#英伟达批准1500亿美元回购
👉 回购是估值的托底
Nvidia boosts its buyback authorization by $150 billion in one go.
The board has already approved it.
Combined with the existing额度, the total authorization reaches $235 billion.
The company must complete the execution by January 2028.
This is the largest single increase in buyback authorization in U.S. corporate history.
It surpasses Apple’s 2024 record of $110 billion.
The same night the news broke, U.S. stocks fell.
The Nasdaq fell 0.92%, and the 10-year U.S. Treasury yield reached 5.2%.
Nvidia closed higher against the overall market.
The valuation is being propped up by buybacks.
The money comes from cash flow.
Last quarter’s revenue was $96.2 billion.
Gross margin is 75%.
After funding R&D, the remaining cash is used to buy its own shares.
With fewer shares outstanding, earnings per share are boosted.
The buyback authorization is scheduled out to fiscal year 2028.
This is different from software companies that burn money to build models.
On one side is net cash flow; on the other is reliance on financing.
For crypto, AI valuation is propping up sentiment.
Do you think the valuation for this round of AI can hold up? Let’s discuss in the comments.
👉 回购是估值的托底
Nvidia boosts its buyback authorization by $150 billion in one go.
The board has already approved it.
Combined with the existing额度, the total authorization reaches $235 billion.
The company must complete the execution by January 2028.
This is the largest single increase in buyback authorization in U.S. corporate history.
It surpasses Apple’s 2024 record of $110 billion.
The same night the news broke, U.S. stocks fell.
The Nasdaq fell 0.92%, and the 10-year U.S. Treasury yield reached 5.2%.
Nvidia closed higher against the overall market.
The valuation is being propped up by buybacks.
The money comes from cash flow.
Last quarter’s revenue was $96.2 billion.
Gross margin is 75%.
After funding R&D, the remaining cash is used to buy its own shares.
With fewer shares outstanding, earnings per share are boosted.
The buyback authorization is scheduled out to fiscal year 2028.
This is different from software companies that burn money to build models.
On one side is net cash flow; on the other is reliance on financing.
For crypto, AI valuation is propping up sentiment.
Do you think the valuation for this round of AI can hold up? Let’s discuss in the comments.
