-gen chip shift the power balance in the global AI race?
The battlefield just got hotter.
🚨 AI SUPERFACTORY SHOCKWAVE HITS INDIA! 🚨
Dell and NxtGen just dropped a massive collaboration. They launched India’s FIRST dedicated AI superfactory. This thing is stacked with 4,000 Nvidia Blackwell GPUs.
This signals massive infrastructure growth for crypto AI projects. $SENT and $SYN are positioned perfectly for this ecosystem boom. Get ready for $BULLA momentum!
#Aİ #CryptoInfrastructure #SENT #SYN #Blackwell
🔥
Dell and NxtGen just dropped a massive collaboration. They launched India’s FIRST dedicated AI superfactory. This thing is stacked with 4,000 Nvidia Blackwell GPUs.
This signals massive infrastructure growth for crypto AI projects. $SENT and $SYN are positioned perfectly for this ecosystem boom. Get ready for $BULLA momentum!
#Aİ #CryptoInfrastructure #SENT #SYN #Blackwell
🔥
JUST IN: 🇨🇳 Nvidia Launches New AI Chip for China — Powered by Blackwell Architecture!
🚀 Nvidia ($NVDA) is rolling out a new AI chip tailored for China, dubbed the B20, based on its next-gen Blackwell architecture — and it’s making waves across both tech and markets!
💰 Price Range: $6,500 – $8,000
🎯 Target Market: China
🧠 Architecture: Blackwell-based
💡 Memory: GDDR7 (not HBM)
📦 Packaging: No CoWoS (TSMC)
✅ Compliance: Stays within U.S. export rules
---
Why It Matters:
Nvidia is moving fast to regain market share in China, which dropped from 95% to 50% due to U.S. chip export restrictions and rising local competition (like Huawei).
This new chip skirts the export ban while still packing serious AI power, keeping Nvidia relevant in the world's second-largest AI market!
---
$NVDA Stock Watch:
Current Price: ~$131.29
With strong momentum and global demand for AI infrastructure, Nvidia continues to be a key player in the AI + Web3 crossover narrative.
---
#Nvidia #NVDA #AIchip #Blackwell #CryptoAI
🚀 Nvidia ($NVDA) is rolling out a new AI chip tailored for China, dubbed the B20, based on its next-gen Blackwell architecture — and it’s making waves across both tech and markets!
💰 Price Range: $6,500 – $8,000
🎯 Target Market: China
🧠 Architecture: Blackwell-based
💡 Memory: GDDR7 (not HBM)
📦 Packaging: No CoWoS (TSMC)
✅ Compliance: Stays within U.S. export rules
---
Why It Matters:
Nvidia is moving fast to regain market share in China, which dropped from 95% to 50% due to U.S. chip export restrictions and rising local competition (like Huawei).
This new chip skirts the export ban while still packing serious AI power, keeping Nvidia relevant in the world's second-largest AI market!
---
$NVDA Stock Watch:
Current Price: ~$131.29
With strong momentum and global demand for AI infrastructure, Nvidia continues to be a key player in the AI + Web3 crossover narrative.
---
#Nvidia #NVDA #AIchip #Blackwell #CryptoAI
ГЕОПОЛИТИЧЕСКИЙ ДЕТЕКТИВ: ЧИПОВАЯ КОНТРАБАНДА! 🕵️♂️
#NVDA #Blackwell cамый ценный и самый запрещенный товар в мире теперь в руках #DeepSeek (Китай).
По данным The Information, китайский ИИ-стартап DeepSeek не стал ждать, пока политики разрешат, и просто КОНТРАБАНДОЙ завёз чипы Nvidia Blackwell для обучения своего ИИ-монстра нового поколения!
😊😊😊😊Это не просто бизнес.
Это — открытая демонстрация того, что в гонке за Искусственный Интеллект правила игнорируются, а на кону — технологическое доминирование.✅️✅️✅️
👀 Nvidia официально отрицает эту информацию, но вопрос остается: насколько хорошо работает "Великая чиповая стена" Америки...
#DeepSeek #Nvidia
$BTC
$SOL
#NVDA #Blackwell cамый ценный и самый запрещенный товар в мире теперь в руках #DeepSeek (Китай).
По данным The Information, китайский ИИ-стартап DeepSeek не стал ждать, пока политики разрешат, и просто КОНТРАБАНДОЙ завёз чипы Nvidia Blackwell для обучения своего ИИ-монстра нового поколения!
😊😊😊😊Это не просто бизнес.
Это — открытая демонстрация того, что в гонке за Искусственный Интеллект правила игнорируются, а на кону — технологическое доминирование.✅️✅️✅️
👀 Nvidia официально отрицает эту информацию, но вопрос остается: насколько хорошо работает "Великая чиповая стена" Америки...
#DeepSeek #Nvidia
$BTC
$SOL
2️⃣ 🤖 Blackwell AI Supercomputers Boom! 🚀⚡
$ETH
NVIDIA’s Blackwell AI supercomputers are revolutionizing AI computing! 🔥 With billions in Q1 pre-orders 💰, the Blackwell platform is set to power next-gen AI models. CEO Jensen Huang says “AI is advancing at light speed!”
