#英伟达开盘140分钟成交335亿美元
In this round, NVIDIA hasn’t reached the stage of “the story being fully told” yet
140 minutes of trading, $33.5 billion—this is more worth watching than just a simple surge
The explanation is that capital is moving to regain pricing power on the AI main theme. $NVDAB surged 8.7% yesterday; its market value increased by $441.5 billion in a single day, directly setting a record; Q2 revenue was $96.2 billion, up 106% year over year. Data center revenue was $89.0 billion, up 117% year over year. This is no longer just storytelling—it’s fundamentals propping up the valuation.
More importantly, the company’s guidance for revenue growth in the next fiscal year is about 70%, which is clearly higher than the market’s prior expectation of around 40%. At the same time, NVDA’s forward PE is roughly 17.9x—actually lower than AMD’s 37x and Intel’s 46x.
Has the market priced this in early? Some of it, yes—but not completely. Previously, the market worried that AI capex might peak, and NVDA’s rise earlier in the year had once been only about 12%. Now this move looks more like a valuation reset.
Most bullish on NVDA. After the short-term high-volume breakout surge, it’s not advisable to chase, but pullbacks are still worth keeping an eye on.
In this round, NVIDIA hasn’t reached the stage of “the story being fully told” yet
140 minutes of trading, $33.5 billion—this is more worth watching than just a simple surge
The explanation is that capital is moving to regain pricing power on the AI main theme. $NVDAB surged 8.7% yesterday; its market value increased by $441.5 billion in a single day, directly setting a record; Q2 revenue was $96.2 billion, up 106% year over year. Data center revenue was $89.0 billion, up 117% year over year. This is no longer just storytelling—it’s fundamentals propping up the valuation.
More importantly, the company’s guidance for revenue growth in the next fiscal year is about 70%, which is clearly higher than the market’s prior expectation of around 40%. At the same time, NVDA’s forward PE is roughly 17.9x—actually lower than AMD’s 37x and Intel’s 46x.
Has the market priced this in early? Some of it, yes—but not completely. Previously, the market worried that AI capex might peak, and NVDA’s rise earlier in the year had once been only about 12%. Now this move looks more like a valuation reset.
Most bullish on NVDA. After the short-term high-volume breakout surge, it’s not advisable to chase, but pullbacks are still worth keeping an eye on.