#英伟达营收超预期股价涨4% After-hours U.S. stock opportunities: Nvidia leads a全面爆发 in AI hardware; storage chips surge across the board
On Wednesday, U.S. after-hours trading was unusually active, with all three major stock index futures rising across the board (Nasdaq futures up 1.11%), and market sentiment noticeably improving.
Nvidia’s earnings report above expectations became the key catalyst. Large amounts of capital flowed back into the AI hardware supply chain, and the storage-chip sector surged to lead the market.
Focus on trading value and price moves:
Nvidia (NVDA): After-hours trading value reached $13.552 billion, the stock jumped 4.71%, and closed at $219.53.
The company’s Q2 revenue of $9.62 billion beat expectations. Its growth guidance for the coming fiscal year (70%) was far stronger than analysts’ expectations (44%), fully dispelling market concerns that AI compute demand may have peaked.
Storage chips rally across the board:
Micron Technology (MU) up 3.79% after hours; trading value $2.746 billion;
SanDisk (SNDK) up 3.74% after hours; trading value $2.156 billion;
Applied Materials (AMAT) up 2.34%.
The sector’s shared narrative is driven by strong demand from AI data centers for high-bandwidth memory (HBM).
Software and AI application names also rise:
Salesforce (CRM) surged 12.98% after hours; trading value $1.089 billion;
Cybersecurity company CrowdStrike (CRWD) jumped 10.49%.
The market is beginning to expect that an AI compute boom will also boost higher-layer applications and security demand.
Index and ETF move higher in sync:
3x leveraged semiconductor ETF (SOXL) jumped 7.30% after hours;
Nasdaq 100 ETF (QQQ) rose 1.18%—reflecting an increase in investors’ risk appetite toward the tech sector overall.
Key headlines:
Nvidia’s conference call guidance was strong. The company emphasized that the Vera Rubin platform is moving toward full-scale production and explicitly stated the industry inflection point of “compute is revenue.” With growth expectations of 70% for the coming fiscal year—far above the market’s 44% prediction—it greatly boosted confidence in the long-term investment cycle for AI hardware.
Even so, structural divergence remains: HP plunged more than 9% after hours as PC shipment volumes declined; Apple and Microsoft were slightly down after hours.
The after-hours trading action clearly indicates that the AI compute investment thesis has shifted from an “expectations-driven” model to an “earnings-validated” model. Nvidia’s strong guidance not only alleviated short-term concerns tied to high valuations, but also confirmed that the hardware side—centered on compute and storage—remains the most certain mainline for the current market.$NVDA $SNDK $SOXL
On Wednesday, U.S. after-hours trading was unusually active, with all three major stock index futures rising across the board (Nasdaq futures up 1.11%), and market sentiment noticeably improving.
Nvidia’s earnings report above expectations became the key catalyst. Large amounts of capital flowed back into the AI hardware supply chain, and the storage-chip sector surged to lead the market.
Focus on trading value and price moves:
Nvidia (NVDA): After-hours trading value reached $13.552 billion, the stock jumped 4.71%, and closed at $219.53.
The company’s Q2 revenue of $9.62 billion beat expectations. Its growth guidance for the coming fiscal year (70%) was far stronger than analysts’ expectations (44%), fully dispelling market concerns that AI compute demand may have peaked.
Storage chips rally across the board:
Micron Technology (MU) up 3.79% after hours; trading value $2.746 billion;
SanDisk (SNDK) up 3.74% after hours; trading value $2.156 billion;
Applied Materials (AMAT) up 2.34%.
The sector’s shared narrative is driven by strong demand from AI data centers for high-bandwidth memory (HBM).
Software and AI application names also rise:
Salesforce (CRM) surged 12.98% after hours; trading value $1.089 billion;
Cybersecurity company CrowdStrike (CRWD) jumped 10.49%.
The market is beginning to expect that an AI compute boom will also boost higher-layer applications and security demand.
Index and ETF move higher in sync:
3x leveraged semiconductor ETF (SOXL) jumped 7.30% after hours;
Nasdaq 100 ETF (QQQ) rose 1.18%—reflecting an increase in investors’ risk appetite toward the tech sector overall.
Key headlines:
Nvidia’s conference call guidance was strong. The company emphasized that the Vera Rubin platform is moving toward full-scale production and explicitly stated the industry inflection point of “compute is revenue.” With growth expectations of 70% for the coming fiscal year—far above the market’s 44% prediction—it greatly boosted confidence in the long-term investment cycle for AI hardware.
Even so, structural divergence remains: HP plunged more than 9% after hours as PC shipment volumes declined; Apple and Microsoft were slightly down after hours.
The after-hours trading action clearly indicates that the AI compute investment thesis has shifted from an “expectations-driven” model to an “earnings-validated” model. Nvidia’s strong guidance not only alleviated short-term concerns tied to high valuations, but also confirmed that the hardware side—centered on compute and storage—remains the most certain mainline for the current market.$NVDA $SNDK $SOXL