🌪️💡 Major cloud & enterprise firms are rushing to adopt Blackwell! 🏎️📊 Will NVIDIA maintain its AI lead? 👀💪
#Blackwell #AIRevolution #TechNews #Supercomputers #NVIDIA
$ETH
NVIDIA’s Blackwell AI supercomputers are revolutionizing AI computing! 🔥 With billions in Q1 pre-orders 💰, the Blackwell platform is set to power next-gen AI models. CEO Jensen Huang says “AI is advancing at light speed!”
🌪️💡 Major cloud & enterprise firms are rushing to adopt Blackwell! 🏎️📊 Will NVIDIA maintain its AI lead? 👀💪
#Blackwell #AIRevolution #TechNews #Supercomputers #NVIDIA
🟢 Nvidia переносит производство ИИ-чипов в США — и это шанс для крипто-майнеров
💥 Nvidia заявила, что будет впервые производить AI-чипы и суперкомпьютеры полностью в США — запуск уже начался на заводе TSMC в Аризоне.
📌 Детали:
• Производство чипов Blackwell и AI-систем стартовало в Финиксе
• Строятся фабрики в Хьюстоне (с Foxconn) и Далласе (с Wistron)
• Объёмы — до $500 млрд AI-инфраструктуры за 4 года
📈 А как это связано с криптой?
— Майнинговые центры с мощным энергоснабжением и охлаждением теперь интересны не только для $BTC , но и для AI/HPC-задач
— Всё больше крипто-операторов хотят влиться в AI-инфру как поставщики ресурсов
— Но: пошлины Трампа на компоненты для дата-центров и ASIC’ов — вызывают тревогу у майнеров
🧠 Влияние на крипторынок — умеренно позитивное: инфраструктура уходит ближе к дому, а криптошахты получают второй шанс в мире AI.
Подписывайся — расскажем, как майнинг превращается в AI-бизнес 🟢
#bitcoin #crypto #Nvidia #AImining #Blackwell $BTC $ETH $SOL
💥 Nvidia заявила, что будет впервые производить AI-чипы и суперкомпьютеры полностью в США — запуск уже начался на заводе TSMC в Аризоне.
📌 Детали:
• Производство чипов Blackwell и AI-систем стартовало в Финиксе
• Строятся фабрики в Хьюстоне (с Foxconn) и Далласе (с Wistron)
• Объёмы — до $500 млрд AI-инфраструктуры за 4 года
📈 А как это связано с криптой?
— Майнинговые центры с мощным энергоснабжением и охлаждением теперь интересны не только для $BTC , но и для AI/HPC-задач
— Всё больше крипто-операторов хотят влиться в AI-инфру как поставщики ресурсов
— Но: пошлины Трампа на компоненты для дата-центров и ASIC’ов — вызывают тревогу у майнеров
🧠 Влияние на крипторынок — умеренно позитивное: инфраструктура уходит ближе к дому, а криптошахты получают второй шанс в мире AI.
Подписывайся — расскажем, как майнинг превращается в AI-бизнес 🟢
#bitcoin #crypto #Nvidia #AImining #Blackwell $BTC $ETH $SOL
🔥 BREAKING — TRUMP BOOSTS AMERICAN AI POWERHOUSE! 🇺🇸⚡
Donald Trump just shared a MASSIVE statement from NVIDIA founder Jensen Huang — and it’s shaking the entire tech + markets narrative.
Huang revealed that Blackwell production — the world’s most advanced AI chips — has officially begun in the U.S. 🤯🇺🇸
And here’s the real shocker… it happened in less than ONE year.
Huang didn’t hold back:
💬 “We are manufacturing in America because of President Trump.”
He credited:
🏭 Trump’s push to rebuild U.S. industry
📈 Tariffs that reshaped global supply chains
⚙️ A policy environment that made local production POSSIBLE again
This is a major milestone for American tech dominance.
AI chips were once unthinkable to produce domestically — now it’s happening at the highest level, with Blackwell leading the charge.
🇺🇸 America is officially back in the AI hardware race.
And Wall Street is watching. Closely. 👀
#NVIDIA #America #Blackwell #TRUMP #TechRevolution 🔥
Donald Trump just shared a MASSIVE statement from NVIDIA founder Jensen Huang — and it’s shaking the entire tech + markets narrative.
Huang revealed that Blackwell production — the world’s most advanced AI chips — has officially begun in the U.S. 🤯🇺🇸
And here’s the real shocker… it happened in less than ONE year.
Huang didn’t hold back:
💬 “We are manufacturing in America because of President Trump.”
He credited:
🏭 Trump’s push to rebuild U.S. industry
📈 Tariffs that reshaped global supply chains
⚙️ A policy environment that made local production POSSIBLE again
This is a major milestone for American tech dominance.
AI chips were once unthinkable to produce domestically — now it’s happening at the highest level, with Blackwell leading the charge.
🇺🇸 America is officially back in the AI hardware race.
And Wall Street is watching. Closely. 👀
#NVIDIA #America #Blackwell #TRUMP #TechRevolution 🔥
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